JBS · NYSE · Packaged Foods

JBS (JBS)

Processes multiple animal proteins and sells prepared foods through a global operating network.

$11.77
vs last close−0.26 (−2.16%)
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JBS N.V.JBS
Consumer Staples

Processes beef, poultry, pork, lamb and fish, and sells prepared foods through businesses such as Pilgrim’s Pride and Seara. An acquisition-built network spans the Americas, Australia and Europe, with related operations in leather and other processing by-products.

Processes beef, poultry, pork, lamb and fish, and sells prepared foods through businesses including Pilgrim’s Pride and Seara. Related operations turn processing by-products into leather, biodiesel, collagen and other materials.

Operations span the Americas, Australia and Europe. A long acquisition program assembled the protein and brand portfolio, while a shared plant-management model and experience integrating complex international businesses support execution across locally rooted operations.

Scale depends on controls for food production, antitrust compliance, cyber resilience and cattle traceability. The group has faced bribery-related books-and-records findings, a poultry price-fixing conviction at Pilgrim’s Pride, a ransomware disruption and contested cattle-sourcing enforcement. Control remains with the Batista family under a Dutch holding company whose Class A shares began trading on the NYSE in 2025.

Company facts

CEOGilberto Tomazoni
ListedJun 13, 2025
ExchangeNYSE
HeadquartersAmstelveen, Netherlands
CountryNetherlands
Employees283,000
CIK0001791942
ISINNL0015002J37

Market cap$26.68B
EPS (ttm)$1.21
P/E (ttm)9.92
ROE17.7%
P/B16.57
P/S0.3565
Dividend yieldDiv yield8.31%
Beta0.23vs XLP 0.72

Price target$17.50+45.5%Average of 4 analysts
ConsensusBuy4 of 4 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 24, 2026UBSReiterate
Rating: Target: $17
Rating: BuyTarget: $17.50
Aug 17, 2026StephensReiterate
Rating: Target:
Rating: OverweightTarget: $17
Jul 28, 2026JP MorganUpgrade
Rating: Neutral
Rating: Overweight
Jul 16, 2026BarclaysReiterate
Rating: Target: $23
Rating: OverweightTarget: $20
May 19, 2026UBSTarget
Target: $19.50
Target: $17

Next report
Nov 9, 26
in 48 days
EPS estimate
$0.35
Revenue estimate
$23.64B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.19$0.50$0.53$0.52$0.39$0.20$0.20Pending
Estimate$0.28$0.23$0.51$0.51$2.26$0.20$0.31$0.35
Surprise−33.2%+111.8%+4.5%+2.6%−82.7%−2.2%−35.0%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$20.55B$20.45B$21.90B$22.60B$23.06B$21.61B$23.90BPending
Estimate$20.02B$19.37B$21.96B$21.96B$119.54B$21.66B$23.04B$23.64B
Surprise+2.6%+5.6%−0.2%+2.9%−80.7%−0.2%+3.7%
Estimate$0.35
ReportedDue Nov 9, 2026
Estimate$23.64B
ReportedDue Nov 9, 2026
View details

Debt to equity297.20%
Current ratio153.30%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$21.62B$22.83B$22.33B$23.28B$23.59B$24.71B$21.81B$4.68B
Net income$751.8M$472.0M$572.1M$594.0M$606.3M$444.7M$222.6M−$20.0M
Net margin3.5%2.1%2.6%2.6%2.6%1.8%1.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$1.69B$1.10B$1.01B$1.23B$1.27B$1.01B$472.9M$116.8M
YoY growth+230.2%+217.9%+44.1%+5.9%−24.5%−8.4%−53.2%−90.5%

Balance sheet, Jun 30, 2026Cash & short-term investments $678.8M · Total debt $4.78B · Total assets $8.97B · Shareholders' equity $1.61B

Revenue
$4.68B
Operating income
$116.8M
Net income
−$20.0M

Reported in BRL, converted at the latest exchange rate

View details

Dividend yield
8.31%
Next ex-date
Nov 18, 26
estimated · in 57 days
Annual dividend
$1.00
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Aug '24Nov '24Nov '24Apr '25May '25May '25May '25May '26
Dividend$0.7112$0.1663$0.3116$0.3547$0.6923$0.1818$0.3646$1.00
Annual yield7.78%
Ex-dateAug 26Nov 25Nov 26Apr 30May 2May 26May 27May 18
Payment dateOct 17Jan 15Jan 27May 14May 27Jun 17Jun 27Jun 17
View details

Institutions0.04%420.07M shares
291 holders · as of Jun 30, 2026
Insiders0.05%537.75M shares
4 holders · as of Mar 18, 2026
Other99.91%1.07T shares
remainder

1.07T company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (1.07T in the company's Sep 22, 2026 report, 2.22B elsewhere); stakes use the report.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Joesley Mendonca BatistaInsiderdirector
0.05%294.84M B · 242.73M Afiled Mar 18, 2026
Bndes Participacoes S.A.Institution
0.02%199.29M Aas of Jun 30, 2026
Davis Selected AdvisersInstitution
0.00%50.02M Aas of Jun 30, 2026
BlackRock, Inc.Institution
0.00%32.27M Aas of Jun 30, 2026
D. E. Shaw & Co., Inc.Institution
0.00%11.28M Aas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 24, 2026Guilherme Perboyre Cavalcantiofficer: Global CFO and IRO−183,501$13.85
View details

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Compare

CompanyPriceChange
JBS$11.77−2.16%$26.68B9.914.30.4+9.1%
Tyson Foods$52.10+0.15%$18.44B31.913.50.3−0.1%
Smithfield Foods$19.64−1.13%$7.81B7.49.70.5−2.3%
Hormel Foods$20.58+0.56%$11.26B32.513.40.9−2.4%
Median31.913.40.5−2.3%