JBS N.V. disclosed a material event
SEC 8-KRead source ↗
JBS N.V. is a US-listed company in the packaged foods & meats industry. Its financial year ends in December.
Who’s trading
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
- Insiders0 buying, 1 selling0 purchases and 1 sale by directors and officers, last 12 monthsInsider trades
- Funds155 adding, 125 cuttingOf 56 active managers that changed their stake, 23 added; quarter to June 30, 2026Fund buyers and sellers
The Fundamentalytics view
Current signal Results well short of expectations: Reported earnings per share missed the analysts' consensus estimate by 38% in the quarter to 2026-06-30.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
Highlights
How we pick theseStrengths
Nothing in JBS N.V.'s latest figures clears our strength thresholds.
Things to watch
- Heavily shorted. 17.8% of the shares available to trade are sold short (7.2 days of average volume to cover).
- Estimates being cut. Analysts' consensus for next year's earnings per share has fallen 14.0% over 90 days.
Latest results
- Earnings per share
- $1.02 against an average estimate of $1.66: missed by 38.5%
- Share reaction
- -2.2% in the first session after the results on August 11, 2026, against -0.1% for the S&P 500
- Next report
- November 9, 2026; average EPS estimate $1.11
Price chart
- 1 day-0.4%
- 1 week+0.4%
- 1 month+6.6%
- This year-6.8%
- 1 year+1.7%
- S&P 500 this year+11.2%
Loading chart…
Third-party market data · may be delayed
At a glance
Earnings
- Last results
- August 11, 2026
News & updates
Company announcements, filed results and changes that matter to shareholders.
- Announcement
- Insider trade
Cavalcanti Guilherme Perboyre (Global CFO and IRO) sold $2.5M of stock
SEC Form 4 - Announcement
JBS N.V. made a public disclosure; disclosed a material event
SEC 8-KRead source ↗ - Results
JBS N.V. reported results; announced a director or officer change; made a public disclosure
SEC 8-KRead source ↗
Valuation
JBS N.V. valuation models and calculatorNo model value for JBS N.V. at the moment. Current status: limited reported history: available models are shown without a Buy/Hold/Sell rating. Available reported financials are shown below.
Moat
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.
Forecasts and guidance
Next results: November 9, 2026, after the close. Analysts expect revenue of $117.9bn and EPS of $1.11 (range −$0.07 to $1.67) for the quarter.
Analysts' consensus
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $4.15 | −64% | $480.3bn | +7% |
| Next | $7.03 | +70% | $488.3bn | +2% |
Next year's EPS estimate has moved −14.0% in 90 days, across 8 analysts.
How the EPS forecast has moved
The consensus EPS forecast for the current fiscal year is −40.4% on 90 days ago. In the last 30 days, 1 analyst raised JBS N.V.'s forecast and 1 cut it.
Average of analysts' published estimates (third-party data).
View chart data
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $6.96 | $8.18 |
| 60 days ago | $4.56 | $7.01 |
| 30 days ago | $4.33 | $6.96 |
| 7 days ago | $3.97 | $6.79 |
| Now | $4.15 | $7.03 |
Earnings against estimates
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | $1.66 | $1.02 | −38.5% |
| Dec 2025 | $2.25 | $3.07 | +36.4% |
| Sept 2025 | $2.74 | $2.87 | +4.6% |
Adjusted EPS as companies report it, against the average analyst estimate.
Positioning
- Short interest
- 17.8% of tradable shares
- Days to cover
- 7.25 at average volume
- Short interest, 1 month
- +6% to October 15, 2026
- Held by institutions
- 29% of shares
- Held by insiders
- 57.8% of shares
- Employees
- 283,000 full time
Share-price performance
Market data may be delayedReturn and risk by year
| Calendar year | 2026 to date |
|---|---|
| Return | |
| JBS | −7% |
| Industry peers (median) | −16% |
| S&P 500 | +11% |
| Months that ended higher | |
| JBS | 46% |
| S&P 500 | 46% |
| Largest fall from a high during the year | |
| JBS | −36% |
| S&P 500 | −9% |
Worst fall since June 13, 2025: 36% from April 9, 2026 to October 1, 2026. Getting back needed a 57% gain, and the shares have not yet recovered.
Price behaviour
- 52-week range
- $10.86 – $17.05
- From 52-week high
- −27.1%
- vs 50-day average
- −0.5%
- vs 200-day average
- −8.5%
- Volatility (1 year)
- 34%
- Beta vs S&P 500
- 0.18
Share price after results
- Next day
- 0 up, 1 down typical move ±2.2%
- After a week
- 1 up, 0 down typical move ±1.9%
- After a month
- 0 up, 1 down typical move ±5.9%
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| August 11, 2026 | −2.2% | −0.1% | +1.9% | −5.9% |
Fundamentals
Who owns it
Funds buying and selling- Reported value
- $5B
- Institutions reporting
- 267
- Shares held vs prior quarter
- ▲ 12.1%
- Positions opened / closed
- 58 / 39
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Bndes Participacoes S.A. | $2.4B | 199.3M | 47.3% | 0.0% |
| Davis Selected Advisers | $593M | 50.0M | 11.9% | ▲ 90.6% |
| Blackrock, Inc. | $382M | 32.3M | 7.7% | ▲ 11.9% |
| D. E. Shaw & Co., Inc. | $134M | 11.3M | 2.7% | ▲ 76.5% |
| State Street Corp | $95.3M | 8.0M | 1.9% | ▲ 30.0% |
| Brandes Investment Partners, LP | $91.2M | 7.7M | 1.8% | ▲ 158.0% |
| Ameriprise Financial Inc | $79.3M | 6.7M | 1.6% | ▼ 0.1% |
| Arrowstreet Capital, Limited Partnership | $71.3M | 6.0M | 1.4% | ▼ 21.7% |
| Alberta Investment Management Corp | $70M | 5.9M | 1.4% | ▲ 17.5% |
| Discovery Capital Management, LLC / Ct | $64.4M | 5.4M | 1.3% | ▲ 61.5% |
| Deutsche Bank Ag\ | $57.9M | 4.9M | 1.2% | ▼ 7.4% |
| Raymond James Financial Inc | $54M | 4.6M | 1.1% | ▲ 20.3% |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not JBS N.V.'s complete shareholder register. Values are as reported by the filers .
Insider trading activity
Full insider history and chart Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $2.5M 1 trade by 1 insider · 0% under pre-set plans
Net ▼ $2.5M net selling
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Cavalcanti Guilherme Perboyre Global CFO and IRO | August 24, 2026 | Sell | 183,501 | $13.85 | $2.5M |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Earnings dates and SEC filings
Results announcements
- August 11, 2026
Recent SEC filings
Data status
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
JBS N.V. in brief
- What does JBS N.V. do?
- JBS N.V. is a US-listed company in the packaged foods & meats industry. Its financial year ends in December.
- What is JBS N.V.'s stock ticker?
- JBS N.V. trades under the ticker JBS on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
- Who are JBS N.V.'s largest institutional shareholders?
- By value reported in 13F filings for June 30, 2026, the largest reported holders are Bndes Participacoes S.A., Davis Selected Advisers and Blackrock, Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
- Are insiders buying or selling JBS N.V. stock?
- Over the last 12 months, JBS N.V.'s directors and officers reported 0 open-market purchases and 1 sales on Form 4. The insider trading page charts every trade.
- When is JBS N.V.'s next earnings date?
- Around November 9, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — JBS N.V. announces its own schedule.
Follow research on JBS N.V.
New research on the companies we cover arrives in the weekly email. Free, one email a week.