JB
JBTM
JBT MAREL Corp
$122.11
-1.23%
$6.4B
No data for this timeframe.
Vol
Market Cap$6.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders9 funds
Inst. Value$1.5B
Inst. Activity3 buys / 2 sells
Insider Activity0B / 2S
Insider Net $-$2.8M
SEC Reports2
Exchange NYSE·Sector Special Industry Machinery (No Metalworking Machinery)·Inc. DE·CIK 0001433660·Prev Close $123.62
Recent Activity
Jun 1, 2026
Insider
Savage Ann sold 1,232 shares
Director @ $0.00 ($0.00)
Jun 1, 2026
Insider
Masson Arnar Thor sold 1,232 shares
Director @ $0.00 ($0.00)
Jun 1, 2026
Insider
KAWALEK POLLY B sold 1,964 shares
Director @ $0.00 ($0.00)
May 4, 2026
SEC
JBT Marel reported Q1 2026 adjusted EPS of $1.58, beating the $1.49 consensus by 6%, on revenue of $936M (+10% YoY). The
8-K — Impact 6/10
Apr 1, 2026
SEC
This DEFA14A filing is definitive additional proxy materials for JBT MAREL Corp's 2026 Annual Meeting. It contains votin
DEFA14A — Impact 2/10
Inst.
FMR LLC — ADD
1,941,415 shares ($292.5M)
Inst.
NORGES BANK — NEW
653,312 shares ($98.4M)
May 4, 2026
earnings_calendar
JBTM Q1 2026 Earnings Scheduled — 2026-05-04
Price Targets
$178.75
+46.4% upside
Strong Buy
Current $122.11
Low $118.00
Median $188.50
High $210.00
6 analysts
$118.00
$210.00
Analyst Ratings
6Strong Buy
5Buy
1Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 21, 2026 | Oppenheimer | INITIATE | Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.02 ▼ -4.5% | $1.95 — $2.10 | 35% YoY | 6 |
| Next Q | $2.31 ▼ -2.3% | $2.22 — $2.42 | 19% YoY | 6 |
| Current FY | $8.28 ▲ +1.0% | $8.02 — $8.50 | 29% YoY | 6 |
| Next FY | $9.36 ▲ +0.8% | $8.35 — $10.00 | 13% YoY | 6 |
Latest Reports
BULLISH
8-K
6/10
JBT Marel reported Q1 2026 adjusted EPS of $1.58, beating the $1.49 consensus by 6%, on revenue of $936M (+10% YoY). The
May 4, 2026
NEUTRAL
DEFA14A
2/10
This DEFA14A filing is definitive additional proxy materials for JBT MAREL Corp's 2026 Annual Meeting. It contains votin
Apr 1, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $826.0M | ADD |
| FMR LLC | $292.5M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $109.4M | ADD |
| NORGES BANK | $98.4M | NEW |
| MORGAN STANLEY | $85.8M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Savage Ann | A | $0.00 |
| Jun 1, 2026 | Masson Arnar | A | $0.00 |
| Jun 1, 2026 | KAWALEK POLLY | A | $0.00 |
| Jun 1, 2026 | JACKSON LAWRENCE | A | $0.00 |
| Jun 1, 2026 | Harrington Charles | A | $0.00 |
9 institutional holders with $1.5B total value (10,208,223 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 3 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 5,482,280 | $826.0M | 53.7% | ADD +45.0% |
| 2 | FMR LLC | 1,941,415 | $292.5M | 19.0% | ADD +35.8% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 726,302 | $109.4M | 7.1% | ADD +34.4% |
| 4 | NORGES BANK | 653,312 | $98.4M | 6.4% | NEW |
| 5 | MORGAN STANLEY | 569,206 | $85.8M | 5.6% | — |
| 6 | BANK OF AMERICA CORP /DE/ | 449,027 | $67.7M | 4.4% | — |
| 7 | WELLS FARGO & COMPANY/MN | 265,526 | $40.0M | 2.6% | ADD +63.3% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 116,700 | $17.6M | 1.1% | TRIM -34.0% |
| 9 | TWO SIGMA INVESTMENTS, LP | 4,455 | $671.2K | 0.0% | NEAR_EXIT -76.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 1,429,926 | 1,941,415 | +35.8% | $292.5M | 2025-Q4 |
| NORGES BANK | NEW | — | 653,312 | — | $98.4M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 162,636 | 265,526 | +63.3% | $40.0M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 176,900 | 116,700 | -34.0% | $17.6M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 18,833 | 4,455 | -76.3% | $671.2K | 2025-Q4 |
| FMR LLC | ADD | 921,593 | 1,429,926 | +55.2% | $200.8M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 543,434 | 730,614 | +34.4% | $102.6M | 2025-Q3 |
| UBS Group AG | DOUBLED | 206,662 | 623,461 | +201.7% | $87.6M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 259,600 | 176,900 | -31.9% | $24.8M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | ADD | 11,355 | 18,833 | +65.9% | $2.6M | 2025-Q3 |
| NORGES BANK | EXIT | 644,191 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 644,191 | — | $77.5M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 29,500 | 259,600 | +780.0% | $31.2M | 2025-Q2 |
| VANGUARD GROUP INC | ADD | 3,604,335 | 5,226,372 | +45.0% | $638.7M | 2025-Q1 |
| FMR LLC | ADD | 625,230 | 919,963 | +47.1% | $112.4M | 2025-Q1 |
| UBS Group AG | TRIM | 284,001 | 210,879 | -25.7% | $25.8M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 29,500 | — | $3.6M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 21,722 | 14,482 | -33.3% | $1.8M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 33,660 | 12,475 | -62.9% | $1.5M | 2025-Q1 |
| NORGES BANK | EXIT | 8,426 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 67,757 | 284,001 | +319.1% | $36.1M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 32,755 | 21,722 | -33.7% | $2.8M | 2024-Q4 |
| NORGES BANK | NEAR_EXIT | 65,605 | 8,426 | -87.2% | $1.1M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 393,382 | — | $38.8M | 2024-Q3 |
18 unique insiders with 2 transactions. Net insider value: -$2.8M ($0.00 bought, $2.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Savage Ann | Director | A | 1,232 | $0.00 | $0.00 |
| Jun 1, 2026 | Masson Arnar Thor | Director | A | 1,232 | $0.00 | $0.00 |
| Jun 1, 2026 | KAWALEK POLLY B | Director | A | 1,964 | $0.00 | $0.00 |
| Jun 1, 2026 | JACKSON LAWRENCE V | Director | A | 1,232 | $0.00 | $0.00 |
| Jun 1, 2026 | Harrington Charles L. | Director | A | 1,964 | $0.00 | $0.00 |
| Jun 1, 2026 | Gudmundsson Olafur S | Director | A | 1,232 | $0.00 | $0.00 |
| Jun 1, 2026 | Gronfeldt Svafa | Director | A | 1,232 | $0.00 | $0.00 |
| Jun 1, 2026 | FELDMAN ALAN D | Director | A | 1,232 | $0.00 | $0.00 |
| Jun 1, 2026 | BRASIER BARBARA L | Director | A | 1,232 | $0.00 | $0.00 |
| Mar 3, 2026 | Deck Brian A | CEO | SELL | 8,634 | $150.51 | $1.3M |
| Mar 2, 2026 | Deck Brian A | CEO | SELL | 10,000 | $151.39 | $1.5M |
| Feb 27, 2026 | Bridarolli Shelley Rae | EVP & Chief HR Officer | F | 247 | $154.00 | $38.0K |
| Feb 27, 2026 | Siddons Mary Beth | EVP, President DF&H | F | 79 | $154.00 | $12.2K |
| Feb 27, 2026 | Rizzolo Luiz Augusto | EVP & Pres., Regions & Int. | F | 343 | $154.00 | $52.8K |
| Feb 27, 2026 | Deck Brian A | CEO | F | 2,508 | $154.00 | $386.2K |
| Feb 27, 2026 | Petrie Robert James | EVP & Pres. Meat/Prepared Food | F | 407 | $154.00 | $62.7K |
| Feb 27, 2026 | Meister Matthew J | Executive VP & CFO | F | 476 | $154.00 | $73.3K |
| Feb 26, 2026 | Sigurdsson Arni | President | F | 437 | $157.62 | $68.9K |
| Feb 26, 2026 | Claessens Roger | EVP, President Poultry | F | 304 | $157.62 | $47.9K |
| Feb 26, 2026 | Meister Matthew J | Executive VP & CFO | F | 492 | $157.62 | $77.5K |
| Feb 26, 2026 | Rizzolo Luiz Augusto | EVP & Pres., Regions & Int. | F | 261 | $157.62 | $41.1K |
| Feb 26, 2026 | Bridarolli Shelley Rae | EVP & Chief HR Officer | F | 241 | $157.62 | $38.0K |
| Feb 26, 2026 | Siddons Mary Beth | EVP, President DF&H | F | 145 | $157.62 | $22.9K |
| Feb 26, 2026 | Petrie Robert James | EVP & Pres. Meat/Prepared Food | F | 373 | $157.62 | $58.8K |
| Feb 26, 2026 | Deck Brian A | CEO | F | 2,425 | $157.62 | $382.2K |
| Feb 25, 2026 | Sigurdsson Arni | President | A | 3,253 | $0.00 | $0.00 |
| Feb 25, 2026 | Pelletier James C | EVP & General Counsel | A | 1,722 | $0.00 | $0.00 |
| Feb 25, 2026 | Deck Brian A | CEO | A | 30,495 | $0.00 | $0.00 |
| Feb 25, 2026 | Bridarolli Shelley Rae | EVP & Chief HR Officer | A | 3,601 | $0.00 | $0.00 |
| Feb 25, 2026 | Petrie Robert James | EVP & Pres. Meat/Prepared Food | A | 4,659 | $0.00 | $0.00 |
| Feb 25, 2026 | Siddons Mary Beth | EVP, President DF&H | A | 494 | $0.00 | $0.00 |
| Feb 25, 2026 | Rizzolo Luiz Augusto | EVP & Pres., Regions & Int. | A | 4,235 | $0.00 | $0.00 |
| Feb 25, 2026 | Meister Matthew J | Executive VP & CFO | A | 6,564 | $0.00 | $0.00 |
| Feb 25, 2026 | Claessens Roger | EVP, President Poultry | A | 1,786 | $0.00 | $0.00 |
| Feb 23, 2026 | Bridarolli Shelley Rae | EVP & Chief HR Officer | F | 256 | $163.40 | $41.8K |
| Feb 23, 2026 | Deck Brian A | CEO | F | 2,069 | $163.40 | $338.1K |
| Feb 23, 2026 | Meister Matthew J | Executive VP & CFO | F | 441 | $163.40 | $72.1K |
| Feb 23, 2026 | Siddons Mary Beth | EVP, President DF&H | F | 69 | $163.40 | $11.3K |
| Feb 23, 2026 | Petrie Robert James | EVP & Pres. Meat/Prepared Food | F | 361 | $163.40 | $59.0K |
| Feb 23, 2026 | Rizzolo Luiz Augusto | EVP & Pres., Regions & Int. | F | 298 | $163.40 | $48.7K |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 4.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (85% buy). Based on 13 analysts: 6 strong buy, 5 buy, 1 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$178.75 mean target
+46.4% upside
Strong Buy (1.67)
$118.00 Low
$210.00 High
| Metric | Value |
|---|---|
| Current Price | $122.11 |
| Target Low | $118.00 |
| Target Mean | $178.75 |
| Target Median | $188.50 |
| Target High | $210.00 |
| # Analysts | 6 |
| Recommendation | Strong Buy (1.67) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.02 | $1.95 | $2.10 | 35.5% | -4.5% | 0↑ 4↓ | $1.0B | 5.7% | 6 |
| Next Q 2026-09-30 |
$2.31 | $2.22 | $2.42 | 19.2% | -2.3% | 1↑ 4↓ | $1.0B | 4.8% | 6 |
| Current FY 2026-12-31 |
$8.28 | $8.02 | $8.50 | 29.2% | +1.0% | 4↑ 0↓ | $4.0B | 6.1% | 6 |
| Next FY 2027-12-31 |
$9.36 | $8.35 | $10.00 | 13.0% | +0.8% | 2↑ 1↓ | $4.2B | 4.9% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.018 | |
| 7d ago | $2.018 | |
| 30d ago | $2.112 | -0.094 |
| 60d ago | $2.112 | -0.094 |
| 90d ago | $2.103 | -0.084 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 21, 2026 | Oppenheimer | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 5 | 1 | 1 | 0 | 85% | |
| May 1, 2026 | 5 | 5 | 1 | 1 | 0 | 83% | |
| Apr 1, 2026 | 5 | 5 | 1 | 1 | 0 | 83% | |
| Mar 1, 2026 | 5 | 5 | 1 | 1 | 0 | 83% | |
| Feb 1, 2026 | 5 | 5 | 1 | 1 | 0 | 83% | |
| Jan 1, 2026 | 5 | 5 | 1 | 1 | 0 | 83% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 4, 2026
earnings_calendar
JBTM Q1 2026 Earnings Scheduled — 2026-05-04
Apr 20, 2026
short_interest
FTD: JBTM — 171,079 shares ($22.6M) failed to deliver
Settlement: 20260420, Price: $132.23, FTD Value: $22,621,776.17, JBT MAREL CORPORATION COMMON S
Mar 12, 2026
short_interest
FTD: JBTM — 4,114 shares ($0.6M) failed to deliver
Settlement: 20260312, Price: $142.03, FTD Value: $584,311.42, JBT MAREL CORPORATION COMMON S
Mar 11, 2026
short_interest
FTD: JBTM — 3,922 shares ($0.6M) failed to deliver
Settlement: 20260311, Price: $141.01, FTD Value: $553,041.22, JBT MAREL CORPORATION COMMON S
Mar 6, 2026
short_interest
FTD: JBTM — 27,459 shares ($4.2M) failed to deliver
Settlement: 20260306, Price: $152.75, FTD Value: $4,194,362.25, JBT MAREL CORPORATION COMMON S
Mar 3, 2026
short_interest
FTD: JBTM — 6,462 shares ($1.0M) failed to deliver
Settlement: 20260303, Price: $154.39, FTD Value: $997,668.18, JBT MAREL CORPORATION COMMON S
Feb 24, 2026
short_interest
FTD: JBTM — 9,464 shares ($1.5M) failed to deliver
Settlement: 20260224, Price: $163.40, FTD Value: $1,546,417.6, JBT MAREL CORPORATION COMMON S
Feb 23, 2026
earnings_calendar
JBTM Q4 2025 Earnings After Market Close — 2026-02-23
Feb 20, 2026
short_interest
FTD: JBTM — 3,641 shares ($0.6M) failed to deliver
Settlement: 20260220, Price: $162.58, FTD Value: $591,953.78, JBT MAREL CORPORATION COMMON S
Feb 5, 2026
short_interest
FTD: JBTM — 6,836 shares ($1.1M) failed to deliver
Settlement: 20260205, Price: $165.43, FTD Value: $1,130,879.48, JBT MAREL CORPORATION COMMON S