JBS - Jbs N.V.
JBS (JBS) is rated Buy with a reiterated $18.2/share price target, despite a recent 20% stock decline driven by US beef segment weakness. US cattle cycle downturn has been more severe and prolonged than expected, significantly impacting near-term earnings and market sentiment. JBS remains fundamentally strong, with $6B+ cash, diversified protein portfolio, and the ability to sustain its $1/share dividend even in a downcycle.
High-yield stocks are attractive for easy-to-understand reasons. When they outpace the S&P 500's average yield and inflation, they can provide substantial income.
The world's largest meatpacker, is preparing to close a beef-processing plant in Pennsylvania, the latest facility to close as a cattle shortage in the U.S. squeezes meatpacking companies.
GREELEY, Colo., June 12, 2026 (GLOBE NEWSWIRE) -- JBS USA today announced the planned closure of two facilities in Pennsylvania and Tennessee. The company emphasized its commitment to supporting those affected as it makes targeted changes to strengthen operations for the future.
Large-cap housing, nuclear, crypto and commodity-linked stocks led last week's declines as earnings volatility, rising yields, weaker Bitcoin prices and geopolitical concerns pressured sentiment.
On May 15, 2026, JBS NV (JBS) shares fell 3.6%, closing at $13.48. The stock has experienced significant volatility recently, with a 1-week decline of 16.3% and
JBS NYSE: JBS reported record first-quarter sales but lower profitability as executives said the global protein company faced difficult market conditions in U.S. beef, seasonal pressures, operational adjustments and shifting trade flows.
JBS N.V. (JBS) Q1 2026 Earnings Call Transcript
On May 12, 2026, JBS NV (JBS) shares fell 5.2% to $15.27, continuing a downward trend that has seen the stock decline 16.6% over the past month. The shares are
Operations in Brazil and Seara helped offset an extremely challenging environment in the United States; Beef North America margin was -3.2% Operations in Brazil and Seara helped offset an extremely challenging environment in the United States; Beef North America margin was -3.2%
The Brazilian meatpacking conglomerate posted a first-quarter profit of $220.6 million, down from $500.2 million a year earlier.
On May 11, 2026, JBS NV (JBS) shares fell 3.2% to $15.59. The stock has experienced a wide price range over the past year, with a 52-week high of $18.65 and a l
GREELEY, Colo., April 13, 2026 (GLOBE NEWSWIRE) -- JBS USA Food Company Holdings announced today the total consideration payable in connection with its previously announced tenders offers (the “Tender Offers”) to purchase for cash a combined aggregate principal amount of up to $1,200,000,000 of the aggregate principal amount (the “Maximum Amount”) of its 6.750% Senior Notes due 2034 (the “2034 Notes”) and its 5.950% Senior Notes due 2035 (the “2035 Notes” and, together with the 2034 Notes, the “Notes”), subject to the terms and conditions of the Tender Offers.
Workers at JBS ratified a tentative two-year agreement with the world's largest meat company, covering nearly 3,800 workers at the JBS flagship beef processing plant in Greeley, Colorado, according to statements from both the union and the company on Sunday.
The agreement covering 3,800 employees includes pay bumps through 2027.
GREELEY, Colo., April 10, 2026 (GLOBE NEWSWIRE) -- JBS USA Food Company Holdings announced today (i) the early tender results for its tender offers (the “Tender Offers”) to purchase for cash a combined aggregate principal amount of up to $1,000,000,000 aggregate principal amount (subject to increase by JBS USA Food Company Holdings in its sole discretion, the “Maximum Amount”) of its 6.750% Senior Notes due 2034 (the “2034 Notes”) and its 5.950% Senior Notes due 2035 (the “2035 Notes” and, together with the 2034 Notes, the “Notes”) and (ii) that it has increased the Maximum Amount from up to $1,000,000,000 aggregate principal amount of the Notes to up to $1,200,000,000 aggregate principal amount of the Notes (the “Increased Maximum Amount”). Except for the changes with respect to the Increased Maximum Amount, there are no other modifications being made with respect to the Tender Offers as set forth in the Offer to Purchase (as defined below).
I reiterate my buy rating on JBS as dual listing and potential Russell 1000 inclusion drive value unlock. JBS's diversified global protein business, robust revenue growth, and leading ROE support its investment appeal despite historical valuation discounts. Trading at 5.7x EBITDA versus peers' 8.65x, JBS offers up to 51% upside if multiples converge; even conservative peer comparison suggests 14% upside.
Workers of the world's largest meat company, JBS , agreed to return to work at a beef plant in Greely, Colorado after it agreed to resume negotiations, bringing a three-week picket to an end, their union said in a statement on Saturday.
Here's where Freeport-McMoRan, JBS, and Invitation Homes, stand during a tough time for the stock market.
JBS N.V. (JBS) Q4 2025 Earnings Call Transcript