JBS
JBS N.V.
About: JBS NV is a protein food company, selling protein products, which include fresh and frozen cuts of beef, pork, lamb, fish, whole chickens, and chicken parts, to retailers (such as supermarkets, club stores and other retail distributors), and foodservice companies (such as restaurants, hotels, foodservice distributors and additional processors). The food products are marketed under different brands such as Swift, Just Bare, Pilgrim's Pride, Sunnyvalley, Reserva Friboi, Great Southern, etc., globally. The company's reportable segments are Beef North America, which generates maximum revenue, Brazil, Seara, Pork USA, Pilgrim's Pride, Australia, and Others. Geographically, it derives key revenue from North and Central America, followed by South America, Australia, Europe, and other regions.
Employees: 280,000
–
Funds holding %
of 7,327 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$19.50
42%
upside
Avg. target
$21
50%
upside
High target
$22
60%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
BMO Capital Andrew Strelzik | 46%upside $20 | Outperform Initiated | 26 Jun 2025 |
Stephens & Co. Pooran Sharma | 60%upside $22 | Overweight Reiterated | 26 Jun 2025 |
B of A Securities Isabella Simonato | 53%upside $21 | Buy Initiated | 18 Jun 2025 |
Goldman Sachs Thiago Bortoluci | 42%upside $19.50 | Buy Initiated | 16 Jun 2025 |
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
JBS N.V.: Buy Before The Market Wakes Up To This Global Value Play
JBS N.V. has completed a dual listing, now trading on both Brazil's B3 and the NYSE after its U.S. IPO. JBS offers deep value at 8.8x forward P/E - nearly half the 17.4x peer average - combined with a leading 4.6% dividend yield. Q1 results showed strong momentum, with 8.4% revenue growth and margin expansion across segments, driven by branded products and operational efficiencies.
Positive
Seeking Alpha
1 month ago
JBS Long-Term Yields Are Attractive, Despite Tactically Negative Outlook
JBS is attractively valued for long-term investors, offering a combined yield of around 15% from capital returns and growth. The US listing increases institutional access and could drive future index inclusion, supporting long-term demand for the stock. Segment cycles are mixed: Brazilian and Seara segments are strong but may cool, while US beef is weak but could recover over two years.
Neutral
GlobeNewsWire
1 month ago
JBS USA Food Company Announces Expiration and Results of Its Tender Offer for Any and All of Its 2.500% Senior Notes Due 2027
GREELEY, Colo., June 27, 2025 (GLOBE NEWSWIRE) -- JBS USA Food Company announced today the expiration and results of its previously announced cash tender offer (the “Tender Offer”) for any and all of the outstanding U.S.$1,000.0 million aggregate principal amount of its 2.500% Senior Notes due 2027 (the “Notes”). The Tender Offer was made pursuant to an Offer to Purchase, dated June 23, 2025 (the “Offer to Purchase”) and the related Notice of Guaranteed Delivery (the “Notice of Guaranteed Delivery” and together with the Offer to Purchase, the “Offer Documents”).
Neutral
GlobeNewsWire
1 month ago
JBS USA Food Company Announces Pricing of Tender Offer for Any and All of Its 2.500% Senior Notes Due 2027
GREELEY, Colo., June 27, 2025 (GLOBE NEWSWIRE) -- JBS USA Food Company announced today the pricing terms of its previously announced tender offer to purchase for cash (the “Tender Offer”) any and all of the outstanding U.S.$1,000.0 million aggregate principal amount of its 2.500% Senior Notes due 2027 (the “Notes”) pursuant to the terms and conditions described in the offer to purchase, dated June 23, 2025 (the “Offer to Purchase”), and the related notice of guaranteed delivery, dated June 23, 2025 (“Notice of Guaranteed Delivery” and, together with the Offer to Purchase, the “Offer Documents”).
Neutral
Business Wire
1 month ago
JBS Leadership Rings ‘Opening Bell' at New York Stock Exchange to Mark U.S. Listing
SAO PAULO & GREELEY, Colo.--(BUSINESS WIRE)--JBS (NYSE: JBS), a premier global food company, today marked its recent listing on the New York Stock Exchange (NYSE) with a bell-ringing ceremony, and presented its global strategy for growth and value creation. The event brought together members of the financial community for a presentation at the NYSE, where JBS leadership outlined key priorities and opportunities across its global operations. Ahead of the investor event, JBS executives marked the.
Neutral
GlobeNewsWire
1 month ago
JBS USA Food Company Announces Cash Tender Offer
GREELEY, Colo., June 23, 2025 (GLOBE NEWSWIRE) -- JBS USA Food Company announced today that it has commenced a cash tender offer (the “Tender Offer”) for any and all of the outstanding U.S.$1,000.0 million aggregate principal amount of 2.500% Senior Notes due 2027 issued by JBS USA Holding Lux S.à r.l., JBS USA Foods Group Holdings, Inc. and JBS USA Food Company (the “Notes”). The Tender Offer is being made pursuant to an Offer to Purchase, dated June 23, 2025 (as may be amended or supplemented from time to time, the “Offer to Purchase”) and the related Notice of Guaranteed Delivery (as it may be amended or supplemented from time to time, the “Notice of Guaranteed Delivery” and together with the Offer to Purchase, the “Offer Documents”), which set forth a more comprehensive description of the terms of the Tender Offer.
Positive
Forbes
1 month ago
The World's Largest Meatpacker Jumps On First Day Of NYSE Trading
In the first hours since the world's largest meatpacker began trading on the New York Stock Exchange on Friday under the ticker JBS, the stock had a slow start before ending the day up nearly 5%.
Positive
Investopedia
1 month ago
Brazilian Meatpacking Giant JBS Stock Gains in NYSE Debut
Shares of JBS advanced Friday morning in their New York Stock Exchange (NYSE) debut after years of complications for the Brazilian meatpacking giant to trade in U.S. public markets.
Positive
CNBC
1 month ago
Shares of Brazilian meat giant JBS open at $13.65 in U.S. public market debut
Brazilian meat giant JBS is making its U.S. public market debut on the New York Stock Exchange under the ticker "JBS." Last year, the company reported net revenue of $77.2 billion and net income of $2 billion, according to regulatory filings.
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