JBS N.V. (ticker: JBS) reported fourth-quarter 2025 results with revenue growing to $23.1 billion (up 15.47% year‑over‑year), topping the consensus revenue estimate of $22.6 billion. Diluted earnings per share came in at $0.40, slightly below the estimate of $0.41.
Cost pressures weighed on margins as cost of sales rose faster than revenue: cost of sales totaled $20.2 billion (up 18.8% YoY) while gross profit declined. Operating profit slipped modestly despite the revenue gain.
In summary, JBS delivered strong top‑line growth and significantly improved operating cash flow, while profitability metrics showed pressure from higher cost of sales and a rise in capital spending. The results present a mixed picture: revenue outperformance alongside tighter margins and a decline in cash balances year‑over‑year.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
JBS N.V. Hedge Fund Activity
We have seen 140 institutional investors add shares of JBS N.V. stock to their portfolio, and 134 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DAVIS SELECTED ADVISERS added 11,854,741 shares (+inf%) to their portfolio in Q4 2025, for an estimated $170,945,365
- BANCO BTG PACTUAL S.A. removed 9,589,738 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $138,284,021
- MILLENNIUM MANAGEMENT LLC removed 3,771,347 shares (-63.0%) from their portfolio in Q4 2025, for an estimated $54,382,823
- CARRHAE CAPITAL LLP added 3,244,553 shares (+801.8%) to their portfolio in Q4 2025, for an estimated $46,786,454
- DEUTSCHE BANK AG\ added 3,092,222 shares (+194.5%) to their portfolio in Q4 2025, for an estimated $44,589,841
- D. E. SHAW & CO., INC. removed 2,522,063 shares (-25.9%) from their portfolio in Q4 2025, for an estimated $36,368,148
- DISCOVERY CAPITAL MANAGEMENT, LLC / CT added 2,462,200 shares (+512.7%) to their portfolio in Q4 2025, for an estimated $35,504,924
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
JBS N.V. Analyst Ratings
Wall Street analysts have issued reports on $JBS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 10/14/2025
To track analyst ratings and price targets for JBS N.V., check out Quiver Quantitative's $JBS forecast page.
