Jbs N.v (JBS) Stock: Insider Trades, Congress & Funds

Smart money at a glance

Filings to Nov 13, 2026

Net selling: insiders sold $2.5M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersForm 4, 90 days: -$2.5M net
CongressSTOCK Act, 180 days: None
Big funds13F, quarter ended Jun 30, 2026: 3 added, 3 cut
Federal contractsUSAspending.gov, 12 months: No awards

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

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Questions about JBS filings

Are insiders buying or selling JBS N.V. (JBS) stock?

Net selling: insiders sold $2.5M and bought $0 of JBS stock on the open market in the 90 days to Nov 13, 2026, according to SEC Form 4 filings. The largest was Cavalcanti, Guilherme Perboyre (Global CFO and IRO), who sold $2.5M. The latest filing was on Aug 25, 2026.

Which members of Congress have traded JBS recently?

None. No member of Congress disclosed a JBS trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this JBS smart-money data?

This summary uses filings available on Nov 13, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

13F: filed up to 45 days late.

Smart money on JBS

Lean short2 sources:
- Insiders
- Funds

Top traders
No tracked positions at the last update
Insiders
- Guilherme Perboyre Cavalcanti, sold $2.5M, open market, filed Aug 25
Lean short · thin1 sale · $2.5M
Form 4 filings, open market.
Congress
No recent politician filings found
Funds
Lean short1 added · 2 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Influencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about JBS filings

Are insiders buying or selling JBS N.V. (JBS) stock?

Which members of Congress have traded JBS recently?

None. No member of Congress disclosed a JBS trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this JBS smart-money data?

Funds

What funds are doing

6 moves · 6 mo

Buys/Adds$144.2MSells/Trims$95.5M

Buys/Adds (1)

DS
D.E. Shaw
Q2 2026 13F
$18.9M
added
Signals like this: n=13773, 53% finished lower at D15, median -0.4% vs SPY -0.4%

Sells/Trims (2)

QR
Qube Research
Q2 2026 13F
$27.8M
trimmed
Signals like this: n=7469, 53% finished lower at D15, median -0.5% vs SPY -0.4%
MI
Millennium
Israel Englander · Q2 2026 13F
$20.4M
trimmed

3 more moves

Pro opens all of them for $16.50/month, paid yearly.

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Other smart money signals

Activist stakes, short interest & more

2 items

DA
Davis AdvisorsLight
DAVIS SELECTED ADVISERS filed SC 13G/A on JBS N.V. (passive 6.70% stake)
SI
Short Interest ChangeLight
short-volume tape softening: latest 60.1% fell 7.0pp vs 20d avg 67.1%

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Reported Nov 9, 2026

Earnings came in 38.5% below what analysts expected.

Documents

Earnings releaseEX-99.1 All exhibits, including slides8-K Quarterly report10-Q Annual report10-K Every filing

Last report

Nov 9, 2026

Period ending

Sep 30, 2026

Earnings per share

$0.16-38.46% miss

$0.26 expected

Revenue

$22.74B

SEC filing

Next report

What the street expects next

Estimates as of Nov 13, 2026

EPS expected

$1.68

$0.20 to $2.75

Revenue expected

$126.71B

6 analysts

Last 30 days

5up0down

Analysts raising estimates

Estimate drift

+0.31

Change in 30 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Sep 30, 2026Reported Nov 9, 2026	$0.16est. $0.26	-38.46%miss	$22.74BSEC filing	+0.6%from $22.60B
Jun 30, 2026Reported Aug 11, 2026	-$0.09est. $0.32	-128.13%miss	$23.90Best. $117.41B-79.64%	+13.8%from $21.00B
Mar 31, 2026Reported May 12, 2026	$0.20est. $1.13	-81.89%miss	$21.61BSEC filing	+10.7%from $19.53B
Dec 31, 2025Reported Feb 11, 2026	$3.07est. $2.25	+36.44%beat	BRL 126.27BAlpha Vantage	+8.2%from BRL 116.70B
Sep 30, 2025Reported Nov 13, 2025	$2.87est. $2.74	+4.74%beat	$22.60BSEC filing	+13.4%from $19.93B
Jun 30, 2025Reported Aug 13, 2025	$1.54est. $2.63	-41.44%miss	$21.00BSEC filing	No year-ago quarter
Mar 31, 2025Reported May 15, 2025	$1.32Reported	No estimate	$19.53BSEC filing	No year-ago quarter
Dec 31, 2024Reported Mar 25, 2025	$0.19Reported	No estimate	BRL 116.70BAlpha Vantage	+21.1%from BRL 96.34B

Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.

Open: $12.37
High: $12.61
Low: $12.09
Prev close: $12.40
52-wk high: $17.27
52-wk low: $10.61
Mkt cap: $13.33B
P/E: 17.8x
ROE: +8.2%
Fwd P/E: 3.9x
Div yield: 8.06%
P/S: 0.1x
P/B: 1.6x
Profit margin: +0.8%
Op margin: +3.0%

Sep 2026 to Sep 2026

What it sold, what it cost, what was left.

RevenueProfit

Sep 2026

Income statement, 1 periods, all values in US dollars
USD	Sep 2026
What came in
RevenueTotal revenue	$118.73B
Cost of what it soldCost of revenue	$106.13B
Gross profit	$12.60B
What it spent
Sales and adminSelling, general and administrative	$2.38B
Other operating costsOperating costs not itemised in the filing's summary	$7.53B
Total operating expenses	$9.91B
What was left
Operating profitOperating income	$2.70B
Interest on debtInterest expense	$2.37B
Profit before tax	$1.02B
TaxIncome tax expense	$38.0M
Net profitNet income	$858.6M
EBITDAEarnings before interest, tax, depreciation, amortisation	$6.85B

Technicals

Price structure

This stock is under pressure.

Trend

Under pressure

35 / 100

RSI 14

51balanced

20D volatility

44%annualized

52-week range

$12.44

$10.61$17.27

20D support

$11.53recent floor

20D resistance

$13.33recent ceiling

Returns

5D -4.0%20D -4.5%60D -8.9%

Price vs moving averages

SMA20 -0.6%SMA50 +0.7%SMA200 -8.2%

Volume pace

1.22xvs prior 20D

News

What the news says

5 articles · 7 days

Coverage leans bearish

1 bullish · 2 neutral · 2 bearish

JBS expands beyond food with $542 million Flora deal
BullishNov 11
JBS N.V. (JBS) stock price, news, quote and history
Leans bearishNov 10
JBS Q3 Results: Adjusted EPS $0.16 misses estimate, sales beat
Leans bearishNov 10
JBS: JBS N.V. filed SEC Form 8-K: Unregistered Sales of Equity...
NeutralNov 9
Form 8K JBS N.V. For: 9 November By Investing.com
NeutralNov 9

23 macro signals shaping JBS right now

Unlock sector rotation, regime shifts, and macro event windows tied to this stock.

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Quarter / reported

Earnings per share

Beat or miss

Revenue / income

Revenue vs last year

Sep 30, 2026Nov 9, 2026

$0.16est. $0.26

-38.46%

$22.74BSEC filing

+0.6%from $22.60B

Jun 30, 2026Aug 11, 2026

-$0.09est. $0.32

-128.13%

$23.90Best. $117.41B-79.64%

+13.8%from $21.00B

Mar 31, 2026May 12, 2026

$0.20est. $1.13

-81.89%

$21.61BSEC filing

+10.7%from $19.53B

Dec 31, 2025Feb 11, 2026

$3.07est. $2.25

+36.44%

BRL 126.27BAlpha Vantage

+8.2%from BRL 116.70B

Sep 30, 2025Nov 13, 2025

$2.87est. $2.74

+4.74%

$22.60BSEC filing

+13.4%from $19.93B

Jun 30, 2025Aug 13, 2025

$1.54est. $2.63

-41.44%

$21.00BSEC filing

No year-ago quarter

Mar 31, 2025May 15, 2025

$1.32Reported

No estimate

$19.53BSEC filing

No year-ago quarter

Dec 31, 2024Mar 25, 2025

$0.19Reported

No estimate

BRL 116.70BAlpha Vantage

+21.1%from BRL 96.34B

Income statement, 1 periods, all values in US dollars
USD	Sep 2026
What came in
RevenueTotal revenue	$118.73B
Cost of what it soldCost of revenue	$106.13B
Gross profit	$12.60B
What it spent
Sales and adminSelling, general and administrative	$2.38B
Other operating costsOperating costs not itemised in the filing's summary	$7.53B
Total operating expenses	$9.91B
What was left
Operating profitOperating income	$2.70B
Interest on debtInterest expense	$2.37B
Profit before tax	$1.02B
TaxIncome tax expense	$38.0M
Net profitNet income	$858.6M
EBITDAEarnings before interest, tax, depreciation, amortisation	$6.85B

USD

Sep 2026

What came in

RevenueTotal revenue

$118.73B

Cost of what it soldCost of revenue

$106.13B

Gross profit

$12.60B

What it spent

Sales and adminSelling, general and administrative

$2.38B

Other operating costsOperating costs not itemised in the filing's summary

$7.53B

Total operating expenses

$9.91B

What was left

Operating profitOperating income

$2.70B

Interest on debtInterest expense

$2.37B

Profit before tax

$1.02B

TaxIncome tax expense

$38.0M

Net profitNet income

$858.6M

EBITDAEarnings before interest, tax, depreciation, amortisation

$6.85B

JBS N.V.

Smart money at a glance

What do analysts expect?

Questions about JBS filings

Smart money on JBS

Questions about JBS filings

What funds are doing

What insiders are doing

How top traders are positioned

Activist stakes, short interest & more

Unlock everything for $29/month

Earnings came in 38.5% below what analysts expected.

What the street expects next

Previous reports

What it sold, what it cost, what was left.

Price structure

What the news says

Ask it in Claude or ChatGPT.

JBS N.V.

Smart money at a glance

What do analysts expect?

Questions about JBS filings

Smart money on JBS

Questions about JBS filings

What funds are doing

What insiders are doing

How top traders are positioned

Activist stakes, short interest & more

Unlock everything for $29/month

Earnings came in 38.5% below what analysts expected.

What the street expects next

Previous reports

What it sold, what it cost, what was left.

Price structure

What the news says

Ask it in Claude or ChatGPT.

JBS N.V.

Overview

Questions about JBS filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

News

Macro

Ask it in Claude or ChatGPT.

JBS N.V.

Overview

Questions about JBS filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

News

Macro

Ask it in Claude or ChatGPT.