JBT Marel Corporation $JBTM Stake Lowered by Confluence Investment Management LLC

Confluence Investment Management LLC trimmed its stake in shares of JBT Marel Corporation (NYSE:JBTM) by 9.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 49,946 shares of the company’s stock after selling 5,178 shares during the quarter. Confluence Investment Management LLC’s holdings in JBT Marel were worth $7,242,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in the stock. Parallel Advisors LLC boosted its position in JBT Marel by 1,211.8% during the 1st quarter. Parallel Advisors LLC now owns 223 shares of the company’s stock valued at $29,000 after purchasing an additional 206 shares during the period. NewEdge Advisors LLC increased its position in JBT Marel by 8.2% in the first quarter. NewEdge Advisors LLC now owns 2,929 shares of the company’s stock worth $375,000 after buying an additional 223 shares during the period. Cim Investment Management Inc. increased its position in JBT Marel by 24.5% in the first quarter. Cim Investment Management Inc. now owns 2,151 shares of the company’s stock worth $275,000 after buying an additional 423 shares during the period. Bank of America Corp DE increased its position in JBT Marel by 2.3% in the first quarter. Bank of America Corp DE now owns 466,741 shares of the company’s stock worth $59,682,000 after buying an additional 10,714 shares during the period. Finally, Edgestream Partners L.P. bought a new stake in JBT Marel in the first quarter valued at $244,000. Institutional investors own 98.92% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on JBTM shares. Zacks Research downgraded shares of JBT Marel from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 28th. Oppenheimer began coverage on shares of JBT Marel in a report on Thursday, May 21st. They issued an “outperform” rating and a $175.00 price objective on the stock. Weiss Ratings downgraded shares of JBT Marel from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday, June 5th. Seaport Research Partners set a $165.00 target price on shares of JBT Marel in a research note on Thursday, May 21st. Finally, Wall Street Zen cut shares of JBT Marel from a “buy” rating to a “hold” rating in a research report on Sunday, June 21st. Three investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $174.67.

Key JBT Marel News

Here are the key news stories impacting JBT Marel this week:

• Positive Sentiment: Second-quarter revenue rose 5% year over year to $981 million, broadly in line with expectations. Protein Solutions revenue increased 11% to $467 million, helping offset flat revenue in Prepared Food and Beverage Solutions. JBT Marel Q2 revenue rises 5 percent to $981 million
• Positive Sentiment: Orders reached $1.03 billion, producing a 1.05x book-to-bill ratio, while quarter-ending backlog climbed to $1.54 billion. These figures provide visibility into future sales. Adjusted EBITDA was $168 million, or a 17.1% margin. JBT Marel Q2 operating results
• Positive Sentiment: Cash generation remained strong, with $221 million of year-to-date operating cash flow and $179 million of free cash flow. JBT Marel also repurchased approximately 200,000 shares for $26 million during the quarter. JBT Marel Corporation Reports Second Quarter 2026 Results
• Neutral Sentiment: Management maintained full-year revenue guidance of approximately $3.99 billion to $4.065 billion and reiterated its adjusted EBITDA margin outlook. JBT Marel investor information
• Negative Sentiment: Quarterly adjusted earnings were $1.95 per share, below the $2.02 consensus estimate, although earnings improved from $1.49 a year earlier. The company’s GAAP results included a second-quarter impairment charge, contributing to updated FY 2026 GAAP EPS guidance of $4.20 to $4.70. JBT Marel Q2 Earnings and Revenues Miss Estimates
• Negative Sentiment: Adjusted FY 2026 EPS guidance of $7.85 to $8.35 is centered slightly below the roughly $8.28 analyst consensus, signaling limited near-term upside to earnings expectations.

JBT Marel Trading Up 2.8%

Shares of JBTM stock opened at $142.38 on Tuesday. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.61 and a current ratio of 1.01. JBT Marel Corporation has a 1 year low of $113.67 and a 1 year high of $170.19. The stock has a fifty day moving average of $134.99 and a two-hundred day moving average of $139.72. The firm has a market capitalization of $7.41 billion, a PE ratio of 44.49, a price-to-earnings-growth ratio of 1.46 and a beta of 0.94.

JBT Marel (NYSE:JBTM) last released its quarterly earnings results on Monday, August 3rd. The company reported $1.95 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.02 by ($0.07). The business had revenue of $981.00 million during the quarter. JBT Marel had a return on equity of 8.25% and a net margin of 4.32%.JBT Marel has set its FY 2026 guidance at 7.850-8.350 EPS. As a group, research analysts expect that JBT Marel Corporation will post 8.26 EPS for the current year.

JBT Marel Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were given a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Tuesday, May 26th. JBT Marel’s dividend payout ratio is currently 12.50%.

JBT Marel Company Profile

JBT Marel Corporation provides technology solutions to food and beverage industry in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It offers value-added processing that includes chilling, mixing/grinding, injecting, blending, marinating, tumbling, flattening, forming, portioning, coating, cooking, frying, freezing, extracting, pasteurizing, sterilizing, concentrating, high pressure processing, weighing, inspecting, filling, closing, sealing, end of line material handling, and packaging solutions to the food, beverage, and health market.