JBS Completes Old Notes Exchange with Over 99% Success Rate
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 13 2026
0mins
Should l Buy JBS?
Source: Newsfilter
- High Exchange Success Rate: JBS N.V. announced that its Old Notes exchange expired on January 12, 2026, successfully accepting over 99% of the old notes, reflecting strong investor demand for the new notes and enhancing the stability of the company's capital structure.
- Registered New Notes Advantage: The newly issued bonds are registered under the Securities Act of 1933, eliminating transfer restrictions, which is expected to enhance liquidity and provide greater market flexibility for holders, thereby increasing investment appeal.
- Debt Structure Optimization: The exchange involves a total of $4.25 billion in old notes successfully converted into new notes, indicating the company's proactive measures in optimizing its debt structure, which helps reduce financing costs and improve financial health.
- Future Outlook: JBS expects the settlement of the new notes to occur around January 14, 2026, further solidifying its position in the capital markets and laying a solid foundation for future financing activities.
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Analyst Views on JBS
Wall Street analysts forecast JBS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for JBS is 19.07 USD with a low forecast of 17.00 USD and a high forecast of 22.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 15.730
Low
17.00
Averages
19.07
High
22.00
Current: 15.730
Low
17.00
Averages
19.07
High
22.00
About JBS
JBS N.V. is Netherlands-based Company primarily engaged in the food and protein processing industry. The Company focuses on the production and global distribution of animal protein and food products to retail, foodservice, and industrial clients. The Company has in its offer poultry, pork, beef, lamb, fish and plant-based products. In addition, the Company operates in sectors such as leather, biodiesel, fertilizers, collagen, sausage casings, hygiene and beauty, metal packaging, transportation, waste management solutions. The Company is active worldwide in 17 countries and is listed on The New York Stock Exchange (NYSE).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Technical Analysis Tool: Comparing the recent share price to the 200-day moving average can provide valuable insights for investors, helping to assess market trends and potential buy or sell opportunities.
- ETF Unit Trading Mechanism: ETFs trade similarly to stocks, where investors are buying and selling 'units' that can be created or destroyed based on investor demand, impacting the ETF's liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in ETF shares outstanding helps identify those experiencing notable inflows (new units created) or outflows (old units destroyed), as these liquidity changes can significantly affect the performance of the underlying stocks held within the ETFs.
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- Price Forecasts: Evercore ISI projects that hamburger prices will rise about 15% in the first half of 2026, while steak prices are expected to increase by 5% to 15% depending on the cut, which will impose ongoing cost pressures on consumers and the restaurant industry.
- Industry Impact: Texas Roadhouse anticipates facing nearly 150 basis points of food cost deleverage in 2026, as approximately 50% of its commodity basket consists of beef, with key steak cuts like sirloin, ribeye, and filet expected to experience mid- to high-single- to double-digit inflation.
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- Significant Investment: The expansion will be backed by approximately $50 million in funding as part of an $85 million nationwide investment program since 2021, with expected annual production nearing 40,000 tons.
- Job Creation: The new expansion is projected to add around 500 direct jobs, bringing the local workforce close to 1,000, thereby further stimulating the Saudi economy.
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See More
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- U.S. and China Rivalry: The ongoing competition between the U.S. and China for economic and geopolitical dominance is a significant global issue.
- Perception of Europe: Europe is often viewed as the "global sick man" amidst this rivalry, suggesting a decline in its influence and power.
- Implications for Global Politics: The dynamics between the U.S. and China may overshadow Europe's role in international affairs.
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