What a Full $49 Million Exit From JBT Marel Signals for Long-Term Investors

7 hours ago 1

Jonathan Ponciano, The Motley Fool

Sat, February 14, 2026 astatine 1:13 PM CST 4 min read

On February 13, 2026, ACK Asset Management LLC disclosed successful an SEC filing that it sold retired of JBT Marel Corporation (NYSE:JBTM), liquidating 350,546 shares successful a transaction estimated astatine $49.23 million.

According to an SEC filing dated February 13, 2026, ACK Asset Management afloat liquidated its presumption successful JBT Marel Corporation by selling 350,546 shares. The estimated transaction worth was $49.23 million.

Top holdings aft the filing:
- NYSE:MTRN: $59.03 cardinal (7.5% of AUM)
- NYSE:GVA: $57.67 cardinal (7.3% of AUM)
- NYSE:WMS: $56.48 cardinal (7.1% of AUM)
- NYSE:ATS: $50.84 cardinal (6.4% of AUM)
- NYSE:CNM: $46.77 cardinal (5.9% of AUM)
As of February 12, 2026, shares of JBT Marel Corporation were priced astatine $163.36, up 30.3% implicit the past twelvemonth and outperforming the S&P 500 by 17.44 percent points.

Metric

Value

Price (as of marketplace adjacent February 12, 2026)	$163.36
Market capitalization	$8.58 billion
Revenue (TTM)	$3.26 billion
Net income (TTM)	($110.60 million)

JBT Marel Corporation provides integrated exertion solutions for nutrient and beverage processing, including chilling, mixing, portioning, cooking, freezing, packaging, and automated guided conveyance systems.
The institution generates gross done the merchantability of equipment, value-added processing systems, and related services to food, beverage, and wellness manufacture clients worldwide.
It serves a diversified lawsuit basal crossed the food, beverage, pharmaceutical, favored food, and concern sectors, with a planetary footprint spanning North America, Europe, Asia Pacific, and Latin America.

JBT Marel Corporation is simply a starring supplier of concern machinery and automation solutions for the nutrient and beverage sector, with a beardown beingness successful planetary markets. The institution leverages precocious exertion to present end-to-end processing and packaging systems, supporting ratio and merchandise prime for its clients. Its wide portfolio and diversified lawsuit basal presumption it competitively wrong the concern exertion landscape.

Capital subject shows up astir intelligibly erstwhile a banal is working, and that seems to beryllium the lawsuit here. JBT Marel delivered better-than-expected $1 cardinal successful third-quarter revenue, with 49% generated from recurring revenue. Meanwhile, adjusted EBITDA reached $171 million, a 17.1% margin, portion orders totaled $946 cardinal and backlog stood astatine $1.3 billion. Management besides raised full-year 2025 gross guidance to a scope of $3.76 cardinal to $3.79 billion, reflecting coagulated operational execution.

At the aforesaid time, leverage remains meaningful. Net indebtedness totaled astir $1.79 billion, with nett indebtedness to pro forma adjusted EBITDA astatine 3.1x, and integration costs, restructuring expenses, and acquisition-related amortization proceed to measurement connected GAAP profitability.

Within a portfolio tilted toward concern and infrastructure names similar Materion, Granite Construction, and Advanced Drainage Systems, this was 1 of the much cyclical superior instrumentality bets. Shares person climbed much than 30% implicit the past year.

For semipermanent investors, the cardinal question is whether synergy targets and borderline enlargement tin outpace integration risk. If execution continues, standard could thrust durable net power. If not, valuation could reset quickly.

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