Jacobs Solutions Inc. $J Position Lessened by Intact Investment Management Inc.

Intact Investment Management Inc. decreased its stake in Jacobs Solutions Inc. (NYSE:J) by 90.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 600 shares of the company’s stock after selling 6,000 shares during the period. Intact Investment Management Inc.’s holdings in Jacobs Solutions were worth $79,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Measured Wealth Private Client Group LLC acquired a new stake in Jacobs Solutions in the 3rd quarter valued at approximately $27,000. Princeton Global Asset Management LLC acquired a new stake in Jacobs Solutions in the 4th quarter valued at approximately $30,000. Central Pacific Bank Trust Division acquired a new stake in Jacobs Solutions in the 4th quarter valued at approximately $31,000. Godsey & Gibb Inc. increased its position in Jacobs Solutions by 121.0% in the 3rd quarter. Godsey & Gibb Inc. now owns 221 shares of the company’s stock valued at $33,000 after acquiring an additional 121 shares during the period. Finally, Geneos Wealth Management Inc. increased its position in Jacobs Solutions by 65.4% in the 3rd quarter. Geneos Wealth Management Inc. now owns 220 shares of the company’s stock valued at $33,000 after acquiring an additional 87 shares during the period. Institutional investors own 85.65% of the company’s stock.

Jacobs Solutions Stock Up 4.2%

Shares of J stock opened at $136.24 on Wednesday. Jacobs Solutions Inc. has a 1 year low of $117.36 and a 1 year high of $168.44. The stock has a market cap of $16.00 billion, a PE ratio of 37.32, a price-to-earnings-growth ratio of 1.35 and a beta of 0.73. The business’s fifty day moving average is $129.98 and its 200-day moving average is $137.90. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.33 and a current ratio of 1.33.

Jacobs Solutions (NYSE:J) last issued its quarterly earnings results on Tuesday, May 5th. The company reported $1.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.64 by $0.11. Jacobs Solutions had a return on equity of 20.59% and a net margin of 3.49%.The company had revenue of $2.33 billion for the quarter, compared to analysts’ expectations of $2.28 billion. During the same period last year, the firm earned $1.43 EPS. The firm’s revenue for the quarter was up 8.9% on a year-over-year basis. Jacobs Solutions has set its FY 2026 guidance at 7.100-7.350 EPS. Equities analysts expect that Jacobs Solutions Inc. will post 7.13 earnings per share for the current fiscal year.

Jacobs Solutions Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, June 19th. Stockholders of record on Friday, May 22nd will be given a dividend of $0.36 per share. The ex-dividend date is Friday, May 22nd. This represents a $1.44 annualized dividend and a dividend yield of 1.1%. Jacobs Solutions’s dividend payout ratio (DPR) is 39.45%.

Analysts Set New Price Targets

Several analysts recently commented on the company. Wells Fargo & Company raised their target price on Jacobs Solutions from $130.00 to $137.00 and gave the company an “equal weight” rating in a research report on Friday, January 23rd. Wall Street Zen cut Jacobs Solutions from a “strong-buy” rating to a “buy” rating in a research report on Saturday, April 18th. Zacks Research upgraded Jacobs Solutions from a “strong sell” rating to a “hold” rating in a research report on Thursday, February 5th. Finally, Robert W. Baird lowered their target price on Jacobs Solutions from $130.00 to $126.00 and set a “neutral” rating on the stock in a research report on Monday, April 13th. Six investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $154.60.

Jacobs Solutions News Roundup

Here are the key news stories impacting Jacobs Solutions this week:

• Positive Sentiment: Q2 results beat estimates — Jacobs reported $1.75 EPS vs. consensus $1.64 and adjusted revenue and net‑revenue growth (adj. net revenue $2.3B, +8.8% y/y), supporting the rally. Read More.
• Positive Sentiment: Company raised FY‑2026 profit outlook, citing strong demand for data‑center and AI infrastructure services — a growth driver that should support higher‑margin work going forward. Read More.
• Positive Sentiment: Operational strength: adjusted EBITDA rose ~14% y/y and gross revenue showed a meaningful uplift (BusinessWire reports gross revenue $3.7B, driven by acquisitions and organic growth). These metrics underpin cash generation and margin improvement narratives. Read More.
• Neutral Sentiment: FY‑2026 EPS guidance given at $7.10–$7.35, which overlaps consensus (about $7.12) — guidance is essentially in line but leaves room for interpretation at the range edges. Conference call transcript provides management commentary for modeling. Read More.
• Negative Sentiment: Revenue guidance flagged below some expectations — the company’s revenue target (~$13.0B) is lower than the street’s ~$13.3B, creating near‑term analyst concern despite the EPS range. Read More.
• Negative Sentiment: GAAP results were distorted by acquisition-related charges (PA acquisition), producing a GAAP net loss and negative GAAP EPS for the quarter; these one‑time items reduce near‑term reported earnings and can pressure multiples until integration benefits are realized. Read More.
• Positive Sentiment: New contract wins (e.g., multi‑year Nashville mobility program) demonstrate ongoing backlog and public‑sector demand that underpin revenue visibility. Read More.

Insider Activity

In other news, President Shannon Miller sold 1,440 shares of Jacobs Solutions stock in a transaction on Friday, March 6th. The stock was sold at an average price of $134.13, for a total transaction of $193,147.20. Following the transaction, the president directly owned 25,344 shares in the company, valued at approximately $3,399,390.72. This trade represents a 5.38% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.48% of the company’s stock.

Jacobs Solutions Company Profile

Jacobs Solutions Inc, commonly known as Jacobs, is a global professional services firm that provides technical, engineering, scientific and project delivery expertise across a broad range of industries. Founded in 1947 by Joseph J. Jacobs in Pasadena, California, the company evolved from a regional engineering consultancy into a diversified provider of design, program and construction management, operations and maintenance, and scientific services for complex infrastructure and industrial programs.