SFE Investment Counsel Boosts Stock Position in Jacobs Solutions Inc. $J

SFE Investment Counsel lifted its position in shares of Jacobs Solutions Inc. (NYSE:J) by 12.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 55,203 shares of the company’s stock after purchasing an additional 6,196 shares during the period. SFE Investment Counsel’s holdings in Jacobs Solutions were worth $7,312,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Measured Wealth Private Client Group LLC purchased a new stake in shares of Jacobs Solutions during the third quarter worth about $27,000. Princeton Global Asset Management LLC purchased a new stake in shares of Jacobs Solutions during the fourth quarter worth about $30,000. Central Pacific Bank Trust Division purchased a new stake in shares of Jacobs Solutions during the fourth quarter worth about $31,000. Geneos Wealth Management Inc. boosted its holdings in shares of Jacobs Solutions by 65.4% during the third quarter. Geneos Wealth Management Inc. now owns 220 shares of the company’s stock worth $33,000 after purchasing an additional 87 shares during the period. Finally, Wealth Watch Advisors INC purchased a new stake in shares of Jacobs Solutions during the third quarter worth about $33,000. 85.65% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Jacobs Solutions news, President Shannon Miller sold 1,440 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $134.13, for a total transaction of $193,147.20. Following the completion of the transaction, the president owned 25,344 shares of the company’s stock, valued at approximately $3,399,390.72. This trade represents a 5.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Manuel J. Fernandez bought 403 shares of the firm’s stock in a transaction on Friday, May 8th. The shares were acquired at an average cost of $121.93 per share, with a total value of $49,137.79. Following the purchase, the director directly owned 12,251 shares of the company’s stock, valued at approximately $1,493,764.43. This represents a 3.40% increase in their position. The disclosure for this purchase is available in the SEC filing. 0.48% of the stock is currently owned by company insiders.

Analyst Ratings Changes

J has been the subject of a number of research reports. Zacks Research raised shares of Jacobs Solutions from a “strong sell” rating to a “hold” rating in a research note on Thursday, February 5th. Royal Bank Of Canada increased their price target on shares of Jacobs Solutions from $160.00 to $169.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 6th. Citigroup increased their price target on shares of Jacobs Solutions from $180.00 to $181.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Wells Fargo & Company decreased their price target on shares of Jacobs Solutions from $137.00 to $131.00 and set an “equal weight” rating for the company in a research note on Thursday, May 7th. Finally, Weiss Ratings downgraded shares of Jacobs Solutions from a “hold (c)” rating to a “hold (c-)” rating in a research note on Wednesday, May 6th. Six research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $153.40.

Jacobs Solutions Price Performance

J stock opened at $107.08 on Thursday. Jacobs Solutions Inc. has a 1 year low of $105.68 and a 1 year high of $168.44. The company has a market cap of $12.64 billion, a P/E ratio of 33.25, a PEG ratio of 1.11 and a beta of 0.73. The firm has a 50-day moving average of $127.78 and a 200 day moving average of $136.13. The company has a debt-to-equity ratio of 1.24, a current ratio of 1.43 and a quick ratio of 1.43.

Jacobs Solutions (NYSE:J) last released its quarterly earnings results on Tuesday, May 5th. The company reported $1.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.64 by $0.11. Jacobs Solutions had a net margin of 2.92% and a return on equity of 22.29%. The company had revenue of $2.33 billion during the quarter, compared to the consensus estimate of $2.28 billion. During the same period in the prior year, the firm earned $1.43 earnings per share. Jacobs Solutions’s revenue was up 8.9% on a year-over-year basis. Jacobs Solutions has set its FY 2026 guidance at 7.100-7.350 EPS. On average, sell-side analysts forecast that Jacobs Solutions Inc. will post 7.22 EPS for the current year.

Jacobs Solutions Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 19th. Shareholders of record on Friday, May 22nd will be paid a dividend of $0.36 per share. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.3%. Jacobs Solutions’s dividend payout ratio (DPR) is currently 44.72%.

About Jacobs Solutions

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.