Varma Mutual Pension Insurance Co Purchases Shares of 86,800 Jacobs Solutions Inc. $J

Varma Mutual Pension Insurance Co purchased a new stake in Jacobs Solutions Inc. (NYSE:J) during the fourth quarter, Holdings Channel reports. The firm purchased 86,800 shares of the company’s stock, valued at approximately $11,498,000.

A number of other large investors have also recently bought and sold shares of J. Measured Wealth Private Client Group LLC acquired a new position in Jacobs Solutions in the third quarter worth $27,000. Geneos Wealth Management Inc. boosted its stake in Jacobs Solutions by 65.4% in 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 in the last quarter. Wealth Watch Advisors INC acquired a new position in Jacobs Solutions in the third quarter worth $33,000. Godsey & Gibb Inc. boosted its stake in Jacobs Solutions by 121.0% in the third quarter. Godsey & Gibb Inc. now owns 221 shares of the company’s stock worth $33,000 after purchasing an additional 121 shares in the last quarter. Finally, First Horizon Corp acquired a new position in Jacobs Solutions in the third quarter worth $34,000. 85.65% of the stock is currently owned by institutional investors.

Jacobs Solutions Trading Up 4.2%

Shares of J opened at $136.24 on Wednesday. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.72. Jacobs Solutions Inc. has a 12-month low of $117.36 and a 12-month high of $168.44. The firm has a market capitalization 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 stock’s fifty day simple moving average is $129.98 and its 200-day simple moving average is $137.90.

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 business had revenue of $2.33 billion for the quarter, compared to analyst estimates of $2.28 billion. During the same quarter in the prior year, the firm posted $1.43 earnings per share. The firm’s revenue for the quarter was up 8.9% compared to the same quarter last year. Jacobs Solutions has set its FY 2026 guidance at 7.100-7.350 EPS. As a group, research analysts predict that Jacobs Solutions Inc. will post 7.13 earnings per share for the current year.

Jacobs Solutions Announces Dividend

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 paid a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Friday, May 22nd. Jacobs Solutions’s dividend payout ratio is 39.45%.

Insider Activity

In other news, President Shannon Miller sold 1,440 shares of the company’s 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 owned 25,344 shares of the company’s stock, valued at $3,399,390.72. This represents a 5.38% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.48% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

J has been the topic of a number of recent analyst reports. Wall Street Zen lowered Jacobs Solutions from a “strong-buy” rating to a “buy” rating in a research note on Saturday, April 18th. Robert W. Baird reduced their price objective on Jacobs Solutions from $130.00 to $126.00 and set a “neutral” rating on the stock in a research note on Monday, April 13th. Wells Fargo & Company boosted their price objective on Jacobs Solutions from $130.00 to $137.00 and gave the stock an “equal weight” rating in a research note on Friday, January 23rd. Finally, Zacks Research raised Jacobs Solutions from a “strong sell” rating to a “hold” rating in a research note on Thursday, February 5th. Six analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Jacobs Solutions currently has a consensus rating of “Moderate Buy” and an average target price of $154.60.

Trending Headlines about Jacobs Solutions

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

• Positive Sentiment: Beat on both EPS and revenue — Jacobs reported Q2 fiscal EPS of $1.75 vs. the $1.64 consensus and revenue of ~$2.33B vs. ~$2.28B, showing y/y revenue growth and underlying operating strength. Jacobs Solutions (J) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Raised FY‑2026 profit guidance — management lifted its annual profit forecast, citing strong demand for data‑center/AI infrastructure services, which supports higher-margin backlog exposure. Jacobs lifts 2026 profit forecast on strong AI infrastructure demand
• Positive Sentiment: Analyst sentiment skewing constructive — the stock received an average rating of “Moderate Buy,” which may support further upside if results and guidance sustain momentum. Jacobs Solutions Inc. (NYSE:J) Receives Average Rating of “Moderate Buy” from Analysts
• Neutral Sentiment: FY EPS guidance roughly in line with Street — Jacobs set FY‑2026 EPS of $7.10–$7.35 (consensus ~7.12), so upside is mainly from margin expansion rather than material EPS beats vs. consensus. Guidance Update (company release)
• Neutral Sentiment: Full Q2 disclosures and call transcript available — investors can review the earnings slide deck and call transcript for details on backlog, segment performance, and AI pipeline. Jacobs Solutions Inc. (J) Q2 2026 Earnings Call Transcript
• Negative Sentiment: GAAP results masked by acquisition charges — GAAP net earnings were negative (impacted by a PA acquisition transaction), producing a GAAP EPS loss; this creates short‑term noise and potential near‑term cash/charge concerns. Jacobs reports strong fiscal second quarter 2026 results
• Negative Sentiment: Revenue guidance is below consensus — management’s revenue guide (~$13.0B) came in below the Street (~$13.3B), which could cap upside if top‑line visibility weakens outside the AI/data‑center tailwind. Revenue Guidance (company update)

Jacobs Solutions 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.