Jacobs Solutions Inc. $J Shares Sold by Intact Investment Management Inc.

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

A number of other hedge funds have also modified their holdings of the stock. Forum Financial Management LP grew its holdings in shares of Jacobs Solutions by 2.0% in the 3rd quarter. Forum Financial Management LP now owns 3,186 shares of the company’s stock worth $477,000 after acquiring an additional 63 shares during the last quarter. Harfst & Associates Inc. grew its holdings in shares of Jacobs Solutions by 0.5% in the 3rd quarter. Harfst & Associates Inc. now owns 12,616 shares of the company’s stock worth $1,891,000 after acquiring an additional 64 shares during the last quarter. B. Riley Wealth Advisors Inc. grew its holdings in shares of Jacobs Solutions by 3.0% in the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 2,247 shares of the company’s stock worth $337,000 after acquiring an additional 66 shares during the last quarter. TD Private Client Wealth LLC grew its holdings in shares of Jacobs Solutions by 1.0% in the 3rd quarter. TD Private Client Wealth LLC now owns 7,421 shares of the company’s stock worth $1,112,000 after acquiring an additional 73 shares during the last quarter. Finally, MassMutual Private Wealth & Trust FSB grew its holdings in shares of Jacobs Solutions by 26.0% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 364 shares of the company’s stock worth $55,000 after acquiring an additional 75 shares during the last quarter. 85.65% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

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

Insider Activity at Jacobs Solutions

In other news, President Shannon Miller sold 1,440 shares of the firm’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $134.13, for a total value of $193,147.20. Following the completion of the sale, the president owned 25,344 shares of the company’s stock, valued at $3,399,390.72. This trade represents a 5.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 0.48% of the stock is currently owned by company insiders.

Jacobs Solutions Stock Performance

Shares of Jacobs Solutions stock opened at $136.24 on Wednesday. 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 has a fifty day simple moving average of $129.98 and a 200-day simple moving average of $137.90. 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.

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

Jacobs Solutions Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 19th. Stockholders of record on Friday, May 22nd will be given a $0.36 dividend. 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 (DPR) is 39.45%.

Key Headlines Impacting Jacobs Solutions

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.

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.