Key Points
- Jacobs Solutions President Patrick Hill sold 17,201 shares for approximately $2.48 million, reducing his position by 20.34% while retaining 67,356 shares.
- The company exceeded quarterly expectations, reporting $1.84 EPS and $2.42 billion in revenue, with revenue up 8.3% year over year and FY2026 EPS guidance of $7.20–$7.30.
- Analyst sentiment remains generally positive, with a “Moderate Buy” consensus and a $153.70 average price target; Jacobs also declared a $0.36 quarterly dividend.
Jacobs Solutions Inc. (NYSE:J - Get Free Report) President Patrick Hill sold 17,201 shares of the company's stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $144.10, for a total value of $2,478,664.10. Following the completion of the sale, the president owned 67,356 shares in the company, valued at $9,705,999.60. The trade was a 20.34% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink.
Jacobs Solutions Stock Up 0.2%
Jacobs Solutions stock opened at $147.55 on Wednesday. The business's 50-day moving average price is $129.65 and its 200 day moving average price is $129.37. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 1.10. The firm has a market cap of $17.42 billion, a price-to-earnings ratio of 52.32, a price-to-earnings-growth ratio of 1.42 and a beta of 0.68. Jacobs Solutions Inc. has a 52 week low of $105.68 and a 52 week high of $168.44.
Jacobs Solutions (NYSE:J - Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The company reported $1.84 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.83 by $0.01. Jacobs Solutions had a return on equity of 23.96% and a net margin of 2.40%.The company had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.40 billion. During the same period in the previous year, the company posted $1.62 earnings per share. Jacobs Solutions's revenue for the quarter was up 8.3% on a year-over-year basis. Jacobs Solutions has set its FY 2026 guidance at 7.200-7.300 EPS. As a group, sell-side analysts anticipate that Jacobs Solutions Inc. will post 7.26 earnings per share for the current year.
Jacobs Solutions Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Friday, August 21st will be paid a $0.36 dividend. This represents a $1.44 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Friday, August 21st. Jacobs Solutions's payout ratio is currently 51.06%.
Institutional Investors Weigh In On Jacobs Solutions
Several institutional investors and hedge funds have recently added to or reduced their stakes in J. BlackRock Inc. acquired a new position in shares of Jacobs Solutions during the 2nd quarter worth about $1,372,610,000. Ameriprise Financial Inc. lifted its stake in Jacobs Solutions by 828.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 1,326,988 shares of the company's stock valued at $174,434,000 after buying an additional 1,184,068 shares in the last quarter. Focus Partners Wealth boosted its holdings in Jacobs Solutions by 246.3% in the 4th quarter. Focus Partners Wealth now owns 1,338,698 shares of the company's stock worth $177,324,000 after buying an additional 952,151 shares during the last quarter. Deutsche Bank AG acquired a new stake in Jacobs Solutions in the 2nd quarter worth about $83,490,000. Finally, Bank of New York Mellon Corp purchased a new stake in Jacobs Solutions during the 2nd quarter worth approximately $76,688,000. Hedge funds and other institutional investors own 85.65% of the company's stock.
Key Headlines Impacting Jacobs Solutions
Here are the key news stories impacting Jacobs Solutions this week:
- Positive Sentiment: UBS raised its price target for Jacobs Solutions from $156 to $167 and upgraded the stock to “Buy.” The new target implies approximately 13% upside from the referenced share price, providing the strongest positive catalyst in the recent news flow. Benzinga analyst update
- Positive Sentiment: KeyCorp previously increased its FY2026 EPS estimate for Jacobs, while maintaining an “Overweight” rating and a $150 price target. The company’s latest quarterly results also showed earnings and revenue slightly ahead of expectations, with revenue growth of 8.3% year over year and FY2026 EPS guidance of $7.20 to $7.30.
- Positive Sentiment: Zacks characterized Jacobs as a strong value stock, which may attract investors seeking exposure to an engineering and consulting business with improving earnings and revenue trends. Zacks value-stock analysis
- Neutral Sentiment: KeyCorp trimmed its Q4 FY2026 EPS forecast to $2.12 from $2.14 and its FY2027 estimate to $8.38 from $8.44, but retained its “Overweight” rating and $150 target. The revisions suggest limited near-term earnings pressure rather than a change in the broader investment thesis.
- Negative Sentiment: Jacobs President Patrick Hill sold 17,201 shares for approximately $2.48 million, reducing his holdings by 20.34%. The transaction was disclosed in an SEC filing; while insider sales can be routine, the size of the reduction may weigh on sentiment. SEC insider transaction filing
Wall Street Analysts Forecast Growth
Several analysts recently commented on J shares. Wells Fargo & Company dropped their price target on shares of Jacobs Solutions from $137.00 to $131.00 and set an "equal weight" rating on the stock in a research report on Thursday, May 7th. Royal Bank Of Canada increased their target price on shares of Jacobs Solutions from $171.00 to $174.00 and gave the stock an "outperform" rating in a research note on Wednesday, August 5th. UBS Group raised their target price on Jacobs Solutions from $156.00 to $167.00 and gave the company a "buy" rating in a research report on Monday. Citigroup lifted their price target on Jacobs Solutions from $180.00 to $181.00 and gave the company a "buy" rating in a research note on Wednesday, May 6th. Finally, Weiss Ratings reaffirmed a "hold (c-)" rating on shares of Jacobs Solutions in a report on Monday, August 3rd. Six analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $153.70.
View Our Latest Stock Report on Jacobs Solutions
About Jacobs Solutions
(
Get Free Report)
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.
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