Osmosis Investment Management UK Ltd Takes $4.29 Million Position in Jacobs Solutions Inc. $J

Osmosis Investment Management UK Ltd acquired a new position in Jacobs Solutions Inc. (NYSE:J) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 34,053 shares of the company’s stock, valued at approximately $4,291,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in J. Empowered Funds LLC lifted its holdings in shares of Jacobs Solutions by 92.3% during the first quarter. Empowered Funds LLC now owns 6,720 shares of the company’s stock valued at $812,000 after purchasing an additional 3,226 shares in the last quarter. Woodline Partners LP boosted its holdings in shares of Jacobs Solutions by 38.7% during the 1st quarter. Woodline Partners LP now owns 10,353 shares of the company’s stock valued at $1,252,000 after acquiring an additional 2,891 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in shares of Jacobs Solutions in the second quarter worth approximately $321,000. Baird Financial Group Inc. grew its stake in shares of Jacobs Solutions by 1.7% in the second quarter. Baird Financial Group Inc. now owns 15,022 shares of the company’s stock worth $1,975,000 after acquiring an additional 248 shares during the period. Finally, AXA S.A. raised its holdings in shares of Jacobs Solutions by 14.9% during the second quarter. AXA S.A. now owns 19,670 shares of the company’s stock valued at $2,586,000 after purchasing an additional 2,556 shares during the last quarter. 85.65% of the stock is owned by institutional investors.

Jacobs Solutions Stock Down 0.2%

J opened at $149.77 on Monday. Jacobs Solutions Inc. has a 1-year low of $105.68 and a 1-year high of $168.44. The firm’s 50 day simple moving average is $133.18 and its two-hundred day simple moving average is $129.86. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 1.10. The company has a market capitalization of $17.68 billion, a PE ratio of 53.11, a PEG ratio of 1.45 and a beta of 0.68.

Jacobs Solutions (NYSE:J) last posted its quarterly earnings data on Tuesday, August 4th. The company reported $1.84 EPS for the quarter, topping the consensus estimate of $1.83 by $0.01. The firm had revenue of $2.42 billion during the quarter, compared to analyst estimates of $2.40 billion. Jacobs Solutions had a return on equity of 23.96% and a net margin of 2.40%.Jacobs Solutions’s revenue was up 8.3% on a year-over-year basis. During the same period in the prior year, the business posted $1.62 EPS. Jacobs Solutions has set its FY 2026 guidance at 7.200-7.300 EPS. As a group, equities analysts forecast that Jacobs Solutions Inc. will post 7.26 EPS for the current year.

Jacobs Solutions Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 18th. Stockholders of record on Friday, August 21st will be paid a $0.36 dividend. The ex-dividend date of this dividend is Friday, August 21st. This represents a $1.44 annualized dividend and a dividend yield of 1.0%. Jacobs Solutions’s dividend payout ratio (DPR) is 51.06%.

Insider Buying and Selling at Jacobs Solutions

In other news, President Patrick Hill sold 17,201 shares of Jacobs Solutions stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $144.10, for a total transaction of $2,478,664.10. Following the transaction, the president directly owned 67,356 shares of the company’s stock, valued at $9,705,999.60. The trade was a 20.34% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.48% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on J. Royal Bank Of Canada increased their price objective on shares of Jacobs Solutions from $171.00 to $174.00 and gave the company an “outperform” rating in a research report on Wednesday, August 5th. Wells Fargo & Company cut their target price on shares of Jacobs Solutions from $137.00 to $131.00 and set an “equal weight” rating for the company in a research report on Thursday, May 7th. Truist Financial lowered their price target on Jacobs Solutions from $150.00 to $149.00 and set a “hold” rating on the stock in a report on Thursday, July 2nd. Citigroup raised their price target on Jacobs Solutions from $180.00 to $181.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Finally, UBS Group lifted their price objective on Jacobs Solutions from $156.00 to $167.00 and gave the stock a “buy” rating in a report on Monday, August 10th. Six research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $153.70.

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.