Jacobs Solutions Inc. $J Shares Acquired by NewEdge Advisors LLC

NewEdge Advisors LLC grew its position in Jacobs Solutions Inc. (NYSE:J) by 59.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 44,267 shares of the company’s stock after acquiring an additional 16,571 shares during the quarter. NewEdge Advisors LLC’s holdings in Jacobs Solutions were worth $5,634,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Measured Wealth Private Client Group LLC purchased a new stake in shares of Jacobs Solutions during the third quarter worth approximately $27,000. Wealth Watch Advisors INC acquired a new position in Jacobs Solutions in the 3rd quarter valued at $33,000. International Assets Investment Management LLC purchased a new position in Jacobs Solutions in the 4th quarter valued at $38,000. Torren Management LLC purchased a new position in Jacobs Solutions in the 4th quarter valued at $41,000. Finally, Laurel Wealth Advisors LLC acquired a new stake in Jacobs Solutions during the 4th quarter worth $46,000. 85.65% of the stock is owned by institutional investors and hedge funds.

Jacobs Solutions News Summary

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

Insider Activity at Jacobs Solutions

In other Jacobs Solutions news, CEO Robert V. Pragada bought 3,601 shares of Jacobs Solutions stock in a transaction on Friday, May 15th. The shares were bought at an average price of $111.09 per share, for a total transaction of $400,035.09. Following the completion of the transaction, the chief executive officer directly owned 333,755 shares of the company’s stock, valued at $37,076,842.95. This trade represents a 1.09% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this link. Also, President Patrick Hill sold 17,201 shares of the stock in a transaction on 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 transaction, the president owned 67,356 shares of the company’s stock, valued at approximately $9,705,999.60. This represents a 20.34% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.48% of the company’s stock.

Jacobs Solutions Price Performance

Jacobs Solutions stock opened at $147.55 on Wednesday. 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 50-day moving average price of $129.65 and a 200 day moving average price of $129.37. Jacobs Solutions Inc. has a 12-month low of $105.68 and a 12-month high of $168.44. The stock has a market cap of $17.42 billion, a P/E ratio of 52.32, a PEG ratio of 1.42 and a beta of 0.68.

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

Jacobs Solutions Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Friday, August 21st will be issued a $0.36 dividend. The ex-dividend date is Friday, August 21st. This represents a $1.44 dividend on an annualized basis and a yield of 1.0%. Jacobs Solutions’s dividend payout ratio is currently 51.06%.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on J shares. UBS Group upped their target price on shares of Jacobs Solutions from $156.00 to $167.00 and gave the stock a “buy” rating in a report on Monday. Weiss Ratings reissued a “hold (c-)” rating on shares of Jacobs Solutions in a research note on Monday, August 3rd. Royal Bank Of Canada boosted their price target on shares of Jacobs Solutions from $171.00 to $174.00 and gave the stock an “outperform” rating in a research report on Wednesday, August 5th. KeyCorp dropped their price objective on shares of Jacobs Solutions from $154.00 to $150.00 and set an “overweight” rating for the company in a research note on Wednesday, May 6th. Finally, Wells Fargo & Company cut their price objective on shares of Jacobs Solutions from $137.00 to $131.00 and set an “equal weight” rating for the company in a report on Thursday, May 7th. Six investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $153.70.

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.