10,100 Shares in Jacobs Solutions Inc. $J Purchased by Oakmont Investment Advisors Inc.

Key Points

• Oakmont Investment Advisors acquired 10,100 Jacobs Solutions shares worth approximately $1.27 million, while institutional investors collectively own 85.65% of the company.
• Jacobs reported quarterly EPS of $1.84 and revenue of $2.42 billion, exceeding analyst estimates, with revenue up 8.3% year over year. The company reaffirmed fiscal 2026 EPS guidance of $7.20–$7.30.
• Shares opened at $146.11, while analysts maintain a “Moderate Buy” consensus and an average price target of $153.70. Jacobs also declared a quarterly dividend of $0.36 per share, representing a 1.0% annualized yield.

Oakmont Investment Advisors Inc. purchased a new position in shares of Jacobs Solutions Inc. (NYSE:J - Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 10,100 shares of the company's stock, valued at approximately $1,273,000.

Several other hedge funds also recently added to or reduced their stakes in the company. BlackRock Inc. purchased a new position in shares of Jacobs Solutions during the second quarter valued at approximately $1,372,610,000. State Street Corp raised its holdings in shares of Jacobs Solutions by 3.4% in the fourth quarter. State Street Corp now owns 7,367,828 shares of the company's stock worth $975,942,000 after buying an additional 243,345 shares during the period. Primecap Management Co. CA bought a new stake in shares of Jacobs Solutions during the 2nd quarter worth approximately $575,291,000. Morgan Stanley lifted its stake in shares of Jacobs Solutions by 19.5% during the 4th quarter. Morgan Stanley now owns 3,379,681 shares of the company's stock worth $447,673,000 after acquiring an additional 552,277 shares during the last quarter. Finally, Geode Capital Management LLC boosted its holdings in Jacobs Solutions by 0.9% during the 4th quarter. Geode Capital Management LLC now owns 3,219,481 shares of the company's stock valued at $424,846,000 after acquiring an additional 28,076 shares during the period. 85.65% of the stock is currently owned by institutional investors.

Jacobs Solutions Stock Down 1.0%

Shares of NYSE J opened at $146.11 on Friday. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.29 and a current ratio of 1.29. The firm has a market capitalization of $17.25 billion, a price-to-earnings ratio of 51.81, a PEG ratio of 2.14 and a beta of 0.70. The stock has a 50 day moving average price of $138.52 and a 200 day moving average price of $130.46. 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 released 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 company had revenue of $2.42 billion for the quarter, compared to the consensus estimate of $2.40 billion. Jacobs Solutions had a return on equity of 23.96% and a net margin of 2.40%.Jacobs Solutions's quarterly revenue was up 8.3% on a year-over-year basis. During the same period last year, the business posted $1.62 EPS. Jacobs Solutions has set its FY 2026 guidance at 7.200-7.300 EPS. Sell-side analysts expect that Jacobs Solutions Inc. will post 7.26 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, September 18th. Stockholders of record on Friday, August 21st will be given a dividend of $0.36 per share. The ex-dividend date of this dividend is Friday, August 21st. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.0%. Jacobs Solutions's dividend payout ratio is presently 51.06%.

Analyst Ratings Changes

J has been the topic of several research analyst reports. Wall Street Zen downgraded Jacobs Solutions from a "buy" rating to a "hold" rating in a research report on Sunday, August 30th. Weiss Ratings upgraded Jacobs Solutions from a "hold (c-)" rating to a "hold (c)" rating in a research report on Monday, August 17th. UBS Group boosted their target price on shares of Jacobs Solutions from $156.00 to $167.00 and gave the company a "buy" rating in a research note on Monday, August 10th. Royal Bank Of Canada upped their price target on shares of Jacobs Solutions from $171.00 to $174.00 and gave the stock an "outperform" rating in a report on Wednesday, August 5th. Finally, Truist Financial reduced their price target on shares of Jacobs Solutions from $150.00 to $149.00 and set a "hold" rating on the stock in a research note on Thursday, July 2nd. Six research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $153.70.

Insider Activity at Jacobs Solutions

In related 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 value of $2,478,664.10. Following the completion of the sale, the president directly owned 67,356 shares in the company, valued at $9,705,999.60. The trade was a 20.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Corporate insiders own 0.48% of the company's stock.

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.

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