11,268 Shares in Jacobs Solutions Inc. $J Acquired by New England Research & Management Inc.

Key Points

• New England Research & Management bought a new stake of 11,268 shares in Jacobs Solutions (NYSE:J) worth about $1.49 million, and institutional investors collectively own roughly 85.65% of the stock.
• Jacobs reported Q4 EPS of $1.53, narrowly beating estimates, but revenue of $2.30 billion missed the $3.09 billion consensus; the company set FY2026 EPS guidance of 6.95–7.30.
• Analysts are split (six Buy, six Hold), leaving a MarketBeat consensus of "Moderate Buy" with an average price target of $156.60.

New England Research & Management Inc. bought a new stake in Jacobs Solutions Inc. (NYSE:J - Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 11,268 shares of the company's stock, valued at approximately $1,493,000.

Other hedge funds have also bought and sold shares of the company. Cary Street Partners Investment Advisory LLC raised its position in shares of Jacobs Solutions by 103.3% during the 2nd quarter. Cary Street Partners Investment Advisory LLC now owns 187 shares of the company's stock valued at $25,000 after buying an additional 95 shares in the last quarter. Measured Wealth Private Client Group LLC purchased a new position in Jacobs Solutions in the third quarter worth $27,000. Central Pacific Bank Trust Division purchased a new position in Jacobs Solutions in the fourth quarter worth $31,000. Godsey & Gibb Inc. increased its stake in Jacobs Solutions by 121.0% in the third quarter. Godsey & Gibb Inc. now owns 221 shares of the company's stock valued at $33,000 after acquiring an additional 121 shares during the last quarter. Finally, Geneos Wealth Management Inc. increased its stake in Jacobs Solutions by 65.4% in the third quarter. Geneos Wealth Management Inc. now owns 220 shares of the company's stock valued at $33,000 after acquiring an additional 87 shares during the last quarter. 85.65% of the stock is currently owned by institutional investors.

Jacobs Solutions Stock Performance

NYSE J opened at $128.28 on Friday. The company has a 50-day simple moving average of $136.80 and a two-hundred day simple moving average of $142.63. 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 $106.23 and a 12-month high of $168.44. The firm has a market cap of $15.07 billion, a price-to-earnings ratio of 35.14, a PEG ratio of 1.33 and a beta of 0.78.

Jacobs Solutions (NYSE:J - Get Free Report) last released its quarterly earnings data on Tuesday, February 3rd. The company reported $1.53 EPS for the quarter, topping the consensus estimate of $1.52 by $0.01. Jacobs Solutions had a return on equity of 20.59% and a net margin of 3.49%.The firm had revenue of $2.30 billion for the quarter, compared to the consensus estimate of $3.09 billion. During the same quarter in the previous year, the business earned $1.33 earnings per share. The company's quarterly revenue was up 12.3% on a year-over-year basis. Jacobs Solutions has set its FY 2026 guidance at 6.950-7.300 EPS. On average, equities analysts forecast that Jacobs Solutions Inc. will post 6.05 EPS for the current year.

Jacobs Solutions Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Friday, February 20th were paid a $0.36 dividend. This is an increase from Jacobs Solutions's previous quarterly dividend of $0.32. The ex-dividend date of this dividend was Friday, February 20th. This represents a $1.44 dividend on an annualized basis and a yield of 1.1%. Jacobs Solutions's payout ratio is presently 39.45%.

Insider Buying and Selling

In other Jacobs Solutions news, President Shannon Miller sold 1,440 shares of the business's stock in a transaction that occurred 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 in the company, valued at approximately $3,399,390.72. The trade was a 5.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.48% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

J has been the subject of several research analyst reports. Wall Street Zen raised Jacobs Solutions from a "buy" rating to a "strong-buy" rating in a research note on Saturday, March 7th. The Goldman Sachs Group started coverage on Jacobs Solutions in a research report on Monday, November 24th. They set a "buy" rating and a $158.00 price objective on the stock. Wells Fargo & Company raised their price objective on Jacobs Solutions from $130.00 to $137.00 and gave the company an "equal weight" rating in a report on Friday, January 23rd. Zacks Research upgraded Jacobs Solutions from a "strong sell" rating to a "hold" rating in a research report on Thursday, February 5th. Finally, Weiss Ratings reaffirmed a "hold (c)" rating on shares of Jacobs Solutions in a research note on Monday, December 29th. Six equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $156.60.

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.

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