9,162 Shares in Jacobs Solutions Inc. $J Acquired by Alpine Woods Capital Investors LLC

Key Points

• Alpine Woods Capital Investors acquired 9,162 Jacobs Solutions shares worth approximately $1.15 million during the second quarter. Institutional ownership remains high at 85.65%, following several other major funds initiating positions.
• Jacobs Solutions reported quarterly revenue of $2.42 billion and earnings of $1.84 per share, slightly exceeding analyst estimates. Revenue increased 8.3% year over year, and fiscal 2026 EPS guidance is $7.20–$7.30.
• Analysts maintain a consensus “Moderate Buy” rating with a $153.70 price target, while the company declared a quarterly dividend of $0.36 per share, implying a 1.0% annualized yield.

Alpine Woods Capital Investors LLC purchased a new stake in shares of Jacobs Solutions Inc. (NYSE:J - Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 9,162 shares of the company's stock, valued at approximately $1,154,000.

Other institutional investors also recently modified their holdings of the company. Citizens Financial Group Inc. RI purchased a new position in shares of Jacobs Solutions in the second quarter worth approximately $6,872,000. Grandfield & Dodd LLC bought a new stake in Jacobs Solutions during the second quarter valued at approximately $334,000. BlackRock Inc. purchased a new stake in Jacobs Solutions during the second quarter valued at approximately $1,372,610,000. Occidental Asset Management LLC purchased a new stake in Jacobs Solutions during the second quarter valued at approximately $4,399,000. Finally, Pallas Capital Advisors LLC bought a new position in Jacobs Solutions in the second quarter worth approximately $5,153,000. 85.65% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, President Patrick Hill sold 17,201 shares of the stock in a transaction that occurred on Friday, August 7th. The shares were 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 in the company, valued at approximately $9,705,999.60. This trade represents a 20.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.48% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. Truist Financial cut their price objective on shares of Jacobs Solutions from $150.00 to $149.00 and set a "hold" rating for the company in a research report on Thursday, July 2nd. Royal Bank Of Canada raised their target price on Jacobs Solutions from $171.00 to $174.00 and gave the stock an "outperform" rating in a report on Wednesday, August 5th. KeyCorp lowered their target price on Jacobs Solutions from $154.00 to $150.00 and set an "overweight" rating on the stock in a research report on Wednesday, May 6th. Citigroup boosted their price target on Jacobs Solutions from $180.00 to $181.00 and gave the company a "buy" rating in a report on Wednesday, May 6th. Finally, UBS Group upped their price target on Jacobs Solutions from $156.00 to $167.00 and gave the stock a "buy" rating in a research report on Monday, August 10th. Six investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $153.70.

Jacobs Solutions Stock Performance

NYSE J opened at $143.09 on Wednesday. The business's 50 day moving average price is $131.79 and its 200-day moving average price is $129.60. Jacobs Solutions Inc. has a fifty-two week low of $105.68 and a fifty-two week high of $168.44. The company has a market cap of $16.90 billion, a P/E ratio of 50.74, a P/E/G ratio of 1.39 and a beta of 0.68. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.29 and a current ratio of 1.29.

Jacobs Solutions (NYSE:J - Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The company reported $1.84 earnings per share for the quarter, topping analysts' consensus estimates 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 prior year, the company posted $1.62 EPS. The firm'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. Sell-side analysts predict that Jacobs Solutions Inc. will post 7.26 earnings per share for the current year.

Jacobs Solutions Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 18th. Shareholders 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 yield of 1.0%. Jacobs Solutions's dividend payout ratio (DPR) is 51.06%.

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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