Calamos Advisors LLC Has $5.43 Million Stock Holdings in Jacobs Solutions Inc. $J

Key Points

• Calamos Advisors raised its stake in Jacobs Solutions by 74.5% in Q4, buying 17,500 shares to hold 41,000 shares worth about $5.43 million.
• Jacobs reported Q results with $1.53 EPS (beat by $0.01) and set FY2026 guidance of 6.95–7.30 EPS; analysts’ consensus is ~7.13 EPS with an average price target of $154.60 and a "Moderate Buy" rating.
• Management increased the quarterly dividend to $0.36 (annualized $1.44) for a ~1.1% yield, while institutional investors hold about 85.65% of the stock.

Calamos Advisors LLC lifted its holdings in shares of Jacobs Solutions Inc. (NYSE:J - Free Report) by 74.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 41,000 shares of the company's stock after buying an additional 17,500 shares during the period. Calamos Advisors LLC's holdings in Jacobs Solutions were worth $5,431,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Measured Wealth Private Client Group LLC acquired a new position in shares of Jacobs Solutions during the 3rd quarter worth about $27,000. Geneos Wealth Management Inc. boosted its stake in shares of Jacobs Solutions by 65.4% during the 3rd quarter. Geneos Wealth Management Inc. now owns 220 shares of the company's stock worth $33,000 after buying an additional 87 shares during the last quarter. Wealth Watch Advisors INC acquired a new position in shares of Jacobs Solutions during the 3rd quarter worth about $33,000. Godsey & Gibb Inc. boosted its stake in shares of Jacobs Solutions by 121.0% during the 3rd quarter. Godsey & Gibb Inc. now owns 221 shares of the company's stock worth $33,000 after buying an additional 121 shares during the last quarter. Finally, First Horizon Corp acquired a new position in shares of Jacobs Solutions during the 3rd quarter worth about $34,000. 85.65% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

J has been the subject of a number of recent research reports. Weiss Ratings restated a "hold (c)" rating on shares of Jacobs Solutions in a research note on Monday, December 29th. Wall Street Zen downgraded shares of Jacobs Solutions from a "strong-buy" rating to a "buy" rating in a research note on Saturday, April 18th. Robert W. Baird reduced their price objective on shares of Jacobs Solutions from $130.00 to $126.00 and set a "neutral" rating for the company in a research note on Monday, April 13th. Zacks Research upgraded shares of Jacobs Solutions from a "strong sell" rating to a "hold" rating in a research note on Thursday, February 5th. Finally, Wells Fargo & Company upped their target price on shares of Jacobs Solutions from $130.00 to $137.00 and gave the company an "equal weight" rating in a report on Friday, January 23rd. Six equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $154.60.

Jacobs Solutions Price Performance

Shares of NYSE J opened at $126.54 on Monday. The business's 50 day moving average price is $130.86 and its two-hundred day moving average price is $138.85. The company has a market cap of $14.86 billion, a PE ratio of 34.67, a price-to-earnings-growth ratio of 1.31 and a beta of 0.77. 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 twelve month low of $117.36 and a twelve month high of $168.44.

Jacobs Solutions (NYSE:J - Get Free Report) last announced its quarterly earnings results on Tuesday, February 3rd. The company reported $1.53 earnings per share for the quarter, topping analysts' consensus estimates of $1.52 by $0.01. The firm had revenue of $2.30 billion for the quarter, compared to the consensus estimate of $3.09 billion. Jacobs Solutions had a return on equity of 20.59% and a net margin of 3.49%.The business's revenue was up 12.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.33 earnings per share. Jacobs Solutions has set its FY 2026 guidance at 6.950-7.300 EPS. On average, analysts predict that Jacobs Solutions Inc. will post 7.13 EPS for the current year.

Jacobs Solutions Increases Dividend

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

Insiders Place Their Bets

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 transaction of $193,147.20. Following the transaction, the president owned 25,344 shares of the company's stock, valued at $3,399,390.72. The trade was a 5.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.48% of the stock is currently owned by company insiders.

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.

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