Citizens Financial Group Inc. RI Invests $7.55 Million in Jacobs Solutions Inc. $J

Key Points

• Citizens Financial Group Inc. RI opened a new position in Jacobs Solutions (NYSE:J), buying 56,974 shares in Q4 valued at about $7.55 million per its 13F filing.
• Jacobs reported Q earnings of $1.53 EPS (beat by $0.01) on revenue of $2.30B which missed estimates, with revenue up 12.3% YoY and management setting FY2026 guidance of 6.95–7.30 EPS (consensus ~7.13).
• The company announced a quarterly dividend of $0.36 (annualized $1.44, ~1.1% yield; ex‑dividend May 22), while institutional investors own about 85.65% of the stock and an insider recently sold 1,440 shares.

Citizens Financial Group Inc. RI bought a new position in shares of Jacobs Solutions Inc. (NYSE:J - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 56,974 shares of the company's stock, valued at approximately $7,547,000.

A number of other institutional investors and hedge funds have also modified their holdings of J. Empowered Funds LLC increased its stake in shares of Jacobs Solutions by 92.3% during the first quarter. Empowered Funds LLC now owns 6,720 shares of the company's stock worth $812,000 after purchasing an additional 3,226 shares in the last quarter. Woodline Partners LP boosted its position in Jacobs Solutions by 38.7% during the first quarter. Woodline Partners LP now owns 10,353 shares of the company's stock worth $1,252,000 after acquiring an additional 2,891 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in Jacobs Solutions during the second quarter worth about $321,000. Baird Financial Group Inc. boosted its position in Jacobs Solutions by 1.7% during the second quarter. Baird Financial Group Inc. now owns 15,022 shares of the company's stock worth $1,975,000 after acquiring an additional 248 shares during the last quarter. Finally, AXA S.A. boosted its position in Jacobs Solutions by 14.9% during the second quarter. AXA S.A. now owns 19,670 shares of the company's stock worth $2,586,000 after acquiring an additional 2,556 shares during the last quarter. Hedge funds and other institutional investors own 85.65% of the company's stock.

Jacobs Solutions Stock Performance

J opened at $128.82 on Friday. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.72. The firm has a market capitalization of $15.13 billion, a PE ratio of 35.29, a PEG ratio of 1.34 and a beta of 0.73. The firm's 50-day moving average price is $130.01 and its 200 day moving average price is $138.32. 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 posted its earnings results on Tuesday, February 3rd. The company reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.52 by $0.01. The company had revenue of $2.30 billion for the quarter, compared to analyst estimates of $3.09 billion. Jacobs Solutions had a net margin of 3.49% and a return on equity of 20.59%. Jacobs Solutions's revenue was up 12.3% on a year-over-year basis. During the same period in the previous year, the business posted $1.33 EPS. Jacobs Solutions has set its FY 2026 guidance at 6.950-7.300 EPS. As a group, sell-side analysts expect that Jacobs Solutions Inc. will post 7.13 EPS for the current fiscal year.

Jacobs Solutions Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, June 19th. Shareholders of record on Friday, May 22nd will be issued a $0.36 dividend. This represents a $1.44 annualized dividend and a yield of 1.1%. The ex-dividend date is Friday, May 22nd. Jacobs Solutions's payout ratio is presently 39.45%.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Robert W. Baird lowered their price target on shares of Jacobs Solutions from $130.00 to $126.00 and set a "neutral" rating on the stock in a research report on Monday, April 13th. Wall Street Zen lowered shares of Jacobs Solutions from a "strong-buy" rating to a "buy" rating in a research report on Saturday, April 18th. Zacks Research upgraded shares of Jacobs Solutions from a "strong sell" rating to a "hold" rating in a research report on Thursday, February 5th. Finally, Wells Fargo & Company boosted their price target on shares of Jacobs Solutions from $130.00 to $137.00 and gave the stock an "equal weight" rating in a research report on Friday, January 23rd. Six investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $154.60.

Insiders Place Their Bets

In other Jacobs Solutions news, President Shannon Miller sold 1,440 shares of the business's stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $134.13, for a total value of $193,147.20. Following the transaction, the president directly owned 25,344 shares in the company, valued at $3,399,390.72. The trade was a 5.38% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 0.48% of the stock is owned by 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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