Jacobs Solutions Inc. $J Holdings Lifted by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management boosted its stake in Jacobs Solutions by 162.8% in Q4, adding 255,539 shares to hold 412,481 shares worth about $54.64 million (roughly 0.35% of the company), while institutional investors own 85.65% of the stock.
• Jacobs reported quarterly EPS of $1.53 (beating estimates by $0.01) but missed revenue expectations at $2.30 billion versus a $3.09 billion estimate; revenue was up 12.3% year-over-year and the company set FY2026 guidance of $6.95–$7.30 EPS.
• Management raised the quarterly dividend to $0.36 (from $0.32), annualized to $1.44 for a ~1.1% yield, and the stock carries a consensus rating of "Moderate Buy" with an average price target of $154.60.

Robeco Institutional Asset Management B.V. boosted its position in shares of Jacobs Solutions Inc. (NYSE:J - Free Report) by 162.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 412,481 shares of the company's stock after buying an additional 255,539 shares during the quarter. Robeco Institutional Asset Management B.V. owned 0.35% of Jacobs Solutions worth $54,637,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Measured Wealth Private Client Group LLC bought a new position in Jacobs Solutions during the third quarter valued at about $27,000. Geneos Wealth Management Inc. lifted its stake in Jacobs Solutions by 65.4% during the third quarter. Geneos Wealth Management Inc. now owns 220 shares of the company's stock valued at $33,000 after purchasing an additional 87 shares during the last quarter. Wealth Watch Advisors INC acquired a new stake in Jacobs Solutions during the third quarter valued at approximately $33,000. Godsey & Gibb Inc. lifted its stake in Jacobs Solutions by 121.0% during the third quarter. Godsey & Gibb Inc. now owns 221 shares of the company's stock valued at $33,000 after purchasing an additional 121 shares during the last quarter. Finally, First Horizon Corp acquired a new stake in Jacobs Solutions during the third quarter valued at approximately $34,000. Institutional investors own 85.65% of the company's stock.

Analyst Ratings Changes

Several analysts recently commented on the stock. Wall Street Zen raised shares of Jacobs Solutions from a "buy" rating to a "strong-buy" rating in a research note on Saturday, March 7th. Wells Fargo & Company increased their target price on shares of Jacobs Solutions from $130.00 to $137.00 and gave the company an "equal weight" rating in a research note on Friday, January 23rd. Zacks Research raised shares of Jacobs Solutions from a "strong sell" rating to a "hold" rating in a research note on Thursday, February 5th. Weiss Ratings reiterated a "hold (c)" rating on shares of Jacobs Solutions in a research report on Monday, December 29th. Finally, Robert W. Baird decreased their price target on Jacobs Solutions from $130.00 to $126.00 and set a "neutral" rating for the company in a research report on Monday. Six investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $154.60.

Jacobs Solutions Trading Up 1.9%

NYSE:J opened at $125.22 on Tuesday. 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 1-year low of $114.27 and a 1-year high of $168.44. The firm has a market capitalization of $14.71 billion, a price-to-earnings ratio of 34.31, a price-to-earnings-growth ratio of 1.27 and a beta of 0.77. The stock has a fifty day simple moving average of $133.43 and a 200 day simple moving average of $140.46.

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

Jacobs Solutions Increases Dividend

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

Insider Transactions at Jacobs Solutions

In related news, President Shannon Miller sold 1,440 shares of the stock in a transaction dated 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 directly owned 25,344 shares of the company's stock, valued at approximately $3,399,390.72. This represents a 5.38% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.48% of the company's stock.

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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