Jacobs Solutions Inc. $J Shares Acquired by NewEdge Advisors LLC

Key Points

• NewEdge Advisors increased its Jacobs Solutions stake by 59.8% in the first quarter, bringing its holdings to 44,267 shares valued at approximately $5.63 million. Institutional investors collectively own 85.65% of the company.
• Jacobs beat quarterly expectations with adjusted earnings of $1.84 per share versus $1.83 expected and revenue of $2.42 billion, up 8.3% year over year. Management maintained fiscal 2026 EPS guidance of $7.20 to $7.30.
• Analyst sentiment remains moderately positive, with a consensus “Moderate Buy” rating and $153.70 price target, although President Patrick Hill sold 17,201 shares for about $2.48 million. The company also declared a quarterly dividend of $0.36 per share, yielding approximately 1.0% annually.

NewEdge Advisors LLC lifted its holdings in Jacobs Solutions Inc. (NYSE:J - Free Report) by 59.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 44,267 shares of the company's stock after acquiring an additional 16,571 shares during the quarter. NewEdge Advisors LLC's holdings in Jacobs Solutions were worth $5,634,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in J. Vident Advisory LLC boosted its holdings in Jacobs Solutions by 0.8% in the second quarter. Vident Advisory LLC now owns 9,794 shares of the company's stock valued at $1,287,000 after purchasing an additional 75 shares during the last quarter. Gratus Wealth Advisors LLC raised its stake in shares of Jacobs Solutions by 1.3% during the 4th quarter. Gratus Wealth Advisors LLC now owns 6,193 shares of the company's stock valued at $820,000 after buying an additional 81 shares during the last quarter. Town & Country Bank & Trust CO dba First Bankers Trust CO raised its stake in shares of Jacobs Solutions by 0.7% during the 1st quarter. Town & Country Bank & Trust CO dba First Bankers Trust CO now owns 12,456 shares of the company's stock valued at $1,585,000 after buying an additional 81 shares during the last quarter. Parallel Advisors LLC lifted its holdings in shares of Jacobs Solutions by 10.4% in the 3rd quarter. Parallel Advisors LLC now owns 915 shares of the company's stock valued at $137,000 after buying an additional 86 shares during the period. Finally, Kestra Private Wealth Services LLC lifted its holdings in shares of Jacobs Solutions by 2.2% in the 3rd quarter. Kestra Private Wealth Services LLC now owns 4,414 shares of the company's stock valued at $661,000 after buying an additional 93 shares during the period. Hedge funds and other institutional investors own 85.65% of the company's stock.

Insider Buying and Selling

In related news, CEO Robert V. Pragada purchased 3,601 shares of the business's stock in a transaction that occurred on Friday, May 15th. The stock was bought at an average price of $111.09 per share, with a total value of $400,035.09. Following the acquisition, the chief executive officer owned 333,755 shares in the company, valued at $37,076,842.95. The trade was a 1.09% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, President Patrick Hill sold 17,201 shares of the company's stock in a transaction on Friday, August 7th. The stock was sold at an average price of $144.10, for a total transaction of $2,478,664.10. Following the transaction, the president owned 67,356 shares of the company's stock, valued at $9,705,999.60. This represents a 20.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.48% of the company's stock.

Jacobs Solutions Price Performance

NYSE:J opened at $147.55 on Wednesday. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 1.10. Jacobs Solutions Inc. has a 52 week low of $105.68 and a 52 week high of $168.44. The stock's 50-day moving average price is $129.65 and its 200-day moving average price is $129.37. The stock has a market capitalization of $17.42 billion, a PE ratio of 52.32, a price-to-earnings-growth ratio of 1.42 and a beta of 0.68.

Jacobs Solutions (NYSE:J - Get Free Report) last released its quarterly earnings results 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. The company had revenue of $2.42 billion during the quarter, compared to analysts' expectations of $2.40 billion. Jacobs Solutions had a return on equity of 23.96% and a net margin of 2.40%.Jacobs Solutions's quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.62 EPS. Jacobs Solutions has set its FY 2026 guidance at 7.200-7.300 EPS. As a group, equities analysts expect that Jacobs Solutions Inc. will post 7.26 EPS for the current fiscal year.

Jacobs Solutions Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 18th. Stockholders of record on Friday, August 21st will be paid a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, August 21st. Jacobs Solutions's dividend payout ratio is presently 51.06%.

Key Jacobs Solutions News

Here are the key news stories impacting Jacobs Solutions this week:

• Positive Sentiment: UBS raised its price target for Jacobs Solutions from $156 to $167 and upgraded the stock to “Buy.” The new target implies approximately 13% upside from the referenced share price, providing the strongest positive catalyst in the recent news flow. Benzinga analyst update
• Positive Sentiment: KeyCorp previously increased its FY2026 EPS estimate for Jacobs, while maintaining an “Overweight” rating and a $150 price target. The company’s latest quarterly results also showed earnings and revenue slightly ahead of expectations, with revenue growth of 8.3% year over year and FY2026 EPS guidance of $7.20 to $7.30.
• Positive Sentiment: Zacks characterized Jacobs as a strong value stock, which may attract investors seeking exposure to an engineering and consulting business with improving earnings and revenue trends. Zacks value-stock analysis
• Neutral Sentiment: KeyCorp trimmed its Q4 FY2026 EPS forecast to $2.12 from $2.14 and its FY2027 estimate to $8.38 from $8.44, but retained its “Overweight” rating and $150 target. The revisions suggest limited near-term earnings pressure rather than a change in the broader investment thesis.
• Negative Sentiment: Jacobs President Patrick Hill sold 17,201 shares for approximately $2.48 million, reducing his holdings by 20.34%. The transaction was disclosed in an SEC filing; while insider sales can be routine, the size of the reduction may weigh on sentiment. SEC insider transaction filing

Wall Street Analysts Forecast Growth

J has been the topic of several analyst reports. Truist Financial dropped their target price on Jacobs Solutions from $150.00 to $149.00 and set a "hold" rating on the stock in a report on Thursday, July 2nd. Wall Street Zen lowered Jacobs Solutions from a "buy" rating to a "hold" rating in a research report on Saturday, May 9th. Citigroup upped their price objective on Jacobs Solutions from $180.00 to $181.00 and gave the stock a "buy" rating in a research report on Wednesday, May 6th. UBS Group raised their price objective on shares of Jacobs Solutions from $156.00 to $167.00 and gave the stock a "buy" rating in a research note on Monday. Finally, Weiss Ratings reaffirmed a "hold (c-)" rating on shares of Jacobs Solutions in a report on Monday, August 3rd. Six equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $153.70.

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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