Jacobs Solutions Inc. $J Shares Bought by Pictet Asset Management Holding SA

Key Points

• Pictet Asset Management raised its stake in Jacobs Solutions by 90.7% in Q4, adding 60,278 shares to hold 126,717 shares — roughly 0.11% of the company valued at about $16.8 million.
• Analysts have a consensus rating of "Moderate Buy" with an average price target of $154.60, based on six Buy and six Hold ratings and several recent price-target revisions.
• Jacobs set FY2026 EPS guidance of 6.95–7.30 (analysts expect ~7.13 EPS) and announced a quarterly dividend of $0.36 ($1.44 annual, ~1.1% yield), payable June 19 with an ex-dividend date of May 22.

Pictet Asset Management Holding SA raised its stake in shares of Jacobs Solutions Inc. (NYSE:J - Free Report) by 90.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 126,717 shares of the company's stock after acquiring an additional 60,278 shares during the period. Pictet Asset Management Holding SA owned approximately 0.11% of Jacobs Solutions worth $16,785,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in J. Measured Wealth Private Client Group LLC purchased a new stake in Jacobs Solutions in the third quarter valued at approximately $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 worth $33,000 after purchasing an additional 87 shares in the last quarter. Wealth Watch Advisors INC purchased a new position in shares of Jacobs Solutions during the third quarter worth $33,000. Godsey & Gibb Inc. grew its stake in shares of Jacobs Solutions by 121.0% in the third quarter. Godsey & Gibb Inc. now owns 221 shares of the company's stock valued at $33,000 after buying an additional 121 shares in the last quarter. Finally, First Horizon Corp acquired a new stake in shares of Jacobs Solutions in the third quarter valued at $34,000. 85.65% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, President Shannon Miller sold 1,440 shares of the stock in a transaction on Friday, March 6th. The stock was sold at an average price of $134.13, for a total value of $193,147.20. Following the transaction, the president owned 25,344 shares of the company's stock, valued at $3,399,390.72. This represents a 5.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 0.48% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on J. Wall Street Zen lowered 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 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. Wells Fargo & Company lifted their price objective 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. Finally, Zacks Research raised shares of Jacobs Solutions from a "strong sell" rating to a "hold" rating in a research note on Thursday, February 5th. Six equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Jacobs Solutions has a consensus rating of "Moderate Buy" and an average price target of $154.60.

Jacobs Solutions Stock Down 0.5%

J stock opened at $128.82 on Friday. The company's 50 day moving average price is $130.01 and its 200 day moving average price is $138.32. The firm has a market capitalization of $15.13 billion, a price-to-earnings ratio of 35.29, a PEG ratio of 1.34 and a beta of 0.73. Jacobs Solutions Inc. has a fifty-two week low of $117.36 and a fifty-two week high of $168.44. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.33 and a current ratio of 1.33.

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

Jacobs Solutions Dividend Announcement

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

Jacobs Solutions 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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