Jacobs Solutions Inc. $J Shares Sold by Telos Capital Management Inc.

Key Points

• Telos Capital Management cut its stake in Jacobs by 17.1%, selling 15,669 shares to hold 76,179 shares worth about $10.09 million, while institutional investors collectively own roughly 85.65% of the stock.
• Jacobs reported quarterly EPS of $1.53 (beating estimates by $0.01) but missed on revenue at $2.30 billion versus estimates of $3.09 billion, and set FY2026 guidance of $6.95–$7.30 EPS.
• The company raised its quarterly dividend to $0.36 (annualized $1.44, ~1.2% yield), and President Shannon Miller sold 1,440 shares, reducing her position by 5.38%.

Telos Capital Management Inc. cut its stake in shares of Jacobs Solutions Inc. (NYSE:J - Free Report) by 17.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 76,179 shares of the company's stock after selling 15,669 shares during the period. Telos Capital Management Inc. owned 0.06% of Jacobs Solutions worth $10,091,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Ameriprise Financial Inc. boosted its holdings in Jacobs Solutions by 828.5% in the second quarter. Ameriprise Financial Inc. now owns 1,326,988 shares of the company's stock valued at $174,434,000 after acquiring an additional 1,184,068 shares during the last quarter. AQR Capital Management LLC grew its position in Jacobs Solutions by 68.8% during the second quarter. AQR Capital Management LLC now owns 1,288,843 shares of the company's stock valued at $168,194,000 after acquiring an additional 525,291 shares during the period. Ninety One UK Ltd increased its stake in Jacobs Solutions by 20.4% during the third quarter. Ninety One UK Ltd now owns 3,069,636 shares of the company's stock worth $460,016,000 after acquiring an additional 520,417 shares during the last quarter. Hennessy Advisors Inc. acquired a new stake in Jacobs Solutions during the third quarter worth about $43,774,000. Finally, Amundi raised its holdings in shares of Jacobs Solutions by 75.1% in the 3rd quarter. Amundi now owns 601,131 shares of the company's stock worth $92,109,000 after purchasing an additional 257,767 shares during the period. 85.65% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Jacobs Solutions news, President Shannon Miller sold 1,440 shares of the company'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 value of $193,147.20. Following the completion of the transaction, the president owned 25,344 shares in the company, valued at $3,399,390.72. This represents a 5.38% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.48% of the company's stock.

Jacobs Solutions Stock Down 3.3%

Shares of NYSE J opened at $122.92 on Friday. Jacobs Solutions Inc. has a 12-month low of $112.37 and a 12-month high of $168.44. The company has a market cap of $14.44 billion, a P/E ratio of 33.68, a P/E/G ratio of 1.31 and a beta of 0.77. 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 stock has a fifty day moving average price of $133.66 and a 200 day moving average price of $140.70.

Jacobs Solutions (NYSE:J - Get Free Report) last issued its quarterly earnings data on Tuesday, February 3rd. The company reported $1.53 EPS for the quarter, topping 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 company had revenue of $2.30 billion for the quarter, compared to analysts' expectations of $3.09 billion. During the same quarter in the previous year, the firm posted $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. Research analysts anticipate that Jacobs Solutions Inc. will post 6.05 EPS for the current fiscal 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 dividend of $0.36 per share. 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. This represents a $1.44 annualized dividend and a yield of 1.2%. Jacobs Solutions's dividend payout ratio is presently 39.45%.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on J shares. Zacks Research raised Jacobs Solutions from a "strong sell" rating to a "hold" rating in a research note on Thursday, February 5th. Weiss Ratings reissued a "hold (c)" rating on shares of Jacobs Solutions in a research report on Monday, December 29th. Wells Fargo & Company raised their price target 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, Wall Street Zen raised shares of Jacobs Solutions from a "buy" rating to a "strong-buy" rating in a research report on Saturday, March 7th. Six 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, Jacobs Solutions currently has an average rating of "Moderate Buy" and an average price target of $156.60.

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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