Jacobs Solutions Inc. $J Stock Bought by ZWJ Investment Counsel Inc.

Key Points

• ZWJ Investment Counsel increased its Jacobs Solutions stake by 6.4% in the third quarter, bringing its holdings to 248,430 shares valued at approximately $33.6 million. Institutional investors and hedge funds collectively own 85.65% of the company.
• Analyst views remain moderately bullish, with a consensus “Moderate Buy” rating and an average price target of $154.80. Recent targets range from $160 to $174, though some firms maintained or downgraded the stock to “Hold.”
• Jacobs reported quarterly earnings of $1.84 per share and revenue of $2.42 billion, both slightly above estimates, while revenue rose 8.3% year over year. The company also reaffirmed fiscal 2026 EPS guidance of $7.20–$7.30 and pays a $0.36 quarterly dividend.

ZWJ Investment Counsel Inc. boosted its stake in shares of Jacobs Solutions Inc. (NYSE:J - Free Report) by 6.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 248,430 shares of the company's stock after buying an additional 14,941 shares during the quarter. ZWJ Investment Counsel Inc. owned 0.21% of Jacobs Solutions worth $33,605,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. NBH Bank purchased a new position in shares of Jacobs Solutions during the 2nd quarter worth approximately $28,000. Continuum Advisory LLC acquired a new stake in Jacobs Solutions in the 2nd quarter valued at approximately $28,000. Keating Financial Advisory Services Inc. acquired a new stake in Jacobs Solutions in the 2nd quarter valued at approximately $30,000. Compass Financial Management LLC purchased a new stake in Jacobs Solutions in the second quarter valued at approximately $43,000. Finally, Mather Group LLC. raised its position in Jacobs Solutions by 79.7% in the third quarter. Mather Group LLC. now owns 345 shares of the company's stock valued at $47,000 after purchasing an additional 153 shares during the period. 85.65% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Jacobs Solutions

In other news, President Patrick Hill sold 17,201 shares of the stock in a transaction on Friday, August 7th. The stock was sold at an average price of $144.10, for a total value of $2,478,664.10. Following the sale, the president directly owned 67,356 shares in the company, valued at approximately $9,705,999.60. This trade represents a 20.34% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.48% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research analysts have commented on the company. Weiss Ratings upgraded Jacobs Solutions from a "hold (c-)" rating to a "hold (c)" rating in a research note on Monday, August 17th. Wall Street Zen lowered Jacobs Solutions from a "buy" rating to a "hold" rating in a research report on Sunday, August 30th. Truist Financial dropped their price objective on Jacobs Solutions from $161.00 to $160.00 and set a "hold" rating for the company in a research note on Monday, October 5th. Royal Bank Of Canada boosted their price objective on Jacobs Solutions from $171.00 to $174.00 and gave the company an "outperform" rating in a report on Wednesday, August 5th. Finally, UBS Group increased their target price on Jacobs Solutions from $156.00 to $167.00 and gave the stock a "buy" rating in a research note on Monday, August 10th. 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, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $154.80.

Jacobs Solutions Trading Down 0.3%

NYSE J opened at $141.84 on Thursday. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.29 and a current ratio of 1.29. The firm has a market cap of $16.75 billion, a price-to-earnings ratio of 50.30, a PEG ratio of 1.78 and a beta of 0.72. The firm has a 50 day simple moving average of $143.64 and a 200-day simple moving average of $131.86. Jacobs Solutions Inc. has a one year low of $105.68 and a one year high of $168.44.

Jacobs Solutions (NYSE:J - Get Free Report) last announced its earnings results on Tuesday, August 4th. The company reported $1.84 earnings per share for the quarter, topping the consensus estimate of $1.83 by $0.01. The firm had revenue of $2.42 billion for the quarter, compared to the consensus estimate of $2.40 billion. Jacobs Solutions had a net margin of 2.40% and a return on equity of 23.96%. The firm's revenue for the quarter was up 8.3% on a year-over-year basis. During the same period in the prior year, the firm earned $1.62 EPS. Jacobs Solutions has set its FY 2026 guidance at 7.200-7.300 EPS. Equities research analysts anticipate that Jacobs Solutions Inc. will post 7.25 EPS for the current fiscal year.

Jacobs Solutions Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, September 18th. Shareholders of record on Friday, August 21st were paid a $0.36 dividend. The ex-dividend date was Friday, August 21st. This represents a $1.44 annualized dividend and a dividend yield of 1.0%. Jacobs Solutions's payout ratio is 51.06%.

About Jacobs Solutions

Jacobs Solutions Inc NYSE: J, formerly known as Jacobs Engineering Group, is a global professional services and technology company that provides consulting, design, engineering, project management, and technical services. The company supports public- and private-sector clients with complex projects involving infrastructure, transportation, water, environmental remediation, advanced manufacturing, life sciences, energy, and other critical facilities.

Jacobs helps clients plan, design, build, operate, and maintain assets and systems.

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