Jacobs Solutions Inc. $J Stock Sold by Professional Advisory Services Inc.

Key Points

• Professional Advisory Services reduced its Jacobs Solutions stake by 9.1% in the third quarter, selling 19,410 shares and retaining 194,156 shares valued at approximately $26.3 million. Institutional investors collectively own 85.65% of the company.
• Analysts maintain a “Moderate Buy” consensus on Jacobs Solutions, with six Buy and six Hold ratings and an average price target of $154.80.
• Jacobs reported quarterly EPS of $1.84 and revenue of $2.42 billion, exceeding 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 quarterly dividend of $0.36 per share.

Professional Advisory Services Inc. trimmed its stake in Jacobs Solutions Inc. (NYSE:J - Free Report) by 9.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 194,156 shares of the company's stock after selling 19,410 shares during the quarter. Jacobs Solutions makes up 3.1% of Professional Advisory Services Inc.'s portfolio, making the stock its 14th biggest holding. Professional Advisory Services Inc. owned approximately 0.16% of Jacobs Solutions worth $26,263,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in J. CoreCap Advisors LLC grew its stake in Jacobs Solutions by 36.5% in the 3rd quarter. CoreCap Advisors LLC now owns 2,061 shares of the company's stock worth $279,000 after acquiring an additional 551 shares during the period. Apella Capital LLC boosted its stake in Jacobs Solutions by 10.2% in the 3rd quarter. Apella Capital LLC now owns 2,326 shares of the company's stock worth $317,000 after buying an additional 215 shares during the last quarter. Avidian Wealth Enterprises LLC acquired a new position in shares of Jacobs Solutions in the 3rd quarter valued at $214,000. Toth Financial Advisory Corp raised its holdings in shares of Jacobs Solutions by 5.1% in the 3rd quarter. Toth Financial Advisory Corp now owns 58,142 shares of the company's stock worth $7,865,000 after purchasing an additional 2,845 shares during the period. Finally, CX Institutional raised its holdings in Jacobs Solutions by 2.4% in the third quarter. CX Institutional now owns 8,655 shares of the company's stock valued at $1,171,000 after buying an additional 204 shares during the period. Hedge funds and other institutional investors own 85.65% of the company's stock.

Wall Street Analyst Weigh In

J has been the topic of a number of recent research reports. UBS Group boosted their target price on shares of Jacobs Solutions from $156.00 to $167.00 and gave the stock a "buy" rating in a research report on Monday, August 10th. Royal Bank Of Canada boosted their price target on shares of Jacobs Solutions from $171.00 to $174.00 and gave the company an "outperform" rating in a report on Wednesday, August 5th. Weiss Ratings upgraded Jacobs Solutions from a "hold (c-)" rating to a "hold (c)" rating in a research report on Monday, August 17th. Wall Street Zen cut shares of Jacobs Solutions from a "buy" rating to a "hold" rating in a research note on Sunday, August 30th. Finally, Truist Financial dropped their price objective on Jacobs Solutions from $161.00 to $160.00 and set a "hold" rating on the stock in a research note on Monday. Six research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $154.80.

Insider Buying and Selling at Jacobs Solutions

In other Jacobs Solutions news, President Patrick Hill sold 17,201 shares of the firm's stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $144.10, for a total value of $2,478,664.10. Following the transaction, the president directly owned 67,356 shares of the company's stock, 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 can be accessed through the SEC website. 0.48% of the stock is currently owned by company insiders.

Jacobs Solutions Stock Performance

Shares of Jacobs Solutions stock traded up $2.22 during midday trading on Thursday, hitting $138.57. The company had a trading volume of 761,780 shares, compared to its average volume of 1,010,297. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.29 and a quick ratio of 1.29. The stock has a market cap of $16.36 billion, a PE ratio of 49.14, a P/E/G ratio of 1.74 and a beta of 0.72. The business's 50 day simple moving average is $143.61 and its two-hundred day simple moving average is $131.54. Jacobs Solutions Inc. has a 1-year low of $105.68 and a 1-year high of $168.44.

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

Jacobs Solutions Dividend Announcement

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