Jacobs Solutions Inc. $J Stock Sold by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management cut its Jacobs Solutions stake by 81% in the third quarter, selling 87,937 shares and retaining 20,691 shares valued at approximately $2.8 million. Institutional investors collectively own 85.65% of the company.
• Jacobs reported quarterly earnings of $1.84 per share, slightly above estimates, while revenue rose 8.3% year over year to $2.42 billion. The company maintained fiscal 2026 EPS guidance of $7.20–$7.30.
• The stock carries a consensus “Hold” rating from analysts, with five Buy and six Hold recommendations and an average price target of $156.78, compared with a recent price of $145.10.

Robeco Institutional Asset Management B.V. decreased its position in Jacobs Solutions Inc. (NYSE:J - Free Report) by 81.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 20,691 shares of the company's stock after selling 87,937 shares during the quarter. Robeco Institutional Asset Management B.V.'s holdings in Jacobs Solutions were worth $2,799,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently added to or reduced their stakes in J. NBH Bank acquired a new stake in Jacobs Solutions in the second quarter valued at approximately $28,000. Continuum Advisory LLC bought a new stake in Jacobs Solutions in the second quarter worth approximately $28,000. Keating Financial Advisory Services Inc. bought a new stake in Jacobs Solutions in the second quarter worth approximately $30,000. Compass Financial Management LLC bought a new stake in Jacobs Solutions in the second quarter worth approximately $43,000. Finally, Mather Group LLC. increased its stake in shares of Jacobs Solutions by 79.7% during the 3rd quarter. Mather Group LLC. now owns 345 shares of the company's stock worth $47,000 after purchasing an additional 153 shares during the last quarter. Institutional investors and hedge funds own 85.65% of the company's stock.

Insider Transactions at Jacobs Solutions

In other Jacobs Solutions 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 transaction of $2,478,664.10. Following the completion of the transaction, the president directly owned 67,356 shares in the company, valued at $9,705,999.60. This represents a 20.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.48% of the stock is owned by corporate insiders.

Jacobs Solutions Price Performance

NYSE:J opened at $145.10 on Monday. The company has a fifty day moving average price of $143.17 and a 200 day moving average price of $132.60. The stock has a market cap of $17.13 billion, a P/E ratio of 51.46, a PEG ratio of 1.82 and a beta of 0.72. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.29 and a quick ratio of 1.29. 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 posted 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. Jacobs Solutions had a net margin of 2.40% and a return on equity of 23.96%. The firm had revenue of $2.42 billion for the quarter, compared to the consensus estimate of $2.40 billion. During the same quarter in the previous year, the company earned $1.62 earnings per share. The business's revenue 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. Analysts anticipate that Jacobs Solutions Inc. will post 7.24 earnings per share for the current year.

Jacobs Solutions Announces Dividend

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

Analyst Ratings Changes

A number of research firms have recently weighed in on J. Wall Street Zen downgraded shares of Jacobs Solutions from a "buy" rating to a "hold" rating in a report on Sunday, August 30th. Weiss Ratings raised shares of Jacobs Solutions from a "hold (c-)" rating to a "hold (c)" rating in a research note on Monday, August 17th. Royal Bank Of Canada upped their price objective on shares of Jacobs Solutions from $171.00 to $174.00 and gave the stock an "outperform" rating in a report on Wednesday, August 5th. Citigroup increased their target price on shares of Jacobs Solutions from $181.00 to $188.00 and gave the stock a "buy" rating in a research report on Friday. Finally, UBS Group raised their target price on Jacobs Solutions from $156.00 to $167.00 and gave the company a "buy" rating in a report on Monday, August 10th. Five investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, Jacobs Solutions currently has a consensus rating of "Hold" and a consensus price target of $156.78.

About Jacobs Solutions

Jacobs Solutions Inc NYSE: J is a global technical, professional and consulting services provider serving government and commercial clients. The company helps organizations plan, design, deliver and operate complex infrastructure and mission-critical programs, with expertise spanning advanced manufacturing, transportation, water, environmental services, energy, life sciences, space and national security.

Through its consulting and engineering operations, Jacobs provides services such as program and project management, engineering and design, architecture, environmental planning, digital solutions and operational support.

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