Jacobs Solutions Inc. $J Stock: Vontobel Holding Ltd. Cuts Holdings

Key Points

• Vontobel Holding reduced its Jacobs Solutions stake by 2.2% in the third quarter, selling 8,646 shares and retaining 381,766 shares valued at approximately $51.6 million. Institutional investors collectively own 85.65% of the company.
• Analyst sentiment remains positive, with six Buy and six Hold ratings producing a “Moderate Buy” consensus and an average price target of $156.40, above the stock’s recent price of $140.91.
• Jacobs exceeded quarterly expectations with adjusted EPS of $1.84 and revenue of $2.42 billion, while revenue grew 8.3% year over year. The company reaffirmed fiscal 2026 EPS guidance of $7.20–$7.30 and declared a quarterly dividend of $0.36 per share.

Vontobel Holding Ltd. decreased its position in Jacobs Solutions Inc. (NYSE:J - Free Report) by 2.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 381,766 shares of the company's stock after selling 8,646 shares during the quarter. Vontobel Holding Ltd. owned about 0.32% of Jacobs Solutions worth $51,641,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in J. V Square Quantitative Management LLC lifted its holdings in shares of Jacobs Solutions by 4.0% during the third quarter. V Square Quantitative Management LLC now owns 4,596 shares of the company's stock worth $622,000 after buying an additional 178 shares in the last quarter. Turtle Creek Wealth Advisors LLC acquired a new position in shares of Jacobs Solutions in the third quarter valued at about $209,000. Fort Washington Investment Advisors Inc. OH acquired a new position in shares of Jacobs Solutions in the third quarter valued at about $224,000. ZWJ Investment Counsel Inc. increased its position in Jacobs Solutions by 6.4% during the third quarter. ZWJ Investment Counsel Inc. now owns 248,430 shares of the company's stock worth $33,605,000 after acquiring an additional 14,941 shares during the period. Finally, Mather Group LLC. increased its position in Jacobs Solutions by 79.7% during the third quarter. Mather Group LLC. now owns 345 shares of the company's stock worth $47,000 after acquiring an additional 153 shares during the period. Institutional investors own 85.65% of the company's stock.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the stock. Truist Financial cut their price objective on shares of Jacobs Solutions from $161.00 to $160.00 and set a "hold" rating for the company in a report on Monday, October 5th. Weiss Ratings upgraded shares of Jacobs Solutions from a "hold (c-)" rating to a "hold (c)" rating in a research report on Monday, August 17th. Royal Bank Of Canada lifted their price target on shares of Jacobs Solutions from $171.00 to $174.00 and gave the company an "outperform" rating in a research report on Wednesday, August 5th. UBS Group boosted their price target on Jacobs Solutions from $156.00 to $167.00 and gave the company a "buy" rating in a research note on Monday, August 10th. Finally, KeyCorp reduced their price target on Jacobs Solutions from $168.00 to $166.00 and set an "overweight" rating on the stock in a research report on Thursday. Six research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $156.40.

Insider Activity

In related news, President Patrick Hill sold 17,201 shares of Jacobs Solutions 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 $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 SEC, which is available through this link. Corporate insiders own 0.48% of the company's stock.

Jacobs Solutions Price Performance

J stock traded down $1.06 during midday trading on Friday, reaching $140.91. The company had a trading volume of 1,006,928 shares, compared to its average volume of 893,354. The company has a market capitalization of $16.64 billion, a price-to-earnings ratio of 49.97, a price-to-earnings-growth ratio of 1.78 and a beta of 0.72. The stock has a 50 day moving average price of $143.51 and a 200-day moving average price of $132.04. Jacobs Solutions Inc. has a 1-year low of $105.68 and a 1-year high of $168.44. 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 (NYSE:J - Get Free Report) last announced its quarterly earnings data on Tuesday, August 4th. The company reported $1.84 earnings per share (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 firm had revenue of $2.42 billion for the quarter, compared to the consensus estimate of $2.40 billion. During the same period in the prior year, the company posted $1.62 earnings per share. The business's revenue for the quarter was up 8.3% on a year-over-year basis. Jacobs Solutions has set its FY 2026 guidance at 7.200-7.300 EPS. Equities research analysts expect that Jacobs Solutions Inc. will post 7.24 earnings per share for the current year.

Jacobs Solutions Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, September 18th. Investors of record on Friday, August 21st were given a dividend of $0.36 per share. 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 dividend payout ratio (DPR) is currently 51.06%.

Jacobs Solutions Company Profile

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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