Massachusetts Financial Services Co. MA Decreases Stock Holdings in Jacobs Solutions Inc. $J

Key Points

• Massachusetts Financial Services trimmed its stake by 8.9% in Q4, now owning 1,740,859 shares (about 1.47% of Jacobs) worth $230.6 million, and institutional investors hold roughly 85.65% of the stock.
• Jacobs reported Q4 EPS of $1.53 (beat by $0.01) and revenue of $2.30 billion (below the $3.09 billion consensus) with revenue up 12.3% YoY; the company set FY2026 guidance of 6.95–7.30 EPS and has a consensus “Moderate Buy” rating with a $156.60 price target.
• Jacobs increased its quarterly dividend to $0.36 ($1.44 annualized, 1.2% yield), while President Shannon Miller sold 1,440 shares, reducing her holding by 5.38%.

Massachusetts Financial Services Co. MA trimmed its position in shares of Jacobs Solutions Inc. (NYSE:J - Free Report) by 8.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,740,859 shares of the company's stock after selling 171,102 shares during the quarter. Massachusetts Financial Services Co. MA owned about 1.47% of Jacobs Solutions worth $230,594,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the company. Forum Financial Management LP lifted its position in shares of Jacobs Solutions by 2.0% during the third quarter. Forum Financial Management LP now owns 3,186 shares of the company's stock valued at $477,000 after buying an additional 63 shares during the last quarter. Harfst & Associates Inc. lifted its position in shares of Jacobs Solutions by 0.5% during the third quarter. Harfst & Associates Inc. now owns 12,616 shares of the company's stock valued at $1,891,000 after buying an additional 64 shares during the last quarter. B. Riley Wealth Advisors Inc. lifted its position in shares of Jacobs Solutions by 3.0% during the third quarter. B. Riley Wealth Advisors Inc. now owns 2,247 shares of the company's stock valued at $337,000 after buying an additional 66 shares during the last quarter. Blue Trust Inc. lifted its position in shares of Jacobs Solutions by 11.2% during the third quarter. Blue Trust Inc. now owns 695 shares of the company's stock valued at $104,000 after buying an additional 70 shares during the last quarter. Finally, TD Private Client Wealth LLC lifted its position in shares of Jacobs Solutions by 1.0% during the third quarter. TD Private Client Wealth LLC now owns 7,421 shares of the company's stock valued at $1,112,000 after buying an additional 73 shares during the last quarter. 85.65% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the stock. Wells Fargo & Company upped their price objective 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. Wall Street Zen upgraded shares of Jacobs Solutions from a "buy" rating to a "strong-buy" rating in a report on Saturday, March 7th. Zacks Research upgraded shares of Jacobs Solutions from a "strong sell" rating to a "hold" rating in a report on Thursday, February 5th. Finally, Weiss Ratings reiterated a "hold (c)" rating on shares of Jacobs Solutions in a report on Monday, December 29th. Six analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $156.60.

Insider Activity at Jacobs Solutions

In other news, President Shannon Miller sold 1,440 shares of the firm's stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $134.13, for a total transaction of $193,147.20. Following the sale, the president owned 25,344 shares of the company's stock, valued at $3,399,390.72. This trade represents a 5.38% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.48% of the stock is owned by insiders.

Jacobs Solutions Price Performance

Shares of NYSE:J opened at $122.92 on Monday. Jacobs Solutions Inc. has a twelve month low of $112.37 and a twelve month high of $168.44. The company's 50 day moving average is $133.66 and its 200 day moving average is $140.61. 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 company has a market cap of $14.44 billion, a PE ratio of 33.68, a price-to-earnings-growth ratio of 1.27 and a beta of 0.77.

Jacobs Solutions (NYSE:J - Get Free Report) last issued its quarterly earnings results on Tuesday, February 3rd. The company reported $1.53 earnings per share for the quarter, topping the consensus estimate of $1.52 by $0.01. Jacobs Solutions had a net margin of 3.49% and a return on equity of 20.59%. The company had revenue of $2.30 billion for the quarter, compared to the consensus estimate of $3.09 billion. During the same quarter in the prior year, the company earned $1.33 EPS. Jacobs Solutions'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. On average, sell-side analysts forecast that Jacobs Solutions Inc. will post 6.05 EPS for the current year.

Jacobs Solutions Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Friday, February 20th were paid a dividend of $0.36 per share. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Friday, February 20th. This is a positive change from Jacobs Solutions's previous quarterly dividend of $0.32. Jacobs Solutions's dividend payout ratio is 39.45%.

About Jacobs Solutions

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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