Mitsubishi UFJ Trust & Banking Corp Raises Stock Holdings in Jacobs Solutions Inc. $J

Key Points

• Mitsubishi UFJ Trust & Banking Corp raised its stake in Jacobs Solutions by 18.1% in Q4 to 66,072 shares (an additional 10,131 shares), representing about 0.06% of the company and worth roughly $8.75 million.
• Q4 results and guidance: Jacobs reported EPS of $1.53 (beating the $1.52 consensus) but revenue missed at $2.30B versus $3.09B expected; the company set FY2026 guidance of 6.95–7.30 EPS, while analysts forecast ~7.13 EPS.
• Dividend and insider activity: Jacobs declared a quarterly dividend of $0.36 (annualized $1.44, ~1.1% yield; ex-dividend May 22, payable June 19), and President Shannon Miller sold 1,440 shares; institutional investors own about 85.65% of the stock.

Mitsubishi UFJ Trust & Banking Corp raised its stake in shares of Jacobs Solutions Inc. (NYSE:J - Free Report) by 18.1% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 66,072 shares of the company's stock after acquiring an additional 10,131 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned approximately 0.06% of Jacobs Solutions worth $8,752,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the stock. Forum Financial Management LP raised its holdings 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 purchasing an additional 63 shares during the last quarter. Harfst & Associates Inc. boosted its holdings in Jacobs Solutions by 0.5% in the third quarter. Harfst & Associates Inc. now owns 12,616 shares of the company's stock worth $1,891,000 after purchasing an additional 64 shares during the last quarter. B. Riley Wealth Advisors Inc. boosted its holdings in Jacobs Solutions by 3.0% in the third quarter. B. Riley Wealth Advisors Inc. now owns 2,247 shares of the company's stock worth $337,000 after purchasing an additional 66 shares during the last quarter. TD Private Client Wealth LLC grew its position in Jacobs Solutions by 1.0% in the 3rd quarter. TD Private Client Wealth LLC now owns 7,421 shares of the company's stock worth $1,112,000 after purchasing an additional 73 shares during the period. Finally, MassMutual Private Wealth & Trust FSB grew its position in Jacobs Solutions by 26.0% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 364 shares of the company's stock worth $55,000 after purchasing an additional 75 shares during the period. Hedge funds and other institutional investors own 85.65% of the company's stock.

Jacobs Solutions Trading Down 0.5%

Shares of Jacobs Solutions stock opened at $128.82 on Friday. Jacobs Solutions Inc. has a 1-year low of $117.36 and a 1-year high of $168.44. The company's fifty day simple moving average is $130.01 and its 200-day simple moving average is $138.21. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.33 and a quick ratio of 1.33. The stock has a market capitalization of $15.13 billion, a PE ratio of 35.29, a P/E/G ratio of 1.33 and a beta of 0.73.

Jacobs Solutions (NYSE:J - Get Free Report) last posted its quarterly earnings data on Tuesday, February 3rd. The company reported $1.53 EPS for the quarter, topping the consensus estimate of $1.52 by $0.01. The firm had revenue of $2.30 billion during the quarter, compared to analyst estimates of $3.09 billion. Jacobs Solutions had a return on equity of 20.59% and a net margin of 3.49%.Jacobs Solutions's revenue was up 12.3% on a year-over-year basis. During the same period in the prior year, the business posted $1.33 EPS. Jacobs Solutions has set its FY 2026 guidance at 6.950-7.300 EPS. As a group, equities analysts anticipate that Jacobs Solutions Inc. will post 7.13 earnings per share for the current year.

Jacobs Solutions Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 19th. Stockholders of record on Friday, May 22nd will be paid a $0.36 dividend. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $1.44 annualized dividend and a dividend yield of 1.1%. Jacobs Solutions's dividend payout ratio (DPR) is 39.45%.

Insider Activity at Jacobs Solutions

In other news, President Shannon Miller sold 1,440 shares of Jacobs Solutions stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $134.13, for a total transaction of $193,147.20. Following the transaction, the president directly owned 25,344 shares of the company's stock, valued at $3,399,390.72. The trade was a 5.38% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.48% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on J. Robert W. Baird lowered their price target on Jacobs Solutions from $130.00 to $126.00 and set a "neutral" rating on the stock in a report on Monday, April 13th. Wells Fargo & Company lifted their price objective on Jacobs Solutions from $130.00 to $137.00 and gave the stock an "equal weight" rating in a report on Friday, January 23rd. Zacks Research raised Jacobs Solutions from a "strong sell" rating to a "hold" rating in a report on Thursday, February 5th. Finally, Wall Street Zen cut Jacobs Solutions from a "strong-buy" rating to a "buy" rating in a research report on Saturday, April 18th. Six analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $154.60.

Jacobs Solutions Company Profile

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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