Running Oak Capital LLC Sells 11,901 Shares of Jacobs Solutions Inc. $J

Key Points

• Running Oak Capital LLC sold 11,901 shares of Jacobs Solutions, trimming its stake by 10.2% to 104,373 shares worth about $13.8 million (≈0.09% of the company).
• Analyst sentiment is mixed but favorable overall, with a consensus rating of "Moderate Buy" and an average price target of $156.60 (six Buy and six Hold ratings; several recent upgrades and price-target raises).
• Jacobs reported Q results of $1.53 EPS (beating by $0.01) on $2.30 billion revenue, set FY2026 EPS guidance of 6.95–7.30, and increased its quarterly dividend to $0.36 (annualized $1.44, ~1.2% yield).

Running Oak Capital LLC reduced its position in Jacobs Solutions Inc. (NYSE:J - Free Report) by 10.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 104,373 shares of the company's stock after selling 11,901 shares during the quarter. Running Oak Capital LLC owned approximately 0.09% of Jacobs Solutions worth $13,825,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of J. Measured Wealth Private Client Group LLC purchased a new stake in Jacobs Solutions in the 3rd quarter worth $27,000. Geneos Wealth Management Inc. lifted its position in shares of Jacobs Solutions by 65.4% in the third quarter. Geneos Wealth Management Inc. now owns 220 shares of the company's stock valued at $33,000 after acquiring an additional 87 shares in the last quarter. Wealth Watch Advisors INC purchased a new position in shares of Jacobs Solutions in the third quarter valued at about $33,000. Godsey & Gibb Inc. boosted its stake in shares of Jacobs Solutions by 121.0% in the third quarter. Godsey & Gibb Inc. now owns 221 shares of the company's stock worth $33,000 after acquiring an additional 121 shares during the period. Finally, First Horizon Corp bought a new position in shares of Jacobs Solutions in the third quarter worth about $34,000. 85.65% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages recently issued reports on J. Wall Street Zen raised Jacobs Solutions from a "buy" rating to a "strong-buy" rating in a research note on Saturday, March 7th. Wells Fargo & Company upped their price target on Jacobs Solutions from $130.00 to $137.00 and gave the stock an "equal weight" rating in a research note on Friday, January 23rd. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Jacobs Solutions in a report on Monday, December 29th. Finally, Zacks Research upgraded shares of Jacobs Solutions from a "strong sell" rating to a "hold" rating in a research report on Thursday, February 5th. Six analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $156.60.

Jacobs Solutions Stock Up 0.0%

J opened at $122.92 on Monday. The company has a market capitalization 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. The firm has a 50-day simple moving average of $133.66 and a two-hundred day simple moving average of $140.61. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.72. Jacobs Solutions Inc. has a 52 week low of $112.37 and a 52 week high of $168.44.

Jacobs Solutions (NYSE:J - Get Free Report) last issued its earnings results on Tuesday, February 3rd. The company reported $1.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.52 by $0.01. Jacobs Solutions had a return on equity of 20.59% and a net margin of 3.49%.The firm had revenue of $2.30 billion for the quarter, compared to analysts' expectations of $3.09 billion. During the same period in the previous year, the firm posted $1.33 earnings per share. The business's revenue was up 12.3% compared to the same quarter last year. Jacobs Solutions has set its FY 2026 guidance at 6.950-7.300 EPS. Analysts forecast that Jacobs Solutions Inc. will post 6.05 earnings per share for the current fiscal 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 issued a dividend of $0.36 per share. This is a positive change from Jacobs Solutions's previous quarterly dividend of $0.32. The ex-dividend date of this dividend was Friday, February 20th. This represents a $1.44 annualized dividend and a dividend yield of 1.2%. Jacobs Solutions's payout ratio is currently 39.45%.

Insider Activity

In other news, President Shannon Miller sold 1,440 shares of the stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $134.13, for a total transaction of $193,147.20. Following the completion of the transaction, the president directly owned 25,344 shares in the company, valued at approximately $3,399,390.72. This represents a 5.38% decrease in their position. The transaction 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 owned by company insiders.

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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