UBS Group AG Sells 106,146 Shares of Jacobs Solutions Inc. $J

Key Points

• UBS Group AG reduced its stake in Jacobs Solutions by 15.7% in Q4, selling 106,146 shares and now holds 568,475 shares (about 0.48% of the company) valued at $75.3 million.
• Jacobs posted Q results of $1.53 EPS (beating by $0.01) but missed revenue at $2.30 billion versus ~$3.09 billion expected; revenue rose 12.3% YoY and the company set FY2026 EPS guidance of 6.95–7.30.
• Analysts maintain a consensus rating of Moderate Buy with a $154.60 price target, and the company announced a $0.36 quarterly dividend (1.1% yield) with an ex-dividend date of May 22.

UBS Group AG lessened its stake in shares of Jacobs Solutions Inc. (NYSE:J - Free Report) by 15.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 568,475 shares of the company's stock after selling 106,146 shares during the quarter. UBS Group AG owned approximately 0.48% of Jacobs Solutions worth $75,300,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Measured Wealth Private Client Group LLC bought a new stake in shares of Jacobs Solutions in the third quarter worth $27,000. Princeton Global Asset Management LLC bought a new stake in shares of Jacobs Solutions in the fourth quarter worth $30,000. Central Pacific Bank Trust Division bought a new stake in shares of Jacobs Solutions in the fourth quarter worth $31,000. Godsey & Gibb Inc. grew 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 purchasing an additional 121 shares during the last quarter. Finally, Geneos Wealth Management Inc. grew its stake 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 worth $33,000 after purchasing an additional 87 shares during the last quarter. Institutional investors own 85.65% of the company's stock.

Insider Transactions at Jacobs Solutions

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

Wall Street Analyst Weigh In

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

Jacobs Solutions Price Performance

J stock opened at $128.82 on Monday. The firm has a market cap of $15.13 billion, a price-to-earnings ratio of 35.29, a PEG ratio of 1.33 and a beta of 0.73. 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 12-month low of $117.36 and a 12-month high of $168.44. The company's fifty day simple moving average is $130.01 and its 200 day simple moving average is $138.07.

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

Jacobs Solutions Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, June 19th. Investors of record on Friday, May 22nd will be issued a $0.36 dividend. The ex-dividend date is Friday, May 22nd. This represents a $1.44 annualized dividend and a yield of 1.1%. Jacobs Solutions's payout ratio is presently 39.45%.

Jacobs Solutions 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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