Varma Mutual Pension Insurance Co Takes Position in Jacobs Solutions Inc. $J

Key Points

• Varma Mutual Pension Insurance Co bought a new stake of 86,800 shares in Jacobs Solutions valued at about $11.5 million, representing roughly 0.07% ownership.
• Jacobs beat Q2 estimates (EPS $1.75 vs $1.64; revenue ~$2.33B vs ~$2.28B) and raised FY‑2026 profit guidance, citing strong demand for data‑center/AI infrastructure, supporting a consensus analyst rating of "Moderate Buy."
• Offsetting risks include GAAP results hit by acquisition‑related charges and management's revenue guidance (~$13.0B) below Street (~$13.3B), though the company announced a quarterly dividend of $0.36 (annualized $1.44).

Varma Mutual Pension Insurance Co purchased a new stake in shares of Jacobs Solutions Inc. (NYSE:J - Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 86,800 shares of the company's stock, valued at approximately $11,498,000. Varma Mutual Pension Insurance Co owned about 0.07% of Jacobs Solutions at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Envestnet Asset Management Inc. lifted its holdings in shares of Jacobs Solutions by 2.2% during the 3rd quarter. Envestnet Asset Management Inc. now owns 328,201 shares of the company's stock valued at $49,184,000 after buying an additional 7,072 shares during the last quarter. Citigroup Inc. lifted its holdings in shares of Jacobs Solutions by 34.2% during the 3rd quarter. Citigroup Inc. now owns 138,833 shares of the company's stock valued at $20,806,000 after buying an additional 35,380 shares during the last quarter. Professional Advisory Services Inc. acquired a new stake in shares of Jacobs Solutions during the 3rd quarter valued at about $25,673,000. JPMorgan Chase & Co. lifted its holdings in shares of Jacobs Solutions by 13.5% during the 3rd quarter. JPMorgan Chase & Co. now owns 617,718 shares of the company's stock valued at $92,575,000 after buying an additional 73,567 shares during the last quarter. Finally, Rakuten Investment Management Inc. acquired a new stake in shares of Jacobs Solutions during the 3rd quarter valued at about $4,429,000. 85.65% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Jacobs Solutions

Here are the key news stories impacting Jacobs Solutions this week:

• Positive Sentiment: Beat on both EPS and revenue — Jacobs reported Q2 fiscal EPS of $1.75 vs. the $1.64 consensus and revenue of ~$2.33B vs. ~$2.28B, showing y/y revenue growth and underlying operating strength. Jacobs Solutions (J) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Raised FY‑2026 profit guidance — management lifted its annual profit forecast, citing strong demand for data‑center/AI infrastructure services, which supports higher-margin backlog exposure. Jacobs lifts 2026 profit forecast on strong AI infrastructure demand
• Positive Sentiment: Analyst sentiment skewing constructive — the stock received an average rating of "Moderate Buy," which may support further upside if results and guidance sustain momentum. Jacobs Solutions Inc. NYSE: J Receives Average Rating of "Moderate Buy" from Analysts
• Neutral Sentiment: FY EPS guidance roughly in line with Street — Jacobs set FY‑2026 EPS of $7.10–$7.35 (consensus ~7.12), so upside is mainly from margin expansion rather than material EPS beats vs. consensus. Guidance Update (company release)
• Neutral Sentiment: Full Q2 disclosures and call transcript available — investors can review the earnings slide deck and call transcript for details on backlog, segment performance, and AI pipeline. Jacobs Solutions Inc. (J) Q2 2026 Earnings Call Transcript
• Negative Sentiment: GAAP results masked by acquisition charges — GAAP net earnings were negative (impacted by a PA acquisition transaction), producing a GAAP EPS loss; this creates short‑term noise and potential near‑term cash/charge concerns. Jacobs reports strong fiscal second quarter 2026 results
• Negative Sentiment: Revenue guidance is below consensus — management's revenue guide (~$13.0B) came in below the Street (~$13.3B), which could cap upside if top‑line visibility weakens outside the AI/data‑center tailwind. Revenue Guidance (company update)

Insider Activity

In other news, President Shannon Miller sold 1,440 shares of the business's 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 sale, the president directly owned 25,344 shares in the company, valued at approximately $3,399,390.72. The trade was a 5.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.48% of the company's stock.

Wall Street Analysts Forecast Growth

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

Jacobs Solutions Stock Up 4.2%

J opened at $136.24 on Wednesday. The business has a 50 day moving average price of $129.98 and a 200 day moving average price of $137.90. Jacobs Solutions Inc. has a twelve month low of $117.36 and a twelve month high of $168.44. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.33 and a current ratio of 1.33. The firm has a market cap of $16.00 billion, a P/E ratio of 37.32, a price-to-earnings-growth ratio of 1.35 and a beta of 0.73.

Jacobs Solutions (NYSE:J - Get Free Report) last posted its earnings results on Tuesday, May 5th. The company reported $1.75 earnings per share for the quarter, topping the consensus estimate of $1.64 by $0.11. Jacobs Solutions had a return on equity of 20.59% and a net margin of 3.49%.The firm had revenue of $2.33 billion during the quarter, compared to analyst estimates of $2.28 billion. During the same period in the previous year, the company earned $1.43 EPS. The company's revenue for the quarter was up 8.9% on a year-over-year basis. Jacobs Solutions has set its FY 2026 guidance at 7.100-7.350 EPS. Research analysts forecast that Jacobs Solutions Inc. will post 7.13 EPS for the current year.

Jacobs Solutions Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 19th. Stockholders of record on Friday, May 22nd will be given a dividend of $0.36 per share. The ex-dividend date is Friday, May 22nd. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.1%. Jacobs Solutions's payout ratio is currently 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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