Wellington Management Group LLP Increases Stock Holdings in Jacobs Solutions Inc. $J

Key Points

• Wellington Management increased its Jacobs Solutions stake by 27.5% in the second quarter, bringing its holdings to 134,935 shares valued at approximately $17 million. Institutional investors collectively own 85.65% of the company.
• Jacobs Solutions exceeded quarterly expectations, reporting $1.84 in EPS and $2.42 billion in revenue, with revenue up 8.3% year over year. The company maintained fiscal 2026 EPS guidance of $7.20–$7.30.
• The company declared a quarterly dividend of $0.36 per share, equivalent to a 1.0% yield, while analysts maintained a “Moderate Buy” consensus with an average price target of $153.70.

Wellington Management Group LLP raised its position in shares of Jacobs Solutions Inc. (NYSE:J - Free Report) by 27.5% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 134,935 shares of the company's stock after purchasing an additional 29,114 shares during the quarter. Wellington Management Group LLP owned 0.11% of Jacobs Solutions worth $17,002,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. BlackRock Inc. bought a new stake in Jacobs Solutions during the second quarter valued at about $1,372,610,000. State Street Corp grew its stake in shares of Jacobs Solutions by 3.4% during the 4th quarter. State Street Corp now owns 7,367,828 shares of the company's stock valued at $975,942,000 after acquiring an additional 243,345 shares during the period. Primecap Management Co. CA bought a new position in shares of Jacobs Solutions during the 2nd quarter valued at approximately $575,291,000. Morgan Stanley raised its stake in Jacobs Solutions by 19.5% during the 4th quarter. Morgan Stanley now owns 3,379,681 shares of the company's stock worth $447,673,000 after acquiring an additional 552,277 shares during the period. Finally, Geode Capital Management LLC lifted its holdings in Jacobs Solutions by 0.9% during the fourth quarter. Geode Capital Management LLC now owns 3,219,481 shares of the company's stock valued at $424,846,000 after purchasing an additional 28,076 shares in the last quarter. Hedge funds and other institutional investors own 85.65% of the company's stock.

Insider Transactions at Jacobs Solutions

In other Jacobs Solutions news, President Patrick Hill sold 17,201 shares of the firm's stock in a transaction on Friday, August 7th. The stock was sold at an average price of $144.10, for a total transaction of $2,478,664.10. Following the transaction, the president directly owned 67,356 shares in the company, valued at $9,705,999.60. This trade represents a 20.34% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 0.48% of the stock is currently owned by company insiders.

Jacobs Solutions Trading Down 0.1%

J stock opened at $146.11 on Monday. Jacobs Solutions Inc. has a 12 month low of $105.68 and a 12 month high of $168.44. The firm's 50-day moving average is $138.52 and its 200 day moving average is $130.45. The company has a market capitalization of $17.25 billion, a PE ratio of 51.81, a P/E/G ratio of 2.12 and a beta of 0.70. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.29 and a quick ratio of 1.29.

Jacobs Solutions (NYSE:J - Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The company reported $1.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.83 by $0.01. The company had revenue of $2.42 billion during the quarter, compared to analysts' expectations of $2.40 billion. Jacobs Solutions had a net margin of 2.40% and a return on equity of 23.96%. The firm's quarterly revenue was up 8.3% on a year-over-year basis. During the same period in the previous year, the company earned $1.62 EPS. Jacobs Solutions has set its FY 2026 guidance at 7.200-7.300 EPS. On average, research analysts anticipate that Jacobs Solutions Inc. will post 7.26 EPS for the current year.

Jacobs Solutions Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Friday, August 21st will be paid a $0.36 dividend. The ex-dividend date of this dividend is Friday, August 21st. This represents a $1.44 annualized dividend and a yield of 1.0%. Jacobs Solutions's dividend payout ratio is 51.06%.

Analysts Set New Price Targets

Several brokerages have recently commented on J. UBS Group raised their price objective on shares of Jacobs Solutions from $156.00 to $167.00 and gave the company a "buy" rating in a research report on Monday, August 10th. Wall Street Zen lowered Jacobs Solutions from a "buy" rating to a "hold" rating in a research note on Sunday, August 30th. Truist Financial cut their price objective on shares of Jacobs Solutions from $150.00 to $149.00 and set a "hold" rating for the company in a report on Thursday, July 2nd. Weiss Ratings raised Jacobs Solutions from a "hold (c-)" rating to a "hold (c)" rating in a report on Monday, August 17th. Finally, Royal Bank Of Canada upped their price target on shares of Jacobs Solutions from $171.00 to $174.00 and gave the company an "outperform" rating in a research note on Wednesday, August 5th. Six research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $153.70.

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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