Jacobs Solutions (NYSE:J) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of Jacobs Solutions (NYSE:J) from a buy rating to a strong-buy rating in a research report sent to investors on Saturday.

Several other equities analysts have also commented on the company. Barclays upped their price target on Jacobs Solutions from $150.00 to $160.00 and gave the company an “overweight” rating in a research note on Monday, October 20th. Wells Fargo & Company upped their target price on shares of Jacobs Solutions from $130.00 to $137.00 and gave the company an “equal weight” rating in a research report on Friday, January 23rd. Zacks Research lowered shares of Jacobs Solutions from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 27th. Weiss Ratings reissued a “hold (c)” rating on shares of Jacobs Solutions in a research note on Monday, December 29th. Finally, Robert W. Baird lowered shares of Jacobs Solutions from a “strong-buy” rating to a “hold” rating in a report on Friday, November 21st. Six research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $156.60.

Jacobs Solutions Stock Performance

Jacobs Solutions stock opened at $150.74 on Friday. The firm has a 50 day simple moving average of $137.52 and a 200-day simple moving average of $144.91. The stock has a market cap of $17.70 billion, a price-to-earnings ratio of 41.30, a price-to-earnings-growth ratio of 1.54 and a beta of 0.80. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.33 and a quick ratio of 1.33. Jacobs Solutions has a 1-year low of $106.23 and a 1-year high of $168.44.

Jacobs Solutions (NYSE:J) last released its quarterly earnings results on Tuesday, February 3rd. The company reported $1.53 EPS for the quarter, beating the consensus estimate of $1.52 by $0.01. The firm 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%. The business’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.33 EPS. Jacobs Solutions has set its FY 2026 guidance at 6.950-7.300 EPS. On average, analysts expect that Jacobs Solutions will post 6.05 EPS for the current year.

Jacobs Solutions Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, February 20th will be given a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a yield of 1.0%. This is a boost from Jacobs Solutions’s previous quarterly dividend of $0.32. The ex-dividend date is Friday, February 20th. Jacobs Solutions’s dividend payout ratio (DPR) is currently 35.07%.

Insiders Place Their Bets

In related news, CFO Venkatesh Nathamuni acquired 750 shares of the business’s stock in a transaction dated Monday, November 24th. The shares were acquired at an average cost of $135.11 per share, for a total transaction of $101,332.50. Following the acquisition, the chief financial officer directly owned 20,785 shares in the company, valued at approximately $2,808,261.35. The trade was a 3.74% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director Peter J. Robertson bought 1,000 shares of the stock in a transaction that occurred on Monday, November 24th. The stock was bought at an average price of $134.76 per share, with a total value of $134,760.00. Following the completion of the acquisition, the director owned 1,000 shares of the company’s stock, valued at $134,760. This trade represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have acquired 2,513 shares of company stock valued at $335,878. Insiders own 0.48% of the company’s stock.

Institutional Trading of Jacobs Solutions

Institutional investors and hedge funds have recently bought and sold shares of the business. Ameriprise Financial Inc. increased its position in shares of Jacobs Solutions by 828.5% in the second quarter. Ameriprise Financial Inc. now owns 1,326,988 shares of the company’s stock worth $174,434,000 after acquiring an additional 1,184,068 shares in the last quarter. AQR Capital Management LLC lifted its holdings in shares of Jacobs Solutions by 68.8% during the 2nd quarter. AQR Capital Management LLC now owns 1,288,843 shares of the company’s stock valued at $168,194,000 after acquiring an additional 525,291 shares in the last quarter. Ninety One UK Ltd boosted its position in Jacobs Solutions by 20.4% during the 3rd quarter. Ninety One UK Ltd now owns 3,069,636 shares of the company’s stock worth $460,016,000 after purchasing an additional 520,417 shares during the period. Invesco Ltd. increased its holdings in Jacobs Solutions by 21.4% in the 2nd quarter. Invesco Ltd. now owns 2,607,361 shares of the company’s stock valued at $342,738,000 after purchasing an additional 460,283 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its holdings in Jacobs Solutions by 350.3% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 552,594 shares of the company’s stock valued at $72,638,000 after purchasing an additional 429,880 shares in the last quarter. Institutional investors and hedge funds own 85.65% of the company’s stock.

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.