Jacobs Solutions Inc. $J Stock Position Increased by De Lisle Partners LLP

De Lisle Partners LLP boosted its position in Jacobs Solutions Inc. (NYSE:J) by 28.3% during the 4th quarter, HoldingsChannel reports. The firm owned 31,700 shares of the company’s stock after buying an additional 7,000 shares during the quarter. De Lisle Partners LLP’s holdings in Jacobs Solutions were worth $4,200,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. lifted its position in Jacobs Solutions by 737.4% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 159,189 shares of the company’s stock valued at $21,086,000 after purchasing an additional 140,179 shares during the last quarter. Kepler Cheuvreux Suisse SA bought a new stake in shares of Jacobs Solutions during the 4th quarter worth about $2,161,000. Citigroup Inc. raised its position in shares of Jacobs Solutions by 34.2% during the 3rd quarter. Citigroup Inc. now owns 138,833 shares of the company’s stock worth $20,806,000 after buying an additional 35,380 shares in the last quarter. Crossmark Global Holdings Inc. raised its position in shares of Jacobs Solutions by 360.3% during the 4th quarter. Crossmark Global Holdings Inc. now owns 24,819 shares of the company’s stock worth $3,288,000 after buying an additional 19,427 shares in the last quarter. Finally, JPMorgan Chase & Co. raised its position 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 worth $92,575,000 after buying an additional 73,567 shares in the last quarter. 85.65% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have commented on J. KeyCorp dropped their price target on shares of Jacobs Solutions from $154.00 to $150.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 6th. Wells Fargo & Company dropped their price target on shares of Jacobs Solutions from $137.00 to $131.00 and set an “equal weight” rating on the stock in a research report on Thursday, May 7th. Robert W. Baird dropped their price target on shares of Jacobs Solutions from $130.00 to $126.00 and set a “neutral” rating on the stock in a research report on Monday, April 13th. Citigroup boosted their price target on shares of Jacobs Solutions from $180.00 to $181.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Finally, Wall Street Zen downgraded shares of Jacobs Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Six analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $153.40.

Jacobs Solutions Stock Performance

Shares of J opened at $127.10 on Friday. The firm’s 50 day moving average is $122.54 and its 200-day moving average is $131.08. The stock has a market capitalization of $15.01 billion, a P/E ratio of 39.47, a P/E/G ratio of 1.23 and a beta of 0.69. The company has a debt-to-equity ratio of 1.24, a current ratio of 1.43 and a quick ratio of 1.43. Jacobs Solutions Inc. has a 12-month low of $105.68 and a 12-month high of $168.44.

Jacobs Solutions (NYSE:J) last announced its quarterly earnings data on Tuesday, May 5th. The company reported $1.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.64 by $0.11. The company had revenue of $2.33 billion for the quarter, compared to analysts’ expectations of $2.28 billion. Jacobs Solutions had a net margin of 2.92% and a return on equity of 22.29%. The business’s revenue was up 8.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.43 EPS. Jacobs Solutions has set its FY 2026 guidance at 7.100-7.350 EPS. Equities research analysts anticipate that Jacobs Solutions Inc. will post 7.22 EPS for the current fiscal year.

Jacobs Solutions Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, June 19th. Stockholders of record on Friday, May 22nd will be paid a $0.36 dividend. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $1.44 annualized dividend and a dividend yield of 1.1%. Jacobs Solutions’s payout ratio is currently 44.72%.

Insider Activity at Jacobs Solutions

In other Jacobs Solutions news, Director Manuel J. Fernandez acquired 403 shares of the stock in a transaction dated Friday, May 8th. The shares were bought at an average price of $121.93 per share, with a total value of $49,137.79. Following the purchase, the director directly owned 12,251 shares of the company’s stock, valued at approximately $1,493,764.43. This trade represents a 3.40% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Robert V. Pragada acquired 3,601 shares of the stock in a transaction dated Friday, May 15th. The stock was acquired at an average cost of $111.09 per share, for a total transaction of $400,035.09. Following the purchase, the chief executive officer directly owned 333,755 shares in the company, valued at approximately $37,076,842.95. The trade was a 1.09% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders bought a total of 4,257 shares of company stock worth $477,651 in the last ninety days. Corporate insiders own 0.48% of the company’s stock.

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.