Danske Bank A S Has $1.43 Million Position in Jacobs Solutions Inc. $J

Danske Bank A S lifted its holdings in Jacobs Solutions Inc. (NYSE:J) by 100.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 10,800 shares of the company’s stock after buying an additional 5,400 shares during the period. Danske Bank A S’s holdings in Jacobs Solutions were worth $1,431,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Oppenheimer & Co. Inc. grew its stake in Jacobs Solutions by 8.2% during the fourth quarter. Oppenheimer & Co. Inc. now owns 42,304 shares of the company’s stock worth $5,604,000 after purchasing an additional 3,188 shares during the period. Citizens Financial Group Inc. RI bought a new stake in Jacobs Solutions in the fourth quarter worth approximately $7,547,000. New York State Teachers Retirement System lifted its stake in Jacobs Solutions by 2.9% in the fourth quarter. New York State Teachers Retirement System now owns 97,993 shares of the company’s stock valued at $12,980,000 after buying an additional 2,720 shares during the period. Laurel Wealth Advisors LLC acquired a new position in Jacobs Solutions in the fourth quarter valued at approximately $46,000. Finally, Lincluden Management Ltd. boosted its holdings in shares of Jacobs Solutions by 18.7% during the 4th quarter. Lincluden Management Ltd. now owns 50,397 shares of the company’s stock worth $6,676,000 after buying an additional 7,952 shares in the last quarter. 85.65% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Jacobs Solutions

In related news, President Shannon Miller sold 1,440 shares of the stock in a transaction on Friday, March 6th. The stock was sold at an average price of $134.13, for a total value of $193,147.20. Following the completion of the sale, the president directly owned 25,344 shares of the company’s stock, valued at approximately $3,399,390.72. This represents a 5.38% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Company insiders own 0.48% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the stock. Robert W. Baird lowered their price objective on shares of Jacobs Solutions from $130.00 to $126.00 and set a “neutral” rating for the company in a research note on Monday, April 13th. Wall Street Zen downgraded shares of Jacobs Solutions from a “strong-buy” rating to a “buy” rating in a research note on Saturday, April 18th. Zacks Research upgraded shares of Jacobs Solutions from a “strong sell” rating to a “hold” rating in a report on Thursday, February 5th. Finally, Wells Fargo & Company raised their target price on Jacobs Solutions from $130.00 to $137.00 and gave the company an “equal weight” rating in a research note on Friday, January 23rd. 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, Jacobs Solutions has an average rating of “Moderate Buy” and an average target price of $154.60.

Jacobs Solutions News Summary

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

• Positive Sentiment: Q2 results beat estimates — Jacobs reported $1.75 EPS vs. consensus $1.64 and adjusted revenue and net?revenue growth (adj. net revenue $2.3B, +8.8% y/y), supporting the rally. Read More.
• Positive Sentiment: Company raised FY?2026 profit outlook, citing strong demand for data?center and AI infrastructure services — a growth driver that should support higher?margin work going forward. Read More.
• Positive Sentiment: Operational strength: adjusted EBITDA rose ~14% y/y and gross revenue showed a meaningful uplift (BusinessWire reports gross revenue $3.7B, driven by acquisitions and organic growth). These metrics underpin cash generation and margin improvement narratives. Read More.
• Neutral Sentiment: FY?2026 EPS guidance given at $7.10–$7.35, which overlaps consensus (about $7.12) — guidance is essentially in line but leaves room for interpretation at the range edges. Conference call transcript provides management commentary for modeling. Read More.
• Negative Sentiment: Revenue guidance flagged below some expectations — the company’s revenue target (~$13.0B) is lower than the street’s ~$13.3B, creating near?term analyst concern despite the EPS range. Read More.
• Negative Sentiment: GAAP results were distorted by acquisition-related charges (PA acquisition), producing a GAAP net loss and negative GAAP EPS for the quarter; these one?time items reduce near?term reported earnings and can pressure multiples until integration benefits are realized. Read More.
• Positive Sentiment: New contract wins (e.g., multi?year Nashville mobility program) demonstrate ongoing backlog and public?sector demand that underpin revenue visibility. Read More.

Jacobs Solutions Stock Performance

J opened at $136.24 on Wednesday. Jacobs Solutions Inc. has a 1-year low of $117.36 and a 1-year high of $168.44. The company has a market cap of $16.00 billion, a price-to-earnings ratio of 37.32, a PEG ratio of 1.35 and a beta of 0.73. The company’s fifty day moving average price is $129.98 and its two-hundred day moving average price is $137.90. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.72.

Jacobs Solutions (NYSE:J) last posted its earnings results on Tuesday, May 5th. The company reported $1.75 EPS for the quarter, topping the consensus estimate of $1.64 by $0.11. Jacobs Solutions had a net margin of 3.49% and a return on equity of 20.59%. The company had revenue of $2.33 billion during the quarter, compared to the consensus estimate of $2.28 billion. During the same period in the previous year, the firm posted $1.43 earnings per share. The firm’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. On average, analysts expect that Jacobs Solutions Inc. will post 7.13 EPS for the current fiscal year.

Jacobs Solutions Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, June 19th. Investors of record on Friday, May 22nd will be given a dividend of $0.36 per share. 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 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.