Jacobs Solutions Inc. $J Shares Acquired by De Lisle Partners LLP

De Lisle Partners LLP boosted its position in shares of Jacobs Solutions Inc. (NYSE:J) by 28.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,700 shares of the company’s stock after purchasing an additional 7,000 shares during the period. De Lisle Partners LLP’s holdings in Jacobs Solutions were worth $4,200,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Geode Capital Management LLC grew its holdings in Jacobs Solutions by 0.9% during the 4th 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. Ninety One UK Ltd grew its holdings in Jacobs Solutions by 2.8% during the 4th quarter. Ninety One UK Ltd now owns 3,156,313 shares of the company’s stock valued at $418,085,000 after purchasing an additional 86,677 shares in the last quarter. Boston Partners grew its holdings in Jacobs Solutions by 3.7% during the 3rd quarter. Boston Partners now owns 3,040,383 shares of the company’s stock valued at $456,746,000 after purchasing an additional 108,134 shares in the last quarter. Bank of America Corp DE grew its holdings in Jacobs Solutions by 9.4% during the 3rd quarter. Bank of America Corp DE now owns 2,070,799 shares of the company’s stock valued at $310,330,000 after purchasing an additional 178,753 shares in the last quarter. Finally, Ameriprise Financial Inc. grew its holdings in Jacobs Solutions by 15.9% during the 3rd quarter. Ameriprise Financial Inc. now owns 1,537,462 shares of the company’s stock valued at $230,406,000 after purchasing an additional 210,474 shares in the last quarter. 85.65% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on J. Citigroup raised their price target on shares of Jacobs Solutions from $180.00 to $181.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Robert W. Baird lowered their price target on shares of Jacobs Solutions from $130.00 to $126.00 and set a “neutral” rating for the company in a report on Monday, April 13th. Weiss Ratings lowered shares of Jacobs Solutions from a “hold (c)” rating to a “hold (c-)” rating in a report on Wednesday, May 6th. Wall Street Zen lowered shares of Jacobs Solutions from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Finally, Wells Fargo & Company decreased their price objective on shares of Jacobs Solutions from $137.00 to $131.00 and set an “equal weight” rating for the company in a report on Thursday, May 7th. Six research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $153.40.

Insider Transactions at Jacobs Solutions

In other Jacobs Solutions news, CEO Robert V. Pragada purchased 3,601 shares of Jacobs Solutions stock in a transaction dated Friday, May 15th. The shares were bought at an average cost of $111.09 per share, for a total transaction of $400,035.09. Following the transaction, the chief executive officer owned 333,755 shares in the company, valued at $37,076,842.95. This represents a 1.09% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Manuel J. Fernandez purchased 403 shares of Jacobs Solutions stock in a transaction dated Friday, May 8th. The stock was acquired at an average price of $121.93 per share, for a total transaction of $49,137.79. Following the completion of the transaction, the director owned 12,251 shares in the company, valued at approximately $1,493,764.43. The trade was a 3.40% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders bought 4,257 shares of company stock worth $477,651. Insiders own 0.48% of the company’s stock.

Jacobs Solutions Price Performance

Shares of J stock opened at $127.10 on Friday. The firm has a market cap 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 1-year low of $105.68 and a 1-year high of $168.44. The firm has a fifty day moving average of $122.54 and a two-hundred day moving average of $131.08.

Jacobs Solutions (NYSE:J) last announced its quarterly earnings data 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 net margin of 2.92% and a return on equity of 22.29%. The company had revenue of $2.33 billion during the quarter, compared to analyst estimates of $2.28 billion. During the same period last year, the business earned $1.43 EPS. The firm’s revenue for the quarter was up 8.9% compared to the same quarter last year. Jacobs Solutions has set its FY 2026 guidance at 7.100-7.350 EPS. As a group, research analysts anticipate that Jacobs Solutions Inc. will post 7.22 earnings per share for the current fiscal year.

Jacobs Solutions Announces Dividend

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

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.