SG Americas Securities LLC Has $18.02 Million Stock Position in Jacobs Solutions Inc. $J

SG Americas Securities LLC grew its holdings in Jacobs Solutions Inc. (NYSE:J) by 10,381.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 136,046 shares of the company’s stock after buying an additional 134,748 shares during the period. SG Americas Securities LLC’s holdings in Jacobs Solutions were worth $18,021,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in J. Cary Street Partners Investment Advisory LLC raised its stake in Jacobs Solutions by 103.3% in the 2nd quarter. Cary Street Partners Investment Advisory LLC now owns 187 shares of the company’s stock valued at $25,000 after acquiring an additional 95 shares during the period. Measured Wealth Private Client Group LLC acquired a new stake in Jacobs Solutions during the 3rd quarter valued at $27,000. Central Pacific Bank Trust Division bought a new position in Jacobs Solutions during the fourth quarter worth $31,000. Godsey & Gibb Inc. boosted its position in Jacobs Solutions by 121.0% during the third quarter. Godsey & Gibb Inc. now owns 221 shares of the company’s stock worth $33,000 after purchasing an additional 121 shares during the period. Finally, Geneos Wealth Management Inc. increased its holdings in shares of Jacobs Solutions by 65.4% in the third quarter. Geneos Wealth Management Inc. now owns 220 shares of the company’s stock valued at $33,000 after purchasing an additional 87 shares during the last quarter. 85.65% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, President Shannon Miller sold 1,440 shares of Jacobs Solutions stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $134.13, for a total value of $193,147.20. Following the transaction, the president directly owned 25,344 shares of the company’s stock, valued at $3,399,390.72. This trade represents a 5.38% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 0.48% of the company’s stock.

Jacobs Solutions Trading Down 2.8%

Shares of Jacobs Solutions stock opened at $125.86 on Friday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.33 and a current ratio of 1.33. The firm has a 50-day moving average of $135.68 and a 200-day moving average of $142.10. Jacobs Solutions Inc. has a 52-week low of $106.23 and a 52-week high of $168.44. The stock has a market cap of $14.78 billion, a PE ratio of 34.48, a PEG ratio of 1.34 and a beta of 0.78.

Jacobs Solutions (NYSE:J) last announced its earnings results on Tuesday, February 3rd. The company reported $1.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 was up 12.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.33 EPS. Jacobs Solutions has set its FY 2026 guidance at 6.950-7.300 EPS. As a group, sell-side analysts forecast that Jacobs Solutions Inc. will post 6.05 EPS for the current year.

Jacobs Solutions Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Friday, February 20th were given a dividend of $0.36 per share. The ex-dividend date was Friday, February 20th. This represents a $1.44 annualized dividend and a dividend yield of 1.1%. This is a positive change from Jacobs Solutions’s previous quarterly dividend of $0.32. Jacobs Solutions’s dividend payout ratio (DPR) is 39.45%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on J shares. Wells Fargo & Company raised their target price on shares of Jacobs Solutions from $130.00 to $137.00 and gave the stock an “equal weight” rating in a research note on Friday, January 23rd. Weiss Ratings reiterated a “hold (c)” rating on shares of Jacobs Solutions in a research note on Monday, December 29th. Zacks Research raised shares of Jacobs Solutions from a “strong sell” rating to a “hold” rating in a report on Thursday, February 5th. Finally, Wall Street Zen upgraded shares of Jacobs Solutions from a “buy” rating to a “strong-buy” rating in a research report on Saturday, March 7th. Six analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $156.60.

Jacobs Solutions Company 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.