Jacobs Solutions Inc. (J)

In the past six months, Jacobs Solutions' stock price has been impacted by several events. The appointment as the Engineering, Procurement, and Construction Management lead for Hut 8's AI data center project and the acquisition of the remaining stake in PA Consulting resulted in positive stock reactions. Strong fiscal year 2025 earnings were reported, but the shares fell after the earnings report. Other project awards generally led to modest positive reactions or smaller declines in the stock. The company's stock price as of January 12, 2026, was $139.51, with an 11.71% decline over the past 90 days.

The demand for Jacobs Solutions' products and services is likely influenced by seasonality, mirroring general trends in the construction industry. The construction sector typically experiences a busy season during the warmer months, with activity tapering off in colder months. While Jacobs Solutions offers a diverse portfolio of services, its significant involvement in infrastructure and advanced facilities projects suggests that a portion of its business would experience these seasonal fluctuations in demand. However, the company's diversified portfolio across various high-growth sectors helps mitigate risks if one sector slows down.

Jacobs Solutions Inc. is an American international technical professional services firm headquartered in Dallas, Texas, operating primarily in the Industrials sector, specifically within the Engineering & Construction industry, but also categorized under Technology and Software - Services. The company provides a broad range of engineering, technical, professional, and construction services, as well as scientific and specialty consulting to a diverse global client base. Its major products and services encompass consulting, planning, architecture, design, engineering, and infrastructure delivery services, including project, program, and construction management, and long-term operation of facilities. Jacobs also offers cyber engineering and security solutions, catering to various sectors such as water, transportation, healthcare, technology, chemicals, advanced manufacturing, cities and places, energy and environment, life sciences, infrastructure, and national defense and security. Specific digital products include Flood Modeller software, KnackStack, and GeoPod. Additionally, Jacobs develops secure software for defense and aerospace operations. Through its PA Consulting segment, Jacobs provides consulting services across various sectors to both private and public sector clients.

Jacobs Solutions has a significant global presence, with operations in numerous countries and hundreds of offices worldwide. The company engages in businesses across the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa. As of September 2018, Jacobs had over 80,800 employees globally and more than 400 offices across North America, South America, Europe, the Middle East, Australia, Africa, and Asia. Its network of regional offices provides vertically integrated services across the project delivery lifecycle.

Jacobs Solutions has consistently maintained a strong brand reputation within its industry. The company has been ranked No. 1 on Engineering News-Record (ENR)'s Top 500 Design Firms for multiple years, including 2018 through 2023. It has also consistently ranked among Trenchless Technology's Top 50 Trenchless Engineering Firms. No specific negative events significantly impacting Jacobs Solutions' reputation in the past year were found.

Jacobs Solutions' ownership is primarily held by institutional investors, who collectively own approximately 87% of the company's shares. The Vanguard Group, Inc. is the largest single shareholder, possessing 11% of the outstanding shares. Other significant institutional holders include BlackRock, Inc., State Street Corp, and Primecap Management Co/ca/. The top 15 shareholders manage approximately 50% to 51% of the company's ownership. Individual insider ownership is approximately 1.07%, with Noel G. Watson being the largest individual shareholder. In the past three months, Jacobs Solutions insiders have bought more company stock than they have sold.