Jacobs Solutions Inc. (J)

Over the past six months, Jacobs Solutions' stock price has experienced several notable events. In October 2025, the stock reached an all-time high closing price of $163.62. In November 2025, Jacobs reported strong fiscal fourth-quarter and fiscal year 2025 earnings and provided a positive outlook for fiscal 2026. In February 2026, Jacobs announced strong fiscal first-quarter 2026 results, with a significant increase in backlog, and S&P Global assigned Jacobs a 'BBB-' issuer credit rating with a positive outlook. In April 2026, Robert W. Baird decreased its price objective on Jacobs Solutions from $130.00 to $126.00, maintaining a "neutral" rating. In May 2026, Jacobs reported strong fiscal second-quarter 2026 results and raised its fiscal 2026 outlook, but the stock experienced a significant drop due to a reported GAAP net loss attributed to costs from the acquisition of PA Consulting. Jacobs' shares reached a new 52-week low after Weiss Ratings downgraded the stock, and Wells Fargo lowered its price target. Citigroup raised its price objective, and KeyCorp maintained an "overweight" rating. The company declared a quarterly dividend of $0.36 per share, payable June 19, 2026.

Demand for Jacobs Solutions' products and services is driven by long-term trends and strategic investments rather than distinct seasonal patterns. Key drivers of demand include critical infrastructure, water and environmental solutions, life sciences & advanced manufacturing, digital consulting services, and AI and data center momentum. The company's strong and growing backlog indicates sustained demand and a healthy pipeline of future work.

Jacobs Solutions, Inc. is a global professional services firm operating in the Industrials sector, specifically in the Engineering and Construction industry. The company delivers integrated solutions across various critical sectors through its core business segments: Critical Mission Solutions (CMS), People & Places Solutions (P&PS), Energy, Security, and Technology (EST), and PA Consulting. Jacobs has evolved from a chemical engineering consulting business to a technology-forward solutions provider, delivering innovative technical solutions to complex global challenges.

Jacobs Solutions operates in over 50 countries across North America, Europe, the Middle East, Australia, New Zealand, Africa, and Asia. In fiscal year 2025, the United States accounted for the largest portion of its revenue at $7.42 billion, followed by Europe at $2.87 billion. Other notable revenue contributions came from the Middle East and Africa, Australia and New Zealand, India, and Canada.

Jacobs Solutions has a strong brand reputation within its industry, consistently ranking as a top design firm. It has been ranked No. 1 on Engineering News-Record (ENR)'s Top 500 Design Firms list for multiple years, from 2018 to 2023. The company rebranded from Jacobs Engineering Group Inc. to Jacobs Solutions Inc. in late 2019 to reflect its shift to a technology-forward solutions company.

Jacobs Solutions Inc. is primarily owned by institutional investors, who collectively hold approximately 87% to 88.90% of the company's stock. Major institutional owners include The Vanguard Group, Inc., BlackRock, Inc., and State Street Corp. The top 15 shareholders control about 50-51% of the company. Individual insiders collectively own around 1.07% to 5.23% of the company, with Noel G. Watson being a notable individual shareholder.