Jacobs Solutions
About: Jacobs Solutions is a global provider of engineering, design, procurement, construction, and maintenance services as well as cyber engineering and security solutions. The firm serves industrial, commercial, and government clients in a wide variety of sectors, including water, transportation, healthcare, technology, and chemicals. Jacobs Solutions employs approximately 60,000 workers. The company generated $11.5 billion in revenue in fiscal 2024.
Employees: 45,000
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
157% more call options, than puts
Call options by funds: $46M | Put options by funds: $17.9M
7% less repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 305
2.23% less ownership
Funds ownership: 88.07% [Q4 2024] → 85.84% (-2.23%) [Q1 2025]
4% less funds holding
Funds holding: 851 [Q4 2024] → 816 (-35) [Q1 2025]
13% less capital invested
Capital invested by funds: $14.6B [Q4 2024] → $12.7B (-$1.89B) [Q1 2025]
15% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 97
40% less funds holding in top 10
Funds holding in top 10: 10 [Q4 2024] → 6 (-4) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$141
4%
upside
Avg. target
$150
11%
upside
High target
$154
14%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
Truist Securities Jamie Cook | 4%upside $141 | Hold Maintained | 12 May 2025 |
UBS Steven Fisher | 12%upside $152 | Buy Maintained | 9 May 2025 |
RBC Capital Sabahat Khan | 14%upside $154 | Outperform Maintained | 7 May 2025 |
Citigroup Andrew Kaplowitz | 12%upside $151 | Buy Maintained | 25 Apr 2025 |
Financial journalist opinion
Based on 3 articles about J published over the past 30 days
Neutral
Zacks Investment Research
2 days ago
Is the Options Market Predicting a Spike in Jacobs Stock?
Investors need to pay close attention to J stock based on the movements in the options market lately.
Neutral
PRNewsWire
1 week ago
Jacobs to Deliver Program Management Services for India's Industrial Corridor Projects
Greenfield industrial smart cities set to reshape industrial landscape DALLAS , July 1, 2025 /PRNewswire/ -- Jacobs (NYSE: J) has been appointed by the National Industrial Corridor Development Corporation Limited (NICDC) as Knowledge Partner to support the development and management of 12 industrial corridors across India. The project, under the National Industrial Corridor Development Program, is expected to help transform India's industrial landscape creating a network of industrial precincts and cities to boost manufacturing capabilities, economic growth and global competitiveness.
Neutral
PRNewsWire
2 weeks ago
Jacobs and AtkinsRéalis Appointed National Highways' Environmental and Sustainability Technical Partner
Sustainable, resilient solutions to support England's critical road network DALLAS , June 24, 2025 /PRNewswire/ -- Jacobs (NYSE: J), in joint venture with AtkinsRéalis, has been appointed by National Highways in the U.K. to provide essential environmental and sustainability technical services to support the organization's strategy to reduce carbon emissions, enhance biodiversity and climate resilience, and support community wellbeing. The AtkinsRéalis-Jacobs Joint Venture will work closely with National Highways to support the delivery of its Environmental Sustainability Strategy, which aims to achieve net zero emissions across England's 4,500 miles of motorways and major A-roads by 2050.
Neutral
PRNewsWire
1 month ago
Jacobs Selected to Strengthen Transmission and Distribution Infrastructure for Bonneville Power Administration
Grand Coulee Modernization Program Enhances Grid Reliability and Power Delivery Across Eight U.S. States DALLAS , June 10, 2025 /PRNewswire/ -- Jacobs (NYSE: J) has been selected by Bonneville Power Administration (BPA) to provide engineering and advisory services for the Grand Coulee Modernization Program, a critical initiative aimed at enhancing the reliability, efficiency, and longevity of transmission and distribution infrastructure supporting the largest power-generating dam in the U.S. As the backbone of BPA's power delivery system, Grand Coulee Dam plays a vital role in transmitting more than 21 billion kilowatt-hours of electricity annually to customers across Washington, Oregon, Idaho, western Montana, and parts of California, Nevada, Utah, Wyoming and Canada. As the owner's consultant, Jacobs will provide project management, scoping, engineering and strategic advisory services to modernize substation infrastructure, optimize transmission pathways, enhance operational efficiency and ensure the continued delivery of high-quality power to BPA's customers.
Positive
Zacks Investment Research
1 month ago
Why Is Jacobs Solutions (J) Up 5.3% Since Last Earnings Report?
Jacobs Solutions (J) reported earnings 30 days ago. What's next for the stock?
Neutral
Zacks Investment Research
1 month ago
Jacobs Is Trading at a Discount: Should You Buy or Hold the Stock?
Despite rising expenses and currency risks, J's strong market presence and discounted valuation make it a stock worth considering for long-term investors.
Neutral
PRNewsWire
1 month ago
Boeing Selects Jacobs to Deliver St. Louis Site Expansion
Supports national security and defense infrastructure Provides sustainable facilities, infrastructure and environmental solutions DALLAS , June 5, 2025 /PRNewswire/ -- Jacobs (NYSE: J) was selected to deliver design, engineering and environmental services for Boeing's multi-billion expansion at its St. Louis, Missouri, campus. Designed to nearly double Boeing's regional manufacturing footprint, the 1.1-million-square-foot expansion will support advanced assembly facilities and the associated post assembly operations center for future generations of advanced aircraft.
Positive
Seeking Alpha
1 month ago
Jacobs Solutions: Good Growth Visibility And Attractive Valuations
Jacobs Solutions is well positioned for growth, supported by a robust $22B backlog and strong demand across water, infrastructure, and advanced manufacturing markets. Secular trends like PFAS remediation, data center expansion, and global transportation investments provide long-term growth opportunities for the company. Margin improvement is likely due to better utilization, pricing power, and the absence of recent one-time charges, enhancing profitability prospects.
Neutral
Zacks Investment Research
1 month ago
Jacobs & NVIDIA Partner for AI Factory Digital Twins Blueprint
J unveils new partnership for advancing centers through a blueprint that builds digital twins of AI factories. Dive in for details.
Neutral
PRNewsWire
1 month ago
Jacobs to Optimize Data Centers with NVIDIA AI Factory Digital Twin Blueprint
Digital twins drive efficiency and resiliency of AI factories Blueprint to create more reliable power, cooling and network ecosystems DALLAS , May 19, 2025 /PRNewswire/ -- Jacobs (NYSE: J) to advance data centers via NVIDIA's Omniverse Blueprint for AI NVIDIA Omniverse Blueprint for AI factory digital twins – a blueprint to improve the design, simulation, deployment and operations of AI factories. Jacobs will test and enhance the end-to-end blueprint workflow, enabling accurate simulations of facility equipment efficiency, throughput and resiliency.
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