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 7,431 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
50% more funds holding in top 10
Funds holding in top 10: 6 [Q1] → 9 (+3) [Q2]
23% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 80
9% more capital invested
Capital invested by funds: $12.7B [Q1] → $13.8B (+$1.12B) [Q2]
1.73% more ownership
Funds ownership: 85.87% [Q1] → 87.6% (+1.73%) [Q2]
4% more repeat investments, than reductions
Existing positions increased: 301 | Existing positions reduced: 290
0% more funds holding
Funds holding: 821 [Q1] → 821 (+0) [Q2]
34% less call options, than puts
Call options by funds: $8.66M | Put options by funds: $13.1M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$157
6%
upside
Avg. target
$163
10%
upside
High target
$166
12%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
UBS Steven Fisher | 12%upside $166 | Buy Maintained | 6 Aug 2025 |
Keybanc Sangita Jain | 6%upside $157 | Overweight Maintained | 6 Aug 2025 |
Citigroup Andrew Kaplowitz | 12%upside $166 | Buy Maintained | 28 Jul 2025 |
Financial journalist opinion
Based on 19 articles about J published over the past 30 days
Neutral
PRNewsWire
9 hours ago
Jacobs Supports Landmark Marselis Tunnel Project in Denmark
Transformative infrastructure project to boost economic growth and improve urban spaces DALLAS , Aug. 26, 2025 /PRNewswire/ -- Jacobs (NYSE: J) has been selected to support the design and management of the Marselis Tunnel, a central component of Denmark's Infrastructure Plan 2035 being delivered by the Danish Road Directorate in Aarhus. Collaborating with developer consultant Rambøll over the next decade, Jacobs will leverage its global experience and project optimization strategies to deliver mechanical and electrical design and construction management services for the tunnel of this transformative infrastructure project in a high-density urban setting.
Positive
Zacks Investment Research
4 days ago
Jacobs Secures Landmark Project to Upgrade New York Roads & Bridges
J wins major NYSDOT project to modernize New York's highways and bridges.
Neutral
PRNewsWire
5 days ago
Jacobs to Enhance Regional Transportation in New York State
Highway and bridge modernization will improve critical infrastructure for motorists DALLAS , Aug. 21, 2025 /PRNewswire/ -- Jacobs (NYSE: J) has been selected to provide comprehensive design services for the New York State Department of Transportation (NYSDOT) for the lower Hudson Valley region. These services will include bridge replacement, bridge rehabilitation, highway reconstruction and highway rehabilitation projects aimed at improving safety and connectivity north of New York City.
Positive
Zacks Investment Research
1 week ago
Here's Why Jacobs Solutions (J) is a Strong Momentum Stock
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Positive
Seeking Alpha
1 week ago
Jacobs Solutions: Strength In Backlog, Balance Sheet, And Buybacks Supports Bull Case
Jacobs Solutions is a Buy due to its successful business transformation, focus on high-growth sectors, and strong external growth drivers like IIJA and CHIPS Act. Record backlog, rising margins, and aggressive capital returns (buybacks and dividend hikes) underscore management's confidence and support double-digit EPS growth. Valuation remains attractive: shares trade at a discount to fair value, with DCF and multiples analysis pointing to 12-15% upside and a $165 price target.
Neutral
Zacks Investment Research
1 week ago
Jacobs Secures Program Role in Pediatric Megaproject, Stock Up
J lands a program manager role for a major Dallas pediatric hospital project with Children's Health and UT Southwestern.
Neutral
PRNewsWire
2 weeks ago
Jacobs Selected as Program Manager for the New Dallas Pediatric Campus
New hospital project will enhance pediatric patient care for the Dallas Metroplex DALLAS , Aug. 12, 2025 /PRNewswire/ -- Jacobs (NYSE: J) was selected as the owner's program manager for a groundbreaking hospital project by a joint venture between Children's Health and the University of Texas (UT) Southwestern Medical Center. Located in Dallas, Texas, the new pediatric campus will help revolutionize healthcare with state-of-the-art, patient-centric facilities designed to meet increasing needs in one of the nation's fastest growing metropolitan regions.
Positive
Schwab Network
2 weeks ago
The Big 3: NVDA, AAPL, J
Markets are "getting rather narrow," says Jessica Inskip, noting massive rallies driving the SPX and NDX to continuous all-time highs. She sees Nvidia (NVDA) being the next major catalyst for price action, noting the A.I.
Neutral
PRNewsWire
2 weeks ago
Jacobs to Support Rail Expansion for Major LA-Area Port Facility
Doubling rail capacity will position Port of Long Beach for significant productivity and economic development DALLAS , Aug. 7, 2025 /PRNewswire/ -- Jacobs (NYSE: J) has been awarded a contract to provide construction management for the Port of Long Beach's Pier B On-Dock Rail Support Facility program. This project is a cornerstone of the port's $2.2 billion program to enhance cargo movement efficiency, reduce environmental impacts and support regional economic development.
Positive
The Motley Fool
2 weeks ago
Jacobs (J) Q3 EPS Jumps 25% Beats Views
Jacobs (J) Q3 EPS Jumps 25% Beats Views
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