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 7,296 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
2.24% less ownership
Funds ownership: 88.07% [Q4 2024] → 85.84% (-2.24%) [Q1 2025]
4% less funds holding
Funds holding: 851 [Q4 2024] → 815 (-36) [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
12%
upside
Avg. target
$150
19%
upside
High target
$154
22%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
Truist Securities Jamie Cook | 12%upside $141 | Hold Maintained | 12 May 2025 |
UBS Steven Fisher | 21%upside $152 | Buy Maintained | 9 May 2025 |
RBC Capital Sabahat Khan | 22%upside $154 | Outperform Maintained | 7 May 2025 |
Citigroup Andrew Kaplowitz | 20%upside $151 | Buy Maintained | 25 Apr 2025 |
Financial journalist opinion
Based on 7 articles about J published over the past 30 days
Neutral
PRNewsWire
4 days 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 week 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 week 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 week 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
2 weeks 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
3 weeks 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
3 weeks 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.
Neutral
Zacks Investment Research
1 month ago
Jacobs Selected to Lead Delivery of Marinus Link Energy Project
J to oversee the delivery of the Marinus Link project, enhancing Australia's renewable energy network.
Neutral
PRNewsWire
1 month ago
Jacobs Appointed Integrated Delivery Partner for Marinus Link
Interconnector project will accelerate Australia's renewable energy economy Supports reliable transmission of electricity and telecommunications between Tasmania and Victoria DALLAS , May 14, 2025 /PRNewswire/ -- Jacobs (NYSE: J) was selected as the Integrated Delivery Partner for Marinus Link , an approximately 214 mile (345-kilometer) undersea and underground high-voltage direct current (HVDC) electricity and data interconnector designed to bolster energy security, promote renewable energy investment and deliver tangible benefits to consumers in Tasmania, Victoria and the broader National Electricity Market. Marinus Link's 1500-megawatt capacity is equal to the power supply for 1.5 million Australian homes.
Negative
The Motley Fool
1 month ago
Why Jacobs Solutions Stock Is Falling Today
Jacobs Solutions (J -5.42%) reported mixed results for the quarter, with adjusted earnings beating expectations but revenue falling short of what Wall Street had predicted.
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