JACOBS SOLUTIONS ($J) posted quarterly earnings results for Q2 2026 on Tuesday, May 5th. The company reported earnings of $1.75 per share, beating estimates of $1.67 by $0.08. The company also reported revenue of $3,694,880,000, beating estimates of $2,323,283,274 by $1,371,596,726.
Stock price change since market close: +2.5%
You can see Quiver Quantitative's $J stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
JACOBS SOLUTIONS Insider Trading Activity
JACOBS SOLUTIONS insiders have traded $J stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $J stock by insiders over the last 6 months:
- PETER J ROBERTSON purchased 1,000 shares for an estimated $134,760
- VENKATESH NATHAMUNI (Chief Financial Officer) purchased 750 shares for an estimated $101,332
- MANUEL J FERNANDEZ purchased 763 shares for an estimated $99,785
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
JACOBS SOLUTIONS Hedge Fund Activity
We have seen 399 institutional investors add shares of JACOBS SOLUTIONS stock to their portfolio, and 426 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,741,120 shares (-69.2%) from their portfolio in Q4 2025, for an estimated $230,628,755
- LAZARD ASSET MANAGEMENT LLC removed 1,617,359 shares (-52.2%) from their portfolio in Q4 2025, for an estimated $214,235,373
- FOCUS PARTNERS WEALTH added 952,151 shares (+246.3%) to their portfolio in Q4 2025, for an estimated $126,121,921
- THIRD POINT LLC removed 915,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $121,200,900
- KOVITZ INVESTMENT GROUP PARTNERS, LLC removed 901,284 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $119,384,078
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 733,730 shares (-30.7%) from their portfolio in Q1 2026, for an estimated $93,389,154
- BOSTON PARTNERS removed 592,503 shares (-19.5%) from their portfolio in Q4 2025, for an estimated $78,482,947
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
JACOBS SOLUTIONS Analyst Ratings
Wall Street analysts have issued reports on $J in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 11/24/2025
- RBC Capital issued a "Outperform" rating on 11/21/2025
- Citigroup issued a "Buy" rating on 11/21/2025
To track analyst ratings and price targets for JACOBS SOLUTIONS, check out Quiver Quantitative's $J forecast page.
JACOBS SOLUTIONS Price Targets
Multiple analysts have issued price targets for $J recently. We have seen 7 analysts offer price targets for $J in the last 6 months, with a median target of $152.0.
Here are some recent targets:
- Andrew Wittmann from Baird set a target price of $126.0 on 04/13/2026
- Jerry Revich from Wells Fargo set a target price of $137.0 on 01/23/2026
- Adam Bubes from Goldman Sachs set a target price of $158.0 on 11/24/2025
- Michael Feniger from B of A Securities set a target price of $141.0 on 11/21/2025
- Sabahat Khan from RBC Capital set a target price of $156.0 on 11/21/2025
- Jamie Cook from Truist Securities set a target price of $152.0 on 11/21/2025
- Andrew Kaplowitz from Citigroup set a target price of $180.0 on 11/21/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Check out the Quiver Quantitative API to build on top of data on congressional stock trading, insider transactions, hedge fund moves, and more.
