JACOBS SOLUTIONS ($J) posted quarterly earnings results for Q1 2026 on Tuesday, February 3rd. The company reported earnings of $1.53 per share, missing estimates of $1.55 by $0.02. The company also reported revenue of $3,293,280,000, beating estimates of $2,339,377,415 by $953,902,585.
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.
JACOBS SOLUTIONS Hedge Fund Activity
We have seen 376 institutional investors add shares of JACOBS SOLUTIONS stock to their portfolio, and 399 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY added 1,426,069 shares (+101.8%) to their portfolio in Q3 2025, for an estimated $213,710,700
- RUANE, CUNNIFF & GOLDFARB L.P. removed 1,062,775 shares (-99.1%) from their portfolio in Q3 2025, for an estimated $159,267,461
- THRIVENT FINANCIAL FOR LUTHERANS added 546,667 shares (+1808.4%) to their portfolio in Q3 2025, for an estimated $81,923,516
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 502,850 shares (+66.7%) to their portfolio in Q3 2025, for an estimated $75,357,101
- MACQUARIE GROUP LTD removed 468,135 shares (-43.8%) from their portfolio in Q3 2025, for an estimated $70,154,711
- GOLDMAN SACHS GROUP INC added 387,823 shares (+131.1%) to their portfolio in Q3 2025, for an estimated $58,119,154
- BLACKROCK, INC. added 363,506 shares (+4.1%) to their portfolio in Q3 2025, for an estimated $54,475,009
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
JACOBS SOLUTIONS Analyst Ratings
Wall Street analysts have issued reports on $J in the last several months. We have seen 4 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
- Barclays issued a "Overweight" rating on 10/20/2025
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 9 analysts offer price targets for $J in the last 6 months, with a median target of $156.0.
Here are some recent targets:
- 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
- Andrew Wittmann from Baird set a target price of $146.0 on 11/21/2025
- 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.
