Insider Purchases Draw Attention: Recent filings revealed that the chair and chief executive acquired more than 3,600 shares valued at roughly $400,000. A second insider also added to holdings, pushing the total cluster purchase near $450,000. Observers interpreted the transactions as a clear vote of confidence from leadership.
Trading Activity Stays Steady: Shares hovered around the $110 level with limited volatility in the immediate aftermath. Participants noted the buys occurred near the lower end of the yearly range, which some viewed as a constructive development. Overall conversation remained focused on the implications for future performance.
Note: This discussion summary was generated from an AI condensation of post data.
Jacobs Solutions Insider Trading Activity
Jacobs Solutions insiders have traded $J stock on the open market 5 times in the past 6 months. Of those trades, 5 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:
- ROBERT V PRAGADA (Chair & CEO) purchased 3,601 shares for an estimated $400,035
- PETER J ROBERTSON purchased 1,000 shares for an estimated $134,760
- MANUEL J FERNANDEZ has made 2 purchases buying 1,016 shares for an estimated $128,262 and 0 sales.
- VENKATESH NATHAMUNI (Chief Financial Officer) purchased 750 shares for an estimated $101,332
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 insider transaction endpoint.
Jacobs Solutions Revenue
Jacobs Solutions had revenues of $3.7B in Q2 2026. This is an increase of 26.95% from the same period in the prior year.
You can track J financials on Quiver Quantitative's J stock page.
You can access data on J stock through the Quiver Quantitative API.
Jacobs Solutions Hedge Fund Activity
We have seen 388 institutional investors add shares of Jacobs Solutions stock to their portfolio, and 487 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LAZARD ASSET MANAGEMENT LLC removed 1,617,359 shares (-52.2%) from their portfolio in Q4 2025, for an estimated $214,235,373
- 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
- BLACKROCK, INC. added 864,780 shares (+9.0%) to their portfolio in Q1 2026, for an estimated $110,069,198
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 733,730 shares (-30.7%) from their portfolio in Q1 2026, for an estimated $93,389,154
- NEUBERGER BERMAN GROUP LLC removed 717,848 shares (-67.0%) from their portfolio in Q1 2026, for an estimated $91,367,693
- FIL LTD removed 589,664 shares (-93.7%) from their portfolio in Q1 2026, for an estimated $75,052,433
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 13F endpoint.
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 8 analysts offer price targets for $J in the last 6 months, with a median target of $151.0.
Here are some recent targets:
- Jerry Revich from Wells Fargo set a target price of $131.0 on 05/07/2026
- Sangita Jain from Keybanc set a target price of $150.0 on 05/06/2026
- Sabahat Khan from RBC Capital set a target price of $169.0 on 05/06/2026
- Andrew Kaplowitz from Citigroup set a target price of $181.0 on 05/06/2026
- Andrew Wittmann from Baird set a target price of $126.0 on 04/13/2026
- 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
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.
