Tredje AP fonden Purchases New Position in Jacobs Solutions Inc. $J
Tredje AP fonden has acquired a new position in Jacobs Solutions Inc. (NYSE:J), purchasing 251,377 shares valued at approximately $37.67 million. This makes Tredje AP fonden an owner of about 0.21% of Jacobs Solutions' stock. Other institutional investors have also adjusted their holdings, while company insiders have recently acquired additional shares.
Stantec Stock Near Highs: Still Undervalued vs. US Peers?
Stantec Inc. (NYSE: STN) is trading near its 52-week highs after strong earnings and a dividend increase, with analysts still seeing upside compared to larger US engineering firms like AECOM and Jacobs. The Canadian firm, with significant US revenue, offers investors exposure to North American infrastructure and water spending, providing a blend of growth and stability within a portfolio. Despite recent gains, the article suggests Stantec may still be undervalued given its resilient backlog, margin expansion, and consistent organic growth.
Why effective, efficient, accurate data capture matters more now than ever before: A Q&A with Ben Vordermaier
This article features a Q&A with Ben Vordermaier, Jacobs' section lead for data capture in Australia and New Zealand, discussing the evolution of data capture and survey technologies. He highlights the transformative power of digital tools in gathering, processing, and analyzing spatial data, and how these advancements are crucial for modern project delivery, operations, and decision-making. Vordermaier emphasizes that while technology makes data capture easier, the expertise of surveyors in understanding and utilizing "good" data remains paramount.
Stantec Stock Near Highs: Still Undervalued vs. US Peers?
Stantec Inc. is trading near its 52-week highs after reporting strong earnings and raising its dividend. Analysts believe the Canadian engineering firm remains undervalued when compared to larger U.S.-listed peers like AECOM and Jacobs, offering an attractive opportunity for investors seeking exposure to North American infrastructure and water spending. The article analyzes the drivers behind Stantec's performance, its competitive positioning, and potential risks, concluding that it serves as a defensive yet growth-oriented investment for long-term infrastructure bulls.
Vanguard Group Inc. Sells 94,203 Shares of Jacobs Solutions Inc. $J
Vanguard Group Inc. decreased its stake in Jacobs Solutions Inc. by 0.7% during the third quarter, selling 94,203 shares, though it still holds a significant 11.46% of the company. Meanwhile, company insiders, including the CFO and a director, purchased shares, increasing their overall ownership. Jacobs Solutions also raised its quarterly dividend, reported Q1 results that beat EPS estimates but missed revenue, and analysts maintain a "Moderate Buy" rating with a consensus target price of $156.60.
CRH's Q4 Earnings Meet Estimates, Revenues Up Y/Y, Stock Down
CRH plc reported mixed fourth-quarter 2025 results, with adjusted earnings meeting expectations and increasing year over year, while total revenues missed consensus estimates but still grew. The company's performance was driven by favorable market demand, effective commercial execution, and acquisitions, leading to a 1% stock drop during after-market trading. CRH also declared a quarterly dividend and provided a positive outlook for 2026, anticipating continued growth.
Toll Brothers' Q1 Earnings & Revenues Surpass Estimates
Toll Brothers (TOL) exceeded first-quarter fiscal 2026 earnings and revenue estimates, driven by strong demand in the luxury housing market. Despite challenges like elevated mortgage rates and higher SG&A costs, the company reported increased EPS and total revenues year-over-year. Toll Brothers also provided guidance for Q2 and the full fiscal year 2026, anticipating continued growth in average home prices but some contraction in gross margins.
Ex-Dividend Reminder: Zurn Elkay Water Solutions, Jacobs Solutions and RTX
Zurn Elkay Water Solutions (ZWS), Jacobs Solutions (J), and RTX Corp (RTX) are set to trade ex-dividend on February 20, 2026. This article details their upcoming quarterly dividend payments and estimated stock price adjustments due to the ex-dividend date. It also provides historical dividend charts and current stock performance for each company.
Is Wall Street Bullish or Bearish on Jacobs Solutions Stock?
Jacobs Solutions Inc. (J) is a consulting firm that has underperformed the broader market over the past year, though it has outperformed the S&P 500 YTD. The company recently posted stronger-than-expected Q1 earnings, driven by solid revenue growth in its Infrastructure & Advanced Facilities and PA Consulting segments. Analysts currently rate J as a "Moderate Buy," with Goldman Sachs reaffirming a "Buy" rating and a price target suggesting a significant potential upside.
Aberdeen Group plc Buys 34,122 Shares of Jacobs Solutions Inc. $J
Aberdeen Group plc increased its stake in Jacobs Solutions Inc. by 23.7%, acquiring an additional 34,122 shares, bringing their total to 178,002 shares valued at $26.52 million. Other institutional investors also adjusted their holdings in Jacobs Solutions. The company recently reported Q3 EPS of $1.53, beating estimates, and revenue of $2.30 billion, missing consensus, while raising its quarterly dividend and receiving a "Moderate Buy" average analyst rating.
Here’s Why Jacob Funds Established a Position in Cabaletta Bio (CABA)
Jacob Funds established a new position in Cabaletta Bio (CABA) during the fourth quarter of 2025, as revealed in their recent investor letter. Cabaletta Bio is developing a CAR-T-based immunotherapy platform for autoimmune diseases, which Jacob Funds sees as promising despite current CAR-T applications being primarily for cancer. The firm believes that upcoming data releases in the next 12 months will be crucial in proving the viability of this treatment, particularly its ability to avoid arduous preconditioning for patients.
Jacobs Solutions Expands Role In Global Security And Resilient Infrastructure
Jacobs Solutions has significantly expanded its role in global security and resilient infrastructure through new contract wins. These include a multi-year extension for the UK National Security Science and Research program, new work on the US SHIELD missile defense program, and major coastal resilience work in Texas. The company, trading at $131.52, is demonstrating a strategic shift towards high-value consulting and mission-critical infrastructure, blending digital capabilities with complex physical projects.
Jacobs (J) Among Stocks Exited by Third Point LLC
Third Point LLC has completely exited its position in Jacobs (J) during the fourth quarter of 2025 as part of a strategic portfolio realignment, which also involved selling other holdings and making new acquisitions. Jacobs Solutions Inc, an engineering and construction services provider, demonstrated mixed financial health with expanding operating margins but declining revenue per share. While the company's valuation metrics suggest it's trading at a premium, it exhibits strong institutional ownership and a low sensitivity to market movements.
Amentum Holdings' (NYSE:AMTM) Performance Is Even Better Than Its Earnings Suggest
Amentum Holdings' recent earnings were solid but investors were underwhelmed. Analysis suggests that a significant US$97m expense from unusual items impacted profits, implying that future earnings could be higher if these one-off costs don't recur. The company's statutory profit likely understates its true earnings potential, and it returned to profitability this year after a loss last year.
Shell Asset Management Co. Sells 11,117 Shares of Jacobs Solutions Inc. $J
Shell Asset Management Co. reduced its stake in Jacobs Solutions Inc. by selling 11,117 shares in the third quarter, decreasing its holdings by 57.3% to 8,286 shares valued at $1.24 million. Despite this, other institutional investors like Primecap Management Co. CA, Ninety One UK Ltd, Invesco Ltd., Allspring Global Investments Holdings LLC, and Massachusetts Financial Services Co. MA increased their positions in the company during the same period. Jacobs Solutions has a "Moderate Buy" consensus rating from analysts with an average target price of $156.60, and recently announced an increased quarterly dividend.
Rhumbline Advisers Cuts Position in Jacobs Solutions Inc. $J
Rhumbline Advisers has reduced its stake in Jacobs Solutions Inc. by 4.2%, selling 11,475 shares but still holding 258,750 shares valued at approximately $38.8 million. This comes as Jacobs Solutions reported mixed latest quarter results, with EPS beating estimates but revenue missing, and provided FY2026 guidance. The company also increased its quarterly dividend and observed insider buying activity.
ING Groep NV Sells 67,057 Shares of Jacobs Solutions Inc. $J
ING Groep NV significantly reduced its stake in Jacobs Solutions Inc. by selling 67,057 shares in the third quarter, decreasing its holdings by 87.6%. Despite this, several other institutional investors increased their positions in Jacobs Solutions. The company recently announced an increase in its quarterly dividend and insider buying activities, while analysts have a "Moderate Buy" rating with an average target price of $156.60.
Cookson Peirce & Co. Inc. Makes New $1.15 Million Investment in Jacobs Solutions Inc. $J
Cookson Peirce & Co. Inc. has made a new investment of $1.15 million in Jacobs Solutions Inc. (NYSE:J) by purchasing 7,695 shares in the third quarter. Insider activity has also been noted, with Director Manuel J. Fernandez and CFO Venkatesh Nathamuni acquiring shares totaling over $200,000. Analyst ratings for Jacobs Solutions are mixed, with an average rating of "Moderate Buy" and a mean target price of $156.60.
Jacobs Solutions, Planet Labs, NetApp, TaskUs, and Viasat Stocks Trade Up, What You Need To Know
Several stocks, including Jacobs Solutions, Planet Labs, NetApp, TaskUs, and Viasat, saw a jump in their share prices following a softer-than-anticipated Consumer Price Index (CPI) report. The cooling inflation figures have increased investor optimism for potential interest rate cuts by the Federal Reserve, leading to a rally in stocks, especially impacting smaller companies. NetApp is highlighted with further details on its recent stock performance and historical returns.
Jacobs Solutions, Planet Labs, NetApp, TaskUs, and Viasat Stocks Trade Up, What You Need To Know
Several stocks, including Jacobs Solutions, Planet Labs, NetApp, TaskUs, and Viasat, experienced a jump in value following a softer-than-anticipated Consumer Price Index (CPI) report. This fueled investor optimism for potential interest rate cuts by the Federal Reserve, leading to a rally in both stocks and Treasuries. The article details the specific percentage gains for each company and provides further context on NetApp's recent performance.
Jacobs Solutions, Planet Labs, NetApp, TaskUs, and Viasat Stocks Trade Up, What You Need To Know
Several stocks, including Jacobs Solutions, Planet Labs, NetApp, TaskUs, and Viasat, saw a jump in afternoon trading following a softer-than-expected Consumer Price Index (CPI) report. The favorable CPI data increased investor optimism for potential interest rate cuts by the Federal Reserve, leading to a rally in both stocks and Treasuries. NetApp, in particular, has experienced some volatility but today's move signals a meaningful reaction to the news, though not a fundamental shift in perception.
Jacobs Solutions, Planet Labs, NetApp, TaskUs, and Viasat Stocks Trade Up, What You Need To Know
Stocks for Jacobs Solutions, Planet Labs, NetApp, TaskUs, and Viasat all traded up following a softer-than-anticipated Consumer Price Index (CPI) report. This fueled investor optimism for interest rate cuts by the Federal Reserve, as prices rose a lower-than-forecast 0.2% from December to January. The news prompted a rally in stocks and Treasuries, particularly impacting the Russell 2000 index and several individual companies.
Jacobs Solutions, Planet Labs, NetApp, TaskUs, and Viasat Stocks Trade Up, What You Need To Know
Shares of Jacobs Solutions, Planet Labs, NetApp, TaskUs, and Viasat all saw gains after a Consumer Price Index (CPI) report came in lower than anticipated, increasing investor optimism for potential interest rate cuts by the Federal Reserve. The softened inflation data, with prices rising 0.2% from December to January against a 0.3% forecast, is leading to increased bets on multiple rate reductions this year, stimulating a market rally. NetApp's shares, in particular, remain somewhat volatile but were positively impacted by the news, though they are still down for the year.
Jacobs Solutions, Planet Labs, NetApp, TaskUs, and Viasat Stocks Trade Up, What You Need To Know
Shares of Jacobs Solutions, Planet Labs, NetApp, TaskUs, and Viasat all rose significantly after the latest Consumer Price Index (CPI) report came in softer than expected, leading to increased investor optimism for Federal Reserve interest rate cuts. Many stocks jumped in the afternoon session, with the Russell 2000 index showing a particularly strong positive reaction. NetApp, despite recent volatility, saw a 4.7% increase, indicating the market views this news as meaningful for the business.
Cooper-Standard (NYSE:CPS) Announces Quarterly Earnings Results
Cooper-Standard (NYSE:CPS) reported lower-than-expected quarterly earnings per share of ($1.73), missing the consensus estimate of ($0.95), which led to a 4.9% drop in its stock price. Analyst ratings are mixed, with an average price target of $39.00, while institutional investors hold a significant portion of the company's stock. The auto parts company, with a market cap near $600.5M, operates globally in sealing, fuel, brake delivery, and fluid transfer systems.
Here's What Investors Must Know Ahead of Vulcan's Q4 Earnings
Vulcan Materials Company (VMC) is set to release its Q4 2025 earnings on February 17, with analysts expecting a slight decline in EPS but revenue growth due to strong aggregates pricing and volume. While the company anticipates gains from increased public and private construction and strategic initiatives, cost inflation and market uncertainties are expected to negatively impact earnings. The Zacks Model does not predict an earnings beat for VMC, which currently holds a Zacks Rank of 3.
Zacks.com featured highlights include Jacobs Solutions, Envista Holdings and and Tapestry
Despite AI-related market headwinds, Zacks.com highlights Jacobs Solutions (J), Envista Holdings (NVST), and Tapestry (TPR) as strong buy candidates. These companies have recently received upgraded broker ratings due to their solid fundamentals and positive earnings growth projections for fiscal 2026. Brokers use detailed analysis and company engagement to identify such investment opportunities.
Zacks.com featured highlights include Jacobs Solutions, Envista Holdings and and Tapestry
Zacks.com highlights three stocks—Jacobs Solutions (J), Envista Holdings (NVST), and Tapestry (TPR)—that have recently received upgraded broker ratings despite AI-related market headwinds. These companies are recommended as potential buys, with strong earnings growth projections for fiscal 2026. Brokers' informed views and updated models support these upgrades, offering investors signals amidst current market uncertainties.
Jacobs (J) Lands Four-Year Extension for U.K. Transport Program
Jacobs (J) has secured a four-year contract extension with the U.K. Department for Transport to continue leading the National Security Science and Research (NSSR) program. The company, operating in the Industrials sector, demonstrates strong financial health with consistent revenue growth, expanding operating margins, and a robust Altman Z-Score. Positive analyst and institutional sentiment further support its market position, signaling stability and potential for continued growth.
Jacobs and PA Consulting-led Consortium Supports United Kingdom Transport Security
Jacobs, in strategic partnership with PA Consulting, has secured a four-year contract extension from the U.K. Department for Transport to lead the National Security Science and Research (NSSR) program. This consortium, including other key partners, will deliver science-led solutions to strengthen security and resilience across the U.K.'s air, road, and rail networks. The program aims to accelerate innovation in transport security, anticipating risks and responding to emerging threats.
Martin Marietta Q4 Earnings & Revenues Miss Estimates, Stock Down
Martin Marietta Materials, Inc. (MLM) reported disappointing Q4 2025 results, missing Zacks Consensus Estimates for both earnings and revenue, leading to a 4.5% stock decline in pre-market trading. Despite strong infrastructure activity and growth in its Aggregates business, the company's profitability was impacted by elevated costs and a weak residential market. The report also details the company's 2025 full-year performance, its portfolio optimization moves, and provides guidance for 2026.
5 Revealing Analyst Questions From Jacobs Solutions's Q4 Earnings Call
Jacobs Solutions delivered a strong Q4 CY2025, surpassing analyst estimates for revenue and adjusted EPS, driven by growth in life sciences, advanced manufacturing, and critical infrastructure, and a record backlog. This article highlights five key analyst questions from the earnings call, covering topics like drivers for guidance, project complexity, free cash flow sustainability, pass-through revenue, and the impact of AI on growth. These discussions shed light on the company's operational strengths and strategic focus.
Jacobs Solutions Inc. $J Shares Bought by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. increased its stake in Jacobs Solutions Inc. by 2.2% in the third quarter, now owning 328,201 shares worth approximately $49.18 million. Institutional investors collectively hold 85.65% of the company's stock. Jacobs Solutions recently reported quarterly EPS of $1.53, beating estimates, and increased its quarterly dividend to $0.36 per share.
Novagold Taps Fluor to Lead Donlin Gold Bankable Feasibility Study
Novagold Resources and Paulson's Donlin Gold Holdings have selected Fluor Corporation as the lead engineering partner for a bankable feasibility study for the Donlin Gold project in Alaska, aiming for completion in 2027. Fluor will oversee the integration of major infrastructure packages for what is expected to be the largest single operating gold mine in the United States. This move is part of a disciplined program to deliver an investment-grade study and prepare the project for development and financing.
Exponent (NASDAQ:EXPO) Is Increasing Its Dividend To $0.31
Exponent, Inc. (NASDAQ:EXPO) has announced an increase in its quarterly dividend to $0.31 per share, representing a 3.3% rise from the previous year. This brings the dividend yield to 1.5%, which is consistent with the industry average. The company's dividend payments appear sustainable, supported by strong earnings coverage and a history of steady growth, with EPS expected to grow by 22% next year.
Amentum Q4 2026 Earnings Preview: Revenue & EPS Forecasts - News and Statistics
Amentum Holdings (NYSE:AMTM) is scheduled to announce its Q4 2026 earnings on Monday after the bell. Analysts expect revenue to be $3.32 billion, a 2.8% year-on-year decline, and adjusted earnings per share to be $0.52. The company has a history of exceeding revenue estimates, and its stock is up 12.9% over the last month, trading above its average analyst price target.
What To Expect From Amentum's (AMTM) Q4 Earnings
Amentum Holdings (AMTM) is expected to announce its Q4 earnings on Monday. Analysts anticipate a 2.8% year-on-year revenue decline to $3.32 billion and adjusted earnings of $0.52 per share. The company has consistently beaten revenue estimates in the past two years, and its stock is up 12.9% in the last month, outperforming peers in the government and technical consulting segment.
Jacobs Solutions Lifts 2026 Outlook After Robust Quarter
Jacobs Solutions Inc. reported a strong Q1, leading them to raise their fiscal year 2026 outlook with expectations of 6.5%–10.0% adjusted net revenue growth and $6.95–$7.30 adjusted EPS. The company highlighted record backlog, robust free cash flow, and the strategic move to fully acquire PA Consulting. Despite some short-term headwinds like pass-through revenue mix and environmental services softness, management remains confident in the company's growth trajectory and commitment to shareholder returns.
Wall Street Is Sleeping on Jacobs Solutions Inc – Here’s Why That Might Be Your Shot
Jacobs Solutions Inc (J) is presented as a "boring" but potentially profitable stock, focusing on engineering, consulting, infrastructure, defense, and government projects. The article highlights its stability, pivot towards high-tech solutions, and strong execution reputation, positioning it as a steady investment for long-term growth rather than a volatile, meme-driven play. It suggests that while the stock lacks viral social media hype, its solid fundamentals and exposure to critical sectors make it appealing to serious investors.
Wall Street Is Sleeping on Jacobs Solutions Inc – Here’s Why That Might Be Your Shot
Jacobs Solutions Inc. (J) is presented as a "boring" but potentially profitable stock, focusing on engineering, consulting, infrastructure, and defense projects. The article argues that while it lacks social media hype, its stable revenue from large, long-term government and corporate contracts, coupled with a pivot towards high-tech solutions, makes it an attractive "quiet compounder" for long-term investors seeking stability over viral volatility.
Jacobs Solutions (NYSE:J) Upgraded to Hold at Zacks Research
Zacks Research has upgraded Jacobs Solutions (NYSE:J) from a "strong sell" to a "hold" rating. This upgrade comes amidst a mixed landscape of analyst ratings, with the company also receiving "buy" and "outperform" ratings from other firms, alongside some target price reductions. The article details the company's recent earnings, financial performance, insider trading activity, and institutional ownership.
Jacobs Solutions (NYSE:J) Upgraded at Wall Street Zen
Wall Street Zen has upgraded Jacobs Solutions (NYSE:J) from a "buy" to a "strong-buy" rating, despite a consensus "Hold" from other analysts and an average price target of $156.60. The upgrade follows a slight EPS beat and strong FY2026 guidance from management that surpassed sell-side forecasts. Institutional investors hold a significant portion of the stock, and insiders have modestly increased their holdings.
Hut 8 Stocks Surge as Analysts Issue Positive Ratings
Hut 8 Corp. (NASDAQ: HUT) stocks surged by 14.95% after analysts issued positive "Buy" ratings, citing the company's focus on AI, digital asset strategies, and strong industry partnerships. The company's recent Q4 earnings reported $0.43 EPS and $162.4M in revenue, with B. Riley raising its price target to $76 based on strategic projects and innovative AI data centers. Though facing temporary liquidity challenges, Hut 8's long-term vision in AI infrastructure and sustainable growth, including a $7B deal in digital asset management and hyperscale developments, underpins investor confidence and an encouraging outlook.
Willdan Stock at 23.75X Forward P/E: Risk or Opportunity?
Willdan Group, Inc. (WLDN) is trading at a forward P/E of 23.75X, significantly above its industry average, prompting questions about its valuation. The company's recent strong performance, driven by contract and net revenue growth and increased profitability in sectors like energy infrastructure and grid modernization, justifies some of this premium. However, risks such as competition, potential economic slowdowns, and the need for continued operational excellence mean that future upside largely depends on sustained earnings beats rather than further multiple expansion.
Willdan Stock at 23.75X Forward P/E: Risk or Opportunity?
Willdan Group, Inc. (WLDN) is trading at 23.75X forward 12-month earnings, a premium to its industry average, raising questions about whether this valuation is justified. The company has shown strong performance, with its shares gaining 20.6% in six months, driven by robust contract and net revenue growth, and expanding profitability in the energy infrastructure, electrification, and grid modernization sectors. While strong fundamentals and strategic acquisitions support the premium, the valuation leaves less room for error in a competitive market, and continued outperformance will depend on sustained earnings beats rather than multiple expansion.
Analysts Offer Insights on Industrial Goods Companies: Hillman Solutions (HLMN) and Jacobs Solutions (J)
Two industrial goods companies, Hillman Solutions (HLMN) and Jacobs Solutions (J), recently received bullish sentiments from analysts. Hillman Solutions was maintained at a Buy rating by Brian McNamara of Canaccord Genuity with a $15.00 price target, while Jacobs Solutions also received a Buy rating from RBC Capital analyst Sabahat Khan with a $160.00 price target. The article highlights the current analyst consensus for both companies, indicating a Strong Buy for Hillman Solutions and a Moderate Buy for Jacobs Solutions.
Analysts Offer Insights on Industrial Goods Companies: Hillman Solutions (HLMN) and Jacobs Solutions (J)
Two analysts have issued bullish sentiments on Industrial Goods companies Hillman Solutions (HLMN) and Jacobs Solutions (J). Brian McNamara from Canaccord Genuity maintained a Buy rating on Hillman Solutions with a $15.00 price target, while RBC Capital's Sabahat Khan maintained a Buy rating on Jacobs Solutions with a $160.00 price target, implying a 13.7% upside.
Jacobs Wins Texas Coastal Storm Surge Barrier Design Contract
Jacobs Solutions Inc. has secured a major contract from the Gulf Coast Protection District for the engineering design of the Bolivar Roads Gate System, a significant coastal storm surge barrier in Texas. This project, part of the Coastal Texas Project, aims to protect millions of residents, billions in infrastructure, and the Houston Ship Channel from hurricanes and rising sea levels. The contract underscores Jacobs' leadership in climate-resilience projects and adds to its robust backlog, despite recent stock declines.
Jacobs Solutions Q4 2025 Earnings Beat Estimates, Stock Rises 3.2%
Shares of Jacobs Solutions (NYSE: J) rose 3.2% after its Q4 2025 financial report, with revenue growing 12.3% year-over-year to $3.29 billion and adjusted EPS reaching $1.53, both exceeding analyst estimates. The company's backlog increased by 20.6% to $26.31 billion, indicating strong future demand, and its free cash flow margin improved significantly to 11.1%. This positive market reaction follows a previous stock drop three months prior, which was influenced by broader macroeconomic concerns related to interest rates and a strong jobs report.
Jacobs Wins Texas Coastal Storm Surge Barrier Design Contract
Jacobs Solutions Inc. has secured a major contract from the Gulf Coast Protection District to design the Bolivar Roads Gate System, a large coastal storm surge barrier on the Texas Gulf Coast. This project is a crucial part of the Coastal Texas Project, aiming to protect millions of residents, substantial infrastructure, and the Houston Ship Channel from hurricanes and storm surges. The contract bolsters Jacobs' leadership in climate-resilience projects and contributes to its growing backlog, with the company's shares rising 7.8% following the announcement.
