Jacobs Solutions (J)
Advises, designs and manages infrastructure and advanced-facility projects from strategy through delivery.
Something off on this page? Send us feedback.
Sells advisory, design, program-delivery and lifecycle-management services for infrastructure, advanced manufacturing, energy, environmental, life-sciences, transportation and water clients. Infrastructure & Advanced Facilities generates most revenue, complemented by wholly owned PA Consulting's innovation and transformation work.
Provides advisory, feasibility, planning, design, program delivery and lifecycle management through Infrastructure & Advanced Facilities and wholly owned PA Consulting. Work spans advanced manufacturing, cities and places, energy, environmental services, life sciences, transportation and water, with digital, data, cybersecurity and transformation capabilities supporting the asset lifecycle.
Serves government and private-sector clients across North America, Europe, the Middle East, India, Asia, Australia and New Zealand. Multidisciplinary teams link strategic consulting with technical design and large-program delivery, carrying work from early decisions into implementation. The portfolio was narrowed by the Amentum separation, while full ownership of PA Consulting deepened advisory and technology services. Infrastructure & Advanced Facilities supplies most revenue and backlog, and project timing depends on client funding and government budget priorities.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 8, 2026 | KeyBanc | Reiterate | Rating: —Target: $150 | Target: $168 |
| Aug 10, 2026 | UBS | Reiterate | Rating: —Target: $175 | Target: $167 |
| Aug 6, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $163 | Target: $170 |
| Aug 5, 2026 | Truist Financial | Target | Target: $149 | Target: $161 |
| Aug 5, 2026 | Robert W. Baird | Target | Target: $143 | Target: $153 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 26, 2026Cash & short-term investments $1.18B · Total debt $4.05B · Total assets $11.74B · Shareholders' equity $3.26B
- Revenue
- $4.08B
- Operating income
- $286.7M
- Net income
- $136.6M
HistoryDividendAnnual yield
| Institutions | 93.00% | 108.84M shares | |
|---|---|---|---|
| 890 holders · as of Jun 30, 2026 | |||
| Insiders | 0.62% | 729.6K shares | |
| 17 holders · as of Aug 11, 2026 | |||
| Other | 6.38% | 7.46M shares | |
| remainder | |||
117.04M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
1 position filed across a stock split leaves its adjustment unstated and stays out of the bar.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.31% | 10.89M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.59% | 7.71M | as of Jun 30, 2026 |
PRIMECAP Management CompanyInstitution | 6.57% | 7.69M | filed Jun 9, 2022 |
State Street CorpInstitution | 6.31% | 7.39M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.06% | 4.75M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 7, 2026 | Patrick Hill | officer: PRESIDENT | −17,201 | $144.10 |
| May 15, 2026 | Robert V. Pragada | director, officer: Chair & CEO | +3,601 | $111.09 |
| May 13, 2026 | Manuel J. Fernandez | director | +253 | $112.56 |
| May 8, 2026 | Manuel J. Fernandez | director | +403 | $121.93 |
| Mar 6, 2026 | Shannon Miller | officer: President | −1,440 | $134.13 |
- AECOM
Broad infrastructure advisory and program-management peer
- Stantec
Design, water, buildings and environment overlap in North America
- Tetra Tech
Water, environment and sustainable infrastructure specialist
- Accenture
PA Consulting overlap in strategy, digital and AI transformation
- Fluor
Advanced facilities and EPC project-delivery competitor
- Parsons
Program-management and critical-infrastructure competitor
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Jacobs Solutions | $142.39 | −0.95% | $16.98B | 50.4 | 17.7 | 1.2 | −20.2% |
| AECOM | $62.37 | −0.89% | $8.09B | 28.9 | 10.1 | 0.5 | −61.5% |
| Stantec | $71.03 | +0.41% | $8.07B | 22.4 | 21.4 | 1.4 | −13.1% |
| Tetra Tech | $35.49 | −1.31% | $9.33B | 21.7 | 21.0 | 1.8 | −19.0% |
| Accenture | $183.95 | −1.16% | $113.89B | 14.9 | 12.8 | 1.6 | +5.6% |
| Fluor | $54.42 | −0.58% | $7.65B | — | 16.8 | 0.5 | +8.8% |
| Parsons | $44.46 | −1.92% | $4.84B | 31.3 | 13.4 | 0.8 | −0.5% |
| Median | 22.4 | 15.1 | 1.1 | −6.8% |