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8-K ·Filed Aug 14, 2026

J

JACOBS SOLUTIONS INC.
NEUTRAL
Impact 2/10
Horizonweeks Processed2mo ago SEC0001193125-26-352551
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

This is a routine non-C-suite departure with a transition period. No immediate trading action is warranted. Monitor for any future 8-K naming a successor or any broader strategic shifts that may accompany this change.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d
J ▲ +0.89% at T+20d
NEUTRAL call +0.89% · α vs SPY +2.87% · entry $143.63 → $144.91
Next anchor: T+60d in 14d
Latest observation: T+48 -13.96% FF3 residual α
Entry = T+0 close
Aug 14, 2026
via day close
T+1d
-0.54%
call -0.54% · α +0.14%
$142.86
settled 2mo ago
T+5d
+5.56%
call +5.56% · α +6.75%
$151.61
settled 2mo ago
T+20d
+0.89%
call +0.89% · α +2.87%
$144.91
settled 6w ago
T+60d
Pending
in 14d

Price Chart

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Executive Summary

Jacobs Solutions Inc. filed an 8-K reporting that Shannon Miller transitioned from her role as President, Strategy, Growth & Digital on August 10, 2026. She will serve as Special Advisor to the CEO until her departure no later than October 3, 2026. This is a routine senior executive departure with a transition period and no red flags such as termination or resignation without a replacement, making it a neutral event.

Key Facts

  • Shannon Miller transitioned from President, Strategy, Growth & Digital on August 10, 2026.
  • She will serve as Special Advisor to the CEO until her departure, no later than October 3, 2026.
  • No replacement named in the filing.
  • No financial details, compensation changes, or termination language provided.

Financial Impact

No financial impact disclosed.

Risk Factors

  • Potential loss of institutional knowledge in strategy and digital growth.
  • Risk of a broader management shake-up if further departures follow.

Market Snapshot

Exchange
NYSE
Sector
Heavy Construction Other Than Bldg Const - Contractors
Analyst Consensus
75% bullish (24 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-352551
Document: 0001193125-26-352551-index-headers.html0001193125-26-352551
Document: 0001193125-26-352551-index.html0001193125-26-352551
Document: 0001193125-26-352551.txt0001193125-26-352551
8 reports for J
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for J — sortable, filterable
TypeNow
Oct 23, 2026
3d ago
Institutional Cluster
BEARISH ★ 4/10
$145.88awaiting T+20—$147.14 (−0.86%)
Aug 14, 2026
10w ago
8-K
NEUTRAL ★ 2/10
$143.63 $144.91▲ +0.89%▲ +2.87%$147.14 (+2.44%)
Aug 7, 2026
11w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$147.33 $144.27▼ −2.08%▼ −1.16%$147.14 (−0.13%)
Aug 7, 2026
11w ago
GOVT-CONTRACT
BULLISH ★ 4/10
$146.97 $144.27▼ −1.84%▼ −0.92%$147.14 (+0.11%)
Aug 4, 2026
11w ago
8-K
BULLISH ★ 6/10
$144.67 $147.08▲ +1.67%▲ +2.27%$147.14 (+1.71%)
Jun 11, 2026
19w ago
Institutional Cluster
NEUTRAL ★ 4/10
$126.31 $125.84▼ −0.37%▼ −2.26%$147.14 (+16.49%)
May 18, 2026
23w ago
Insider Cluster
NEUTRAL ★ 3/10
$113.25 $124.82▲ +10.21%▲ +8.63%$147.14 (+29.92%)
Apr 29, 2026
25w ago
8-K
NEUTRAL ★ 2/10
$125.57 $115.90▼ −7.70%▼ −13.16%$147.14 (+17.18%)
Showing 8 of 8

US Market Status

Market Closed — Opens Tue (16h 41m)

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Report published Aug 14, 2026