J
JACOBS SOLUTIONS INC.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Mar 6 1 insider sell $193.1K at $134.13
- B May 8 to May 15 3 days of insider buys: $477.7K by 2 insiders, avg $112.20
- I Jun 30 3 funds open new positions (13F)
- X Jul 31 Short interest falls 26.8% to 5.27M
- R Aug 4 Jacobs Solutions reported strong FQ3 2026 results with gross revenue…
- S Aug 7 1 insider sell $2.5M at $144.10
- E Aug 7 Gov. contract: $106M govt contract: JACOBS ENGINEERING GROUP INC.
- X Sep 30 Short interest jumps 25.6% to 4.02M
Signal stack
Where each data set points today.
- InsidersBEARISH
2 insiders bought $477.7K at an average $112.20. 2 insiders sold $2.7M. Price is 29% above their cost.
- InstitutionsMIXED
Q2 2026: 43 added (3 new), 44 trimmed or exited. Largest new: Schonfeld Strategic Advisors $49.5M, Jupiter Asset Management $39.2M.
- AnalystsBULLISH
18 of 24 rate it Buy or better.
- Short sellersBUILDING
Short interest +25.6% to 4.02M shares. 4.5 days to cover, ≈3.4% of shares.
- TrendRANGE
1% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| Pictet Asset Management Holding SA | DOUBLED | $198.2M |
| BARCLAYS PLC | ADD | $156.4M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | $118.8M |
| UBS Group AG | ADD | $102.3M |
| EARNEST PARTNERS LLC | DOUBLED | $80.1M |
| CITIGROUP INC | DOUBLED | $59.2M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | $50.3M |
| Schonfeld Strategic Advisors LLC | NEW | $49.5M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
24 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 23, 2026 | Citigroup MAINTAIN | Buy |
| Oct 15, 2026 | Keybanc MAINTAIN | Overweight |
| Oct 5, 2026 | Truist Securities MAINTAIN | Hold |
| Aug 10, 2026 | UBS MAINTAIN | Buy |
| Aug 5, 2026 | Truist Securities MAINTAIN | Hold |
| Aug 5, 2026 | RBC Capital MAINTAIN | Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 7, 2026 | Hill Patrick PRESIDENT | SELL | $1.7M |
| Aug 7, 2026 | Hill Patrick PRESIDENT | SELL | $797.5K |
| Jul 8, 2026 | Miller Shannon President | TAX W/H | $6.7K |
| Jun 8, 2026 | Kachhela Jiten President | AWARD | $1.0M |
| May 18, 2026 | Lim Cheryl H.J. Chief Human Resources Officer | AWARD | $180.1K |
| May 15, 2026 | PRAGADA ROBERT V Chair & CEO | BUY | $400.0K |
| May 13, 2026 | Fernandez Manuel J Director | BUY | $28.5K |
| May 8, 2026 | Fernandez Manuel J Director | BUY | $49.1K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data — subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data — subscribers only | |||
| Next Q | 🔒 Fresh data — subscribers only | |||
| Current FY | 🔒 Fresh data — subscribers only | |||
| Next FY | 🔒 Fresh data — subscribers only | |||
| Date | Member | Type | Amount |
|---|---|---|---|
| Feb 7, 2025 | Tim Walberg R· HOUSE· Jacobs Engineering Group Inc | BUY | $15,001 - $50,000 |
Short side
FINRA· Sep 30, 2026SecBot reports
8 filings · 2 bullish · 1 bearish · 5 neutral- BEARISH INST-CLUSTEROct 23, 2026
A mixed institutional cluster for Jacobs Solutions (J) in Q3 2026 shows 3 small buyers (net…
The selling is concentrated in a single large manager (Ninety One UK) and a near-exit by Robeco, suggesting a thesis change or portfolio rebalancing at those funds. Monitor for additional 13F…
- NEUTRAL 8-KAug 14, 2026
Jacobs Solutions Inc. filed an 8-K reporting that Shannon Miller transitioned from her role as…
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…
- BULLISH GOVT-CONTRACTAug 9, 2026
Jacobs Solutions (J) was awarded a $105.6M contract from the Department of Homeland Security for…
This contract adds to Jacobs' already record $28.9B backlog and supports the positive momentum from the recent strong earnings report. Traders should watch for additional federal infrastructure…
- NEUTRAL GOVT-CONTRACTAug 7, 2026
Jacobs Engineering Group Inc., a subsidiary of Jacobs Solutions Inc., was awarded a $44.95M…
This is a routine contract award with no material impact on Jacobs' financials. Monitor for larger DHS or infrastructure awards that could meaningfully contribute to the company's record backlog of…
All J filing & press-release reports (8)
- INST-CLUSTER reportOct 23, 2026
- 8-K reportAug 14, 2026
- GOVT-CONTRACT reportAug 9, 2026
- GOVT-CONTRACT reportAug 7, 2026
- 8-K reportAug 4, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportMay 22, 2026
- 8-K reportApr 29, 2026