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JACOBS SOLUTIONS INC.

At today's price, JACOBS SOLUTIONS INC. (J) is priced for +20.6% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+20.6% growth
Priced In
within-range

Key Takeaways

• Jacobs is a professional-services firm that designs and manages large infrastructure and advanced-facilities projects, and the single most important number it reports is backlog, which reached a record $27.0 billion, up 22% year over year, with a trailing book-to-bill ratio of 1.4 times [Source: Jacobs Q2 FY2026 earnings, Dealroom / AlphaPilot, May 2026]. • At $121.07 only the forward-growth method reaches the price; the asset, earnings-power, and peer-multiple methods all say richly valued, s

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Institutional ownership

885 institutional managers reported holding J in 13F filings for the quarter ended 2026-03-31. Together they hold about 90% of the company; the top 10 hold 45%. 78 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 6.8M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (5.5 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

J has cut its share count 25.6% over the past five years, spending $2.43B on repurchases. It pays a dividend, and has for 9 years running, raised 3 years straight; the current rate is $0.26 a share annually. Cash returned over the past three years: $409.75M in dividends and $1.63B in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at J over the trailing three years: 2025: 6 buys totaling $387k. 21 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

J's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-05-10-2.3%+8.5%
2023-08-09+6.1%+2.9%
2024-02-07+4.8%+0.5%
2024-05-08-7.1%+0.0%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

J's latest 8-K filings: 2026-05-05 (items 2.02, 9.01); 2026-04-29 (items 5.02); 2026-03-17 (items 1.01, 2.03, 9.01); 2026-03-03 (items 1.01, 2.03, 9.01); 2026-02-26 (items 8.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

Compare J

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.