Zwj Investment Counsel 13F: Adds $2M to J Stake

Zwj Investment Counsel expanded its investment in Jacobs Solutions Inc. NYSE:J during the period, according to a recent Form 13F filing with the Securities and Exchange Commission. The filing reflects holdings as of the reporting period and may not represent the investor's current position.

What Changed in Zwj Investment Counsel's Jacobs Solutions Position

Zwj Investment Counsel boosted its holdings in the engineering and construction company by a 6.4% increase, purchasing an extra 14,941 shares. That brought the firm's total stake to 248,430 shares. The reported value of the position stood at $33.6 million.

Other Institutional Activity in Jacobs Solutions

Other large institutional investors also adjusted their positions in Jacobs Solutions during recent quarters. Blackrock Inc. grew its holdings by 404,870 shares, ending with 10,893,728 shares worth about $1.53 billion. Vanguard Capital Management LLC grew its holdings by 81,669 shares, ending with 7,714,329 shares worth about $1.09 billion. State Street Corporation grew its holdings by 138,521 shares, ending with 7,390,941 shares worth about $1.04 billion. Vanguard Portfolio Management LLC reduced its holdings by 10,948 shares, ending with 4,749,089 shares worth about $668.1 million. Primecap Management Company grew its holdings by 50,124 shares, ending with 4,565,799 shares worth about $642.3 million.

Jacobs Solutions Inc. Stock Down 0.9%

Jacobs Solutions shares traded around $140.65, sitting between its 52-week low of $105.68 and 52-week high of $168.44. The company has a market capitalization of $16.83 billion and a forward P/E ratio of 17.41, with its 50-day moving average resting at $141.72.

Recent Earnings

Jacobs Solutions reported $14.22 billion in revenue over the trailing period, alongside an EPS of $3.01. The company posted a net margin of 2.38% and a return on equity of 7.99%. The next earnings release is scheduled for November 19, 2026.

Dividend

Jacobs Solutions pays an annual dividend of $1.44 per share, translating to a dividend yield of 1.0%. The payout ratio sits at 45.18% of earnings.

Insider Buying and Selling at Jacobs Solutions Inc.

Company insiders were active in the stock over recent months. President Hill Patrick sold 17,201 shares on August 7, 2026, in a transaction valued at $2.48 million. Chief Executive Officer Pragada Robert V bought 3,601 shares on May 15, 2026, at an average price of $111.09 for a total of $400,035. Director Fernandez Manuel J bought 253 shares on May 13, 2026, at $112.56 per share for a value of $28,478, and previously bought 403 shares on May 8, 2026, at $121.93 per share for a total of $49,137.

Analysts Set New Price Targets

Analyst firms have updated their outlooks on the stock recently. On October 15, 2026, Keybanc maintained its Overweight rating and lowered its price target to $166.0 from $168.0. On October 5, 2026, Truist Securities maintained its Hold rating and adjusted its target to $160.0 from $161.0. On August 10, 2026, UBS maintained a Buy rating while raising its target to $167.0 from $156.0. On August 5, 2026, Truist Securities maintained a Hold rating and raised its target to $161.0 from $149.0. On August 5, 2026, RBC Capital maintained its Outperform rating and lifted its target to $174.0 from $171.0. Overall, Jacobs Solutions holds a consensus recommendation of buy with 15 analyst opinions and a mean target price of $162.53.

About Jacobs Solutions

Jacobs Solutions Inc. provides professional consulting, design, engineering, and construction management services for infrastructure and advanced facilities. Serving clients across government and private sectors globally, the firm manages complex engineering projects and long-term facility operations. Institutional interest from firms like Zwj Investment Counsel reflects ongoing portfolio adjustments within the industrials sector.

Bottom Line

Institutional 13F filings offer a look backward at what major money managers were holding months ago. Observers will watch the company's upcoming earnings report on November 19, 2026, for fresh updates on project delivery and revenue growth.