Exploring Jacobs Solutions Inc. (J) Investor Profile: Who’s Buying and Why?

Are you keeping an eye on Jacobs Solutions Inc. (J) and wondering who's investing and why? As of December 2024, a significant 91.07% of shares are held by institutions, signaling strong confidence from major players. Institutional investors hold a total of 129,487,484 shares. Recent activity shows KOVITZ INVESTMENT GROUP PARTNERS, LLC added 3,597,564 shares in Q4 2024, while RUANE, CUNNIFF & GOLDFARB L.P. reduced their holdings by 1,319,295 shares. With analysts setting an average target price of $148.99 and a potential upside of over 25%, understanding these investment dynamics is crucial for making informed decisions. Ready to dive deeper into the investor profile of this key player in the engineering and construction industry?

Jacobs Solutions Inc. (J) Who Invests in Jacobs Solutions Inc. (J) and Why?

Understanding the investor profile of Jacobs Solutions Inc. (J) provides valuable insights into the market's perception of the company. Investors are drawn to Jacobs Solutions Inc. (J) for a variety of reasons, influenced by factors such as growth prospects, strategic market positioning, and overall financial health. Analyzing the composition of these investors helps to understand the expectations and potential future movements surrounding the stock.

Here's a breakdown of the key investor types and their motivations:

• Institutional Investors: These entities, including pension funds, mutual funds, and insurance companies, often hold a significant portion of Jacobs Solutions Inc. (J)'s shares. Their investment decisions are typically driven by in-depth research and analysis, focusing on long-term growth and stability.
• Retail Investors: Individual investors who buy and sell shares for their own accounts. Their motivations can range from short-term gains to long-term wealth accumulation.
• Hedge Funds: These funds employ various strategies, including leveraging and short-selling, to generate returns. They may be attracted to Jacobs Solutions Inc. (J) based on specific market opportunities or perceived mispricing.

The motivations behind investing in Jacobs Solutions Inc. (J) are diverse and often intertwined. Here are some primary drivers:

• Growth Prospects: Jacobs Solutions Inc. (J)'s involvement in infrastructure, consulting, and technology solutions positions it to benefit from long-term global trends.
• Market Position: As a key player in its sectors, Jacobs Solutions Inc. (J) benefits from established relationships and a strong reputation, attracting investors seeking stable, reliable returns.
• Dividends: While specific dividend policies can change, a history of consistent dividend payments can attract income-seeking investors.

Different investors adopt varied strategies when investing in Jacobs Solutions Inc. (J), depending on their financial goals and risk tolerance. Here are a few common approaches:

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, banking on the company's sustained growth and market leadership.
• Short-Term Trading: Hedge funds and some retail investors might engage in short-term trading, capitalizing on price fluctuations and market volatility.
• Value Investing: Some investors may view Jacobs Solutions Inc. (J) as undervalued based on its assets, earnings, or future potential, leading them to invest with the expectation of future appreciation.

Understanding the composition and strategies of Jacobs Solutions Inc. (J)'s investor base offers critical context for assessing market sentiment and predicting potential stock performance. Keep an eye on shifts in these investor dynamics to stay informed about the company's evolving market narrative.

Here is a table summarizing key aspects of Jacobs Solutions Inc. (J)'s investor profile:

For more insights into the financial health of Jacobs Solutions Inc. (J), consider exploring: Breaking Down Jacobs Solutions Inc. (J) Financial Health: Key Insights for Investors

Jacobs Solutions Inc. (J) Institutional Ownership and Major Shareholders of Jacobs Solutions Inc. (J)

Institutional investors significantly influence Jacobs Solutions Inc. (J), with high institutional ownership suggesting the stock price is sensitive to their trading actions. As of April 12, 2025, institutional ownership stands at 89.47%.

Here's a detailed look at the institutional ownership of Jacobs Solutions Inc. (J):

• High Institutional Ownership: Institutions hold a significant portion of Jacobs Solutions' shares. As of November 4, 2024, institutions held an 87% stake in the company, and by December 20, 2024, this figure was reported at 86%.
• Influence on Stock Price: The substantial institutional ownership implies that these investors can significantly influence the company's share price.
• Top Holders Dominate: The top 15 shareholders control 50% of the company.

The largest shareholders include:

• Vanguard Group Inc: Held 13.91 million shares as of December 31, 2024, representing 11.35% of outstanding shares, valued at $1,630,533,030.
• BlackRock Inc.: Held 8.52 million shares as of December 31, 2024, representing 6.96% of outstanding shares, valued at $999,084,122.
• State Street Corporation: Held 7.28 million shares as of December 31, 2024, representing 5.94% of outstanding shares, valued at $853,391,968.
• Primecap Management Company: Held 5.11 million shares as of December 31, 2024, representing 4.17% of outstanding shares, valued at $598,625,197.
• Kovitz Investment Group Partners, LLC: Held 4.64 million shares as of December 31, 2024, representing 3.78% of outstanding shares, valued at $543,619,008.

Top mutual fund holders include:

• Vanguard Total Stock Market Index Fund: Held 3.9 million shares as of December 31, 2024, representing 3.18% of outstanding shares, valued at $457,274,990.
• Vanguard 500 Index Fund: Held 3.36 million shares as of December 31, 2024, representing 2.74% of outstanding shares, valued at $394,286,705.
• Vanguard Mid-Cap Index Fund: Held 2.66 million shares as of December 31, 2024, representing 2.17% of outstanding shares, valued at $312,205,509.

Changes in institutional ownership during Q4 2024 include:

• Kovitz Investment Group Partners, LLC: Increased their holdings by 3,597,564 shares (+345.9%), with an estimated value of $480,706,501.
• Lazard Asset Management LLC: Increased their holdings by 1,904,988 shares (+933.6%), with an estimated value of $254,544,496.
• RUANE, CUNNIFF & GOLDFARB L.P.: Decreased their holdings by 1,319,295 shares (-52.1%), with an estimated value of $176,284,197.
• BARROW HANLEY MEWHINNEY & STRAUSS LLC: Decreased their holdings by 746,118 shares (-23.1%), with an estimated value of $99,696,287.

Institutional investors' actions can significantly impact Jacobs Solutions Inc.'s stock price. High institutional ownership generally implies that the company's stock price is more sensitive to the trading decisions of these large investors.

The table below summarizes the top institutional holders of Jacobs Solutions Inc. (J) as of December 31, 2024:

For more insights into Jacobs Solutions Inc. (J), explore: Jacobs Solutions Inc. (J): History, Ownership, Mission, How It Works & Makes Money

Jacobs Solutions Inc. (J) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of Jacobs Solutions Inc. (J) is crucial for assessing the company's stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock movements.

As of April 2025, Jacobs Solutions Inc. has a diverse ownership structure comprising institutional investors, insiders, and retail investors.

The ownership structure of Jacobs Engineering (J) stock includes:

• 76.26% owned by Institutional Investors
• 1.24% owned by Insiders
• 22.50% owned by Public Companies and Individual Investors

Institutional investors play a significant role in Jacobs Solutions Inc. Here are some of the largest institutional shareholders:

• Vanguard Group Inc: Holds 13,910,024 shares, representing approximately 11.35% ownership.
• BlackRock, Inc.: Holds 8,523,154 shares.
• State Street Corp: Holds 7,280,259 shares.
• PRIMECAP Management Co: Holds 5,106,852 shares.
• Kovitz Investment Group Partners, LLC: Holds 4,637,596 shares.

These major shareholders can influence the company's direction through their voting rights and engagement with the management team. Schedule 13D filings indicate investors holding more than 5% of the company may actively pursue changes in business strategy.

Recent activity by hedge funds and institutional investors reveals shifts in confidence and investment strategies:

• KOVITZ INVESTMENT GROUP PARTNERS, LLC increased their holdings by 3,597,564 shares (+345.9%) in Q4 2024, with an estimated value of $480,706,501.
• LAZARD ASSET MANAGEMENT LLC added 1,904,988 shares (+933.6%) in Q4 2024, estimated at $254,544,496.
• Conversely, RUANE, CUNNIFF & GOLDFARB L.P. reduced their stake by 1,319,295 shares (-52.1%) in Q4 2024, valued at $176,284,197.

Insider trading activity can provide insights into management's perspective on the company's prospects. Recent transactions include:

• Manuel J Fernandez purchased 272 shares for an estimated $33,646.

These insider purchases may signal confidence in the company's future performance.

Analyst ratings provide an external perspective on the stock's potential. Citigroup issued a 'Buy' rating on Jacobs Solutions Inc. on October 22, 2024. However, price targets have been adjusted, with Bernstein lowering their target to $144 from $176 while maintaining an 'Outperform' rating as of April 21, 2025.

Keep an eye on upcoming events with our Earnings Calendar. Jacobs Solutions Inc. is scheduled to release its next earnings report on May 6, 2025.

For further insights into Jacobs Solutions Inc.'s (J) financial health, consider exploring:

Breaking Down Jacobs Solutions Inc. (J) Financial Health: Key Insights for Investors

Jacobs Solutions Inc. (J) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to Jacobs Solutions Inc. (J) is crucial for assessing the company's stability and future prospects. Recent market behavior and analyst perspectives provide valuable insights into how major shareholders influence the company.

Investor sentiment towards Jacobs Solutions Inc. (J) can be gauged by analyzing the behavior of its major shareholders. While specific sentiment (positive, neutral, or negative) isn't always explicitly stated, significant increases or decreases in holdings by institutional investors can indicate their confidence in the company's future. Monitoring these changes over time offers a sense of the prevailing attitude among key investors.

Recent market reactions to changes in ownership or large investor moves can significantly impact Jacobs Solutions Inc. (J)'s stock price and overall market perception. For instance, a substantial purchase of shares by a well-known investment firm might lead to a price increase, reflecting increased confidence in the company. Conversely, a major sell-off could trigger a price decline, signaling concern among investors.

Analyst perspectives play a vital role in interpreting the impact of key investors on Jacobs Solutions Inc. (J)'s future. Analysts often provide commentary on how changes in ownership structure or the actions of large investors might affect the company's strategy, financial performance, and long-term growth prospects. These insights can help current and potential investors make informed decisions.

Key aspects to consider include:

• Institutional Ownership: The percentage of Jacobs Solutions Inc. (J)'s shares held by institutions such as mutual funds, pension funds, and hedge funds. A high percentage suggests broad confidence in the company.
• Major Transactions: Significant purchases or sales of Jacobs Solutions Inc. (J)'s shares by institutional investors, which can signal shifts in sentiment.
• Analyst Ratings: Ratings and price targets assigned by financial analysts, reflecting their outlook on Jacobs Solutions Inc. (J)'s stock.
• Market Performance: How Jacobs Solutions Inc. (J)'s stock price reacts to news related to major investors or changes in ownership.

Here's an example of how institutional ownership might be presented:

Such data is essential for understanding the balance of power among Jacobs Solutions Inc. (J)'s shareholders and the potential influence of institutional investors on company decisions.

To gain more insights into the company's foundational principles, refer to: Mission Statement, Vision, & Core Values of Jacobs Solutions Inc. (J).