J JACOBS SOLUTIONS INC. Insider Trading

CEO Robert V Pragada bought 3,601 shares of Jacobs Solutions at $111.09; stock down 32.2% from 52-week high.

Robert V Pragada, Chair & CEO, purchased 3,601 shares at $111.09 on 2026-05-15, increasing his holdings to 333,755 shares (+1.1% from pre-transaction holdings). The stock is currently trading at $114.19, down 32.2% from its 52-week high of $168.44 and down 11.4% over the past 30 days. The company reported a net loss of $45,883,000 in the latest quarter despite generating $3,694,881,000 in quarterly revenue with annual growth of 4.6%, and trades at a P/E of 35.35 on a $13.5B market cap. The purchase occurs during a period of material price weakness and negative earnings, with the acquired shares representing a modest increment (1.1%) to substantial existing holdings (333.8K shares).

Director Fernandez bought 253 shares at $112.56 (now -33.1% from 52-week high); prior 4 of 5 J trades well-timed at 90d.

Fernandez Manuel J, a Director, purchased 253 shares of Jacobs Solutions at $112.56 on 2026-05-13, extending his holdings to 12,504 shares. The transaction occurs as the stock trades 33.1% below its 52-week high and has declined 10.1% over the past 30 days and 15.1% over 90 days—a period of material weakness. However, Fernandez has demonstrated strong timing discipline in his prior trades at this ticker: 4 of 5 prior buys at J were well-timed at the 90-day mark, with the 2025-05-08 and 2025-11-24 purchases each yielding +21.8% and +5.5% respectively over 90 days. This purchase pattern—adding to a position despite near-term headwinds—aligns with a track record of conviction during weakness followed by recovery. The current purchase follows a buy just 5 days prior (2026-05-08) that has already declined 12.0% in its short window, yet Fernandez continues to accumulate, suggesting either sustained conviction or a scheduled/systematic addition rather than a opportunistic "dip" response. Investors should monitor whether this buying pattern precedes a reversal consistent with his historical 90-day success rate at this ticker.

Director Fernandez purchases shares as stock trades well below 52-week high; repeat buyer with conflicting near-term vs long-term timing track record.

Director Manuel J Fernandez purchased over 400 shares of Jacobs Solutions in a single open-market transaction, marking his sixth open-market purchase in the past three years and reinforcing a strong buying pattern at this company. The timing is notable: the stock is trading well below its 52-week high and has declined noticeably over recent months, creating a potential opportunity for a director familiar with the company's operations. Fernandez's prior purchases at this ticker show conflicting results—his trades were evenly split between gains and losses over thirty days, but showed strong positive outcomes over a longer three-month horizon, suggesting his buys have been better-timed on extended timeframes. The company itself is profitable and generating substantial revenue growth, providing fundamental support for the purchase. However, the stock's recent weakness and Fernandez's mixed near-term timing history on previous buys suggest this is a measured accumulation rather than a high-conviction bottom-fishing move.

CFO Venkatesh buys 750 Jacobs shares at $135.11; cluster pattern as 2 other insiders bought within 14 days. Stock down -18.8% from 52-week high.

CFO Nathamuni Venkatesh purchased 750 shares of Jacobs Solutions at $135.11 on 2025-11-24, increasing his holdings to 20,785 shares (a +3.7% increase). The buy occurs in a cluster context: 2 other insiders also purchased within the past 14 days, suggesting coordinated confidence among the executive team. The timing coincides with material price weakness—the stock is -18.8% from its 52-week high of $164.44 and has declined -16.3% over the past 30 days. Jacobs' fundamentals remain solid with revenue of $3,031,768,000.00 and net income of $179,605,000.00 in the latest quarter, plus annual revenue growth of +4.6%, though the elevated P/E of 55.87 reflects market pricing concerns. Multiple insider purchases during a significant drawdown warrants investor attention to whether this represents genuine conviction or a floor-seeking response to valuation pressure.

Director Fernandez buys 763 J shares at $130.78; stock down 16.3% in 30 days, but insider's 3 prior J buys all posted positive 90-day returns.

Director Manuel J Fernandez purchased 763 shares of Jacobs Solutions at $130.78 on 2025-11-24, raising his holdings by 7.9% to 10,380 shares. This buy occurs against a backdrop of recent weakness: the stock is down 16.3% over the prior 30 days and down 18.8% from its 52-week high of $164.44, yet trades at a premium valuation with a P/E of 55.87. The timing signal is notably constructive: all three of Fernandez's prior purchases at this ticker (on 2025-05-08, 2025-03-07, and 2025-03-06) posted positive 90-day returns, with the most recent buy in May showing a +5.8% 30-day and +21.8% 90-day gain. A cluster pattern is also present—two other insiders purchased within the past 14 days—suggesting non-random accumulation by multiple board/management members.

Director Robertson purchases 1,000 shares of Jacobs at $134.76; third insider buy in 14 days as stock down 18.8% from 52-week high

Director Peter J Robertson purchased 1,000 shares at $134.76, establishing an initial position in Jacobs Solutions. The transaction occurs within a cluster pattern: 2 other insiders also bought within the past 14 days. The stock is currently at $133.54, down 18.8% from its 52-week high of $164.44 and down 16.3% over the past 30 days, creating a materially depressed entry point relative to recent trading ranges. The timing of multiple insider purchases during a significant drawdown warrants tracking whether this coordinated buying pattern reflects conviction at lower valuations or simply represents scheduled/discretionary purchases.

Director Fernandez buys 145 shares of J at $120.62; holds 9.6K post-transaction. Stock -18.0% from 52-week high; recent 30-day +9.4%.

Fernandez purchased 145 shares at $120.62, a modest 1.5% addition to his 9.5K-share position, while the stock trades 18.0% below its 52-week high of $155.53. His two prior purchases at J on 2025-03-07 and 2025-03-06 both posted negative 30-day returns (-9.2% and -10.1% respectively), suggesting a pattern of timing entries before near-term weakness. The company reported annual revenue decline of -29.7% year-over-year with a high P/E of 33.29 against modest net income of $5.6M on $2.9B in quarterly revenue, raising questions about valuation sustainability. While the stock has recovered +9.4% over the past 30 days, Fernandez's track record across his open-market history shows an average 30-day return of -6.9% on prior buys, indicating his entry points have not historically preceded near-term gains.

Jacobs Solutions Director Manuel J Fernandez purchased 272 shares across 2 transactions for $33,646.02 ($33.6K), raising holdings to 9,472 shares.

Director Fernandez executed 2 separate purchases totaling 272 shares for $33,646.02 at prices of $124.01 and $122.80 across March 6–7, 2025, with a blended average of $123.70. The current market price of $123.58 is -20.5% from the 52-week high and has declined -7.7% over the past 30 days, placing the purchases near recent lows. Fernandez's cross-ticker track record shows only 1 prior buy, providing limited context for evaluating patterns in his trading behavior. The company faces material headwinds: net income is negative at $-18.1M on revenue of $2.9B, and annual revenue contracted -29.7% year-over-year, suggesting operational challenges that may inform insider buying sentiment.

EVP Gustafson Shelette M sold 4,167 shares of Jacobs Solutions (J) at $150.14 for $625,633.38

Executive Vice President Gustafson Shelette M sold 4,167 shares at $150.14, reducing holdings by 14.7% from 28,258 to 24,091 shares. The sale price of $150.14 was 1.99 above the current price of $147.15 and occurred 4.3% below the 52-week high of $153.73. The transaction represents a modest reduction in a substantial executive position in a large-cap firm ($18.3B market cap, P/E 29.02) with solid recent fundamentals (9.6% annual revenue growth, $146.9M net income in latest quarter). The sale occurred near recent highs in a stock that has gained 6.4% over 90 days and 3.4% over 30 days.

Executive Chair Demetriou sells 7,000 J shares at $146.88; stock now $140.13 (down 8.8% from 52-week high).

Steven J. Demetriou, Executive Chair, sold 7,000 shares at $146.88 on 2024-08-01 for $1,028,160.00, reducing his holdings to 527,138 shares. The transaction represents a -1.3% reduction in his pre-transaction position. The sale occurred near the 52-week high, with the stock subsequently declining to a current price of $140.13 (-8.8% from the 52-week high). Examining his prior trades at Jacobs Solutions specifically, Demetriou's timing pattern shows 2 of 3 prior sells achieved negative 90-day returns, indicating a modest track record of selling before declines at this ticker. However, the cross-ticker track record shows average 90-day returns of -4.5% post-sale with a 66.67% well-timed rate, which aligns with the subsequent underperformance observed after this transaction.