Ninety One North America Acquires $4.9M Stake in Jacobs Solutions

The investment firm added over 37,000 shares of the engineering and consulting company in Q4 2025.

Apr. 18, 2026 at 12:06pm

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A highly detailed, cinematic close-up of heavy industrial machinery in muted tones of steel, representing the complex financial infrastructure and institutional power of the global engineering and consulting industry.An extreme close-up of the intricate machinery powering the global engineering and consulting industry, a visual metaphor for the institutional forces shaping this dynamic sector.Pasadena Today

Ninety One North America Inc. acquired a new stake of 37,505 shares in Jacobs Solutions Inc. (NYSE:J) during the fourth quarter of 2025, according to the firm's latest 13F filing with the SEC. The new position was valued at approximately $4.97 million.

Why it matters

This investment highlights the continued institutional interest in Jacobs Solutions, a leading global professional services firm providing technical, engineering, and project delivery expertise across a range of industries. The stock has seen volatility in recent quarters, making it an attractive target for investors seeking exposure to the engineering and consulting sector.

The details

Ninety One North America's new position in Jacobs Solutions represents a notable addition to the firm's portfolio. Other major institutional investors and hedge funds, including Envestnet Asset Management, Citigroup, and JPMorgan Chase, have also been active in trading Jacobs' shares in recent quarters.

  • Ninety One North America acquired the new stake in Q4 2025.
  • Jacobs Solutions' stock has seen a 12-month trading range between $114.27 and $168.44.

The players

Ninety One North America Inc.

An investment management firm that acquired a new stake in Jacobs Solutions Inc. during the fourth quarter of 2025.

Jacobs Solutions Inc.

A global professional services firm providing technical, engineering, and project delivery expertise across a range of industries.

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What they’re saying

“Jacobs Solutions has seen continued institutional interest, with this new position from Ninety One North America highlighting the stock's appeal amid recent market volatility.”

— Tristan Rich, Finance Reporter

The takeaway

Jacobs Solutions' diversified service offerings and global footprint continue to make it an attractive investment target for institutional investors seeking exposure to the engineering and consulting sector.