Jacobs Solutions (NYSE: J) lifts dividend 12.5% and wins strong shareholder backing

Rhea-AI Filing Summary

Jacobs Solutions Inc. reported results from its January 28, 2026 Annual Meeting, where shareholders elected ten directors to serve until the 2027 meeting and approved the advisory vote on executive compensation. They also ratified Ernst & Young LLP as independent auditor for the fiscal year ending October 2, 2026.

Out of 118,088,311 shares entitled to vote, 104,035,217 shares were represented, a turnout of 88.09%. The company announced several changes to Audit, Human Resource and Compensation, and Sustainability and Risk Committee memberships following a board retirement.

The Board declared a quarterly cash dividend of $0.36 per share, a 12.5% increase in the quarterly dividend. This dividend will be paid on March 20, 2026 to shareholders of record as of February 20, 2026, with future payments subject to Board review and approval.

Insights

Equity income and governance analyst

Jacobs increased its dividend and confirmed broad shareholder support for its board and pay practices.

The company received strong shareholder backing at its Annual Meeting, with over 88% of eligible shares represented. All ten director nominees were elected, and the advisory vote on executive compensation passed with a sizable "for" margin, indicating general investor alignment with current leadership and pay structure.

The Board also reshuffled committee memberships after a director retirement, which maintains coverage across audit, compensation, and sustainability oversight. Importantly for income-focused investors, the quarterly dividend was raised 12.5% to $0.36 per share, with payment scheduled for March 20, 2026 to holders of record on February 20, 2026. Future Board communications will clarify whether this higher level is maintained or adjusted over time.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

_____________________________

Form 8-K

_____________________________

Current Report

Pursuant to Section 13 or 15(d) of

The Securities Exchange Act of 1934

Date of Report (date of earliest event reported): January 28, 2026

Jacobs Solutions Inc.

(Exact name of Registrant as specified in its charter)

Delaware

1-7463

88-1121891

(State or other jurisdiction of incorporation or organization)

(SEC File No.)

(IRS Employer identification number)

1999 Bryan Street

Suite 3500

Dallas

Texas

75201

(Address of principal executive offices)

(Zip Code)

Registrant's telephone number (including area code): (214) 583-8500

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

_________________________________________________________________

Title of Each Class			Trading Symbol(s)			Name of Each Exchange on Which Registered
Common Stock, $1 par value			J			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

☐ Emerging growth company

☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

Item 5.07 Submission of Matter to a Vote of Security Holders

Jacobs Solutions Inc. (“the Company”) held its Annual Meeting of Shareholders (the "Annual Meeting”) on January 28, 2026. At the Annual Meeting, shareholders voted on three proposals that are described in detail in the proxy statement for the Annual Meeting. Shareholders (i) elected ten directors to serve on the Company’s Board of Directors (the “Board”) until the Company’s 2027 Annual Meeting of Shareholders; (ii) approved, on an advisory basis, the Company’s executive compensation; and (iii) ratified the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the fiscal year ending October 2, 2026.

The total number of shares of the Company’s common stock entitled to vote at the Annual Meeting was 118,088,311, of which 104,035,217 shares, or 88.09%, were present in person, via the virtual meeting platform, or by proxy, constituting a quorum.

The final voting results for each of the proposals properly submitted to a vote of the Company’s shareholders at the Annual Meeting are set forth below.

Proposal No. 1: Election of Directors

			For			Against			Abstain
Robert V. Pragada			90,213,355			2,297,150			62,332
Louis V. Pinkham			92,400,278			98,151			74,408
Priya Abani			92,361,569			123,743			87,525
Diane M. Bryant			92,425,240			77,118			70,479
Michael Collins			92,067,819			429,428			75,590
Manny Fernandez			91,225,557			987,658			359,622
Mary M. Jackson			92,079,399			409,880			83,558
Georgette D. Kiser			89,761,763			2,741,095			69,979
Robert A. McNamara			90,885,131			1,612,141			75,565
Julie A. Sloat			91,709,865			510,089			352,883

There were 11,462,380 broker non-votes in the election of directors.

Proposal No. 2: Advisory Vote to Approve the Company’s Executive Compensation

For			Against			Abstain
88,531,750			3,148,090			892,997

There were 11,462,380 broker non-votes on the proposal.

Proposal No. 3: Ratification of the Appointment of Ernst & Young LLP as the Company’s Independent Registered Public Accounting Firm for the Fiscal Year Ending October 2, 2026

For			Against			Abstain
97,496,534			6,406,592			132,091

There were no broker non-votes on the proposal.

Item 8.01 Other Events

Changes to Committee Composition

Effective as of January 29, 2026, the following changes were made to the composition of the Committees of the Board:

•Audit Committee: (i) Mss. Diane Bryant and Julie Sloat were added as members of the Committee and (ii) Ms. Priya Abani and Mr. Michael Collins no longer serve as members.

•Human Resource and Compensation Committee: (i) Mr. Peter Robertson retired from the Board and will no longer serve as Chair or a member of the Committee, (ii) Mr. Collins has succeeded Mr. Robertson as Chair, (iii) Mss. Abani and Bryant were added as members, and (iv) Ms. Sloat no longer serves as a member.

•Sustainability and Risk Committee: (i) Mr. Robertson retired from the Board and will no longer serve as a member of the Committee and (ii) Mr. Collins was added as a member.

Dividend

On January 29, 2026, the Board declared a quarterly cash dividend payable to shareholders in the amount of $0.36 per share of the Company’s common stock, which represents a 12.5% increase in the quarterly dividend. This dividend will be paid on March 20, 2026 to shareholders of record as of the close of business on February 20, 2026. Future dividend payments are subject to review and approval by the Board.

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Dated: February 3, 2026

 

JACOBS SOLUTIONS INC.
By:			/s/ Venk Nathamuni
			Venk Nathamuni
			President
			Chief Financial Officer
			(Principal Financial Officer)

FAQ

What did Jacobs Solutions Inc. (J) shareholders approve at the January 28, 2026 Annual Meeting?

Shareholders elected ten directors to serve until the 2027 Annual Meeting, approved the advisory vote on executive compensation, and ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending October 2, 2026.

What dividend did Jacobs Solutions Inc. (J) declare and when will it be paid?

The Board declared a quarterly cash dividend of $0.36 per share, a 12.5% increase. It will be paid on March 20, 2026 to shareholders of record as of the close of business on February 20, 2026, subject to ongoing Board review.

How many Jacobs Solutions Inc. (J) shares were represented at the 2026 Annual Meeting?

Of 118,088,311 common shares entitled to vote, 104,035,217 shares were present in person, via the virtual platform, or by proxy. This represents 88.09% of eligible shares, meaning the company achieved a strong quorum for conducting official business.

How did Jacobs Solutions Inc. (J) shareholders vote on executive compensation?

Shareholders approved the advisory vote on executive compensation with 88,531,750 shares voting for, 3,148,090 against, and 892,997 abstaining. There were 11,462,380 broker non-votes, but the strong “for” vote indicates broad support for the company’s pay practices.

What changes were made to Jacobs Solutions Inc. (J) Board committee memberships?

Effective January 29, 2026, Diane Bryant and Julie Sloat joined the Audit Committee, while Priya Abani and Michael Collins left it. Michael Collins became Chair of the Human Resource and Compensation Committee, Priya Abani and Diane Bryant joined it, and Collins joined the Sustainability and Risk Committee.

Which audit firm did Jacobs Solutions Inc. (J) shareholders ratify for fiscal 2026?

Shareholders ratified Ernst & Young LLP as the independent registered public accounting firm for the fiscal year ending October 2, 2026. The vote totaled 97,496,534 shares for, 6,406,592 against, and 132,091 abstaining, with no broker non-votes recorded on this proposal.