Jacobs Engr Group Inc SEC Filings

Jacobs Solutions Inc. filed its fiscal 2025 Form 10-K, highlighting a major portfolio shift and a more focused business model. On September 27, 2024, Jacobs completed a Reverse Morris Trust separation of its Critical Mission Solutions and Cyber & Intelligence businesses into Amentum Holdings, Inc. (NYSE: AMTM), and now reports those operations as discontinued.

The company is now organized around two segments: Infrastructure & Advanced Facilities and its 65% owned stake in PA Consulting, with a global workforce of about 43,000 and voluntary turnover of 8.2% as of September 26, 2025. In fiscal 2025, Jacobs repurchased $754.1 million of its shares and paid dividends of $0.29 per share in the first quarter and $0.32 per share in each of the remaining quarters. Revenue from U.S. federal agencies accounted for 8% of continuing-operations revenue in 2025. The company emphasizes sustainability and social impact, reporting over $2.9 million in charitable donations to more than 2,300 charities and more than 7,000 employee volunteer hours.

Jacobs Solutions Inc. filed a Form 8-K reporting that it issued a press release on November 20, 2025 announcing its financial results for the quarter and fiscal year ended September 26, 2025. The press release is furnished as Exhibit 99.1, along with an Exhibit 104 cover page interactive data file. The company notes that the information furnished under Items 2.02 and 9.01, including the exhibits, is not deemed filed for liability purposes or automatically incorporated into other securities law filings.

Jacobs Solutions Inc. (J) reported equity activity for its President on a Form 4 dated November 17, 2025. The filing shows vesting of performance stock units granted on November 16, 2022 under the Stock Incentive Plan, resulting in the issuance of 1,198 and 2,222 shares of common stock. These vesting amounts equaled 84.6% of the original award based on average adjusted EPS and 156.9% based on average ROIC over a three-year period. The officer tendered 292, 542, and 45 shares to cover tax withholding on the vested performance and restricted stock units. The officer also received a new grant of 3,586 restricted stock units that vest in four equal annual installments, each representing the right to receive one share of Jacobs common stock.

Jacobs Solutions Inc. (J)11/17/2025. Performance stock units vested into 1,019 shares of common stock based on average adjusted EPS targets and 1,889 shares based on average ROIC targets over a three-year period. To cover tax withholding from these vestings and from restricted stock units, the executive tendered 249, 460, and 85 shares of common stock at a share price of $150.59. The executive also received 1,329 restricted stock units under the company’s Stock Incentive Plan, each representing the right to receive one share of Jacobs common stock and vesting in four equal annual installments. After these transactions, the executive beneficially owned 32,418 shares of Jacobs common stock directly.

Jacobs Solutions Inc. (J) reported an equity compensation event for its President on a Form 4 dated 11/17/2025. Performance stock units granted under the company’s Stock Incentive Plan vested, resulting in the issuance of 3,596 shares of common stock tied to average adjusted EPS performance, and 6,671 shares tied to average ROIC performance over a three-year period. The filing also shows a grant of 5,314 restricted stock units at a reference price of $150.59 per share, vesting in four equal annual installments. After these transactions, the executive directly beneficially owned 83,726 shares of Jacobs common stock.

Jacobs Solutions Inc. (J) reported a Form 4 transaction for its Chief Financial Officer, who is an officer of the company. On 11/17/2025, the officer acquired 5,977 shares of common stock in the form of restricted stock units at a price of $150.59 per share under the Company's Stock Incentive Plan.

Each restricted stock unit represents the right to receive one share of Jacobs common stock. The award vests in four equal annual installments, beginning on the first anniversary of the grant date. Following this grant, the officer beneficially owns 20,035 shares of Jacobs common stock held directly.

Jacobs Solutions Inc. (J) reported insider equity transactions for its Chief Legal & Admin Officer, Joanne Caruso Zaccaro, on a Form 4. On November 17, 2025, performance stock units granted under the company’s Stock Incentive Plan vested and were settled in common stock. One tranche converted into 4,677 shares, representing 84.6% of the original award based on average adjusted EPS over a three-year period, and another tranche converted into 8,673 shares, representing 156.9% of the original award based on three-year ROIC.

Shares of common stock were tendered to cover tax withholding on both the vested performance stock units and on vested restricted stock units. The reporting person also received a new grant of 5,579 restricted stock units, which vest in four equal annual installments starting one year after the grant date. After these transactions, the officer beneficially owned 79,371 shares of Jacobs common stock directly.

Jacobs Solutions Inc. (J) reported equity transactions for its Chair and CEO on a Form 4. On November 17, 2025, performance stock units granted under the Stock Incentive Plan vested and converted into 17,988 and 33,362 shares of common stock, based on three-year performance against adjusted EPS and ROIC targets. Shares totaling 7,079, 13,128, and 1,597 were tendered to cover tax withholding upon vesting of performance and restricted stock units. On November 18, 2025, the CEO received a new grant of 27,501 restricted stock units, each representing one share of common stock and vesting in four equal annual installments. Following these transactions, the CEO directly owned 328,276 shares of Jacobs common stock.

Jacobs Solutions Inc. (J) announced that its Board of Directors expanded from 10 to 11 members and elected Diane Bryant as a new independent director, effective November 18, 2025. She will serve until the company’s 2026 annual meeting of shareholders.

The Board determined that Ms. Bryant qualifies as an independent director under New York Stock Exchange rules and the company’s own independence guidelines. As a non-management director, she will receive the standard compensation package, including a $135,000 annual cash retainer and restricted stock units with an aggregate value of $200,000, pro-rated from her election date under the 1999 Outside Director Plan. She is also eligible to participate in the Jacobs Director Deferral Plan. The company stated that there are no special arrangements related to her appointment and no related-party transactions requiring disclosure.