Billionaire George Soros Stock Portfolio: Top 10 Stock Picks

8. Jacobs Solutions Inc. (NYSE:J)

Soros Fund Management’s stake as of Q3: $65.5 million

Jacobs Solutions Inc. (NYSE:J) is a leading engineering consulting company that provides a wide range of services such as consulting, engineering and project delivery services to government and private sector customers around the globe. The company is actively engaged in high impact projects such as its partnership with AECOM to design upgrades in Vancouver for the Iona Island Wastewater Treatment Plant.

On December 10, Goldman Sachs resumed coverage of Jacobs Solutions Inc. (NYSE:J) with a Neutral rating and a price target of $150. The coverage builds on previous reports from 2021 and 2023. Notably, Goldman Sachs highlighted the company’s strong portfolio and focus on its Critical Mission Solutions division.

Jacobs Solutions Inc. (NYSE:J) has reported decent financials, with its backlog up 22.5% yearly. Nonetheless, its Q4 earnings and revenue came in at $1.37 a share and $3 billion respectively, just shy of estimates. Still, the company sees its fiscal 2025 adjusted EPS coming in between $5.80 and $6.20, reflecting an adjusted EBITDA margin of 13.8% to 14%.