Jacobs Solutions Inc. (NYSE:J) Given Average Recommendation of "Moderate Buy" by Brokerages

Key Points

• Analyst sentiment is moderately positive: Six of 12 analysts rate Jacobs Solutions a buy and six recommend holding the stock, producing a “Moderate Buy” consensus and an average price target of $153.70.
• Jacobs reported quarterly revenue of $2.42 billion and adjusted earnings of $1.84 per share, slightly exceeding estimates; revenue rose 8.3% year over year, and fiscal 2026 EPS guidance is $7.20–$7.30.
• The company declared a quarterly dividend of $0.36 per share, or $1.44 annually, representing a 1.0% yield and a 51.06% payout ratio.

Shares of Jacobs Solutions Inc. (NYSE:J - Get Free Report) have earned a consensus rating of "Moderate Buy" from the twelve research firms that are covering the stock, Marketbeat reports. Six equities research analysts have rated the stock with a hold recommendation and six have assigned a buy recommendation to the company. The average twelve-month target price among analysts that have issued ratings on the stock in the last year is $153.70.

Several research firms have recently weighed in on J. UBS Group lifted their target price on shares of Jacobs Solutions from $156.00 to $167.00 and gave the company a "buy" rating in a report on Monday, August 10th. Truist Financial lowered their price target on shares of Jacobs Solutions from $150.00 to $149.00 and set a "hold" rating on the stock in a report on Thursday, July 2nd. Weiss Ratings raised shares of Jacobs Solutions from a "hold (c-)" rating to a "hold (c)" rating in a report on Monday, August 17th. Wall Street Zen downgraded shares of Jacobs Solutions from a "buy" rating to a "hold" rating in a research report on Sunday, August 30th. Finally, Royal Bank Of Canada increased their target price on shares of Jacobs Solutions from $171.00 to $174.00 and gave the stock an "outperform" rating in a research note on Wednesday, August 5th.

Jacobs Solutions Stock Down 0.1%

Jacobs Solutions stock opened at $146.11 on Tuesday. The firm has a market cap of $17.25 billion, a price-to-earnings ratio of 51.81, a price-to-earnings-growth ratio of 2.12 and a beta of 0.70. Jacobs Solutions has a 52 week low of $105.68 and a 52 week high of $168.44. The business's 50-day moving average price is $138.96 and its 200 day moving average price is $130.52. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 1.10.

Jacobs Solutions (NYSE:J - Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The company reported $1.84 earnings per share for the quarter, beating the consensus estimate of $1.83 by $0.01. Jacobs Solutions had a return on equity of 23.96% and a net margin of 2.40%.The company had revenue of $2.42 billion during the quarter, compared to analysts' expectations of $2.40 billion. During the same period last year, the business earned $1.62 earnings per share. Jacobs Solutions's quarterly revenue was up 8.3% on a year-over-year basis. Jacobs Solutions has set its FY 2026 guidance at 7.200-7.300 EPS. As a group, sell-side analysts anticipate that Jacobs Solutions will post 7.26 earnings per share for the current year.

Jacobs Solutions Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 18th. Shareholders of record on Friday, August 21st will be given a dividend of $0.36 per share. The ex-dividend date is Friday, August 21st. This represents a $1.44 dividend on an annualized basis and a yield of 1.0%. Jacobs Solutions's dividend payout ratio is currently 51.06%.

Insider Transactions at Jacobs Solutions

In other Jacobs Solutions news, President Patrick Hill sold 17,201 shares of the firm's stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $144.10, for a total value of $2,478,664.10. Following the sale, the president directly owned 67,356 shares of the company's stock, valued at approximately $9,705,999.60. This trade represents a 20.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.48% of the company's stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Empowered Funds LLC raised its position in Jacobs Solutions by 92.3% during the first quarter. Empowered Funds LLC now owns 6,720 shares of the company's stock worth $812,000 after acquiring an additional 3,226 shares during the period. Woodline Partners LP increased its stake in shares of Jacobs Solutions by 38.7% during the first quarter. Woodline Partners LP now owns 10,353 shares of the company's stock worth $1,252,000 after purchasing an additional 2,891 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in Jacobs Solutions during the 2nd quarter worth approximately $321,000. Baird Financial Group Inc. raised its holdings in shares of Jacobs Solutions by 1.7% during the second quarter. Baird Financial Group Inc. now owns 15,022 shares of the company's stock valued at $1,975,000 after acquiring an additional 248 shares during the last quarter. Finally, AXA S.A. lifted its position in shares of Jacobs Solutions by 14.9% in the second quarter. AXA S.A. now owns 19,670 shares of the company's stock valued at $2,586,000 after acquiring an additional 2,556 shares in the last quarter. Hedge funds and other institutional investors own 85.65% of the company's stock.

Jacobs Solutions Company Profile

Jacobs Solutions Inc, commonly known as Jacobs, is a global professional services firm that provides technical, engineering, scientific and project delivery expertise across a broad range of industries. Founded in 1947 by Joseph J. Jacobs in Pasadena, California, the company evolved from a regional engineering consultancy into a diversified provider of design, program and construction management, operations and maintenance, and scientific services for complex infrastructure and industrial programs.

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