FY2026 EPS Estimate for Jacobs Solutions Lifted by Analyst

Key Points

• KeyCorp raised its FY2026 EPS estimate for Jacobs Solutions to $7.25 from $7.23, while maintaining an “Overweight” rating and a $150 price target. The estimate is broadly in line with the $7.26 consensus.
• Jacobs beat quarterly expectations with $1.84 EPS versus $1.83 expected and revenue of $2.42 billion versus $2.40 billion. Revenue increased 8.3% year over year, and management provided FY2026 EPS guidance of $7.20–$7.30.
• Analyst sentiment remains mixed, with the stock carrying a consensus “Hold” rating and an average target price of $152.22. Jacobs also announced a quarterly dividend of $0.36 per share, representing a 1.0% yield.

Jacobs Solutions Inc. (NYSE:J - Free Report) - Investment analysts at KeyCorp raised their FY2026 earnings per share estimates for shares of Jacobs Solutions in a research note issued on Tuesday, August 4th. KeyCorp analyst S. Jain now expects that the company will earn $7.25 per share for the year, up from their prior estimate of $7.23. KeyCorp currently has a "Overweight" rating and a $150.00 target price on the stock. The consensus estimate for Jacobs Solutions' current full-year earnings is $7.26 per share.

Jacobs Solutions (NYSE:J - Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The company reported $1.84 EPS for the quarter, beating analysts' consensus estimates of $1.83 by $0.01. The business had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.40 billion. Jacobs Solutions had a return on equity of 23.96% and a net margin of 2.40%.Jacobs Solutions's revenue for the quarter was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.62 earnings per share. Jacobs Solutions has set its FY 2026 guidance at 7.200-7.300 EPS.

Several other equities analysts have also recently commented on J. Weiss Ratings restated a "hold (c-)" rating on shares of Jacobs Solutions in a research report on Monday, August 3rd. Wall Street Zen cut shares of Jacobs Solutions from a "buy" rating to a "hold" rating in a research note on Saturday, May 9th. Truist Financial lowered their price objective on shares of Jacobs Solutions from $150.00 to $149.00 and set a "hold" rating for the company in a research report on Thursday, July 2nd. Wells Fargo & Company cut their target price on Jacobs Solutions from $137.00 to $131.00 and set an "equal weight" rating for the company in a research note on Thursday, May 7th. Finally, Robert W. Baird cut their target price on Jacobs Solutions from $130.00 to $126.00 and set a "neutral" rating for the company in a research note on Monday, April 13th. Five analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Hold" and a consensus target price of $152.22.

Jacobs Solutions Trading Down 0.0%

Shares of Jacobs Solutions stock opened at $145.03 on Monday. The company has a market capitalization of $17.13 billion, a price-to-earnings ratio of 51.43, a PEG ratio of 1.40 and a beta of 0.68. 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 has a 12-month low of $105.68 and a 12-month high of $168.44. The firm's 50-day moving average price is $128.65 and its two-hundred day moving average price is $129.22.

Jacobs Solutions Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Friday, August 21st will be issued a dividend of $0.36 per share. The ex-dividend date of this dividend is Friday, August 21st. This represents a $1.44 annualized dividend and a dividend yield of 1.0%. Jacobs Solutions's dividend payout ratio (DPR) is 51.06%.

Insider Buying and Selling at Jacobs Solutions

In other news, CEO Robert V. Pragada acquired 3,601 shares of the stock in a transaction dated Friday, May 15th. The stock was bought at an average price of $111.09 per share, with a total value of $400,035.09. Following the completion of the purchase, the chief executive officer directly owned 333,755 shares of the company's stock, valued at $37,076,842.95. This represents a 1.09% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Manuel J. Fernandez acquired 253 shares of the firm's stock in a transaction that occurred on Wednesday, May 13th. The stock was bought at an average price of $112.56 per share, with a total value of $28,477.68. Following the completion of the acquisition, the director directly owned 12,504 shares of the company's stock, valued at $1,407,450.24. This trade represents a 2.07% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.48% of the company's stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. BlackRock Inc. bought a new position in shares of Jacobs Solutions during the second quarter worth about $1,372,610,000. State Street Corp boosted its holdings in Jacobs Solutions by 3.4% in the fourth quarter. State Street Corp now owns 7,367,828 shares of the company's stock valued at $975,942,000 after acquiring an additional 243,345 shares during the last quarter. Morgan Stanley boosted its holdings in Jacobs Solutions by 19.5% in the fourth quarter. Morgan Stanley now owns 3,379,681 shares of the company's stock valued at $447,673,000 after acquiring an additional 552,277 shares during the last quarter. Geode Capital Management LLC increased its position in Jacobs Solutions by 0.9% during the 4th quarter. Geode Capital Management LLC now owns 3,219,481 shares of the company's stock valued at $424,846,000 after purchasing an additional 28,076 shares during the period. Finally, Ninety One UK Ltd raised its holdings in Jacobs Solutions by 2.8% during the 4th quarter. Ninety One UK Ltd now owns 3,156,313 shares of the company's stock worth $418,085,000 after purchasing an additional 86,677 shares during the last quarter. 85.65% of the stock is owned by institutional investors and hedge funds.

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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