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

Key Points

• Consensus "Moderate Buy": Twelve analysts cover Jacobs with a split of six buys and six holds, and the average 1‑year price target is $154.60.
• Jacobs beat Q2 estimates (EPS $1.75 vs. $1.64; revenue $2.33B vs. $2.28B) and raised FY‑2026 EPS guidance to $7.10–$7.35 citing strong data‑center/AI demand, though revenue guidance (~$13.0B) fell short of some street expectations and GAAP results were hit by acquisition‑related charges.
• The company declared a quarterly dividend of $0.36 (annualized $1.44, ~1.1% yield) payable June 19, while insiders disclosed a small sale and institutional investors own about 85.65% of the stock.

Jacobs Solutions Inc. (NYSE:J - Get Free Report) has been assigned a consensus rating of "Moderate Buy" from the twelve analysts that are presently covering the company, MarketBeat Ratings reports. Six research analysts have rated the stock with a hold recommendation and six have given a buy recommendation to the company. The average 1-year price target among brokers that have covered the stock in the last year is $154.60.

A number of equities research analysts have recently issued reports on J shares. Robert W. Baird dropped their target price on shares of Jacobs Solutions from $130.00 to $126.00 and set a "neutral" rating for the company in a report on Monday, April 13th. Wells Fargo & Company boosted their price target on shares of Jacobs Solutions from $130.00 to $137.00 and gave the stock an "equal weight" rating in a research report on Friday, January 23rd. Zacks Research raised shares of Jacobs Solutions from a "strong sell" rating to a "hold" rating in a research note on Thursday, February 5th. Finally, Wall Street Zen downgraded shares of Jacobs Solutions from a "strong-buy" rating to a "buy" rating in a report on Saturday, April 18th.

Jacobs Solutions Price Performance

NYSE:J opened at $136.24 on Wednesday. The stock has a 50 day moving average of $129.98 and a two-hundred day moving average of $137.90. Jacobs Solutions has a 12 month low of $117.36 and a 12 month high of $168.44. The firm has a market cap of $16.00 billion, a P/E ratio of 37.32, a price-to-earnings-growth ratio of 1.35 and a beta of 0.73. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.72.

Jacobs Solutions (NYSE:J - Get Free Report) last released its earnings results on Tuesday, May 5th. The company reported $1.75 earnings per share for the quarter, beating the consensus estimate of $1.64 by $0.11. The business had revenue of $2.33 billion for the quarter, compared to the consensus estimate of $2.28 billion. Jacobs Solutions had a return on equity of 20.59% and a net margin of 3.49%.The business's quarterly revenue was up 8.9% compared to the same quarter last year. During the same quarter last year, the business posted $1.43 earnings per share. Jacobs Solutions has set its FY 2026 guidance at 7.100-7.350 EPS. On average, analysts expect that Jacobs Solutions will post 7.13 earnings per share for the current fiscal year.

Jacobs Solutions Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 19th. Investors of record on Friday, May 22nd will be given a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a yield of 1.1%. The ex-dividend date is Friday, May 22nd. Jacobs Solutions's dividend payout ratio (DPR) is presently 39.45%.

Key Stories Impacting Jacobs Solutions

Here are the key news stories impacting Jacobs Solutions this week:

• Positive Sentiment: Q2 results beat estimates — Jacobs reported $1.75 EPS vs. consensus $1.64 and adjusted revenue and net‑revenue growth (adj. net revenue $2.3B, +8.8% y/y), supporting the rally. Read More.
• Positive Sentiment: Company raised FY‑2026 profit outlook, citing strong demand for data‑center and AI infrastructure services — a growth driver that should support higher‑margin work going forward. Read More.
• Positive Sentiment: Operational strength: adjusted EBITDA rose ~14% y/y and gross revenue showed a meaningful uplift (BusinessWire reports gross revenue $3.7B, driven by acquisitions and organic growth). These metrics underpin cash generation and margin improvement narratives. Read More.
• Neutral Sentiment: FY‑2026 EPS guidance given at $7.10–$7.35, which overlaps consensus (about $7.12) — guidance is essentially in line but leaves room for interpretation at the range edges. Conference call transcript provides management commentary for modeling. Read More.
• Negative Sentiment: Revenue guidance flagged below some expectations — the company’s revenue target (~$13.0B) is lower than the street’s ~$13.3B, creating near‑term analyst concern despite the EPS range. Read More.
• Negative Sentiment: GAAP results were distorted by acquisition-related charges (PA acquisition), producing a GAAP net loss and negative GAAP EPS for the quarter; these one‑time items reduce near‑term reported earnings and can pressure multiples until integration benefits are realized. Read More.
• Positive Sentiment: New contract wins (e.g., multi‑year Nashville mobility program) demonstrate ongoing backlog and public‑sector demand that underpin revenue visibility. Read More.

Insider Activity

In other news, President Shannon Miller sold 1,440 shares of Jacobs Solutions stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $134.13, for a total transaction of $193,147.20. Following the sale, the president owned 25,344 shares of the company's stock, valued at approximately $3,399,390.72. The trade was a 5.38% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.48% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Jacobs Solutions

Several hedge funds and other institutional investors have recently added to or reduced their stakes in J. State Street Corp raised its holdings in Jacobs Solutions by 3.4% in the 4th quarter. State Street Corp now owns 7,367,828 shares of the company's stock valued at $975,942,000 after buying an additional 243,345 shares during the period. Morgan Stanley lifted its holdings in shares of Jacobs Solutions by 19.5% in the 4th quarter. Morgan Stanley now owns 3,379,681 shares of the company's stock worth $447,673,000 after acquiring an additional 552,277 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of Jacobs Solutions by 0.9% in the 4th quarter. Geode Capital Management LLC now owns 3,219,481 shares of the company's stock worth $424,846,000 after acquiring an additional 28,076 shares during the last quarter. Ninety One UK Ltd boosted its position in shares of 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 period. Finally, Boston Partners boosted its position in shares of Jacobs Solutions by 3.7% during the 3rd quarter. Boston Partners now owns 3,040,383 shares of the company's stock worth $456,746,000 after purchasing an additional 108,134 shares during the period. Institutional investors and hedge funds own 85.65% of the company's stock.

About Jacobs Solutions

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.