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

Key Points

• "Moderate Buy" consensus from 12 analysts (six hold, six buy) with an average 1‑year price target of $156.60.
• Jacobs beat Q4 EPS at $1.53 vs. $1.52 expected but missed revenue at $2.30B vs. $3.09B consensus, and set FY2026 guidance of $6.95–$7.30 EPS.
• President Shannon Miller sold 1,440 shares (a 5.38% reduction) and the company raised its quarterly dividend to $0.36 (annualized $1.44, ~1.2% yield).

Shares of Jacobs Solutions Inc. (NYSE:J - Get Free Report) have earned an average recommendation of "Moderate Buy" from the twelve analysts that are currently covering the stock, Marketbeat Ratings reports. Six investment analysts have rated the stock with a hold rating and six have assigned a buy rating to the company. The average 1 year target price among analysts that have issued a report on the stock in the last year is $156.60.

Several equities research analysts recently weighed in on the company. Wells Fargo & Company lifted their price target on Jacobs Solutions from $130.00 to $137.00 and gave the company an "equal weight" rating in a research report on Friday, January 23rd. Wall Street Zen upgraded Jacobs Solutions from a "buy" rating to a "strong-buy" rating in a research report on Saturday, March 7th. Zacks Research raised Jacobs Solutions from a "strong sell" rating to a "hold" rating in a report on Thursday, February 5th. Finally, Weiss Ratings restated a "hold (c)" rating on shares of Jacobs Solutions in a report on Monday, December 29th.

Insider Transactions at Jacobs Solutions

In related news, President Shannon Miller sold 1,440 shares of the company's stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $134.13, for a total value of $193,147.20. Following the transaction, the president owned 25,344 shares in the company, valued at $3,399,390.72. The trade was a 5.38% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.48% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Jacobs Solutions

Hedge funds have recently bought and sold shares of the company. Old North State Trust LLC raised its stake in shares of Jacobs Solutions by 12.9% in the fourth quarter. Old North State Trust LLC now owns 4,591 shares of the company's stock worth $608,000 after purchasing an additional 525 shares during the last quarter. Hsbc Holdings PLC raised its stake in shares of Jacobs Solutions by 2.8% in the fourth quarter. Hsbc Holdings PLC now owns 232,708 shares of the company's stock worth $30,885,000 after purchasing an additional 6,419 shares during the last quarter. Rockefeller Capital Management L.P. raised its stake in shares of Jacobs Solutions by 45.5% in the fourth quarter. Rockefeller Capital Management L.P. now owns 8,616 shares of the company's stock worth $1,141,000 after purchasing an additional 2,696 shares during the last quarter. MidFirst Bank purchased a new position in shares of Jacobs Solutions in the fourth quarter worth $213,000. Finally, Pacer Advisors Inc. raised its stake in shares of Jacobs Solutions by 20.5% in the fourth quarter. Pacer Advisors Inc. now owns 11,665 shares of the company's stock worth $1,545,000 after purchasing an additional 1,981 shares during the last quarter. Institutional investors own 85.65% of the company's stock.

Jacobs Solutions Trading Down 3.3%

NYSE J opened at $122.92 on Friday. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.72. Jacobs Solutions has a twelve month low of $112.37 and a twelve month high of $168.44. The firm has a market capitalization of $14.44 billion, a PE ratio of 33.68, a P/E/G ratio of 1.31 and a beta of 0.77. The stock's 50 day moving average is $133.66 and its 200 day moving average is $140.70.

Jacobs Solutions (NYSE:J - Get Free Report) last released its quarterly earnings results on Tuesday, February 3rd. The company reported $1.53 earnings per share for the quarter, beating the consensus estimate of $1.52 by $0.01. Jacobs Solutions had a return on equity of 20.59% and a net margin of 3.49%.The company had revenue of $2.30 billion for the quarter, compared to analyst estimates of $3.09 billion. During the same period in the previous year, the company posted $1.33 earnings per share. The firm's revenue was up 12.3% on a year-over-year basis. Jacobs Solutions has set its FY 2026 guidance at 6.950-7.300 EPS. Research analysts forecast that Jacobs Solutions will post 6.05 earnings per share for the current fiscal year.

Jacobs Solutions Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Friday, February 20th were paid a $0.36 dividend. This represents a $1.44 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Friday, February 20th. This is a positive change from Jacobs Solutions's previous quarterly dividend of $0.32. Jacobs Solutions's dividend payout ratio (DPR) is presently 39.45%.

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.

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