Jacobs Solutions (NYSE:J) Price Target Cut to $126.00 by Analysts at Robert W. Baird

Key Points

• Robert W. Baird cut its price target for Jacobs Solutions to $126 (from $130) and maintained a neutral rating, implying only about a 2.5% upside from the prior close.
• Jacobs beat EPS estimates with $1.53 for the quarter but reported revenue of $2.30 billion versus $3.09 billion expected, while guiding FY2026 EPS to $6.95–$7.30.
• The analyst landscape is split—six Buys and six Holds—with a consensus target of $154.60 and an average rating of "Moderate Buy," well above Baird's lowered target.

Jacobs Solutions (NYSE:J - Get Free Report) had its price objective dropped by stock analysts at Robert W. Baird from $130.00 to $126.00 in a research note issued on Monday,Benzinga reports. The firm currently has a "neutral" rating on the stock. Robert W. Baird's price target points to a potential upside of 2.50% from the company's previous close.

J has been the subject of a number of other research reports. Wall Street Zen raised shares of Jacobs Solutions from a "buy" rating to a "strong-buy" rating in a research note on Saturday, March 7th. Zacks Research raised shares of Jacobs Solutions from a "strong sell" rating to a "hold" rating in a research note on Thursday, February 5th. Wells Fargo & Company raised their target price on shares of Jacobs Solutions from $130.00 to $137.00 and gave the company an "equal weight" rating in a research note on Friday, January 23rd. Finally, Weiss Ratings reaffirmed a "hold (c)" rating on shares of Jacobs Solutions in a research note on Monday, December 29th. Six investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $154.60.

Jacobs Solutions Stock Performance

Jacobs Solutions stock opened at $122.92 on Monday. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.72. The firm has a 50-day moving average of $133.66 and a 200-day moving average of $140.61. The firm has a market cap of $14.44 billion, a P/E ratio of 33.68, a P/E/G ratio of 1.27 and a beta of 0.77. Jacobs Solutions has a 1-year low of $112.37 and a 1-year high of $168.44.

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

Insider Buying and Selling at Jacobs Solutions

In other news, President Shannon Miller sold 1,440 shares of Jacobs Solutions stock in a transaction 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 transaction, the president owned 25,344 shares in the company, valued at $3,399,390.72. This trade represents a 5.38% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.48% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of J. Measured Wealth Private Client Group LLC purchased a new position in shares of Jacobs Solutions during the 3rd quarter worth $27,000. Princeton Global Asset Management LLC purchased a new position in shares of Jacobs Solutions during the 4th quarter worth $30,000. Central Pacific Bank Trust Division purchased a new position in shares of Jacobs Solutions during the 4th quarter worth $31,000. Godsey & Gibb Inc. boosted its stake in shares of Jacobs Solutions by 121.0% during the 3rd quarter. Godsey & Gibb Inc. now owns 221 shares of the company's stock worth $33,000 after acquiring an additional 121 shares during the last quarter. Finally, Geneos Wealth Management Inc. boosted its stake in shares of Jacobs Solutions by 65.4% during the 3rd quarter. Geneos Wealth Management Inc. now owns 220 shares of the company's stock worth $33,000 after acquiring an additional 87 shares during 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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