Jacobs Solutions (NYSE:J) Updates FY 2026 Earnings Guidance

Jacobs Solutions (NYSE:J) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 6.950-7.300 for the period, compared to the consensus estimate of 7.070. The company issued revenue guidance of $9.3 billion-$9.6 billion, compared to the consensus revenue estimate of $12.9 billion.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. Wall Street Zen lowered shares of Jacobs Solutions from a “strong-buy” rating to a “buy” rating in a report on Sunday, January 25th. Bank of America dropped their target price on shares of Jacobs Solutions from $147.00 to $141.00 and set a “neutral” rating on the stock in a report on Friday, November 21st. Weiss Ratings restated a “hold (c)” rating on shares of Jacobs Solutions in a research note on Monday, December 29th. Citigroup decreased their price objective on shares of Jacobs Solutions from $182.00 to $180.00 and set a “buy” rating on the stock in a research report on Friday, November 21st. Finally, Robert W. Baird downgraded Jacobs Solutions from a “strong-buy” rating to a “hold” rating in a research report on Friday, November 21st. Six research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $156.60.

Jacobs Solutions Stock Down 3.1%

Shares of Jacobs Solutions stock traded down $4.21 during trading hours on Tuesday, reaching $132.67. The company’s stock had a trading volume of 1,389,463 shares, compared to its average volume of 664,224. Jacobs Solutions has a one year low of $106.23 and a one year high of $168.44. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.30 and a current ratio of 1.30. The stock’s fifty day simple moving average is $136.61 and its two-hundred day simple moving average is $144.77. The company has a market capitalization of $15.67 billion, a P/E ratio of 22.33, a P/E/G ratio of 1.48 and a beta of 0.80.

Jacobs Solutions (NYSE:J) last posted its earnings results on Tuesday, February 3rd. The company reported $1.53 EPS for the quarter, topping the consensus estimate of $1.50 by $0.03. Jacobs Solutions had a net margin of 2.41% and a return on equity of 19.14%. The firm had revenue of $2.30 billion for the quarter, compared to analysts’ expectations of $3.09 billion. During the same quarter last year, the firm earned $1.33 EPS. The company’s quarterly revenue was up 12.3% compared to the same quarter last year. Jacobs Solutions has set its FY 2026 guidance at 6.950-7.300 EPS. On average, research analysts forecast that Jacobs Solutions will post 6.05 earnings per share for the current year.

Jacobs Solutions Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, February 20th will be issued a dividend of $0.36 per share. The ex-dividend date of this dividend is Friday, February 20th. This is a positive change from Jacobs Solutions’s previous quarterly dividend of $0.32. This represents a $1.44 annualized dividend and a dividend yield of 1.1%. Jacobs Solutions’s payout ratio is presently 52.89%.

Insider Activity at Jacobs Solutions

In other news, Director Manuel J. Fernandez acquired 763 shares of Jacobs Solutions stock in a transaction dated Monday, November 24th. The shares were purchased at an average cost of $130.78 per share, for a total transaction of $99,785.14. Following the transaction, the director owned 10,380 shares of the company’s stock, valued at $1,357,496.40. This trade represents a 7.93% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Peter J. Robertson bought 1,000 shares of the stock in a transaction dated Monday, November 24th. The stock was bought at an average cost of $134.76 per share, with a total value of $134,760.00. Following the purchase, the director owned 1,000 shares in the company, valued at $134,760. The trade was a ∞ increase in their position. The SEC filing for this purchase provides additional information. Insiders have bought a total of 2,513 shares of company stock valued at $335,878 over the last 90 days. 0.48% of the stock is owned by insiders.

Institutional Investors Weigh In On Jacobs Solutions

A number of institutional investors have recently bought and sold shares of the business. Measured Wealth Private Client Group LLC bought a new stake in shares of Jacobs Solutions in the 3rd quarter valued at about $27,000. Wealth Watch Advisors INC purchased a new stake in Jacobs Solutions during the third quarter valued at approximately $33,000. Larson Financial Group LLC boosted its stake in Jacobs Solutions by 105.2% in the third quarter. Larson Financial Group LLC now owns 509 shares of the company’s stock valued at $76,000 after acquiring an additional 261 shares in the last quarter. Sunbelt Securities Inc. grew its holdings in Jacobs Solutions by 2,081.3% in the third quarter. Sunbelt Securities Inc. now owns 698 shares of the company’s stock worth $105,000 after purchasing an additional 666 shares during the last quarter. Finally, Parallel Advisors LLC increased its position in shares of Jacobs Solutions by 10.4% during the third quarter. Parallel Advisors LLC now owns 915 shares of the company’s stock worth $137,000 after purchasing an additional 86 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.