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

Jacobs Solutions (NYSE:J) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 7.200-7.300 for the period, compared to the consensus earnings per share estimate of 7.250. The company issued revenue guidance of $9.5 billion-$9.6 billion, compared to the consensus revenue estimate of $14.2 billion.

Jacobs Solutions Stock Performance

J traded up $4.20 during trading on Tuesday, reaching $142.92. 1,359,389 shares of the company’s stock were exchanged, compared to its average volume of 1,062,399. The company has a market capitalization of $16.88 billion, a P/E ratio of 44.39, a PEG ratio of 1.31 and a beta of 0.68. The company has a quick ratio of 1.43, a current ratio of 1.43 and a debt-to-equity ratio of 1.24. The business has a 50 day moving average price of $126.54 and a 200 day moving average price of $129.11. Jacobs Solutions has a fifty-two week low of $105.68 and a fifty-two week high of $168.44.

Jacobs Solutions (NYSE:J) last announced its quarterly earnings data on Tuesday, August 4th. The company reported $1.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.83 by $0.01. The company had revenue of $2.42 billion during the quarter, compared to analysts’ expectations of $2.40 billion. Jacobs Solutions had a net margin of 2.92% and a return on equity of 22.29%. Jacobs Solutions has set its FY 2026 guidance at 7.200-7.300 EPS. As a group, analysts predict that Jacobs Solutions will post 7.22 earnings per share for the current fiscal year.

Jacobs Solutions Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 18th. Shareholders of record on Friday, August 21st will be paid a dividend of $0.36 per share. The ex-dividend date is Friday, August 21st. This represents a $1.44 dividend on an annualized basis and a yield of 1.0%. Jacobs Solutions’s dividend payout ratio (DPR) is currently 44.72%.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on J shares. Wells Fargo & Company lowered their price objective on Jacobs Solutions from $137.00 to $131.00 and set an “equal weight” rating on the stock in a research note on Thursday, May 7th. Weiss Ratings downgraded Jacobs Solutions from a “hold (c)” rating to a “hold (c-)” rating in a research report on Wednesday, May 6th. Truist Financial decreased their price target on Jacobs Solutions from $150.00 to $149.00 and set a “hold” rating on the stock in a research note on Thursday, July 2nd. Robert W. Baird lowered their price target on Jacobs Solutions from $130.00 to $126.00 and set a “neutral” rating on the stock in a research report on Monday, April 13th. Finally, Royal Bank Of Canada increased their price objective on Jacobs Solutions from $169.00 to $171.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 22nd. Six equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $153.30.

Insider Buying and Selling

In other Jacobs Solutions news, Director Manuel J. Fernandez acquired 253 shares of Jacobs Solutions stock in a transaction on Wednesday, May 13th. The shares were bought at an average price of $112.56 per share, with a total value of $28,477.68. Following the completion of the purchase, the director owned 12,504 shares in the company, valued at $1,407,450.24. This trade represents a 2.07% 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, CEO Robert V. Pragada bought 3,601 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were acquired at an average price of $111.09 per share, for a total transaction of $400,035.09. Following the acquisition, the chief executive officer directly owned 333,755 shares of the company’s stock, valued at approximately $37,076,842.95. The trade was a 1.09% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders have purchased 4,257 shares of company stock worth $477,651. 0.48% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Jacobs Solutions

A number of hedge funds have recently added to or reduced their stakes in J. Pacer Advisors Inc. grew its stake in shares of Jacobs Solutions by 20.5% during the fourth quarter. Pacer Advisors Inc. now owns 11,665 shares of the company’s stock valued at $1,545,000 after purchasing an additional 1,981 shares during the last quarter. Invesco Ltd. increased its holdings in shares of Jacobs Solutions by 5.4% in the fourth quarter. Invesco Ltd. now owns 2,646,374 shares of the company’s stock valued at $350,539,000 after purchasing an additional 135,585 shares in the last quarter. Alpine Woods Capital Investors LLC raised its position in Jacobs Solutions by 37.6% in the 4th quarter. Alpine Woods Capital Investors LLC now owns 17,877 shares of the company’s stock worth $2,368,000 after purchasing an additional 4,887 shares during the last quarter. Mercer Global Advisors Inc. ADV raised its position in Jacobs Solutions by 140.1% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 68,800 shares of the company’s stock worth $9,113,000 after purchasing an additional 40,143 shares during the last quarter. Finally, First Citizens Bank & Trust Co. lifted its holdings in Jacobs Solutions by 4.8% during the 4th quarter. First Citizens Bank & Trust Co. now owns 2,168 shares of the company’s stock worth $287,000 after buying an additional 99 shares in the last quarter. 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.