KeyCorp Cuts Jacobs Solutions (NYSE:J) Price Target to $150.00

Jacobs Solutions (NYSE:J) had its price objective reduced by stock analysts at KeyCorp from $154.00 to $150.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. KeyCorp’s price target would indicate a potential upside of 17.21% from the stock’s current price.

Several other brokerages also recently issued reports on J. Zacks Research raised shares of Jacobs Solutions from a “strong sell” rating to a “hold” rating in a research report on Thursday, February 5th. Robert W. Baird lowered their target price on 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 Jacobs Solutions from $130.00 to $137.00 and gave the company an “equal weight” rating in a report on Friday, January 23rd. Finally, Wall Street Zen lowered Jacobs Solutions from a “strong-buy” rating to a “buy” rating in a research report on Saturday, April 18th. Six equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $152.60.

Jacobs Solutions Stock Down 6.3%

NYSE:J opened at $127.97 on Wednesday. The stock has a market cap of $15.03 billion, a price-to-earnings ratio of 34.80, a PEG 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. The stock has a 50-day moving average price of $129.98 and a two-hundred day moving average price of $137.90. Jacobs Solutions has a 1 year low of $118.04 and a 1 year high of $168.44.

Jacobs Solutions (NYSE:J) last released its quarterly earnings data 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. Jacobs Solutions had a return on equity of 20.59% and a net margin of 3.49%.The business had revenue of $2.33 billion for the quarter, compared to analysts’ expectations of $2.28 billion. During the same quarter in the previous year, the business posted $1.43 EPS. Jacobs Solutions’s revenue for the quarter was up 8.9% on a year-over-year basis. Jacobs Solutions has set its FY 2026 guidance at 7.100-7.350 EPS. As a group, equities analysts expect that Jacobs Solutions will post 7.13 earnings per share for the current year.

Insiders Place Their Bets

In related news, President Shannon Miller sold 1,440 shares of the business’s 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 directly owned 25,344 shares in the company, valued at approximately $3,399,390.72. The trade was a 5.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.48% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of J. Measured Wealth Private Client Group LLC acquired a new position in shares of Jacobs Solutions during the 3rd quarter worth about $27,000. Geneos Wealth Management Inc. lifted its position in shares of Jacobs Solutions by 65.4% in the third quarter. Geneos Wealth Management Inc. now owns 220 shares of the company’s stock valued at $33,000 after buying an additional 87 shares during the last quarter. Wealth Watch Advisors INC bought a new position in shares of Jacobs Solutions during the 3rd quarter worth approximately $33,000. 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 period. Finally, First Horizon Corp acquired a new position in shares of Jacobs Solutions during the 3rd quarter worth approximately $34,000. Institutional investors own 85.65% of the company’s stock.

Jacobs Solutions News Roundup

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

• Positive Sentiment: Beat on both EPS and revenue — Jacobs reported Q2 fiscal EPS of $1.75 vs. the $1.64 consensus and revenue of ~$2.33B vs. ~$2.28B, showing y/y revenue growth and underlying operating strength. Jacobs Solutions (J) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Raised FY?2026 profit guidance — management lifted its annual profit forecast, citing strong demand for data?center/AI infrastructure services, which supports higher-margin backlog exposure. Jacobs lifts 2026 profit forecast on strong AI infrastructure demand
• Positive Sentiment: Analyst sentiment skewing constructive — the stock received an average rating of “Moderate Buy,” which may support further upside if results and guidance sustain momentum. Jacobs Solutions Inc. (NYSE:J) Receives Average Rating of “Moderate Buy” from Analysts
• Neutral Sentiment: FY EPS guidance roughly in line with Street — Jacobs set FY?2026 EPS of $7.10–$7.35 (consensus ~7.12), so upside is mainly from margin expansion rather than material EPS beats vs. consensus. Guidance Update (company release)
• Neutral Sentiment: Full Q2 disclosures and call transcript available — investors can review the earnings slide deck and call transcript for details on backlog, segment performance, and AI pipeline. Jacobs Solutions Inc. (J) Q2 2026 Earnings Call Transcript
• Negative Sentiment: GAAP results masked by acquisition charges — GAAP net earnings were negative (impacted by a PA acquisition transaction), producing a GAAP EPS loss; this creates short?term noise and potential near?term cash/charge concerns. Jacobs reports strong fiscal second quarter 2026 results
• Negative Sentiment: Revenue guidance is below consensus — management’s revenue guide (~$13.0B) came in below the Street (~$13.3B), which could cap upside if top?line visibility weakens outside the AI/data?center tailwind. Revenue Guidance (company update)

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.