Royal Bank Of Canada Forecasts Strong Price Appreciation for Jacobs Solutions (NYSE:J) Stock

Jacobs Solutions (NYSE:J) had its price objective lifted by equities research analysts at Royal Bank Of Canada from $160.00 to $169.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has an “outperform” rating on the stock. Royal Bank Of Canada’s price target suggests a potential upside of 34.00% from the stock’s current price.

A number of other equities research analysts also recently issued reports on the stock. Zacks Research raised shares of Jacobs Solutions from a “strong sell” rating to a “hold” rating in a research note on Thursday, February 5th. Wall Street Zen downgraded shares of Jacobs Solutions from a “strong-buy” rating to a “buy” rating in a report on Saturday, April 18th. Wells Fargo & Company upped 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 report on Friday, January 23rd. KeyCorp lowered their price target on shares of Jacobs Solutions from $154.00 to $150.00 and set an “overweight” rating for the company in a report on Wednesday. Finally, Robert W. Baird dropped their price target on Jacobs Solutions from $130.00 to $126.00 and set a “neutral” rating for the company in a research report on Monday, April 13th. Six analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $153.90.

Jacobs Solutions Price Performance

Jacobs Solutions stock traded down $10.44 during midday trading on Wednesday, reaching $126.12. 1,092,545 shares of the stock traded hands, compared to its average volume of 915,678. The stock has a market cap of $14.81 billion, a P/E ratio of 34.62, a PEG ratio of 1.35 and a beta of 0.73. The stock’s fifty day moving average is $129.98 and its 200-day moving average is $137.90. 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 12 month low of $118.04 and a 12 month high of $168.44.

Jacobs Solutions (NYSE:J) last issued its quarterly earnings data on Tuesday, May 5th. The company reported $1.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.64 by $0.11. The business had revenue of $2.33 billion for the quarter, compared to analysts’ expectations of $2.28 billion. Jacobs Solutions had a return on equity of 20.59% and a net margin of 3.49%.The company’s revenue for the quarter was up 8.9% on a year-over-year basis. During the same period in the prior year, the firm earned $1.43 EPS. Jacobs Solutions has set its FY 2026 guidance at 7.100-7.350 EPS. As a group, equities research analysts anticipate that Jacobs Solutions will post 7.13 EPS for the current year.

Insider Activity at Jacobs Solutions

In related news, President Shannon Miller sold 1,440 shares of Jacobs Solutions stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $134.13, for a total value of $193,147.20. Following the completion of the sale, the president directly owned 25,344 shares in the company, valued at $3,399,390.72. The trade was a 5.38% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Corporate insiders own 0.48% of the company’s stock.

Institutional Investors Weigh In On Jacobs Solutions

Hedge funds have recently modified their holdings of the business. Measured Wealth Private Client Group LLC bought a new position in Jacobs Solutions in the third quarter worth approximately $27,000. Geneos Wealth Management Inc. boosted its position in Jacobs Solutions by 65.4% during the 3rd quarter. Geneos Wealth Management Inc. now owns 220 shares of the company’s stock valued at $33,000 after acquiring an additional 87 shares in the last quarter. Wealth Watch Advisors INC bought a new stake in Jacobs Solutions during the 3rd quarter valued at $33,000. Godsey & Gibb Inc. increased its holdings in shares of Jacobs Solutions by 121.0% in the 3rd quarter. Godsey & Gibb Inc. now owns 221 shares of the company’s stock valued at $33,000 after acquiring an additional 121 shares during the period. Finally, First Horizon Corp bought a new position in shares of Jacobs Solutions in the 3rd quarter worth $34,000. Hedge funds and other institutional investors own 85.65% of the company’s stock.

Key Jacobs Solutions News

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

• Positive Sentiment: Q2 beat on both EPS and revenue — Jacobs reported $1.75 EPS vs. $1.64 expected and $2.33B revenue vs. $2.28B expected, showing underlying margin and top?line strength. Jacobs Solutions (J) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Company raised its 2026 profit forecast, citing strong demand for AI/data?center infrastructure — a demand driver investors favor. Jacobs lifts 2026 profit forecast on strong AI infrastructure demand
• Positive Sentiment: Operational metrics: gross revenue and adjusted net revenue expanded year?over?year and adjusted EBITDA increased ~14%, reinforcing underlying growth momentum. Jacobs reports strong fiscal second quarter 2026 results
• Neutral Sentiment: Analyst consensus remains constructive — the street average is around a “Moderate Buy,” supporting medium?term interest. Jacobs Solutions Inc. Receives Average Rating of “Moderate Buy” from Analysts
• Neutral Sentiment: KeyCorp kept an overweight rating but trimmed its price target from $154 to $150 — still implies meaningful upside but the cut is a modest headwind for sentiment. Benzinga note on KeyCorp price target change
• Negative Sentiment: Revenue guidance disappointed relative to consensus — Jacobs gave FY26 revenue roughly $13.0B vs. Street near $13.3B, which likely drove concern about near?term growth vs. expectations. Jacobs earnings report and guidance details
• Negative Sentiment: GAAP results were hurt by a one?time acquisition transaction (PA acquisition), producing a GAAP net loss and negative GAAP EPS for the quarter — this accounting hit clouded the otherwise solid adjusted results. Jacobs reports strong fiscal second quarter 2026 results

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.