William Blair Forecasts Weaker Earnings for Jacobs Solutions

Jacobs Solutions Inc. (NYSE:J) – Stock analysts at William Blair lowered their Q1 2025 earnings estimates for Jacobs Solutions in a report issued on Wednesday, November 20th. William Blair analyst L. Dipalma now anticipates that the company will post earnings per share of $1.25 for the quarter, down from their prior forecast of $1.62. The consensus estimate for Jacobs Solutions’ current full-year earnings is $6.07 per share. William Blair also issued estimates for Jacobs Solutions’ FY2025 earnings at $6.04 EPS and FY2026 earnings at $6.38 EPS.

Jacobs Solutions (NYSE:J) last released its quarterly earnings results on Tuesday, November 19th. The company reported $1.37 earnings per share for the quarter, missing the consensus estimate of $2.08 by ($0.71). Jacobs Solutions had a return on equity of 14.82% and a net margin of 5.16%. The firm had revenue of $2.96 billion for the quarter, compared to analysts’ expectations of $4.50 billion. During the same quarter last year, the firm posted $1.90 earnings per share. The firm’s revenue for the quarter was up 4.4% compared to the same quarter last year.

J has been the subject of a number of other research reports. Benchmark lowered shares of Jacobs Solutions from a “buy” rating to a “hold” rating in a research report on Wednesday, November 20th. Raymond James upgraded Jacobs Solutions from a “market perform” rating to an “outperform” rating and set a $160.00 target price for the company in a research report on Friday, October 4th. Royal Bank of Canada decreased their price target on shares of Jacobs Solutions from $167.00 to $152.00 and set an “outperform” rating on the stock in a report on Thursday, November 21st. Robert W. Baird increased their price objective on Jacobs Solutions from $147.00 to $149.00 and gave the company an “outperform” rating in a research report on Wednesday, November 20th. Finally, StockNews.com initiated coverage on shares of Jacobs Solutions in a research report on Tuesday. They issued a “buy” rating on the stock. Five equities research analysts have rated the stock with a hold rating and seven have issued a buy rating to the stock. According to data from MarketBeat, Jacobs Solutions presently has an average rating of “Moderate Buy” and an average price target of $156.50.

Jacobs Solutions Price Performance

Shares of NYSE:J opened at $140.69 on Monday. The company has a market capitalization of $17.48 billion, a P/E ratio of 22.23, a price-to-earnings-growth ratio of 2.07 and a beta of 0.71. The company’s 50-day moving average is $141.92 and its 200 day moving average is $142.32. The company has a debt-to-equity ratio of 0.30, a quick ratio of 1.14 and a current ratio of 1.20. Jacobs Solutions has a fifty-two week low of $101.64 and a fifty-two week high of $150.54.

Institutional Trading of Jacobs Solutions

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. EdgeRock Capital LLC bought a new stake in shares of Jacobs Solutions in the 2nd quarter worth about $26,000. Bruce G. Allen Investments LLC increased its stake in Jacobs Solutions by 427.5% during the second quarter. Bruce G. Allen Investments LLC now owns 211 shares of the company’s stock worth $29,000 after acquiring an additional 171 shares during the last quarter. First Horizon Advisors Inc. raised its position in Jacobs Solutions by 44.3% during the third quarter. First Horizon Advisors Inc. now owns 241 shares of the company’s stock valued at $32,000 after purchasing an additional 74 shares during the period. Quarry LP lifted its stake in shares of Jacobs Solutions by 394.9% in the 3rd quarter. Quarry LP now owns 292 shares of the company’s stock valued at $38,000 after purchasing an additional 233 shares during the last quarter. Finally, LRI Investments LLC purchased a new position in shares of Jacobs Solutions in the 1st quarter worth approximately $48,000. 85.65% of the stock is currently owned by institutional investors.

Insider Activity at Jacobs Solutions

In other news, EVP Shelette M. Gustafson sold 4,167 shares of Jacobs Solutions stock in a transaction on Thursday, August 29th. The shares were sold at an average price of $150.14, for a total transaction of $625,633.38. Following the transaction, the executive vice president now owns 24,564 shares in the company, valued at $3,688,038.96. This trade represents a 14.50 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Christopher M.T. Thompson sold 1,898 shares of Jacobs Solutions stock in a transaction on Thursday, August 29th. The shares were sold at an average price of $150.85, for a total value of $286,313.30. Following the transaction, the director now owns 42,069 shares in the company, valued at $6,346,108.65. This trade represents a 4.32 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 1.00% of the stock is currently owned by insiders.

Jacobs Solutions Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, November 22nd. Investors of record on Friday, October 25th were paid a $0.29 dividend. This represents a $1.16 dividend on an annualized basis and a yield of 0.82%. The ex-dividend date of this dividend was Friday, October 25th. Jacobs Solutions’s payout ratio is 18.33%.

Jacobs Solutions Company Profile

Jacobs Solutions Inc provides consulting, technical, engineering, scientific, and project delivery services for the government and private sectors in the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa. It operates through Critical Mission Solutions, People & Places Solutions, Divergent Solutions, and PA Consulting segments.