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

Jacobs Solutions (NYSE:J) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 6.950-7.300 for the period, compared to the consensus earnings per share 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.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the company. Royal Bank Of Canada reduced their price target on Jacobs Solutions from $157.00 to $156.00 and set an “outperform” rating on the stock in a research report on Friday, November 21st. Zacks Research downgraded Jacobs Solutions from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 27th. The Goldman Sachs Group started coverage on Jacobs Solutions in a research note on Monday, November 24th. They issued a “buy” rating and a $158.00 price target for the company. Wells Fargo & Company boosted their price target on Jacobs Solutions from $130.00 to $137.00 and gave the stock an “equal weight” rating in a research note on Friday, January 23rd. Finally, Wall Street Zen lowered shares of Jacobs Solutions from a “strong-buy” rating to a “buy” rating in a research report on Sunday, January 25th. Six equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Jacobs Solutions presently has an average rating of “Hold” and an average price target of $156.60.

Jacobs Solutions Trading Down 0.0%

Jacobs Solutions stock traded down $0.01 during trading on Thursday, hitting $143.33. The company had a trading volume of 445,940 shares, compared to its average volume of 787,506. The stock has a market cap of $16.93 billion, a price-to-earnings ratio of 39.26, a price-to-earnings-growth ratio of 1.44 and a beta of 0.80. The company has a current ratio of 1.30, a quick ratio of 1.30 and a debt-to-equity ratio of 0.61. Jacobs Solutions has a 1-year low of $106.23 and a 1-year high of $168.44. The company’s 50 day simple moving average is $136.74 and its 200-day simple moving average is $144.72.

Jacobs Solutions (NYSE:J) last released its quarterly earnings results on Tuesday, February 3rd. The company reported $1.53 EPS for the quarter, topping the consensus estimate of $1.52 by $0.01. The business had revenue of $2.30 billion during the quarter, compared to analyst estimates of $3.09 billion. Jacobs Solutions had a return on equity of 20.13% and a net margin of 3.49%.The company’s quarterly revenue was up 12.3% on a year-over-year basis. During the same period last year, the business posted $1.33 earnings per share. Jacobs Solutions has set its FY 2026 guidance at 6.950-7.300 EPS. As a group, analysts expect that Jacobs Solutions will post 6.05 EPS for the current fiscal year.

Jacobs Solutions Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, February 20th will be paid a dividend of $0.36 per share. This represents a $1.44 dividend on an annualized basis and a yield of 1.0%. This is a boost from Jacobs Solutions’s previous quarterly dividend of $0.32. The ex-dividend date is Friday, February 20th. Jacobs Solutions’s payout ratio is currently 52.89%.

Insider Activity

In other Jacobs Solutions news, CFO Venkatesh Nathamuni acquired 750 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The stock was purchased at an average price of $135.11 per share, for a total transaction of $101,332.50. Following the completion of the acquisition, the chief financial officer owned 20,785 shares of the company’s stock, valued at approximately $2,808,261.35. This trade represents a 3.74% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Manuel J. Fernandez bought 763 shares of Jacobs Solutions stock in a transaction on Monday, November 24th. The shares were acquired at an average price of $130.78 per share, for a total transaction of $99,785.14. Following the completion of the acquisition, the director owned 10,380 shares in the company, valued at $1,357,496.40. This represents a 7.93% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders acquired 2,513 shares of company stock valued at $335,878. 0.48% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Jacobs Solutions

Several large investors have recently bought and sold shares of the business. Vident Advisory LLC increased its position in Jacobs Solutions by 0.8% during the second quarter. Vident Advisory LLC now owns 9,794 shares of the company’s stock worth $1,287,000 after buying an additional 75 shares during the period. Parallel Advisors LLC grew 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 acquiring an additional 86 shares during the last quarter. Kestra Private Wealth Services LLC increased its holdings in shares of Jacobs Solutions by 2.2% in the 3rd quarter. Kestra Private Wealth Services LLC now owns 4,414 shares of the company’s stock valued at $661,000 after acquiring an additional 93 shares during the period. Benjamin Edwards Inc. raised its position in Jacobs Solutions by 4.5% in the 2nd quarter. Benjamin Edwards Inc. now owns 2,186 shares of the company’s stock valued at $287,000 after purchasing an additional 95 shares during the last quarter. Finally, Equitable Holdings Inc. boosted its stake in Jacobs Solutions by 5.4% during the 3rd quarter. Equitable Holdings Inc. now owns 2,223 shares of the company’s stock worth $333,000 after purchasing an additional 113 shares during the period. Hedge funds and other institutional investors own 85.65% of the company’s stock.

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.