Q4 EPS Estimates for Jacobs Solutions Lowered by KeyCorp

Jacobs Solutions Inc. (NYSE:J) – Equities research analysts at KeyCorp lowered their Q4 2026 EPS estimates for Jacobs Solutions in a report issued on Tuesday, August 4th. KeyCorp analyst S. Jain now forecasts that the company will post earnings of $2.12 per share for the quarter, down from their previous forecast of $2.14. KeyCorp has a “Overweight” rating and a $150.00 price objective on the stock. The consensus estimate for Jacobs Solutions’ current full-year earnings is $7.26 per share. KeyCorp also issued estimates for Jacobs Solutions’ FY2027 earnings at $8.38 EPS.

Several other analysts also recently commented on J. Weiss Ratings restated a “hold (c-)” rating on shares of Jacobs Solutions in a research report on Monday, August 3rd. Truist Financial cut their target price on Jacobs Solutions from $150.00 to $149.00 and set a “hold” rating for the company in a research report on Thursday, July 2nd. UBS Group lifted their price objective on shares of Jacobs Solutions from $156.00 to $167.00 and gave the company a “buy” rating in a research report on Monday. Wells Fargo & Company reduced 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. 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 investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $153.70.

Jacobs Solutions Stock Up 1.5%

J opened at $147.28 on Tuesday. The stock has a market capitalization of $17.39 billion, a price-to-earnings ratio of 52.23, a PEG ratio of 1.40 and a beta of 0.68. The firm has a 50 day moving average price of $129.14 and a 200-day moving average price of $129.30. Jacobs Solutions has a twelve month low of $105.68 and a twelve month high of $168.44. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 1.10.

Jacobs Solutions (NYSE:J) last released its earnings results on Tuesday, August 4th. The company reported $1.84 EPS for the quarter, beating analysts’ consensus estimates of $1.83 by $0.01. Jacobs Solutions had a return on equity of 23.96% and a net margin of 2.40%.The company had revenue of $2.42 billion during the quarter, compared to analysts’ expectations of $2.40 billion. During the same quarter last year, the business posted $1.62 EPS. The firm’s revenue for the quarter was up 8.3% compared to the same quarter last year. Jacobs Solutions has set its FY 2026 guidance at 7.200-7.300 EPS.

Jacobs Solutions Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Friday, August 21st will be paid a dividend of $0.36 per share. This represents a $1.44 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Friday, August 21st. Jacobs Solutions’s dividend payout ratio is 51.06%.

Insider Activity

In other news, Director Manuel J. Fernandez bought 253 shares of Jacobs Solutions stock in a transaction that occurred on Wednesday, May 13th. The stock was bought at an average price of $112.56 per share, for a total transaction of $28,477.68. Following the purchase, the director directly owned 12,504 shares of the company’s stock, valued at approximately $1,407,450.24. The trade was a 2.07% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Robert V. Pragada acquired 3,601 shares of the firm’s stock in a transaction on Friday, May 15th. The shares were acquired at an average price of $111.09 per share, with a total value of $400,035.09. Following the completion of the purchase, the chief executive officer owned 333,755 shares in the company, valued at approximately $37,076,842.95. This trade represents a 1.09% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.48% of the company’s stock.

Hedge Funds Weigh In On Jacobs Solutions

A number of institutional investors and hedge funds have recently bought and sold shares of the business. BlackRock Inc. purchased a new position in shares of Jacobs Solutions during the 2nd quarter worth $1,372,610,000. State Street Corp lifted its holdings in Jacobs Solutions by 3.4% in the fourth quarter. State Street Corp now owns 7,367,828 shares of the company’s stock valued at $975,942,000 after acquiring an additional 243,345 shares during the last quarter. Morgan Stanley grew its position in Jacobs Solutions by 19.5% in the fourth quarter. Morgan Stanley now owns 3,379,681 shares of the company’s stock worth $447,673,000 after acquiring an additional 552,277 shares during the period. Geode Capital Management LLC increased its stake in Jacobs Solutions by 0.9% during the fourth quarter. Geode Capital Management LLC now owns 3,219,481 shares of the company’s stock worth $424,846,000 after acquiring an additional 28,076 shares during the last quarter. Finally, Ninety One UK Ltd raised its position in Jacobs Solutions by 2.8% in the fourth quarter. Ninety One UK Ltd now owns 3,156,313 shares of the company’s stock valued at $418,085,000 after purchasing an additional 86,677 shares during the period. 85.65% of the stock is currently owned by institutional investors and hedge funds.

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.