Equities Analysts Set Expectations for J Q1 Earnings

Jacobs Solutions Inc. (NYSE:J) – Equities researchers at William Blair issued their Q1 2026 EPS estimates for shares of Jacobs Solutions in a research note issued on Monday, November 24th. William Blair analyst L. Dipalma forecasts that the company will post earnings per share of $1.51 for the quarter. The consensus estimate for Jacobs Solutions’ current full-year earnings is $6.05 per share. William Blair also issued estimates for Jacobs Solutions’ Q3 2026 earnings at $1.90 EPS, Q4 2026 earnings at $1.96 EPS and FY2027 earnings at $8.11 EPS.

Jacobs Solutions (NYSE:J) last posted its quarterly earnings results on Thursday, November 20th. The company reported $1.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.67 by $0.08. Jacobs Solutions had a net margin of 4.16% and a return on equity of 17.13%. The company had revenue of $3.15 billion for the quarter, compared to analyst estimates of $3.14 billion. During the same period last year, the business posted $1.37 EPS. The business’s quarterly revenue was up 6.6% on a year-over-year basis. Jacobs Solutions has set its FY 2026 guidance at 6.900-7.300 EPS.

A number of other research firms also recently weighed in on J. Citigroup dropped their target price on Jacobs Solutions from $182.00 to $180.00 and set a “buy” rating for the company in a research report on Friday. Robert W. Baird reiterated a “neutral” rating and set a $146.00 target price (down from $161.00) on shares of Jacobs Solutions in a report on Friday. UBS Group upped their price target on shares of Jacobs Solutions from $152.00 to $166.00 and gave the company a “buy” rating in a report on Wednesday, August 6th. The Goldman Sachs Group assumed coverage on Jacobs Solutions in a research note on Monday. They issued a “buy” rating and a $158.00 target price on the stock. Finally, Barclays raised their price objective on Jacobs Solutions from $150.00 to $160.00 and gave the company an “overweight” rating in a report on Monday, October 20th. Six investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, Jacobs Solutions presently has a consensus rating of “Moderate Buy” and an average target price of $155.90.

Jacobs Solutions Trading Up 3.1%

Shares of J stock opened at $132.83 on Tuesday. The firm has a 50-day moving average price of $152.55 and a 200 day moving average price of $142.16. The company has a quick ratio of 1.39, a current ratio of 1.39 and a debt-to-equity ratio of 0.65. Jacobs Solutions has a 12-month low of $106.23 and a 12-month high of $168.44. The company has a market capitalization of $15.88 billion, a P/E ratio of 33.12, a P/E/G ratio of 1.87 and a beta of 0.83.

Institutional Trading of Jacobs Solutions

Several hedge funds have recently bought and sold shares of J. HB Wealth Management LLC lifted its position in shares of Jacobs Solutions by 104.1% during the 1st quarter. HB Wealth Management LLC now owns 5,638 shares of the company’s stock worth $682,000 after buying an additional 2,875 shares in the last quarter. Empirical Finance LLC raised its stake in shares of Jacobs Solutions by 4.1% during the 1st quarter. Empirical Finance LLC now owns 4,491 shares of the company’s stock valued at $543,000 after purchasing an additional 175 shares during the period. LPL Financial LLC boosted its position in shares of Jacobs Solutions by 4.4% in the first quarter. LPL Financial LLC now owns 110,538 shares of the company’s stock valued at $13,363,000 after acquiring an additional 4,612 shares during the period. Mackenzie Financial Corp raised its position in shares of Jacobs Solutions by 14.8% in the first quarter. Mackenzie Financial Corp now owns 173,068 shares of the company’s stock worth $20,922,000 after buying an additional 22,344 shares in the last quarter. Finally, Lazard Freres Gestion S.A.S. grew its holdings in shares of Jacobs Solutions by 24.2% during the first quarter. Lazard Freres Gestion S.A.S. now owns 3,800 shares of the company’s stock worth $459,000 after purchasing an additional 740 shares in the last quarter. Institutional investors and hedge funds own 85.65% of the company’s stock.

Jacobs Solutions Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, December 19th. Investors of record on Tuesday, December 2nd will be paid a dividend of $0.32 per share. The ex-dividend date of this dividend is Tuesday, December 2nd. This represents a $1.28 annualized dividend and a yield of 1.0%. Jacobs Solutions’s dividend payout ratio (DPR) is currently 52.89%.

About Jacobs Solutions

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.