Jacobs Solutions (NYSE:J) Issues 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.

Jacobs Solutions Trading Up 3.7%

Shares of J stock traded up $4.89 during trading hours on Wednesday, hitting $137.80. 882,449 shares of the company’s stock traded hands, compared to its average volume of 743,963. The stock has a market cap of $16.27 billion, a PE ratio of 56.94, a price-to-earnings-growth ratio of 1.48 and a beta of 0.80. Jacobs Solutions has a 12 month low of $106.23 and a 12 month high of $168.44. The stock’s 50 day simple moving average is $136.59 and its 200 day simple moving average is $144.73. The company has a quick ratio of 1.30, a current ratio of 1.30 and a debt-to-equity ratio of 0.61.

Jacobs Solutions (NYSE:J) last released its quarterly earnings data on Tuesday, February 3rd. The company reported $1.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.52 by $0.01. The company had revenue of $2.30 billion for the quarter, compared to analysts’ expectations of $3.09 billion. Jacobs Solutions had a net margin of 2.41% and a return on equity of 19.14%. The business’s revenue was up 12.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.33 EPS. Jacobs Solutions has set its FY 2026 guidance at 6.950-7.300 EPS. On average, sell-side analysts anticipate that Jacobs Solutions will post 6.05 EPS for the current year.

Jacobs Solutions Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, February 20th will be given a dividend of $0.36 per share. This represents a $1.44 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Friday, February 20th. This is a positive change from Jacobs Solutions’s previous quarterly dividend of $0.32. Jacobs Solutions’s payout ratio is presently 52.89%.

Analysts Set New Price Targets

Several research analysts recently commented on J shares. Weiss Ratings restated a “hold (c)” rating on shares of Jacobs Solutions in a research report on Monday, December 29th. Truist Financial dropped their price target on Jacobs Solutions from $163.00 to $152.00 and set a “hold” rating on the stock in a research report on Friday, November 21st. Wells Fargo & Company lifted their price objective on shares of Jacobs Solutions from $130.00 to $137.00 and gave the company an “equal weight” rating in a report on Friday, January 23rd. Wall Street Zen cut shares of Jacobs Solutions from a “strong-buy” rating to a “buy” rating in a report on Sunday, January 25th. Finally, Barclays boosted their target price on Jacobs Solutions from $150.00 to $160.00 and gave the stock an “overweight” rating in a research note on Monday, October 20th. Six analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Jacobs Solutions presently has an average rating of “Hold” and an average price target of $156.60.

Insider Transactions at Jacobs Solutions

In other Jacobs Solutions news, CFO Venkatesh Nathamuni bought 750 shares of the firm’s stock in a transaction on Monday, November 24th. The shares were acquired at an average cost of $135.11 per share, for a total transaction of $101,332.50. Following the purchase, the chief financial officer directly owned 20,785 shares of the company’s stock, valued at $2,808,261.35. The trade was a 3.74% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Manuel J. Fernandez acquired 763 shares of Jacobs Solutions stock in a transaction dated Monday, November 24th. The shares were purchased at an average price of $130.78 per share, for a total transaction of $99,785.14. Following the completion of the transaction, the director directly owned 10,380 shares in the company, valued at approximately $1,357,496.40. The trade was a 7.93% increase in their position. The SEC filing for this purchase provides additional information. Insiders have acquired 2,513 shares of company stock worth $335,878 in the last ninety days. Company insiders own 0.48% of the company’s stock.

Key Stories Impacting Jacobs Solutions

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

• Positive Sentiment: Q1 earnings beat and raised outlook — Jacobs reported adjusted EPS of $1.53, beating consensus and posting year‑over‑year growth; Zacks notes both adjusted earnings and revenues beat estimates and the company raised its FY‑26 view. Jacobs Q1 Earnings & Revenues Top, Both Up Y/Y, FY26 View Raised
• Positive Sentiment: Big contract award — Jacobs was selected to design the Bolivar Roads Gate System, one of the world’s largest coastal storm‑surge barrier projects along the Texas Gulf Coast, which adds high‑profile backlog and visible revenue potential. Jacobs to Design One of the World’s Largest Coastal Gate Systems Along Texas Gulf Coast
• Positive Sentiment: Shareholder returns & backlog strength — Management repurchased ~$252M of shares in Q1, raised the dividend by 12.5%, reported robust backlog growth (~21% y/y) and a TTM book‑to‑bill of ~1.4x, which supports revenue visibility and cash‑flow conversion. Jacobs Reports Strong Fiscal First Quarter 2026 Results
• Neutral Sentiment: FY‑26 guidance boxed in — Jacobs updated FY‑26 EPS guidance to $6.95–$7.30, a range that largely brackets consensus (so it’s not a clear beat); investors will watch full‑year execution and margin drivers. Jacobs Reports Strong Fiscal First Quarter 2026 Results
• Neutral Sentiment: Earnings call color — The transcript provides management commentary on bookings, margin cadence and PA Consulting integration (useful for modeling but not an immediate price mover). Jacobs Solutions Inc. (J) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Revenue vs. some expectations — Certain reports show Q1 revenue of $2.30B fell short of an analyst line of ~$3.09B, creating short‑term questions on top‑line timing/recognition despite adjusted revenue growth — a factor that can temper enthusiasm until forward bookings and revenue cadence are clearer. MarketBeat Q1 Revenue/Earnings Summary

Institutional Investors Weigh In On Jacobs Solutions

Several large investors have recently bought and sold shares of J. Measured Wealth Private Client Group LLC acquired a new stake in shares of Jacobs Solutions in the third quarter worth $27,000. Wealth Watch Advisors INC acquired a new stake in shares of Jacobs Solutions in the third quarter valued at about $33,000. Larson Financial Group LLC increased its stake in Jacobs Solutions by 105.2% during the 3rd quarter. Larson Financial Group LLC now owns 509 shares of the company’s stock worth $76,000 after buying an additional 261 shares in the last quarter. Sunbelt Securities Inc. raised its stake in Jacobs Solutions by 2,081.3% in the 3rd quarter. Sunbelt Securities Inc. now owns 698 shares of the company’s stock valued at $105,000 after purchasing an additional 666 shares during the last quarter. Finally, Parallel Advisors LLC raised its position in shares of Jacobs Solutions by 10.4% in the third quarter. Parallel Advisors LLC now owns 915 shares of the company’s stock valued at $137,000 after buying an additional 86 shares during the last quarter. 85.65% of the stock is currently owned by institutional investors.

Jacobs Solutions Company Profile

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.