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

Jacobs Solutions (NYSE:J) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 7.200-7.300 for the period, compared to the consensus estimate of 7.250. The company issued revenue guidance of $9.5 billion-$9.6 billion, compared to the consensus revenue estimate of $14.2 billion.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on J shares. Citigroup increased their price target on Jacobs Solutions from $180.00 to $181.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. KeyCorp reduced their price objective on shares of Jacobs Solutions from $154.00 to $150.00 and set an “overweight” rating on the stock in a report on Wednesday, May 6th. Robert W. Baird cut their price target on Jacobs Solutions from $130.00 to $126.00 and set a “neutral” rating on the stock in a research note on Monday, April 13th. Royal Bank Of Canada upped their price objective on Jacobs Solutions from $171.00 to $174.00 and gave the stock an “outperform” rating in a research report on Wednesday. Finally, Truist Financial decreased their target price on Jacobs Solutions from $150.00 to $149.00 and set a “hold” rating for the company in a research note on Thursday, July 2nd. Six investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, Jacobs Solutions has a consensus rating of “Moderate Buy” and an average price target of $153.60.

Jacobs Solutions Stock Performance

Shares of J stock traded up $0.47 during trading hours on Wednesday, hitting $143.16. The stock had a trading volume of 620,192 shares, compared to its average volume of 1,059,037. The company has a debt-to-equity ratio of 1.24, a current ratio of 1.43 and a quick ratio of 1.43. The firm has a market capitalization of $16.90 billion, a PE ratio of 44.46, a PEG ratio of 1.35 and a beta of 0.68. The stock’s 50 day moving average is $127.08 and its 200 day moving average is $129.14. Jacobs Solutions has a twelve month low of $105.68 and a twelve month high of $168.44.

Jacobs Solutions (NYSE:J) last issued its quarterly earnings data on Tuesday, August 4th. The company reported $1.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.83 by $0.01. Jacobs Solutions had a net margin of 2.92% and a return on equity of 22.29%. The company had revenue of $2.42 billion for the quarter, compared to the consensus estimate of $2.40 billion. During the same period last year, the firm posted $1.62 EPS. Jacobs Solutions’s revenue for the quarter was up 8.3% on a year-over-year basis. Jacobs Solutions has set its FY 2026 guidance at 7.200-7.300 EPS. As a group, research analysts forecast that Jacobs Solutions will post 7.22 earnings per share for the current fiscal year.

Jacobs Solutions Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, September 18th. Stockholders of record on Friday, August 21st will be paid a $0.36 dividend. This represents a $1.44 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Friday, August 21st. Jacobs Solutions’s dividend payout ratio (DPR) is 44.72%.

Insider Activity

In other news, Director Manuel J. Fernandez acquired 253 shares of Jacobs Solutions stock in a transaction that occurred on Wednesday, May 13th. The stock was purchased at an average price of $112.56 per share, for a total transaction of $28,477.68. Following the completion of the transaction, the director directly owned 12,504 shares in the company, valued at approximately $1,407,450.24. This trade represents a 2.07% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Robert V. Pragada bought 3,601 shares of the company’s stock in a transaction on Friday, May 15th. The shares were acquired at an average price of $111.09 per share, for a total transaction of $400,035.09. Following the transaction, the chief executive officer directly owned 333,755 shares in the company, valued at $37,076,842.95. This trade represents a 1.09% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders bought 4,257 shares of company stock worth $477,651. Insiders own 0.48% of the company’s stock.

Jacobs Solutions News Roundup

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

• Positive Sentiment: Royal Bank of Canada raised its price target on Jacobs from $171 to $174 and reiterated an “outperform” rating, implying approximately 22% upside from the referenced price. The upgrade supports investor confidence in the company’s growth outlook. Benzinga analyst price target report
• Positive Sentiment: Third-quarter adjusted EPS rose about 14% year over year to $1.84, narrowly exceeding the $1.83 consensus estimate. Revenue increased 8.3% to $2.42 billion, also topping expectations of $2.40 billion. Jacobs Solutions quarterly earnings report
• Positive Sentiment: Management highlighted record backlog and sustained demand for AI-related infrastructure. More than 8% organic adjusted net revenue growth and adjusted EBITDA of approximately $367 million indicate broad-based business momentum. Jacobs Solutions earnings call highlights
• Positive Sentiment: Fiscal 2026 adjusted EPS guidance is $7.20-$7.30, broadly consistent with the $7.25 analyst consensus and described in the earnings call coverage as raised guidance. This suggests management remains confident despite ongoing valuation concerns. Jacobs Q3 earnings and guidance report
• Negative Sentiment: The stock initially declined after the earnings release because the EPS result only narrowly beat estimates and the overall report largely matched expectations, limiting the immediate earnings-surprise catalyst. Jacobs also trades at a relatively elevated trailing P/E ratio of about 44.5, leaving the shares sensitive to any slowdown in growth.

Institutional Investors Weigh In On Jacobs Solutions

A number of institutional investors and hedge funds have recently modified their holdings of J. Measured Wealth Private Client Group LLC purchased a new position in shares of Jacobs Solutions during the 3rd quarter worth approximately $27,000. Wealth Watch Advisors INC purchased a new position in Jacobs Solutions during the third quarter worth $33,000. Parkside Financial Bank & Trust lifted its position in shares of Jacobs Solutions by 39.8% in the fourth quarter. Parkside Financial Bank & Trust now owns 460 shares of the company’s stock valued at $61,000 after acquiring an additional 131 shares in the last quarter. Los Angeles Capital Management LLC acquired a new stake in shares of Jacobs Solutions during the fourth quarter valued at $71,000. Finally, Larson Financial Group LLC increased its position 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 purchasing an additional 261 shares in the last quarter. Institutional investors and hedge funds own 85.65% of the company’s stock.

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.