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

Jacobs Solutions (NYSE:J) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided EPS 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.

Jacobs Solutions Stock Performance

Shares of J stock traded up $4.20 during midday trading on Tuesday, hitting $142.92. 1,359,067 shares of the company were exchanged, compared to its average volume of 1,062,392. The firm has a market capitalization of $16.88 billion, a P/E ratio of 44.39, a PEG ratio of 1.31 and a beta of 0.68. The company has a debt-to-equity ratio of 1.24, a quick ratio of 1.43 and a current ratio of 1.43. The firm’s 50 day moving average price is $126.54 and its two-hundred day moving average price is $129.11. Jacobs Solutions has a 52 week low of $105.68 and a 52 week high of $168.44.

Jacobs Solutions (NYSE:J) last released its quarterly earnings results on Tuesday, August 4th. The company reported $1.84 earnings per share for the quarter, beating the consensus estimate of $1.83 by $0.01. The firm had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.40 billion. Jacobs Solutions had a net margin of 2.92% and a return on equity of 22.29%. Jacobs Solutions has set its FY 2026 guidance at 7.200-7.300 EPS. As a group, equities research analysts anticipate that Jacobs Solutions will post 7.22 earnings per share for the current year.

Jacobs Solutions Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on J shares. Citigroup lifted their target price on Jacobs Solutions from $180.00 to $181.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. Robert W. Baird dropped their price objective on shares of Jacobs Solutions from $130.00 to $126.00 and set a “neutral” rating for the company in a research note on Monday, April 13th. KeyCorp lowered their target price 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. Wall Street Zen downgraded shares of Jacobs Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Finally, Royal Bank Of Canada boosted their price target on Jacobs Solutions from $169.00 to $171.00 and gave the company an “outperform” rating in a research note on Wednesday, July 22nd. Six research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, Jacobs Solutions presently has a consensus rating of “Moderate Buy” and a consensus price target of $153.30.

Insider Activity at Jacobs Solutions

In other news, Director Manuel J. Fernandez purchased 253 shares of Jacobs Solutions stock in a transaction that occurred on Wednesday, May 13th. The shares were acquired at an average price of $112.56 per share, for a total transaction of $28,477.68. Following the transaction, the director 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 document filed with the SEC, which is available through this link. Also, CEO Robert V. Pragada acquired 3,601 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The stock was purchased at an average cost of $111.09 per share, for a total transaction of $400,035.09. Following the completion of the purchase, the chief executive officer directly owned 333,755 shares of the company’s stock, valued at $37,076,842.95. The trade was a 1.09% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased a total of 4,257 shares of company stock worth $477,651 in the last quarter. 0.48% of the stock is currently owned by company insiders.

Institutional Trading of Jacobs Solutions

Several institutional investors and hedge funds have recently modified their holdings of J. Measured Wealth Private Client Group LLC acquired a new stake in Jacobs Solutions in the third quarter valued at about $27,000. Wealth Watch Advisors INC bought a new position in Jacobs Solutions in the third quarter valued at about $33,000. Parkside Financial Bank & Trust raised its stake in Jacobs Solutions by 39.8% during the fourth quarter. Parkside Financial Bank & Trust now owns 460 shares of the company’s stock worth $61,000 after acquiring an additional 131 shares in the last quarter. Los Angeles Capital Management LLC acquired a new position in Jacobs Solutions during the 4th quarter worth approximately $71,000. Finally, Larson Financial Group LLC grew its stake in shares of Jacobs Solutions by 105.2% during the third quarter. Larson Financial Group LLC now owns 509 shares of the company’s stock worth $76,000 after buying an additional 261 shares during the last quarter. 85.65% of the stock is currently owned by institutional investors.

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.