Jacobs Solutions (NYSE:J) Releases 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 (EPS) guidance of 7.100-7.350 for the period, compared to the consensus estimate of 7.120. The company issued revenue guidance of $13.0 billion-$13.0 billion, compared to the consensus revenue estimate of $13.3 billion.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on J shares. Wells Fargo & Company lifted their target price on shares of Jacobs Solutions from $130.00 to $137.00 and gave the stock an “equal weight” rating in a research report on Friday, January 23rd. Robert W. Baird cut their target price on shares of Jacobs Solutions from $130.00 to $126.00 and set a “neutral” rating on the stock in a research note on Monday, April 13th. KeyCorp dropped their price objective on shares of Jacobs Solutions from $154.00 to $150.00 and set an “overweight” rating on the stock in a research note on Wednesday. Royal Bank Of Canada upped their target price on shares of Jacobs Solutions from $160.00 to $169.00 and gave the stock an “outperform” rating in a research note on Wednesday. Finally, Zacks Research upgraded shares of Jacobs Solutions from a “strong sell” rating to a “hold” rating in a research note on Thursday, February 5th. Six analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $153.90.

Jacobs Solutions Price Performance

J traded down $11.77 during trading on Wednesday, hitting $124.78. 1,544,570 shares of the company traded hands, compared to its average volume of 922,817. Jacobs Solutions has a 1 year low of $118.04 and a 1 year high of $168.44. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.72. The stock’s 50-day simple moving average is $129.98 and its two-hundred day simple moving average is $137.90. The company has a market cap of $14.66 billion, a PE ratio of 34.27, a P/E/G ratio of 1.35 and a beta of 0.73.

Jacobs Solutions (NYSE:J) last released its quarterly earnings data on Tuesday, May 5th. The company reported $1.75 EPS for the quarter, beating the consensus estimate of $1.64 by $0.11. The business had revenue of $2.33 billion during the quarter, compared to analyst estimates of $2.28 billion. Jacobs Solutions had a net margin of 3.49% and a return on equity of 20.59%. Jacobs Solutions’s quarterly revenue was up 8.9% compared to the same quarter last year. During the same quarter last year, the business earned $1.43 earnings per share. Jacobs Solutions has set its FY 2026 guidance at 7.100-7.350 EPS. As a group, sell-side analysts anticipate that Jacobs Solutions will post 7.13 earnings per share for the current fiscal year.

Jacobs Solutions Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 19th. Shareholders of record on Friday, May 22nd will be given a dividend of $0.36 per share. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $1.44 dividend on an annualized basis and a yield of 1.2%. Jacobs Solutions’s dividend payout ratio (DPR) is 39.45%.

Insider Activity

In other news, President Shannon Miller sold 1,440 shares of Jacobs Solutions stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $134.13, for a total value of $193,147.20. Following the transaction, the president owned 25,344 shares of the company’s stock, valued at $3,399,390.72. The trade was a 5.38% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 0.48% of the stock is currently owned by insiders.

More Jacobs Solutions News

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

• Positive Sentiment: Q2 results beat expectations — EPS $1.75 vs. $1.64 est. and revenue of $2.33B (up 8.9% y/y); adjusted EBITDA and revenue growth were highlighted by management as strong operational signals. J Beats Q2 Estimates
• Positive Sentiment: Jacobs raised its FY?2026 EPS guidance to a midpoint consistent with analyst expectations and cited strong demand for AI/data?center infrastructure — management lifted annual profit forecast. Jacobs lifts 2026 profit forecast
• Positive Sentiment: Royal Bank of Canada raised its price target to $169 and kept an Outperform rating, pointing to meaningful upside vs. current levels. RBC raises price target
• Neutral Sentiment: Analysts’ consensus remains constructive (average rating ~“Moderate Buy”) and the company hosted an earnings call/transcript for investors to parse forward commentary. Analyst average rating Q2 earnings call transcript
• Negative Sentiment: Revenue guidance came in light relative to Street expectations (company issued ~$13.0B revenue guidance vs. consensus nearer $13.3B), which may pressure near?term sentiment. Q2 results & guidance
• Negative Sentiment: GAAP net loss and negative EPS (driven by acquisition-related transaction charges) introduce short-term earnings volatility and likely investor concern about near-term cash/earnings impact. GAAP loss details
• Negative Sentiment: KeyCorp trimmed its price target (to $150) despite keeping an Overweight rating, adding mixed analyst signals that may amplify volatility. KeyCorp price target cut

Hedge Funds Weigh In On Jacobs Solutions

Several large investors have recently made changes to their positions in the company. Pacer Advisors Inc. increased its holdings in Jacobs Solutions by 20.5% in the 4th quarter. Pacer Advisors Inc. now owns 11,665 shares of the company’s stock worth $1,545,000 after acquiring an additional 1,981 shares in the last quarter. Invesco Ltd. grew its holdings in shares of Jacobs Solutions by 5.4% in the fourth quarter. Invesco Ltd. now owns 2,646,374 shares of the company’s stock valued at $350,539,000 after purchasing an additional 135,585 shares during the period. Alpine Woods Capital Investors LLC lifted its position in Jacobs Solutions by 37.6% in the fourth quarter. Alpine Woods Capital Investors LLC now owns 17,877 shares of the company’s stock valued at $2,368,000 after buying an additional 4,887 shares during the last quarter. Mercer Global Advisors Inc. ADV lifted its position in Jacobs Solutions by 140.1% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 68,800 shares of the company’s stock valued at $9,113,000 after buying an additional 40,143 shares during the last quarter. Finally, First Citizens Bank & Trust Co. lifted its position in Jacobs Solutions by 4.8% in the fourth quarter. First Citizens Bank & Trust Co. now owns 2,168 shares of the company’s stock valued at $287,000 after buying an additional 99 shares during the last quarter. 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.