William Blair Forecasts Weaker Earnings for Jacobs Solutions

Jacobs Solutions Inc. (NYSE:J) – Research analysts at William Blair decreased their Q1 2025 earnings per share estimates for shares of Jacobs Solutions in a note issued to investors on Wednesday, November 20th. William Blair analyst L. Dipalma now forecasts that the company will post earnings per share of $1.25 for the quarter, down from their prior estimate of $1.62. The consensus estimate for Jacobs Solutions’ current full-year earnings is $6.08 per share. William Blair also issued estimates for Jacobs Solutions’ FY2025 earnings at $6.04 EPS and FY2026 earnings at $6.38 EPS.

Other research analysts have also issued reports about the stock. Royal Bank of Canada decreased their price target on shares of Jacobs Solutions from $167.00 to $152.00 and set an “outperform” rating for the company in a research note on Thursday. Truist Financial cut their price target on shares of Jacobs Solutions from $158.00 to $139.00 and set a “hold” rating on the stock in a report on Wednesday, October 9th. StockNews.com started coverage on shares of Jacobs Solutions in a research report on Monday, November 18th. They set a “buy” rating for the company. UBS Group lifted their target price on Jacobs Solutions from $161.00 to $165.00 and gave the stock a “buy” rating in a report on Wednesday, August 14th. Finally, Raymond James raised Jacobs Solutions from a “market perform” rating to an “outperform” rating and set a $160.00 price target on the stock in a report on Friday, October 4th. Five equities research analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company’s stock. According to data from MarketBeat, Jacobs Solutions has an average rating of “Moderate Buy” and a consensus target price of $156.50.

Jacobs Solutions Price Performance

Shares of J stock opened at $137.36 on Monday. The firm has a market cap of $17.07 billion, a P/E ratio of 21.70, a P/E/G ratio of 2.04 and a beta of 0.71. The business’s 50 day moving average price is $142.11 and its 200-day moving average price is $142.32. Jacobs Solutions has a fifty-two week low of $101.64 and a fifty-two week high of $150.54. The company has a debt-to-equity ratio of 0.30, a quick ratio of 1.14 and a current ratio of 1.20.

Jacobs Solutions (NYSE:J) last announced its quarterly earnings data on Tuesday, November 19th. The company reported $1.37 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.08 by ($0.71). The business had revenue of $2.96 billion during the quarter, compared to analysts’ expectations of $4.50 billion. Jacobs Solutions had a net margin of 5.16% and a return on equity of 14.82%. Jacobs Solutions’s revenue for the quarter was up 4.4% on a year-over-year basis. During the same period last year, the company posted $1.90 EPS.

Institutional Trading of Jacobs Solutions

Several hedge funds have recently modified their holdings of J. Boston Partners raised its stake in Jacobs Solutions by 27.9% in the 1st quarter. Boston Partners now owns 3,697,086 shares of the company’s stock worth $567,436,000 after acquiring an additional 805,657 shares during the last quarter. Thrivent Financial for Lutherans raised its stake in shares of Jacobs Solutions by 5,170.1% in the second quarter. Thrivent Financial for Lutherans now owns 419,075 shares of the company’s stock worth $58,550,000 after purchasing an additional 411,123 shares during the last quarter. Sessa Capital IM L.P. acquired a new stake in shares of Jacobs Solutions during the third quarter worth about $46,168,000. Barrow Hanley Mewhinney & Strauss LLC boosted its position in Jacobs Solutions by 6.1% in the second quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 3,326,433 shares of the company’s stock valued at $464,736,000 after buying an additional 192,166 shares during the last quarter. Finally, Westwood Holdings Group Inc. increased its holdings in Jacobs Solutions by 7,306.2% in the 1st quarter. Westwood Holdings Group Inc. now owns 138,051 shares of the company’s stock worth $21,223,000 after buying an additional 136,187 shares during the period. 85.65% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Jacobs Solutions

In other news, EVP Shelette M. Gustafson sold 4,167 shares of the stock in a transaction on Thursday, August 29th. The shares were sold at an average price of $150.14, for a total value of $625,633.38. Following the sale, the executive vice president now owns 24,564 shares of the company’s stock, valued at approximately $3,688,038.96. This represents a 14.50 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Christopher M.T. Thompson sold 1,898 shares of the company’s stock in a transaction dated Thursday, August 29th. The shares were sold at an average price of $150.85, for a total transaction of $286,313.30. Following the transaction, the director now owns 42,069 shares in the company, valued at $6,346,108.65. The trade was a 4.32 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 1.00% of the stock is owned by insiders.

Jacobs Solutions Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, November 22nd. Stockholders of record on Friday, October 25th were given a dividend of $0.29 per share. This represents a $1.16 annualized dividend and a dividend yield of 0.84%. The ex-dividend date was Friday, October 25th. Jacobs Solutions’s dividend payout ratio is 18.33%.

Jacobs Solutions Company Profile

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.