William Blair Brokers Decrease Earnings Estimates for J

Jacobs Solutions Inc. (NYSE:J) – Research analysts at William Blair dropped their Q2 2025 EPS estimates for Jacobs Solutions in a report issued on Tuesday, February 4th. William Blair analyst L. Dipalma now forecasts that the company will post earnings of $1.41 per share for the quarter, down from their previous estimate of $1.48. The consensus estimate for Jacobs Solutions’ current full-year earnings is $6.06 per share. William Blair also issued estimates for Jacobs Solutions’ Q4 2025 earnings at $1.68 EPS, FY2025 earnings at $6.03 EPS and FY2026 earnings at $6.76 EPS.

A number of other research firms also recently weighed in on J. Benchmark downgraded Jacobs Solutions from a “buy” rating to a “hold” rating in a report on Wednesday, November 20th. Royal Bank of Canada reiterated an “outperform” rating and issued a $152.00 price objective on shares of Jacobs Solutions in a report on Tuesday, December 3rd. The Goldman Sachs Group restated a “neutral” rating and set a $150.00 target price on shares of Jacobs Solutions in a report on Tuesday, December 10th. Robert W. Baird reduced their target price on shares of Jacobs Solutions from $154.00 to $148.00 and set an “outperform” rating on the stock in a research report on Wednesday. Finally, StockNews.com initiated coverage on shares of Jacobs Solutions in a research report on Wednesday, December 4th. They set a “hold” rating for the company. Six research analysts have rated the stock with a hold rating and six have issued a buy rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $155.89.

Jacobs Solutions Stock Performance

Shares of J stock opened at $133.46 on Thursday. The company has a market capitalization of $16.55 billion, a P/E ratio of 21.08, a PEG ratio of 2.11 and a beta of 0.72. Jacobs Solutions has a fifty-two week low of $110.95 and a fifty-two week high of $150.54. The company has a debt-to-equity ratio of 0.30, a quick ratio of 1.20 and a current ratio of 1.20. The stock has a 50 day moving average price of $136.46 and a two-hundred day moving average price of $141.13.

Jacobs Solutions (NYSE:J) last posted its quarterly earnings results on Tuesday, February 4th. The company reported $1.33 earnings per share for the quarter, topping the consensus estimate of $1.29 by $0.04. Jacobs Solutions had a net margin of 5.16% and a return on equity of 14.82%. The business had revenue of $2.93 billion during the quarter, compared to the consensus estimate of $2.92 billion. During the same period in the previous year, the firm posted $1.45 earnings per share. The firm’s revenue for the quarter was up 4.4% on a year-over-year basis.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the company. First Horizon Advisors Inc. raised its position in shares of Jacobs Solutions by 44.3% during the third quarter. First Horizon Advisors Inc. now owns 241 shares of the company’s stock valued at $32,000 after buying an additional 74 shares during the last quarter. Quarry LP grew its stake in Jacobs Solutions by 394.9% during the third quarter. Quarry LP now owns 292 shares of the company’s stock valued at $38,000 after acquiring an additional 233 shares in the last quarter. Capital Performance Advisors LLP bought a new stake in Jacobs Solutions in the 3rd quarter valued at $42,000. True Wealth Design LLC purchased a new stake in Jacobs Solutions in the 3rd quarter worth $44,000. Finally, Assetmark Inc. boosted its holdings in shares of Jacobs Solutions by 42.7% during the 4th quarter. Assetmark Inc. now owns 334 shares of the company’s stock valued at $45,000 after purchasing an additional 100 shares during the last quarter. Institutional investors own 85.65% of the company’s stock.

Jacobs Solutions announced that its board has approved a share repurchase program on Tuesday, February 4th that permits the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization permits the company to repurchase up to 9% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s management believes its shares are undervalued.

Jacobs Solutions Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 21st. Shareholders of record on Friday, February 21st will be given a $0.32 dividend. This is a positive change from Jacobs Solutions’s previous quarterly dividend of $0.29. This represents a $1.28 dividend on an annualized basis and a dividend yield of 0.96%. The ex-dividend date is Friday, February 21st. Jacobs Solutions’s dividend payout ratio is presently 18.33%.

About Jacobs Solutions

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.