William Blair Issues Optimistic Estimate for J Earnings

Jacobs Solutions Inc. (NYSE:J) – Equities researchers at William Blair boosted their Q3 2025 earnings per share estimates for Jacobs Solutions in a research report issued on Tuesday, February 4th. William Blair analyst L. Dipalma now anticipates that the company will earn $1.61 per share for the quarter, up from their previous forecast of $1.60. The consensus estimate for Jacobs Solutions’ current full-year earnings is $6.06 per share.

Other equities research analysts have also issued reports about the company. StockNews.com began coverage on Jacobs Solutions in a research report on Wednesday, December 4th. They set a “hold” rating on the stock. Royal Bank of Canada reiterated an “outperform” rating and set a $152.00 price target on shares of Jacobs Solutions in a research report on Tuesday, December 3rd. Benchmark lowered shares of Jacobs Solutions from a “buy” rating to a “hold” rating in a report on Wednesday, November 20th. Citigroup dropped their target price on shares of Jacobs Solutions from $161.00 to $160.00 and set a “buy” rating for the company in a research note on Wednesday, January 29th. Finally, Robert W. Baird decreased their price target on shares of Jacobs Solutions from $154.00 to $148.00 and set an “outperform” rating on the stock in a research note on Wednesday. Six analysts have rated the stock with a hold rating and six have given a buy rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $155.89.

Jacobs Solutions Price Performance

Shares of Jacobs Solutions stock opened at $133.97 on Friday. Jacobs Solutions has a 1-year low of $110.95 and a 1-year high of $150.54. The firm’s 50-day moving average price is $136.30 and its two-hundred day moving average price is $141.08. The company has a current ratio of 1.20, a quick ratio of 1.20 and a debt-to-equity ratio of 0.30. The stock has a market capitalization of $16.42 billion, a price-to-earnings ratio of 21.16, a P/E/G ratio of 2.11 and a beta of 0.72.

Jacobs Solutions (NYSE:J) last posted its 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 for the quarter, compared to analyst estimates of $2.92 billion. During the same quarter in the prior year, the firm earned $1.45 EPS. The firm’s quarterly revenue was up 4.4% compared to the same quarter last year.

Jacobs Solutions declared that its board has initiated a share repurchase plan on Tuesday, February 4th that allows the company to repurchase $1.50 billion in shares. This repurchase authorization allows the company to purchase up to 9% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s management believes its shares are undervalued.

Jacobs Solutions Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 21st. Investors of record on Friday, February 21st will be issued a $0.32 dividend. This is a positive change from Jacobs Solutions’s previous quarterly dividend of $0.29. This represents a $1.28 annualized dividend and a yield of 0.96%. The ex-dividend date is Friday, February 21st. Jacobs Solutions’s dividend payout ratio is currently 26.39%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Heritage Family Offices LLP grew its holdings in Jacobs Solutions by 55.7% during the fourth quarter. Heritage Family Offices LLP now owns 14,912 shares of the company’s stock valued at $1,993,000 after purchasing an additional 5,332 shares during the period. JPMorgan Chase & Co. grew its holdings in shares of Jacobs Solutions by 12.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 433,748 shares of the company’s stock valued at $56,778,000 after buying an additional 47,211 shares during the period. Occidental Asset Management LLC increased its position in shares of Jacobs Solutions by 11.7% in the 4th quarter. Occidental Asset Management LLC now owns 25,045 shares of the company’s stock valued at $3,347,000 after buying an additional 2,619 shares in the last quarter. Wilmington Savings Fund Society FSB bought a new stake in shares of Jacobs Solutions in the 3rd quarter valued at $3,205,000. Finally, Merit Financial Group LLC acquired a new stake in Jacobs Solutions during the 4th quarter worth $368,000. 85.65% of the stock is currently owned by institutional investors.

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.