William Blair Analysts Reduce Earnings Estimates for J

Jacobs Solutions Inc. (NYSE:J) – Equities research analysts at William Blair cut their Q2 2025 earnings estimates for Jacobs Solutions in a research report issued to clients and investors on Wednesday, November 20th. William Blair analyst L. Dipalma now anticipates that the company will earn $1.48 per share for the quarter, down from their previous forecast of $1.72. The consensus estimate for Jacobs Solutions’ current full-year earnings is $6.00 per share. William Blair also issued estimates for Jacobs Solutions’ Q3 2025 earnings at $1.60 EPS and Q4 2025 earnings at $1.71 EPS.

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

J has been the topic of several other research reports. Truist Financial lowered their target price 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. Citigroup dropped their price target on Jacobs Solutions from $166.00 to $161.00 and set a “buy” rating for the company in a report on Wednesday. Robert W. Baird increased their price objective on shares of Jacobs Solutions from $147.00 to $149.00 and gave the stock an “outperform” rating in a report on Wednesday. StockNews.com initiated coverage on shares of Jacobs Solutions in a research report on Monday, November 18th. They set a “buy” rating on the stock. Finally, Royal Bank of Canada lowered their price target on shares of Jacobs Solutions from $167.00 to $152.00 and set an “outperform” rating for the company in a report on Thursday. Five equities research analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company. According to MarketBeat, Jacobs Solutions currently has an average rating of “Moderate Buy” and a consensus target price of $156.50.

Jacobs Solutions Trading Up 1.4 %

Jacobs Solutions stock opened at $137.38 on Friday. Jacobs Solutions has a 52 week low of $101.64 and a 52 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. The firm has a market capitalization of $17.07 billion, a PE ratio of 21.70, a PEG ratio of 2.04 and a beta of 0.71. The business’s 50-day simple moving average is $142.11 and its 200-day simple moving average is $142.29.

Jacobs Solutions Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, November 22nd. Stockholders of record on Friday, October 25th were issued a dividend of $0.29 per share. This represents a $1.16 dividend on an annualized basis and a dividend yield of 0.84%. The ex-dividend date was Friday, October 25th. Jacobs Solutions’s dividend payout ratio (DPR) is presently 18.33%.

Insider Activity at Jacobs Solutions

In other Jacobs Solutions news, EVP Shelette M. Gustafson sold 4,167 shares of the firm’s stock in a transaction that occurred on Thursday, August 29th. The shares were sold at an average price of $150.14, for a total transaction of $625,633.38. Following the completion of the transaction, the executive vice president now owns 24,564 shares in the company, valued at approximately $3,688,038.96. This trade represents a 14.50 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 on Thursday, August 29th. The shares were sold at an average price of $150.85, for a total transaction of $286,313.30. Following the completion of the sale, the director now directly owns 42,069 shares in the company, valued at approximately $6,346,108.65. This represents 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 currently owned by insiders.

Institutional Trading of Jacobs Solutions

Several hedge funds have recently modified their holdings of the stock. EdgeRock Capital LLC purchased a new position in Jacobs Solutions during the 2nd quarter worth $26,000. Bruce G. Allen Investments LLC increased its position in shares of Jacobs Solutions by 427.5% during the 2nd quarter. Bruce G. Allen Investments LLC now owns 211 shares of the company’s stock valued at $29,000 after purchasing an additional 171 shares during the last quarter. First Horizon Advisors Inc. raised its stake in shares of Jacobs Solutions by 44.3% during the 3rd quarter. First Horizon Advisors Inc. now owns 241 shares of the company’s stock worth $32,000 after purchasing an additional 74 shares during the period. Quarry LP boosted its holdings in shares of Jacobs Solutions by 394.9% in the 3rd quarter. Quarry LP now owns 292 shares of the company’s stock worth $38,000 after buying an additional 233 shares during the last quarter. Finally, Capital Performance Advisors LLP bought a new position in Jacobs Solutions during the third quarter valued at about $42,000. Institutional investors own 85.65% of the company’s stock.

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.