William Blair Expects Lower Earnings for Jacobs Solutions

Jacobs Solutions Inc. (NYSE:J) – Analysts at William Blair dropped their Q1 2025 EPS estimates for Jacobs Solutions in a report issued 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 $6.07 per share. William Blair also issued estimates for Jacobs Solutions’ FY2025 earnings at $6.04 EPS and FY2026 earnings at $6.38 EPS.

A number of other equities analysts have also issued reports on J. Robert W. Baird raised their price target on shares of Jacobs Solutions from $147.00 to $149.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 20th. UBS Group increased their price target on Jacobs Solutions from $161.00 to $165.00 and gave the stock a “buy” rating in a research report on Wednesday, August 14th. Benchmark cut Jacobs Solutions from a “buy” rating to a “hold” rating in a report on Wednesday, November 20th. Citigroup dropped their target price on Jacobs Solutions from $166.00 to $161.00 and set a “buy” rating on the stock in a report on Wednesday, November 20th. Finally, Raymond James raised Jacobs Solutions from a “market perform” rating to an “outperform” rating and set a $160.00 price target for the company 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.com, Jacobs Solutions presently has a consensus rating of “Moderate Buy” and an average target price of $156.50.

Jacobs Solutions Price Performance

Shares of J stock opened at $140.69 on Monday. The firm has a market capitalization of $17.48 billion, a price-to-earnings ratio of 22.23, a PEG ratio of 2.07 and a beta of 0.71. 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 stock’s 50-day simple moving average is $141.92 and its 200-day simple moving average is $142.32. Jacobs Solutions has a fifty-two week low of $101.64 and a fifty-two week high of $150.54.

Jacobs Solutions (NYSE:J) last announced its earnings results on Tuesday, November 19th. The company reported $1.37 earnings per share 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 during the quarter, compared to analyst estimates of $4.50 billion. During the same quarter last year, the business earned $1.90 earnings per share. Jacobs Solutions’s revenue was up 4.4% on a year-over-year basis.

Jacobs Solutions Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, November 22nd. Investors of record on Friday, October 25th were paid a dividend of $0.29 per share. The ex-dividend date was Friday, October 25th. This represents a $1.16 dividend on an annualized basis and a dividend yield of 0.82%. Jacobs Solutions’s payout ratio is 18.33%.

Insider Activity at Jacobs Solutions

In related news, EVP Shelette M. Gustafson sold 4,167 shares of the company’s 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 completion of the sale, the executive vice president now owns 24,564 shares in the company, valued at $3,688,038.96. This represents a 14.50 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Christopher M.T. Thompson sold 1,898 shares of the stock in a transaction dated Thursday, August 29th. The stock was sold at an average price of $150.85, for a total transaction of $286,313.30. Following the sale, the director now owns 42,069 shares of the company’s stock, valued at $6,346,108.65. This trade represents a 4.32 % decrease in their position. The disclosure for this sale can be found here. 1.00% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Tlwm lifted its holdings in Jacobs Solutions by 1.2% in the 2nd quarter. Tlwm now owns 6,046 shares of the company’s stock worth $845,000 after buying an additional 74 shares in the last quarter. First Horizon Advisors Inc. grew its stake in Jacobs Solutions by 44.3% during the 3rd quarter. First Horizon Advisors Inc. now owns 241 shares of the company’s stock valued at $32,000 after purchasing an additional 74 shares in the last quarter. Hudson Edge Investment Partners Inc. grew its stake in Jacobs Solutions by 1.4% during the 2nd quarter. Hudson Edge Investment Partners Inc. now owns 5,967 shares of the company’s stock valued at $834,000 after purchasing an additional 82 shares in the last quarter. Empirical Finance LLC increased its holdings in Jacobs Solutions by 1.9% during the 3rd quarter. Empirical Finance LLC now owns 4,358 shares of the company’s stock worth $570,000 after purchasing an additional 82 shares during the last quarter. Finally, OneDigital Investment Advisors LLC raised its position in shares of Jacobs Solutions by 4.0% in the 3rd quarter. OneDigital Investment Advisors LLC now owns 2,239 shares of the company’s stock valued at $293,000 after purchasing an additional 86 shares in the last quarter. 85.65% of the stock is owned by hedge funds and other 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.