Q2 EPS Forecast for Jacobs Solutions Lowered by Analyst

Jacobs Solutions Inc. (NYSE:J) – Investment analysts at William Blair lowered their Q2 2025 earnings estimates for shares of Jacobs Solutions in a research report issued on Tuesday, February 4th. William Blair analyst L. Dipalma now anticipates that the company will post earnings per share of $1.41 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.

Jacobs Solutions (NYSE:J) last released its quarterly earnings data on Tuesday, February 4th. The company reported $1.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.29 by $0.04. Jacobs Solutions had a return on equity of 14.82% and a net margin of 5.16%. The firm 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 company earned $1.45 earnings per share. The business’s revenue for the quarter was up 4.4% compared to the same quarter last year.

J has been the topic of several other reports. The Goldman Sachs Group reissued a “neutral” rating and issued a $150.00 price objective on shares of Jacobs Solutions in a research report on Tuesday, December 10th. 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. Truist Financial raised their price objective on shares of Jacobs Solutions from $137.00 to $142.00 and gave the stock a “hold” rating in a research report on Thursday, December 19th. Royal Bank of Canada reaffirmed an “outperform” rating and issued a $152.00 target price on shares of Jacobs Solutions in a research report on Tuesday, December 3rd. Finally, Citigroup dropped their price target on Jacobs Solutions from $161.00 to $160.00 and set a “buy” rating for the company in a report on Wednesday, January 29th. Six analysts have rated the stock with a hold rating and six have assigned a buy rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $155.89.

Jacobs Solutions Stock Up 0.4 %

J opened at $133.97 on Thursday. 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’s fifty day simple moving average is $136.30 and its 200 day simple moving average is $141.08. Jacobs Solutions has a 1-year low of $110.95 and a 1-year high of $150.54. The stock has a market cap of $16.42 billion, a PE ratio of 21.16, a price-to-earnings-growth ratio of 2.11 and a beta of 0.72.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of J. First Horizon Advisors Inc. lifted its stake in Jacobs Solutions by 44.3% during the third 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 last quarter. Larson Financial Group LLC raised its holdings in shares of Jacobs Solutions by 71.9% during the 4th quarter. Larson Financial Group LLC now owns 275 shares of the company’s stock worth $37,000 after buying an additional 115 shares in the last quarter. Quarry LP lifted its position in shares of Jacobs Solutions by 394.9% during 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. Capital Performance Advisors LLP acquired a new stake in Jacobs Solutions in the third quarter valued at about $42,000. Finally, True Wealth Design LLC bought a new position in Jacobs Solutions in the third quarter valued at about $44,000. Institutional investors and hedge funds own 85.65% of the company’s stock.

Jacobs Solutions declared that its Board of Directors has approved a stock buyback program on Tuesday, February 4th that allows the company to buyback $1.50 billion in shares. This buyback authorization allows the company to reacquire up to 9% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s management believes its shares are undervalued.

Jacobs Solutions Increases Dividend

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

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.