William Blair Expects Reduced Earnings for Jacobs Solutions

Jacobs Solutions Inc. (NYSE:J - Free Report) - Investment analysts at William Blair cut their Q2 2025 earnings per share (EPS) estimates for Jacobs Solutions in a research note issued on Tuesday, February 4th. William Blair analyst L. Dipalma now expects that the company will post earnings of $1.41 per share for the quarter, down from their previous forecast of $1.48. The consensus estimate for Jacobs Solutions' current full-year earnings is $6.05 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 - Get Free Report) last posted its quarterly earnings results on Tuesday, February 4th. The company reported $1.33 earnings per share for the quarter, topping analysts' consensus estimates of $1.29 by $0.04. The business had revenue of $2.93 billion for the quarter, compared to analysts' expectations of $2.92 billion. Jacobs Solutions had a net margin of 4.28% and a return on equity of 14.87%. The business's revenue for the quarter was up 4.4% on a year-over-year basis. During the same period in the prior year, the company posted $1.45 EPS.

J has been the subject of a number of other reports. Robert W. Baird lowered their target price on shares of Jacobs Solutions from $154.00 to $148.00 and set an "outperform" rating for the company in a report on Wednesday, February 5th. Citigroup lowered their price objective 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. Truist Financial increased their target price on Jacobs Solutions from $137.00 to $142.00 and gave the stock a "hold" rating in a research report on Thursday, December 19th. The Goldman Sachs Group reissued a "neutral" rating and set a $150.00 price target on shares of Jacobs Solutions in a research report on Tuesday, December 10th. Finally, StockNews.com started coverage on Jacobs Solutions in a report on Wednesday, December 4th. They issued a "hold" rating on the stock. Six analysts have rated the stock with a hold rating and six have assigned a buy rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $155.89.

Jacobs Solutions Trading Up 0.5 %

Shares of J traded up $0.61 on Thursday, hitting $134.54. 409,799 shares of the stock traded hands, compared to its average volume of 764,428. The firm has a market capitalization of $16.49 billion, a P/E ratio of 27.74, a P/E/G ratio of 1.88 and a beta of 0.72. The company has a quick ratio of 1.20, a current ratio of 1.25 and a debt-to-equity ratio of 0.41. Jacobs Solutions has a 1 year low of $110.95 and a 1 year high of $150.54. The stock's 50 day moving average is $136.17 and its two-hundred day moving average is $140.88.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Ninety One UK Ltd boosted its holdings in shares of Jacobs Solutions by 29.2% during the fourth quarter. Ninety One UK Ltd now owns 1,988,092 shares of the company's stock valued at $265,649,000 after acquiring an additional 449,161 shares during the period. Proficio Capital Partners LLC boosted its stake in Jacobs Solutions by 15,913.6% during the 4th quarter. Proficio Capital Partners LLC now owns 448,860 shares of the company's stock valued at $59,977,000 after purchasing an additional 446,057 shares during the period. Sessa Capital IM L.P. bought a new position in Jacobs Solutions in the 3rd quarter worth about $46,168,000. Natixis Advisors LLC increased its stake in shares of Jacobs Solutions by 138.9% in the fourth quarter. Natixis Advisors LLC now owns 479,452 shares of the company's stock valued at $64,065,000 after purchasing an additional 278,777 shares during the period. Finally, Raymond James Financial Inc. bought a new stake in shares of Jacobs Solutions during the fourth quarter valued at approximately $24,069,000. Institutional investors and hedge funds own 85.65% of the company's stock.

Jacobs Solutions declared that its Board of Directors has initiated a share repurchase program on Tuesday, February 4th that allows the company to repurchase $1.50 billion in shares. This repurchase authorization allows the company to repurchase up to 9% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company's board of directors believes its stock is undervalued.

Jacobs Solutions Increases Dividend

The firm also recently announced 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 represents a $1.28 dividend on an annualized basis and a yield of 0.95%. This is a boost from Jacobs Solutions's previous quarterly dividend of $0.29. Jacobs Solutions's dividend payout ratio (DPR) is currently 23.92%.

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.