KeyCorp Equities Analysts Increase Earnings Estimates for J

Jacobs Solutions Inc. (NYSE:J) – Equities research analysts at KeyCorp lifted their FY2026 earnings estimates for shares of Jacobs Solutions in a report released on Tuesday, August 4th. KeyCorp analyst S. Jain now anticipates that the company will post earnings per share of $7.25 for the year, up from their prior estimate of $7.23. KeyCorp currently has a “Overweight” rating and a $150.00 target price on the stock. The consensus estimate for Jacobs Solutions’ current full-year earnings is $7.26 per share.

Jacobs Solutions (NYSE:J) last announced its quarterly earnings results on Tuesday, August 4th. The company reported $1.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.83 by $0.01. The company had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.40 billion. Jacobs Solutions had a net margin of 2.40% and a return on equity of 23.96%. The firm’s revenue was up 8.3% on a year-over-year basis. During the same period in the previous year, the firm posted $1.62 EPS. Jacobs Solutions has set its FY 2026 guidance at 7.200-7.300 EPS.

Several other equities research analysts also recently weighed in on J. Weiss Ratings reissued a “hold (c-)” rating on shares of Jacobs Solutions in a report on Monday, August 3rd. Truist Financial dropped their target price on Jacobs Solutions from $150.00 to $149.00 and set a “hold” rating for the company in a research report on Thursday, July 2nd. Wall Street Zen lowered Jacobs Solutions from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. UBS Group lifted their price target on Jacobs Solutions from $156.00 to $167.00 and gave the company a “buy” rating in a research note on Monday. Finally, Wells Fargo & Company reduced their price target on Jacobs Solutions from $137.00 to $131.00 and set an “equal weight” rating on the stock in a report on Thursday, May 7th. Six equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, Jacobs Solutions presently has a consensus rating of “Moderate Buy” and a consensus target price of $153.70.

Jacobs Solutions Stock Up 0.2%

Shares of NYSE:J opened at $147.55 on Monday. Jacobs Solutions has a 52-week low of $105.68 and a 52-week high of $168.44. The company has a market capitalization of $17.42 billion, a PE ratio of 52.32, a price-to-earnings-growth ratio of 1.42 and a beta of 0.68. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.29 and a current ratio of 1.29. The company has a fifty day moving average of $129.65 and a 200-day moving average of $129.37.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the company. Measured Wealth Private Client Group LLC bought a new stake in shares of Jacobs Solutions in the 3rd quarter valued at $27,000. Keating Financial Advisory Services Inc. acquired a new stake in shares of Jacobs Solutions during the second quarter worth $30,000. Wealth Watch Advisors INC bought a new position in Jacobs Solutions during the third quarter worth $33,000. International Assets Investment Management LLC bought a new position in Jacobs Solutions during the fourth quarter worth $38,000. Finally, Torren Management LLC bought a new position in Jacobs Solutions during the fourth quarter worth $41,000. Institutional investors own 85.65% of the company’s stock.

Insider Transactions at Jacobs Solutions

In other Jacobs Solutions news, President Patrick Hill sold 17,201 shares of the company’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $144.10, for a total value of $2,478,664.10. Following the sale, the president owned 67,356 shares in the company, valued at approximately $9,705,999.60. The trade was a 20.34% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Robert V. Pragada purchased 3,601 shares of the firm’s stock in a transaction dated Friday, May 15th. The stock was bought at an average cost of $111.09 per share, with a total value of $400,035.09. Following the purchase, the chief executive officer owned 333,755 shares of the company’s stock, valued at approximately $37,076,842.95. This trade represents a 1.09% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 0.48% of the company’s stock.

Jacobs Solutions Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, September 18th. Shareholders of record on Friday, August 21st will be issued a dividend of $0.36 per share. The ex-dividend date of this dividend is Friday, August 21st. This represents a $1.44 annualized dividend and a yield of 1.0%. Jacobs Solutions’s payout ratio is presently 51.06%.

Key Stories Impacting Jacobs Solutions

Here are the key news stories impacting Jacobs Solutions this week:

• Positive Sentiment: UBS raised its price target for Jacobs Solutions from $156 to $167 and upgraded the stock to “Buy.” The new target implies approximately 13% upside from the referenced share price, providing the strongest positive catalyst in the recent news flow. Benzinga analyst update
• Positive Sentiment: KeyCorp previously increased its FY2026 EPS estimate for Jacobs, while maintaining an “Overweight” rating and a $150 price target. The company’s latest quarterly results also showed earnings and revenue slightly ahead of expectations, with revenue growth of 8.3% year over year and FY2026 EPS guidance of $7.20 to $7.30.
• Positive Sentiment: Zacks characterized Jacobs as a strong value stock, which may attract investors seeking exposure to an engineering and consulting business with improving earnings and revenue trends. Zacks value-stock analysis
• Neutral Sentiment: KeyCorp trimmed its Q4 FY2026 EPS forecast to $2.12 from $2.14 and its FY2027 estimate to $8.38 from $8.44, but retained its “Overweight” rating and $150 target. The revisions suggest limited near-term earnings pressure rather than a change in the broader investment thesis.
• Negative Sentiment: Jacobs President Patrick Hill sold 17,201 shares for approximately $2.48 million, reducing his holdings by 20.34%. The transaction was disclosed in an SEC filing; while insider sales can be routine, the size of the reduction may weigh on sentiment. SEC insider transaction filing

Jacobs Solutions Company Profile

Jacobs Solutions Inc, commonly known as Jacobs, is a global professional services firm that provides technical, engineering, scientific and project delivery expertise across a broad range of industries. Founded in 1947 by Joseph J. Jacobs in Pasadena, California, the company evolved from a regional engineering consultancy into a diversified provider of design, program and construction management, operations and maintenance, and scientific services for complex infrastructure and industrial programs.