William Blair Expects Weaker Earnings for Jacobs Solutions

Jacobs Solutions Inc. (NYSE:J) – Stock analysts at William Blair cut their Q1 2025 earnings estimates for shares of Jacobs Solutions in a report released on Wednesday, November 20th. William Blair analyst L. Dipalma now forecasts that the company will post earnings of $1.25 per share for the quarter, down from their previous forecast 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.

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

Several other analysts have also recently weighed in on the stock. Truist Financial dropped their price objective on shares of Jacobs Solutions from $158.00 to $139.00 and set a “hold” rating for the company in a research note on Wednesday, October 9th. StockNews.com started coverage on Jacobs Solutions in a research note on Monday, November 18th. They issued a “buy” rating for the company. Benchmark lowered Jacobs Solutions from a “buy” rating to a “hold” rating in a research note on Wednesday, November 20th. Raymond James upgraded Jacobs Solutions from a “market perform” rating to an “outperform” rating and set a $160.00 target price for the company in a research report on Friday, October 4th. Finally, Royal Bank of Canada decreased their price target on Jacobs Solutions from $167.00 to $152.00 and set an “outperform” rating on the stock in a research report on Thursday, November 21st. Five equities research analysts have rated the stock with a hold rating and seven have given a buy rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $156.50.

Jacobs Solutions Stock Performance

NYSE:J opened at $139.36 on Monday. The stock has a 50 day simple moving average of $142.01 and a 200 day simple moving average of $142.31. The stock has a market cap of $17.32 billion, a P/E ratio of 22.02, a PEG ratio of 2.07 and a beta of 0.71. Jacobs Solutions has a 1-year low of $101.64 and a 1-year high of $150.54. The company has a current ratio of 1.20, a quick ratio of 1.14 and a debt-to-equity ratio of 0.30.

Jacobs Solutions Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, November 22nd. Stockholders of record on Friday, October 25th were paid a dividend of $0.29 per share. This represents a $1.16 annualized dividend and a dividend yield of 0.83%. The ex-dividend date of this dividend was Friday, October 25th. Jacobs Solutions’s payout ratio is currently 18.33%.

Insider Transactions at Jacobs Solutions

In other news, Director Christopher M.T. Thompson sold 1,898 shares of the business’s stock in a transaction that occurred on Thursday, August 29th. The shares were sold at an average price of $150.85, for a total value of $286,313.30. Following the transaction, the director now owns 42,069 shares in the company, valued at approximately $6,346,108.65. The trade was a 4.32 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Shelette M. Gustafson sold 4,167 shares of the stock in a transaction on Thursday, August 29th. The stock was sold at an average price of $150.14, for a total transaction of $625,633.38. Following the sale, the executive vice president now owns 24,564 shares of the company’s stock, valued at approximately $3,688,038.96. This trade represents a 14.50 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 1.00% of the stock is owned by company insiders.

Institutional Investors Weigh In On Jacobs Solutions

Large investors have recently added to or reduced their stakes in the business. Synovus Financial Corp increased its position in Jacobs Solutions by 7.3% in the 3rd quarter. Synovus Financial Corp now owns 5,117 shares of the company’s stock valued at $670,000 after buying an additional 350 shares in the last quarter. Tidal Investments LLC grew its stake in Jacobs Solutions by 3.5% in the third quarter. Tidal Investments LLC now owns 24,440 shares of the company’s stock valued at $3,199,000 after acquiring an additional 829 shares during the period. Wilmington Savings Fund Society FSB acquired a new stake in Jacobs Solutions in the third quarter valued at approximately $3,205,000. Sanctuary Advisors LLC increased its holdings in shares of Jacobs Solutions by 79.8% during the third quarter. Sanctuary Advisors LLC now owns 18,201 shares of the company’s stock valued at $2,500,000 after acquiring an additional 8,076 shares in the last quarter. Finally, Pine Valley Investments Ltd Liability Co raised its position in shares of Jacobs Solutions by 3.1% during the third quarter. Pine Valley Investments Ltd Liability Co now owns 20,851 shares of the company’s stock worth $2,729,000 after purchasing an additional 630 shares during the period. Institutional investors and hedge funds own 85.65% of the company’s stock.

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.