J icon

Jacobs Solutions

128.88 USD
-1.47
1.13%
At close Feb 14, 4:00 PM EST
After hours
128.88
+0.00
0.00%
1 day
-1.13%
5 days
-4.18%
1 month
-4.64%
3 months
-8.34%
6 months
-11.11%
Year to date
-3.07%
1 year
-10.68%
5 years
28.03%
10 years
197.99%
 

About: Jacobs Solutions is a global provider of engineering, design, procurement, construction, and maintenance services as well as cyber engineering and security solutions. The firm serves industrial, commercial, and government clients in a wide variety of sectors, including water, transportation, healthcare, technology, and chemicals. Jacobs Solutions employs approximately 60,000 workers. The company generated $11.5 billion in revenue in fiscal 2024.

Employees: 45,000

0
Funds holding %
of 6,831 funds
0
Analysts bullish %
of 5 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

183% more call options, than puts

Call options by funds: $96.8M | Put options by funds: $34.2M

25% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 260

17% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 64

0% more funds holding

Funds holding: 806 [Q2] → 808 (+2) [Q3]

2.59% less ownership

Funds ownership: 87.16% [Q2] → 84.57% (-2.59%) [Q3]

10% less capital invested

Capital invested by funds: $15.3B [Q2] → $13.8B (-$1.48B) [Q3]

40% less funds holding in top 10

Funds holding in top 10: 15 [Q2] → 9 (-6) [Q3]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$142
10%
upside
Avg. target
$150
17%
upside
High target
$160
24%
upside

5 analyst ratings

positive
60%
neutral
40%
negative
0%
Baird
Andrew Wittmann
48% 1-year accuracy
15 / 31 met price target
15%upside
$148
Outperform
Maintained
5 Feb 2025
Citigroup
Andrew Kaplowitz
51% 1-year accuracy
42 / 82 met price target
24%upside
$160
Buy
Maintained
29 Jan 2025
Truist Securities
Jamie Cook
62% 1-year accuracy
55 / 89 met price target
10%upside
$142
Hold
Maintained
19 Dec 2024
Goldman Sachs
Jerry Revich
39% 1-year accuracy
13 / 33 met price target
16%upside
$150
Neutral
Reinstated
10 Dec 2024
RBC Capital
Sabahat Khan
57% 1-year accuracy
8 / 14 met price target
18%upside
$152
Outperform
Reiterated
3 Dec 2024

Financial journalist opinion

Based on 16 articles about J published over the past 30 days

Positive
Seeking Alpha
16 hours ago
Big Buyback Program And Cheap Valuations Make Jacobs A Buy
I have a buy rating on Jacobs with a price target of $178, a 37% upside from the current market price. J's 1Q25 results were muted, but the long-term outlook is positive with potential margin improvement. I also like the Company's prudent management approach toward capital allocation, which focuses more on returning capital to shareholders rather than doing inorganic expansion.
Big Buyback Program And Cheap Valuations Make Jacobs A Buy
Positive
Seeking Alpha
1 day ago
17 Upcoming Dividend Increases, Including 3 Kings
This week's dividend increases feature three Dividend Kings: Archer-Daniels-Midland, Consolidated Edison, and Black Hills Corporation, with streaks of 50, 51, and 55 years, respectively. Consistently rising dividends indicate strong cash flow and financial stability, making such companies attractive long-term investments that often outperform benchmarks. My strategy focuses on stocks with consistent dividend growth and market outperformance, using data from U.S. Dividend Champions and NASDAQ.
17 Upcoming Dividend Increases, Including 3 Kings
Positive
MarketBeat
1 week ago
Billions in Buybacks: 4 Stocks Rewarding Shareholders Now
These four large-cap stocks recently announced buyback programs that are moderate to massive in size when compared to their market capitalizations. I'll break down these new programs, as well as other important developments around these firms looking to return capital back to shareholders.
Billions in Buybacks: 4 Stocks Rewarding Shareholders Now
Neutral
PRNewsWire
1 week ago
Jacobs to Design Florida Water Treatment Plant Upgrades for PFAS Removal
Modernizing drinking water infrastructure for treatment of long-lasting synthetic chemicals DALLAS , Feb. 6, 2025 /PRNewswire/ -- Jacobs (NYSE: J) was selected by the City of Boynton Beach in South Florida to evaluate and design upgrades at two water treatment plants to remove per- and polyfluoroalkyl substances (PFAS) from the city's groundwater supplies to comply with new U.S. federal drinking water regulations. At a combined treatment capacity of 30 million gallons per day, the two plants provide drinking water to more than 112,000 people.
Jacobs to Design Florida Water Treatment Plant Upgrades for PFAS Removal
Neutral
Seeking Alpha
1 week ago
Jacobs Solutions Inc. (J) Q1 2025 Earnings Call Transcript
Jacobs Solutions Inc. (NYSE:J ) Q1 2025 Earnings Conference Call February 4, 2025 10:00 AM ET Company Participants Bert Subin - Senior Vice President, Investor Relations Bob Pragada - Chief Executive Officer Venk Nathamuni - Chief Financial Officer Conference Call Participants Sabahat Khan - RBC Capital Markets Andy Kaplowitz - Citigroup Andrew Wittmann - Baird Sangita Jain - KeyBanc Michael Dudas - Vertical Research Judah Aronovitz - UBS Adam Bubes - Goldman Sachs Kevin Wilson - Truist Securities Operator Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today.
Jacobs Solutions Inc. (J) Q1 2025 Earnings Call Transcript
Positive
Zacks Investment Research
1 week ago
Jacobs Q1 Earnings & Revenues Beat Estimates, Stock Rises
J's fiscal first-quarter results reflect steady revenue growth, strong backlog expansion, and improving profitability despite earnings pressure from a prior-year tax benefit.
Jacobs Q1 Earnings & Revenues Beat Estimates, Stock Rises
Positive
Zacks Investment Research
1 week ago
Compared to Estimates, Jacobs Solutions (J) Q1 Earnings: A Look at Key Metrics
The headline numbers for Jacobs Solutions (J) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Compared to Estimates, Jacobs Solutions (J) Q1 Earnings: A Look at Key Metrics
Neutral
PRNewsWire
1 week ago
Jacobs Reports Strong Fiscal First Quarter 2025 Results
Backlog Grows by 18.9% Year-Over-Year with TTM Book-to-Bill Ratio of 1.3x Repurchased $202 Million of our Shares During Q1 Board Authorizes $1.5 Billion for Company's Largest Ever Share Repurchase Program Increasing Dividend to $0.32/share, a 10% Increase Year-Over-Year Raising FY 2025 Adjusted EPS Guidance Range DALLAS , Feb. 4, 2025 /PRNewswire/ -- Jacobs Solutions Inc. (NYSE: J) today announced its financial results for the fiscal first quarter ended December 27, 2024. Q1 2025 Highlights1: Gross revenue of $2.9 billion grew 4.4% y/y; adjusted net revenue2 up 5.1% y/y Infrastructure & Advanced Facilities gross revenue grew 4.9% y/y; adjusted net revenue2 up 6.0% y/y GAAP net loss of $17.1 million, down 113.3% y/y; adjusted EBITDA2 of $282 million, up 23.6% y/y Recorded $145 million in mark-to-market losses on our investment in AMTM, reducing Q1 2025 GAAP net income EPS of ($0.10), down 109.7% y/y; adjusted EPS2 of $1.33, down 8.3% y/y (tax benefit of $0.49/share in Q1 2024) Backlog of $21.8 billion, up 18.9% y/y; Q1 book-to-bill 1.0x (1.3x TTM) Jacobs' Chair and CEO Bob Pragada commented, "Our focus on the transformed portfolio is already having a positive impact on results.
Jacobs Reports Strong Fiscal First Quarter 2025 Results
Neutral
PRNewsWire
1 week ago
Jacobs' Board Approves $1.5 Billion Share Repurchase Authorization
Largest repurchase program in company's history DALLAS , Feb. 4, 2025 /PRNewswire/ -- The Jacobs' (NYSE: J) Board of Directors has approved a new incremental share repurchase authorization (the "2025 Share Repurchase Program"). The 2025 Share Repurchase Program authorizes the purchase of up to $1.5 billion of Jacobs' common stock over a three-year period.
Jacobs' Board Approves $1.5 Billion Share Repurchase Authorization
Neutral
PRNewsWire
1 week ago
Jacobs Appointed Integration Delivery Partner for Critical UK Railway Infrastructure Program
The Transpennine Route Upgrade will deliver faster, more frequent and more reliable journeys across the North of England DALLAS , Feb. 3, 2025 /PRNewswire/ -- Jacobs (NYSE: J) has been selected by Network Rail as Technical Services Integration Delivery Partner for the Transpennine Route Upgrade (TRU), a transformative, major program of railway improvements planned to deliver faster, more frequent and more reliable journeys along a 70-mile route with 23 stations – stretching from York to Manchester, via Leeds and Huddersfield. As the Integration Delivery Partner, Jacobs is sole provider on an eight-year framework providing technical system integration services to the TRU program during development and construction.
Jacobs Appointed Integration Delivery Partner for Critical UK Railway Infrastructure Program
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