Jacobs Solutions
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 7,425 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
149% more call options, than puts
Call options by funds: $69.3M | Put options by funds: $27.8M
70% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 63
21% more repeat investments, than reductions
Existing positions increased: 332 | Existing positions reduced: 275
6% more capital invested
Capital invested by funds: $13.7B [Q3] → $14.5B (+$808M) [Q4]
4% more funds holding
Funds holding: 810 [Q3] → 843 (+33) [Q4]
3.52% more ownership
Funds ownership: 84.02% [Q3] → 87.54% (+3.52%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 9 [Q3] → 9 (+0) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$141
12%
upside
Avg. target
$150
19%
upside
High target
$154
22%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
Truist Securities Jamie Cook 67% 1-year accuracy 33 / 49 met price target | 12%upside $141 | Hold Maintained | 12 May 2025 |
UBS Steven Fisher 52% 1-year accuracy 14 / 27 met price target | 21%upside $152 | Buy Maintained | 9 May 2025 |
RBC Capital Sabahat Khan 62% 1-year accuracy 8 / 13 met price target | 22%upside $154 | Outperform Maintained | 7 May 2025 |
Citigroup Andrew Kaplowitz 73% 1-year accuracy 8 / 11 met price target | 20%upside $151 | Buy Maintained | 25 Apr 2025 |
Financial journalist opinion
Based on 18 articles about J published over the past 30 days
Neutral
PRNewsWire
5 hours ago
Jacobs Appointed Integrated Delivery Partner for Marinus Link
Interconnector project will accelerate Australia's renewable energy economy Supports reliable transmission of electricity and telecommunications between Tasmania and Victoria DALLAS , May 14, 2025 /PRNewswire/ -- Jacobs (NYSE: J) was selected as the Integrated Delivery Partner for Marinus Link , an approximately 214 mile (345-kilometer) undersea and underground high-voltage direct current (HVDC) electricity and data interconnector designed to bolster energy security, promote renewable energy investment and deliver tangible benefits to consumers in Tasmania, Victoria and the broader National Electricity Market. Marinus Link's 1500-megawatt capacity is equal to the power supply for 1.5 million Australian homes.
Negative
The Motley Fool
1 week ago
Why Jacobs Solutions Stock Is Falling Today
Jacobs Solutions (J -5.42%) reported mixed results for the quarter, with adjusted earnings beating expectations but revenue falling short of what Wall Street had predicted.
Neutral
Seeking Alpha
1 week ago
Jacobs Solutions Inc. (J) Q2 2025 Earnings Call Transcript
Jacobs Solutions Inc. (NYSE:J ) Q2 2025 Earnings Conference Call May 6, 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 Andy Kaplowitz - Citi Andy Wittmann - Baird Steven Fisher - UBS Sabahat Khan - RBC Capital Markets Michael Dudas - Vertical Research Chad Dillard - Bernstein Sangita Jain - KeyBanc Capital Markets Jamie Cook - Truist Securities Jerry Revich - Goldman Sachs Operator Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today.
Negative
Zacks Investment Research
1 week ago
Jacobs' Q2 Earnings Top, Revenues Miss, FY 2025 Guidance Retained
J's second-quarter fiscal 2025 results reflect strong segmental performance amid high expenses. Dive in to know more about the quarterly performance.
Neutral
Zacks Investment Research
1 week ago
Compared to Estimates, Jacobs Solutions (J) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Jacobs Solutions (J) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 week ago
Jacobs Solutions (J) Q2 Earnings Beat Estimates
Jacobs Solutions (J) came out with quarterly earnings of $1.43 per share, beating the Zacks Consensus Estimate of $1.41 per share. This compares to earnings of $1.91 per share a year ago.
Neutral
PRNewsWire
1 week ago
Jacobs Reports Strong Fiscal Second Quarter 2025 Results
Backlog Grows by 20% Year-Over-Year with TTM Book-to-Bill Ratio of 1.3x Repurcha sed $351 Million of Jacobs Shares During Q2 and $552 Million in First Half of FY25 Exited Company's Retained Stake in AMTM and Announced May 30th Distribution of Remaining Shares Reaffirming FY 2025 Guidance DALLAS , May 6, 2025 /PRNewswire/ -- Jacobs Solutions Inc. (NYSE: J) today announced its financial results for the fiscal second quarter ended March 28, 2025. Q2 2025 Highlights1: Gross revenue of $2.9 billion grew 2.2% y/y; adjusted net revenue2 up 3.1% y/y Revenue and profit adversely impacted by a reserve following an interim ruling against a consolidated JV in Q2 2025 GAAP net earnings of $11.2 million; adjusted EBITDA2 of $287 million Recorded $109.5 million in mark-to-market losses on Amentum (AMTM) investment, reducing Q2 2025 GAAP net income and EPS EPS of $0.10; adjusted EPS2 of $1.43 Backlog of $22.2 billion, up 20.0% y/y; Q2 book-to-bill 1.1x (1.3x TTM) Jacobs' Chair and CEO Bob Pragada commented, "We ended the first half of FY25 with solid performance across our business, led by strong Life Sciences, Transportation and Energy & Power revenue growth within Infrastructure & Advanced Facilities (I&AF).
Positive
Zacks Investment Research
1 week ago
Jacobs to Report Q2 Earnings: What to Expect From the Stock?
J's fiscal second-quarter results are likely to reflect continued strength in key markets, improved operational efficiency and solid project execution despite higher expenses.
Neutral
PRNewsWire
1 week ago
Jacobs to Operate and Maintain Largest Water Recycling System in Southern California
Delivering five tailored types of recycled water to improve water resilience in the region DALLAS , May 1, 2025 /PRNewswire/ -- Jacobs (NYSE: J) was awarded a five-year contract by the West Basin Municipal Water District to provide operations and maintenance (O&M) services for the Edward C. Little Water Recycling Facility and its four other facilities, which comprise the largest water recycling operation of its kind in the U.S. The Edward C.
Neutral
PRNewsWire
1 week ago
Jacobs Solutions Announces Special Dividend of 7,299,065 Shares of Amentum Common Stock
Record date set for May 16, 2025 DALLAS , April 30, 2025 /PRNewswire/ -- Jacobs (NYSE: J) announced today that its Board of Directors approved a special dividend of 7,299,065 shares of common stock of Amentum Holdings, Inc. (NYSE: AMTM) ("Amentum") distributable to Jacobs' shareholders of record as of the close of business on May 16, 2025 (the "Amentum Share Dividend"). Jacobs expects the Amentum Share Dividend to be made on May 30, 2025.
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