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 7,139 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
151% more call options, than puts
Call options by funds: $68.9M | Put options by funds: $27.4M
65% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 62
20% more repeat investments, than reductions
Existing positions increased: 323 | Existing positions reduced: 269
5% more capital invested
Capital invested by funds: $13.8B [Q3] → $14.5B (+$704M) [Q4]
2.81% more ownership
Funds ownership: 84.57% [Q3] → 87.38% (+2.81%) [Q4]
1% more funds holding
Funds holding: 809 [Q3] → 821 (+12) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 9 [Q3] → 9 (+0) [Q4]
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
3 positive
60%
2 neutral
40%
0 negative
0%
Baird Andrew Wittmann 53% 1-year accuracy 17 / 32 met price target | 15%upside $148 | Outperform Maintained | 5 Feb 2025 |
Citigroup Andrew Kaplowitz 54% 1-year accuracy 44 / 81 met price target | 24%upside $160 | Buy Maintained | 29 Jan 2025 |
Truist Securities Jamie Cook 60% 1-year accuracy 54 / 90 met price target | 10%upside $142 | Hold Maintained | 19 Dec 2024 |
Goldman Sachs Jerry Revich 34% 1-year accuracy 11 / 32 met price target | 16%upside $150 | Neutral Reinstated | 10 Dec 2024 |
RBC Capital Sabahat Khan 63% 1-year accuracy 10 / 16 met price target | 18%upside $152 | Outperform Reiterated | 3 Dec 2024 |
Financial journalist opinion
Based on 18 articles about J published over the past 30 days
Neutral
PRNewsWire
3 days ago
Jacobs Announces Multi-Year Growth Strategy at 2025 Investor Day
Aligns company to investment megatrends and high-growth end markets: Water and Environmental, Life Sciences and Advanced Manufacturing, and Critical Infrastructure Company sets 6-8% organic adjusted net revenue growth target from FY25-29 Company sets 16%+ Adj. EBITDA margin target with 10%+ FCF margin target by FY29 DALLAS , Feb. 18, 2025 /PRNewswire/ -- Jacobs (NYSE: J) will outline its multi-year growth strategy and set out its long-term financial framework at its 2025 Investor Day February 18, 2025.
Neutral
PRNewsWire
5 days ago
Jacobs Announced as Program Manager and Owners Engineer for Xcel Energy
Leading execution of major program of critical transmission, distribution and generation projects in North and Central US DALLAS , Feb. 17, 2025 /PRNewswire/ -- Jacobs (NYSE: J) was selected as Program Manager and Owners Engineer to support Xcel Energy in providing customers with safe and reliable energy services at a competitive price, while meeting the specifications needed for a low-carbon future. Xcel Energy is a critical energy provider to millions of homes and businesses across eight Western and Midwestern states.
Positive
Seeking Alpha
1 week 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.
Positive
Seeking Alpha
1 week 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.
Positive
MarketBeat
2 weeks 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.
Neutral
PRNewsWire
2 weeks 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.
Neutral
Seeking Alpha
2 weeks 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.
Positive
Zacks Investment Research
2 weeks 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.
Positive
Zacks Investment Research
2 weeks 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.
Neutral
PRNewsWire
2 weeks 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.
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