Jacobs Solutions Inc. (J) Stock Price & Analysis
Jacobs Solutions Inc. (J) closed at USD 146.26 on Thursday, October 22, 2026, up 2.65% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 142.49; the Oct 22, 2026 session ranged USD 142.1–146.69 on volume of 854,960 shares. Market capitalization is $17.12B, with a 52-week range of USD 105.68–168.44 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:48 UTC.
Also available as compact Markdown for AI agents: nexqual.com/J.md
Key facts (J)
- Last four reported quarters (through Jun 26, 2026): revenue $14.2B, net income $338M (2.4% margin), free cash flow $645M (SEC filings).
- Valuation: P/E 50.6x (avg 35.0x at the last 3 fiscal year-ends), EV/EBITDA 26.5x, net debt $2.41B.
- Earnings quality: non-operating income -$143M (gains on equity investments $6.2M) vs operating income $650M over the last four quarters; P/E excluding non-operating income ≈39.7x (estimate: non-operating income taxed at the company's 35% effective rate).
- 1 of 80 tracked superinvestors hold J (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $2.5M; 1 not under a Rule 10b5-1 plan ($2.5M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 3 Form 4 filings, $478K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 2.19 on a 1–5 scale) (16 analysts), mean target USD 162.33 (range 144–181).
- Total return with dividends: 1Y -8.1% vs S&P 500 +14.9%; 5Y +34.6% vs S&P 500 +80.3%.
- Next earnings: 2026-11-19, EPS estimate USD 2.12, revenue estimate $3.89B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (J)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $14.1B | $9.78B | $10.9B | $11.5B | $12.0B | $14.2B |
| Gross profit | $3.04B | $2.58B | $2.71B | $2.83B | $2.98B | — |
| Operating income | $688M | $540M | $676M | $692M | $864M | $650M |
| Net income | $477M | $644M | $666M | $806M | $289M | $338M |
| EPS (diluted) | $2.65 | $4.93 | $5.30 | $6.32 | $2.38 | — |
| Free cash flow | $633M | $347M | $837M | $934M | $607M | $645M |
| Gross margin | 21.6% | 26.4% | 25.0% | 24.6% | 24.8% | — |
| Operating margin | 4.9% | 5.5% | 6.2% | 6.0% | 7.2% | 4.6% |
| Net margin | 3.4% | 6.6% | 6.1% | 7.0% | 2.4% | 2.4% |
| Revenue growth | +3.9% | -30.6% | +10.9% | +6.0% | +4.6% | — |
| Cash + short-term investments | $1.01B | $1.14B | $771M | $1.14B | $1.24B | — |
| Total debt | $2.89B | $3.41B | $2.87B | $2.22B | $2.24B | — |
Fiscal years end Sep. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 26, 2026) (J)
P/E 50.6x · P/E ex non-operating (est.) ≈39.7x · P/S 1.2x · EV/EBITDA 26.5x · EV/Sales 1.4x · P/FCF 26.6x · P/B 5.2x · FCF yield 3.77% · Earnings yield 1.98% · Dividend yield (paid, TTM) 0.94% · Buyback yield (TTM) 4.18% · Net debt $2.41B · EV $19.5B
P/E at fiscal year-ends: Sep 2025 63.2x, Sep 2024 20.2x, Sep 2023 21.6x.
Superinvestors (SEC 13F-HR, Q2 2026) (J)
1 of 80 tracked investors hold J. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Ruane Cunniff | Ruane Cunniff LP | 0.01% | $787K | Reduced -0.7% |
Insider sales (SEC Form 4, open-market, last ~7 months) (J)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-07 | Hill Patrick | PRESIDENT | 17,201 | $2.5M | 20.3% | No | Too little history (no open-market trades in 2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Insider purchases (SEC Form 4, open-market, last ~7 months) (J)
3 purchases, $478K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-05-15 | Pragada Robert V | Chair & CEO | 3,601 | $400K | 111.09 | Too little history (no open-market trades in 2023–2025) |
| 2026-05-13 | Fernandez Manuel J | Director | 253 | $28K | 112.56 | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-08 | Fernandez Manuel J | Director | 403 | $49K | 121.93 | Too little history (no open-market trades in 2023 or 2024) |
Analysts (J)
Consensus Buy (mean 2.19 on a 1–5 scale), 16 analysts; mean target USD 162.33 (low 144, high 181).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | Keybanc | Target lowered | Overweight | $168 → $166 |
| 2026-10-05 | Truist Securities | Target lowered | Hold | $161 → $160 |
| 2026-08-10 | UBS | Target raised | Buy | $156 → $167 |
| 2026-08-05 | Truist Securities | Target raised | Hold | $149 → $161 |
| 2026-08-05 | RBC Capital | Target raised | Outperform | $171 → $174 |
| 2026-07-22 | RBC Capital | Target raised | Outperform | $169 → $171 |
| 2026-07-02 | Truist Securities | Target lowered | Hold | $150 → $149 |
Total return (dividends reinvested) (J)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -8.1% | +34.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -8.1% | +6.1% |
| Volatility (annualized) | 33.0% | 25.6% |
| Max drawdown | -33.0% (Oct 2025→May 2026) | -30.4% (Oct 2025→May 2026) |
J revenue by business segment (quarter ended Jun 26, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Infrastructure & Advanced Facilities | $3.75B | 91.9% | +38.8% |
| PA Consulting | $329.5M | 8.1% | -1.0% |
| Total revenue | $4.08B | 100% | — |
J revenue by region (quarter ended Jun 26, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $2.81B | 68.9% | +50.8% |
| Europe | $792.3M | 19.4% | +9.1% |
| Australia and New Zealand | $186.4M | 4.6% | +33.4% |
| Middle East and Africa | $152.7M | 3.7% | +2.5% |
| Canada | $63.6M | 1.6% | -4.1% |
| India | $37.9M | 0.9% | -25.2% |
| Asia | $35.2M | 0.9% | -4.5% |
| Total revenue | $4.08B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
J suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Worley | “We have engaged in M&A activity both as a purchaser, including our acquisitions of CH2M, BlackLynx and StreetLight and our strategic investment in PA Consulting, as well as a seller, including the sale of the ECR (as defined below) business to Worley (as defined below) and the Separation Transaction.” |
| Competitor | Accenture (ACN) | “AECOM, Tetra Tech, WSP, Arcadis, Bechtel, Arup, Endava, Exponent, Mott MacDonald, Stantec, Parsons, Accenture, Mace, AtkinsRealis, Altair, Montrose, Capgemini, Fluor, Deloitte, KPMG, PwC, Bain & Company and McKinsey & Company are some of our competitors.” |
Quoted from the company's 10-K filed Nov 20, 2025.
Companies that name J in their SEC reports
| Relationship to J | Company | Filing | Sentence |
|---|---|---|---|
| partner | Amentum Holdings, Inc. (AMTM) | 10-K Nov 25, 2025 | “Immediately following the Transaction, the Company had approximately 243 million issued and outstanding shares of common stock, of which Jacobs and its shareholders ("CMS Shareholders") owned 58.5% of the issued and outstanding shares of common stock, and Amentum Joint Venture LP, our previous parent company ("AJVLP" and "Amentum Equityholder") owns 37.0%.” |
J customer concentration
In the period ended Sep 26, 2025, a single direct customer accounted for 8% of revenue, per the company's 10-K filed Nov 20, 2025. The company does not name it.
J company outlook (results filed Aug 4, 2026)
- “Focusing on FY26, we are raising the midpoints of our guidance for adjusted net revenue growth and adjusted EPS for the third consecutive time this year." Jacobs' CFO Venk Nathamuni added, "We're very pleased with our Q3 performance.”
- “We are now well ahead of our initial FY26 expectations and remain on track to reach or exceed all of our FY29 targets.”
Quoted word-for-word from the SEC 8-K results press release.
J analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $2.12 | $2.14 | -0.7% | $3.89B | 12 |
| Next quarter (ends Dec 2026) | $1.79 | $1.84 | -2.2% | $3.74B | 6 |
| Current fiscal year (ends Sep 2026) | $7.27 | $7.25 | +0.2% | $15.02B | 15 |
| Next fiscal year (ends Sep 2027) | $8.24 | $8.24 | -0.0% | $15.65B | 16 |
J options: expected move
Options price a move of about ±7.7% (±$11.40) by Nov 20, 2026, which includes earnings on Nov 19, 2026. Over the last 8 reports the stock moved ±5.6% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 33.1% | ±7.7% |
| Dec 18, 2026 | 56 | 30.8% | ±9.9% |
| Jan 15, 2027 | 84 | 29.6% | ±11.5% |
| Apr 16, 2027 | 175 | 29.3% | ±16.2% |
30-day implied volatility 31.3% vs 25% realized over the last 30 trading days. Put/call ratio (volume) 1.33. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:48 UTC)
| Price | USD 146.26 |
|---|---|
| Change | ▲ 2.65% (up) |
| Previous Close | USD 142.49 |
| Open | USD 142.77 |
| Day Range | USD 142.1 – 146.69 |
| 52-Week Range | USD 105.68 – 168.44 |
| Volume | 854,960 shares |
| Market Cap | $17.12B |
| Exchange | NYQ |
Technical Analysis (J)
Nexqual's technical model rates J "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:48 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 60.05 (neutral) |
| vs SMA50 | Above (USD 143.14) |
| MACD | 0.26 (positive) |
Analyst Ratings (J)
Wall Street analysts rate J "Buy" based on 16 analysts, with a mean price target of USD 162.33 (range USD 144–181), per Nexqual as of October 23, 2026 at 09:48 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 16 |
| Mean Target | USD 162.33 |
| High Target | USD 181 |
| Low Target | USD 144 |
| Buy / Hold / Sell | 10 / 6 / 0 |
Earnings (J)
| Next Earnings Date | 2026-11-19 |
|---|---|
| EPS Estimate | USD 2.12 |
| Revenue Estimate | $3.89B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.84 vs est 1.83 ▲ beat |
| 2026-03-31 | USD 1.75 vs est 1.63 ▲ beat |
| 2025-12-31 | USD 1.53 vs est 1.5 ▲ beat |
| 2025-09-30 | USD 1.75 vs est 1.68 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
Financials & Fundamentals (J)
| Total Revenue | $14.22B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +34.50% |
| Gross Margin | +22.07% |
| Operating Margin | +7.39% |
| Profit Margin | +2.38% |
| ROE | +8.00% |
| Debt / Equity | 1.25 |
| Current Ratio | 1.29 |
| Total Cash | $1.18B |
| Total Debt | $4.05B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $644.54M (4.5% of revenue) |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
Financial Health Score (J)
Nexqual rates Jacobs Solutions Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:48 UTC.
| Growth | Mixed — Revenue +4.6% YoY (annual), slow |
|---|---|
| Profitability | Mixed — Gross margin 22%, operating 7% (last 12 months) |
| Balance Sheet | Mixed — $1.17B cash and investments vs $3.58B debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $645M (last 4 quarters to Jun 2026, SEC), slim 4.5% margin |
| Efficiency | Mixed — ROE 8%, ROA 4.6% |
Ownership (J)
| Insider Ownership | +0.52% |
|---|---|
| Institutional Ownership | +93.50% |
| Shares Outstanding | 117.04M |
| Float | 116.28M |
| Short % of Float | +3.93% |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
Leadership (J)
Jacobs Solutions Inc. is led by Robert V. Pragada, CEO & Chair of the Board, per Nexqual as of October 23, 2026 at 09:48 UTC.
| CEO & Chair of the Board | Robert V. Pragada |
|---|---|
| Executive VP & CFO | Venkatesh R. Nathamuni |
| Executive VP & President of Global Operations | Patrick X. Hill |
| Senior Vice President of Investor Relations | Bert Subin |
| Senior Vice President of Buildings & Infrastructure | Thomas H. McDuffie |
Major Backers & Investors (J)
Notable institutional backers of Jacobs Solutions Inc. include Primecap Management Company, Invesco, Morgan Stanley, according to Nexqual as of October 23, 2026 at 09:48 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Primecap Management Company | 3.87% |
| Invesco | 2.86% |
| Morgan Stanley | 2.69% |
| Boston Partners | 2.28% |
| Massachusetts Financial Services Co. | 1.47% |
| Fidelity | 1.3% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 10.55% |
| BlackRock | 9.23% |
| State Street | 6.26% |
| Geode Capital | 2.82% |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
From Jacobs Solutions Inc.'s Latest SEC 10-K Filing (filed 2025-11-20)
Key Strengths & Strategy (as disclosed to the SEC)
- With a global team of approximately 43,000, we provide end-to-end capabilities across advanced manufacturing, cities & places, energy, environmental, life sciences, transportation and water.
- In fiscal 2025, Jacobs' Infrastructure & Advanced Facilities business provided end-to-end solutions for our clients' most complex challenges related to energy security, environmental resilience, safe and reliable transportation, buildings and infrastructure, integrated water management and biopharmaceutical manufacturing.
- In fiscal 2025, we launched Jacobs AI Assist, our proprietary AI tool that makes our authoritative knowledge more discoverable and usable for our employees in their daily work.
- Our integrated approach enables clients to meet urgent needs today while preparing for the opportunities of tomorrow.
Partnerships
- Through our strategic partnership with PA Consulting, we are expanding our high-end advisory services and deploying our collective strengths to help clients adapt, innovate and transform.
- Our enhanced Global Travel Assistance program in partnership with our provider, International SOS, helps keep our employees safe and healthy while traveling or on assignment outside their home country.
Legal & Regulatory Risks (Item 1A, quoted)
- We could be adversely affected by violations of the U.S. Foreign Corrupt Practices Act and similar worldwide anti-bribery laws.
- Risks Related to Sustainability and Corporate Responsibility
- Climate change and related environmental issues, including those related to compliance with new and evolving federal, state, local and foreign laws and regulations, could have a material adverse impact on our business, financial condition and results of operations.
- We may be unable to achieve our climate commitments and targets.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| APG | APi Group Corporation | USD 38.8 | ▼ 3.51% |
| MTZ | MasTec, Inc. | USD 171.55 | ▼ 5.2% |
| STRL | Sterling Infrastructure, Inc. | USD 372.83 | ▼ 9.72% |
| EME | EMCOR Group, Inc. | USD 660.41 | ▼ 5.54% |
| IESC | IES Holdings, Inc. | USD 220.75 | ▼ 6.7% |
| TTEK | Tetra Tech, Inc. | USD 36.81 | ▲ 5.02% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:48 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt