Key facts, as of
As of October 8, 2026, Jacobs Solutions (J) trades at $136.35, down 12.2% over the past year. Its 52-week range runs from $105.68 to $168.44; the price is 19.1% below that high. It is 19.1% below its all-time high of $168.44, reached in October 2025. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +244.4%, against +312.9% for the S&P 500 (SPY). It sits 2.4% above its 200-day average of $133.19, the usual sign of a long-term uptrend. Its 30-day volatility is 24.9% annualized, which we rate medium risk. It has a trailing P/E of 45.3 and a dividend yield of 1.06%.
Cite: Portfolio Terminal, "Jacobs Solutions (J) stock analysis", 2026-10-08. https://portfolio-terminal.com/analyse/j
Where it trades today
trading 49% of the way up its 52-week range
How the price has moved
How far it is from its record
Jacobs Solutions (J) is 19.1% below its all-time high of $168.44, reached in October 2025. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +244.4%, against +312.9% for the S&P 500 (SPY).
What to weigh before acting
What Matters Now
- Order-book quality, backlog conversion, and operating leverage usually tell you more than a single quarter of revenue growth.
- J trades at 45.3x earnings, well above the industrials average of 18.5x, so the market is already pricing in above-consensus execution.
- J carries a beta of 0.70, which means the stock should be judged on how it affects total portfolio swings, not just on standalone upside.
- J remains in a bearish short-term trend and sits 19.1% below its high, which raises the bar for any thesis that depends on fast multiple expansion.
Portfolio Use Case
- J is more useful for investors comparing conviction names inside industrials than for someone looking for a passive “set and forget” holding.
- The beta profile suggests it can fit a quality or lower-volatility sleeve more naturally than a high-octane tactical basket.
- This page is most useful for deciding whether the stock deserves a permanent slot in the portfolio or just a place on the watchlist.
What Would Change the View
- A reset in earnings expectations or a faster peer catch-up could compress the premium valuation currently embedded in J.
- A recovery in price alone would not be enough to improve the view; the thesis needs confirmation from improving business or valuation signals.
- Volatility is already above the sector norm, so even a correct long-term thesis can be painful if the position size is too aggressive.
Methodology
- Price, market cap, beta, yield, and liquidity fields for J come from Yahoo Finance quote and summary data.
- 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
- Sector context uses stored benchmark averages for Industrials so each page compares the ticker against a stable peer baseline rather than against the whole market.
- Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as CAT, HON.
Sources
- Yahoo Finance quote dataopen →
Live quote, valuation, beta, yield, and volume fields used for J. Last refresh: Oct 8, 2026, 10:10 AM.
- Portfolio Terminal methodologyopen →
Explains how analytics, refresh cadence, and portfolio interpretation work across the product.
- Peer set and coverage context
Comparative context for this page is anchored around nearby tracked names such as CAT, HON.
What Jacobs Solutions does
Jacobs Solutions Inc. engages in the infrastructure and advanced facilities, and consulting businesses in the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa. The company provides consulting, planning, architecture, design, engineering, and infrastructure delivery services including project, program, and construction management and long-term operation of facilities. It also offers consulting services for consumer and manufacturing, defense and security, energy and utilities, financial services, government, health and life sciences, and transport sectors. The company was founded in 1947 and is headquartered in Dallas, Texas.
What analysts expect
J carries a buy consensus from 15 analysts, with an average price target of $162.47 versus $136.35 today (+19.2%). Targets are estimates and can move quickly after earnings.
Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.
How the business is doing
J generated $14.22B in trailing revenue (34.5% year over year), with a 2.4% net margin, and $645.68M of free cash flow, against $2.88B of net debt.
The numbers, year by year
| Fiscal year | Revenue | Gross profit | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|---|
| 2025 | $12.03B | $2.98B | $863.63M | $289.34M | $2.39 | $607.47M |
| 2024 | $11.50B | $2.83B | $692.44M | $806.09M | $6.35 | $933.56M |
| 2023 | $10.85B | $2.71B | $676.48M | $665.78M | $5.32 | $837.28M |
| 2022 | $9.78B | $2.58B | $539.88M | $644.04M | $5.01 | $347.09M |
When it reports next
Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.
Which ETFs hold it
J is in 5 of the 30 ETFs we track. It weighs most in XLI: 0.29% of the fund, holding #71 of 83.
How it sits in industrials
Manufacturing, aerospace, defense, and infrastructure companies.
The companies it competes with
J beside the industrials names it is usually measured against.
What the chart is saying
Slipped under its 50-day average inside a longer uptrend.
weakening- Price is 4.8% below its 50-day average and 2.4% above its 200-day.
- The 50-day crossed above the 200-day on 2026-08-21 (a “golden cross”).
- RSI at 41 is neither stretched nor washed out.
- The nearest ceiling is $141.70 (+3.9%), the nearest floor $131.29 (-3.7%).
A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.
Questions people ask about it
Is J a good investment in 2026?
Jacobs Solutions trades at a P/E ratio of 45.3, with medium volatility (24.9% annualized). Recent trend shows weakness.
What is the risk level of J?
Based on 30-day volatility of 24.9%, J has MEDIUM risk. Beta of 0.70 indicates lower sensitivity to market movements than average.
Does J pay dividends?
Yes, Jacobs Solutions has a dividend yield of 1.06%.
How far is J from its all-time high?
Jacobs Solutions is 19.1% below its all-time high of $168.44, reached in October 2025. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +244.4%, against +312.9% for the S&P 500 (SPY).
Which ETFs hold J?
5 of the 30 popular ETFs we track hold Jacobs Solutions. The largest weights: XLI (0.29%), VOO (0.03%), SPY (0.02%), IVV (0.02%) and VTI (0.02%). Measured on each issuer's full holdings file, dated August 31 to September 24, 2026.
How much of VOO is J?
0.03%, as of August 31, 2026: J is holding #412 of 505 in Vanguard's file for VOO. $1,000 in VOO puts about $0.27 in Jacobs Solutions.
What is the analyst price target for J?
The average analyst price target for Jacobs Solutions (J) is $162.47 based on 15 analyst estimates, about 19.2% above the current price of $136.35. The published range runs from $144.00 to $181.00.
How much revenue does J generate?
Jacobs Solutions reported $14.22B in trailing twelve-month revenue. Revenue growth is running at 34.5% year over year. Net margin sits at 2.4%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.
Compare J with anything
Five years side by side: what $10,000 became, how far each fell, whether they move together.