Jacobs Solutions Inc.

NYSE:J Stok Raporu

Piyasa değeri: US$17.3b

Jacobs Solutions Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 4/6

Jacobs Solutions kazançlarla iyi bir şekilde karşılanan, mevcut getirisi 0.96% olan temettü ödeyen bir şirkettir. Bir sonraki ödeme tarihi, temettüden önceki tarihi 18th September, 2026 olan 21st August, 2026 dir.

Anahtar bilgiler

1.0%

Temettü verimi

4.1%

Geri Alım Getirisi

Toplam Hissedar Getirisi5.1%
Gelecekteki Temettü Verimi1.1%
Temettü Büyümesi11.7%
Bir sonraki temettü ödeme tarihi18 Sep 26
Eski temettü tarihi21 Aug 26
Hisse başına temettün/a
Ödeme oranı45%

Son temettü ve geri alım güncellemeleri

Recent updates

Anlatı Güncellemesi Aug 07

J: Infrastructure And AI Contracts Will Drive Backlog-Fueled Upside Potential

Analysts have nudged their price target for Jacobs Solutions higher to $161.80 from $158.27. This reflects updated views on fair value, discount rate assumptions, profit margins and future P/E expectations.
Seeking Alpha Jul 08

Jacobs Solutions: Invest In Infrastructure, The Backbone Of Our Modern Economy

Summary Jacobs Solutions Inc. is rated a buy due to a robust contract backlog, diversified sector exposure, and active shareholder returns. J reported a 26.95% YoY revenue increase to $3.69B in Q2 2026, driven by its Infrastructure and Advanced Facilities segment. Recent acquisitions and new project wins, including major contracts in the US, UK, and Australia, underpin J's forward revenue visibility. J targets a 15% share price upside within a year, supported by a $27B backlog, dividend hikes, and aggressive share repurchases. Read the full article on Seeking Alpha
Anlatı Güncellemesi Jun 22

J: Energy And AI Infrastructure Wins Will Drive Future Upside Potential

Analysts kept their $158.27 price target for Jacobs Solutions unchanged. They cited small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that offset each other in their updated models.
Anlatı Güncellemesi Jun 05

J: Critical Infrastructure And Energy Transition Wins Will Drive Future Upside Potential

Analysts have maintained their $158.27 price target for Jacobs Solutions, citing only slight adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall valuation view. What's in the News Jacobs secured multiple Scottish & Southern Electricity Networks Transmission frameworks in the north of Scotland, with combined potential value above US$1b, focused on operational technology cybersecurity, digital services and substation design to support U.K. grid resilience and renewable integration.
Anlatı Güncellemesi May 19

J: AI Data Center EPCM Wins Will Drive Future Upside Potential

Analysts have nudged their price target for Jacobs Solutions slightly higher to about $158.27 from roughly $157.53, citing updated assumptions around revenue growth, margins, discount rate and future P/E that refine rather than overhaul their prior view on the stock. What's in the News Jacobs secured a sole-source EPCM contract from Hut 8 for a second U.S. AI data center campus in Texas, a multi phase site designed for up to 1 gigawatt of capacity.
Anlatı Güncellemesi Apr 09

J: Defense And AI Infrastructure Contracts Will Drive Future Upside Potential

Analysts have kept their average price target for Jacobs Solutions steady at about $158, with only minor tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions. This suggests a broadly consistent view of the stock’s risk and return profile.
Anlatı Güncellemesi Mar 25

J: Defense And Infrastructure Contracts Will Drive Future Upside Potential

Analysts have maintained Jacobs Solutions' fair value estimate at $157.53 per share. They have made only minor adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E, reflecting updated assumptions rather than a change in overall conviction.
Anlatı Güncellemesi Mar 10

J: Large Defense And Infrastructure Wins Will Support Future Upside Potential

Analysts have kept their $157.53 price target for Jacobs Solutions steady, citing largely unchanged assumptions around revenue growth, profit margins, and P/E expectations, even as they slightly adjusted their discount rate inputs. What's in the News Selected by Natural England and Defra to coordinate and deliver fieldwork for the England Ecosystem Survey, a large scale Natural Capital and Ecosystem Assessment project running through the first half of 2027, covering soil, vegetation and landscape data across England (Client Announcements).
Anlatı Güncellemesi Feb 23

J: Defense And Infrastructure Contracts Will Support Steady Upside Potential

Analysts have kept their fair value estimate for Jacobs Solutions steady at about $158 per share, with a slightly higher discount rate and future P/E assumption informing the updated price target rationale. What's in the News Jacobs and PA Consulting secured a four year extension from the U.K. Department for Transport to continue leading the National Security Science and Research program, focusing on security and resilience across air, road and rail networks (Client Announcements).
Anlatı Güncellemesi Feb 07

J: Infrastructure Wins And Updated Assumptions Will Shape Steady Forward Performance

Analysts have lowered their price target for Jacobs Solutions to reflect an updated fair value of about $157.53. The change is primarily linked to revised assumptions around revenue growth, profit margins, and a lower forward P/E multiple.
Analiz Makalesi Feb 02

Jacobs Solutions (NYSE:J) Is Increasing Its Dividend To $0.36

The board of Jacobs Solutions Inc. ( NYSE:J ) has announced that it will be paying its dividend of $0.36 on the 20th of...
Anlatı Güncellemesi Nov 18

J: Recent Wins And Adjusted Outlook Will Shape Balanced Performance Ahead

Analysts have modestly increased their price target for Jacobs Solutions from $159.66 to $159.69, citing adjusted expectations for revenue growth and profit margins. What's in the News Jacobs has been named as a supplier on the United Kingdom's Crown Commercial Service’s Management Consultancy Framework Four.
Anlatı Güncellemesi Nov 01

J: Future Infrastructure Contracts And Digital Transformation Will Guide Measured Long-Term Opportunity

Analysts have raised their price target for Jacobs Solutions by $2, citing modest improvements in fair value estimates and a slightly lower discount rate. What's in the News Jacobs has been selected by EirGrid for a five-year framework to provide planning, design, and project management services supporting Ireland's renewable electricity transmission goals.
Anlatı Güncellemesi Oct 17

Water Modernization And Digital Transformation Will Shape Future Success

Analysts have raised their price target for Jacobs Solutions from $155.74 to $157.66 per share. This update reflects marginal adjustments in fair value and a slightly lower discount rate based on updated financial projections.
Anlatı Güncellemesi Sep 04

Water Modernization And Digital Transformation Will Shape Future Success

With both the discount rate and consensus revenue growth forecasts holding steady, the analyst price target for Jacobs Solutions remained unchanged at $155.74. What's in the News Jacobs secured a 15-year contract renewal to provide vital public works and digital infrastructure services for Centennial, Colorado, supporting strategic initiatives and smart city advancements.
Seeking Alpha Mar 11

Get Into Jacobs Solutions Before It Solves All Of Its Problems

Summary Jacobs Solutions has underperformed major indices but shows a positive trend, with an 8% return over 30 months and a 13.4% gain in the past 18 months. The company operates through Infrastructure & Advanced Facilities and PA Consulting, focusing on margin expansion and divesting non-core segments for a leaner structure. Jacobs' recent restructuring includes a significant stake in Amentum, despite a $145M loss affecting Q1 2025 GAAP net income, offering potential future gains. Despite mixed Q1 results, Jacobs' diversified revenue streams, strategic focus, and attractive entry point make it a compelling investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha Feb 14

Big Buyback Program And Cheap Valuations Make Jacobs A Buy

Summary 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. I believe Jacobs can grow its bottom line at a low double-digit growth rate, which is higher than the historical growth rate. However, it is currently valued lower than historical valuations. Read the full article on Seeking Alpha
Seeking Alpha Nov 19

Jacobs Solutions Q4: Strong Margin Improvement Due To Divestiture

Summary I reiterate a “Strong Buy” rating for Jacobs Solutions Inc. with a one-year price target of $164 per share due to robust growth prospects. Jacobs reported 22.5% backlog growth and 4.3% adjusted revenue growth in Q4, driven by strong performance in Infrastructure and Advanced Facilities. The spin-off of Critical Mission Solutions and Cyber & Intelligence businesses allows Jacobs to focus on core sustainability operations and improve margins. For FY25, Jacobs is guiding for mid-to-high single digits revenue growth and over 100bps margin expansion, supported by strong Water, Environmental, and Life Sciences segments. Read the full article on Seeking Alpha

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: J şirketinin hisse başına düşen temettüsü son 10 yıldır istikrarlıydı.

Büyüyen Temettü: J şirketinin temettü ödemeleri son 10 yıldır artış göstermektedir.


Piyasaya Karşı Temettü Getirisi

Jacobs Solutions Piyasaya Karşı Temettü Getirisi
J temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (J)1.0%
Pazarın Alt %25'i (US)1.3%
Pazarın En İyi %25'i (US)4.0%
Sektör Ortalaması (Professional Services)2.2%
Analist tahmini (J) (3 yıla kadar)1.1%

Önemli Temettü: J şirketinin temettüsü ( 0.96% ), US pazarındaki temettü ödeyenlerin en alttaki %25'ine ( 1.33% ) kıyasla dikkate değer değil.

Yüksek Temettü: J 'in temettüsü ( 0.96% ), US piyasasındaki temettü ödeyenlerin en üst %25'ine ( 3.99% ) kıyasla düşüktür.


Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: Oldukça düşük ödeme oranı ( 44.8% ) ile J 'un temettü ödemeleri kazançlarla oldukça iyi bir şekilde karşılanıyor.


Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: Oldukça düşük nakit ödeme oranı ( 26.1% ) ile J 'un temettü ödemeleri nakit akışları tarafından iyi bir şekilde karşılanmaktadır.


Güçlü temettü ödeyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/21 04:53
Gün Sonu Hisse Fiyatı2026/08/21 00:00
Kazançlar2026/06/26
Yıllık Kazançlar2025/09/26

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Jacobs Solutions Inc. 30 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
John StaszakArgus Research Company
Andrew WittmannBaird
Andrew KaplowitzBarclays