Keybanc Cuts Jacobs Solutions (J) Price Target to $166
Keybanc has reiterated its Overweight rating on Jacobs Solutions, setting a new price target of $166.00, a 18.02% upside from the current price.
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Keybanc cut its price target on Jacobs Solutions Inc. ($J) to $166 from $168 on October 15, 2026, and rates the stock "Overweight".
Since the rating, $J is down 0.6% to date (from the $141.97 close on Oct 15, 2026).
J
Jacobs Solutions Inc.
Key Points
- Keybanc has reiterated its Overweight rating on Jacobs Solutions Inc. with a target price of $166.00, down from the previous $168.00.
- Keybanc's $166 price target implies 18.02% upside from Jacobs Solutions Inc.'s ($J) current $140.65 share price.
- Jacobs Solutions shares are currently at $140.65, which places them about 15.3% below the new target.
- The company has a market cap of approximately $16.83 billion and a P/E ratio of 47.76.
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Keybanc has reiterated its Overweight rating on Jacobs Solutions Inc. (NYSE: J) and set a new price target of $166.00, down from $168.00. The analyst's report was published on October 15, 2026, as the stock trades at $140.65, which is about 15.3% below the new target price.
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Other Institutional Activity in Jacobs Solutions Inc.
Blackrock Inc. grew its holdings by 404,870 shares, ending with 10,893,728 shares worth approximately $1.53 billion. Vanguard Capital Management LLC added 81,669 shares to reach a total of 7,714,329 shares valued at about $1.09 billion. State Street Corporation increased its stake by 138,521 shares, bringing its total to 7,390,941 shares valued at around $1.04 billion. Meanwhile, Vanguard Portfolio Management LLC trimmed its position by 10,948 shares, ending with 4,749,089 shares worth about $668 million, and Primecap Management Company added 50,124 shares to reach 4,565,799 shares valued at approximately $642 million.
Jacobs Solutions Inc. Stock Down 0.9%
Jacobs Solutions is currently trading at $140.65, which is slightly above its 50-day moving average of $141.72 and below its 200-day average of $133.08. The stock has ranged between a 52-week low of $105.68 and a high of $168.44, indicating it is positioned well within its trading band but still has room for growth compared to the new analyst target.
$J price target
Jacobs Solutions Inc. daily closes and this analyst's $166 target. Not advice.
Recent Earnings
Jacobs Solutions reported revenue of approximately $14.22 billion for its most recent fiscal year, showing a revenue growth of 34.5%. The company's earnings per share (EPS) stood at $3.01, with a net margin of 2.38%. The next earnings report is scheduled for November 19, 2026, which could provide further insight into its financial health.
Dividend
Jacobs Solutions pays an annual dividend of $1.44 per share, which equates to a yield of 1.0%. The dividend payout ratio is approximately 45.18%, indicating a sustainable distribution to shareholders.
Insider Buying and Selling at Jacobs Solutions Inc.
In insider trading, CEO Robert V. Pragada purchased 3,601 shares at an average price of $111.09 on May 15, 2026, totaling about $400,035. Director Manuel J. Fernandez also bought 253 shares at $112.56 on May 13, 2026, valued at $28,478, and 403 shares at $121.93 on May 8, 2026, worth approximately $49,137. President Patrick Hill sold 17,201 shares on August 7, 2026, valued at about $2.48 million.
Analysts Set New Price Targets
On October 15, 2026, Keybanc maintained its Overweight rating for Jacobs Solutions with a new target of $166.0. Just prior, on October 5, 2026, Truist Securities kept its Hold rating with a target of $160.0, and UBS raised its target to $167.0 on August 10, 2026. The consensus rating for Jacobs Solutions is a buy, with a mean price target of $162.53 based on 15 analyst opinions.
About Jacobs Solutions Inc.
Jacobs Solutions Inc. is an engineering and construction firm headquartered in Dallas, TX. It provides a range of services, including consulting, architecture, and project management across various global markets. The reiteration of the Overweight rating by Keybanc suggests confidence in its ongoing business strategies and market positioning.
Bottom Line
Investors should watch for Jacobs Solutions' next earnings report on November 19, 2026, which may offer further insights into its financial performance. The latest 13F filing reflects the firm's holdings as of the reporting period and may not reflect current positions. Analysts continue to follow the stock closely, with expectations for it to reach the new price target of $166.00.
Related Filing Alerts
Source: Keybanc's rating change on $J (Oct 15, 2026). Written by software, not financial advice. How we make alerts