Citigroup Raises Jacobs Solutions (J) Price Target to $188

Citigroup reiterated its Buy rating on Jacobs Solutions Inc. (NYSE:J) on October 23, 2026, while raising its price target on the engineering firm from $181.00 to $188.00. The research note arrived as shares closed at $145.06 on October 23, 2026.

J Jacobs Solutions Inc.

$145.06 ▲ +8.05% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Citigroup's Call on Jacobs Solutions Inc.

In its research note published on October 23, 2026, Citigroup maintained a Buy rating on Jacobs Solutions Inc. and lifted its price target to $188.00 from $181.00. The updated target sits above the stock's recent trading level of $145.06.

Other Institutional Activity in Jacobs Solutions Inc.

Primecap Management Company grew its holdings by 50,124 shares, ending with 4,565,799 shares worth about $662,314,791.00. Boston Partners grew its holdings by 263,160 shares, ending with 2,693,079 shares worth about $390,658,033.00. Massachusetts Financial Services Co. grew its holdings by 59,064 shares, ending with 1,737,018 shares worth about $251,971,826.00.

Jacobs Solutions Inc. Stock Up 1.8%

Jacobs Solutions Inc. shares recently traded around $145.06 as of October 23, 2026, matching the closing price on that date. The stock trades above its 50-day moving average of $143.14 and above its 200-day moving average of $133.49. Over the past 52 weeks, the shares have ranged from a low of $105.68 to a high of $168.44. The company has a market capitalization of about $17.12 billion and a trailing P/E ratio of 48.59.

Recent Earnings

For its trailing twelve months, Jacobs Solutions Inc. generated $14,219,215,872.00 in revenue with an EPS of $3.01. The company reported a net profit margin of 2.4% and a return on equity of 8.0%, alongside year-over-year revenue growth of 34.5%. The company's next earnings report is scheduled for November 19, 2026.

Dividend

Jacobs Solutions Inc. pays an annual dividend rate of $1.44 per share, giving it a dividend yield of 0.98%. The payout is supported by a dividend payout ratio of 45.2%.

Insider Buying and Selling at Jacobs Solutions Inc.

Director Manuel J Fernandez bought 403 shares at $121.93 on May 8, 2026, totaling $49,137.00. Director Manuel J Fernandez bought 253 shares at $112.56 on May 13, 2026, totaling $28,478.00. Chief Executive Officer Robert V Pragada bought 3,601 shares at $111.09 on May 15, 2026, totaling $400,035.00. President Patrick Hill sold 17,201 shares on August 7, 2026, totaling $2,478,583.00.

Analysts Set New Price Targets

On August 5, 2026, Truist Securities maintained a Hold rating and raised its target from $149.00 to $161.00. On August 10, 2026, UBS maintained a Buy rating and raised its target from $156.00 to $167.00. On October 5, 2026, Truist Securities maintained a Hold rating and trimmed its target from $161.00 to $160.00. On October 15, 2026, Keybanc maintained an Overweight rating and lowered its target from $168.00 to $166.00. Across the broader analyst community, the stock holds a consensus Buy recommendation with a mean price target of $162.33 from 15 analysts.

About Jacobs Solutions Inc.

Based in Dallas, Texas, Jacobs Solutions Inc. provides professional consulting, design, engineering, and construction management services for infrastructure, industrial, and advanced facilities worldwide. The firm serves public and private sector clients across North America, Europe, the Middle East, and Asia. Wall Street closely tracks the company's backlog and project execution as indicators of broader infrastructure spending trends.

Bottom Line

Investors will look toward Jacobs Solutions Inc.'s upcoming earnings release on November 19, 2026, for further details on project delivery and revenue trends. The stock continues to trade below Citigroup's revised target of $188.00 as analysts evaluate the company's position in the industrial engineering sector.