Goldman Sachs has initiated coverage on Jacobs Solutions Inc (J) with a Buy rating, reflecting the firm's assessment of the company's potential in the professional services sector. This marks the first rating from Goldman Sachs for Jacobs Solutions, which operates as a holding company focused on technology-centric solutions. Headquartered in Dallas, Texas, Jacobs Solutions employs approximately 45,000 individuals and serves a diverse clientele, including national and local governments as well as private sector giants like Unilever and Microsoft.
As of now, Jacobs Solutions has a market capitalization of $15.4 billion and a trailing twelve-month price-to-earnings (P/E) ratio of 92.25. The company's earnings per share (EPS) stands at 1.39, and it boasts a dividend yield of 88.2%. Upcoming earnings reports are anticipated, with estimates of $1.89 EPS on $2.4 billion revenue for August 3, 2026, and $1.73 EPS on $2.3 billion revenue for May 4, 2026.
The move underscores a growing confidence in Jacobs Solutions as it navigates challenges related to climate change, energy transition, and integrated water management through its Infrastructure and Advanced Facilities segment. Analyst ratings, such as this one, provide insight into the broader market sentiment but should be considered alongside company fundamentals and market conditions. As of November 1, 2025, the consensus among analysts shows 6 Strong Buy, 10 Buy, and 6 Hold ratings, indicating a generally favorable outlook for the company.