Generali Asset Management SPA SGR Acquires Shares of 8,373 AECOM $ACM

Generali Asset Management SPA SGR bought a new position in AECOM (NYSE:ACM) in the 3rd quarter, according to its most recent disclosure with the SEC. The firm bought 8,373 shares of the construction company’s stock, valued at approximately $1,092,000.

A number of other large investors have also recently modified their holdings of ACM. Westend Capital Management LLC bought a new position in AECOM in the third quarter worth about $26,000. MAI Capital Management bought a new position in shares of AECOM in the 1st quarter worth approximately $28,000. EverSource Wealth Advisors LLC raised its position in shares of AECOM by 189.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock worth $34,000 after acquiring an additional 195 shares in the last quarter. Allworth Financial LP lifted its stake in shares of AECOM by 38.5% in the 2nd quarter. Allworth Financial LP now owns 392 shares of the construction company’s stock valued at $44,000 after purchasing an additional 109 shares during the period. Finally, Hantz Financial Services Inc. lifted its stake in shares of AECOM by 604.6% in the 2nd quarter. Hantz Financial Services Inc. now owns 458 shares of the construction company’s stock valued at $52,000 after purchasing an additional 393 shares during the period. Institutional investors own 85.41% of the company’s stock.

AECOM Price Performance

Shares of NYSE:ACM opened at $96.41 on Monday. The business has a fifty day moving average price of $111.15 and a 200-day moving average price of $118.20. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.14 and a quick ratio of 1.14. The company has a market capitalization of $12.77 billion, a PE ratio of 22.90, a PEG ratio of 1.40 and a beta of 1.08. AECOM has a 1-year low of $85.00 and a 1-year high of $135.52.

AECOM (NYSE:ACM) last announced its quarterly earnings results on Tuesday, November 18th. The construction company reported $1.36 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.34 by $0.02. The company had revenue of $4.18 billion for the quarter, compared to analysts’ expectations of $4.31 billion. AECOM had a net margin of 3.48% and a return on equity of 27.35%. AECOM’s revenue was up 1.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.27 EPS. AECOM has set its FY 2026 guidance at 5.650-5.850 EPS. As a group, equities analysts expect that AECOM will post 5.1 EPS for the current fiscal year.

AECOM Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Wednesday, January 7th will be issued a dividend of $0.31 per share. The ex-dividend date is Wednesday, January 7th. This is a positive change from AECOM’s previous quarterly dividend of $0.26. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.3%. AECOM’s dividend payout ratio is currently 24.70%.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. KeyCorp upped their price target on AECOM from $131.00 to $144.00 and gave the stock an “overweight” rating in a research note on Monday, October 20th. National Bank Financial began coverage on shares of AECOM in a report on Wednesday, October 8th. They set an “outperform” rating and a $151.00 target price on the stock. UBS Group decreased their price target on shares of AECOM from $153.00 to $148.00 and set a “buy” rating for the company in a research note on Wednesday, November 19th. Argus lowered their price target on shares of AECOM from $155.00 to $135.00 and set a “buy” rating for the company in a research report on Thursday, November 20th. Finally, Royal Bank Of Canada dropped their price objective on shares of AECOM from $142.00 to $139.00 and set an “outperform” rating on the stock in a research note on Thursday, November 20th. Nine research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $136.20.

AECOM Profile

AECOM is a multinational infrastructure consulting firm that provides a broad range of professional technical and management services. Its core offerings include architecture and engineering design, program and construction management, environmental remediation and consulting, and operations and maintenance support. The company works across the full project lifecycle from planning and design through construction and long‑term asset management.

AECOM serves public- and private-sector clients in major built-environment markets, including transportation (roads, bridges, rail, airports), water and wastewater systems, buildings and places, energy and power, and environmental services.