Thrivent Financial for Lutherans Decreases Stock Position in AECOM $ACM

Thrivent Financial for Lutherans trimmed its holdings in AECOM (NYSE:ACM) by 48.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 47,849 shares of the construction company’s stock after selling 45,329 shares during the period. Thrivent Financial for Lutherans’ holdings in AECOM were worth $6,231,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Orion Porfolio Solutions LLC grew its position in shares of AECOM by 28,246.5% in the second quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock valued at $602,183,000 after purchasing an additional 5,316,844 shares during the last quarter. Invesco Ltd. lifted its stake in AECOM by 79.1% in the 2nd quarter. Invesco Ltd. now owns 4,361,755 shares of the construction company’s stock valued at $492,268,000 after buying an additional 1,926,466 shares in the last quarter. Amundi grew its holdings in AECOM by 9.7% during the 2nd quarter. Amundi now owns 1,846,136 shares of the construction company’s stock valued at $208,355,000 after buying an additional 162,870 shares during the last quarter. Norges Bank purchased a new position in AECOM during the second quarter worth $200,879,000. Finally, Impax Asset Management Group plc raised its holdings in shares of AECOM by 0.9% in the second quarter. Impax Asset Management Group plc now owns 1,516,823 shares of the construction company’s stock worth $171,189,000 after acquiring an additional 13,453 shares during the last quarter. Institutional investors and hedge funds own 85.41% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently commented on ACM. UBS Group decreased their price objective on AECOM from $148.00 to $143.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Wall Street Zen lowered shares of AECOM from a “buy” rating to a “hold” rating in a report on Saturday, October 11th. Argus decreased their price target on shares of AECOM from $155.00 to $135.00 and set a “buy” rating on the stock in a research note on Thursday, November 20th. Barclays lowered shares of AECOM from a “positive” rating to a “hold” rating in a research report on Friday, December 19th. Finally, Robert W. Baird lowered shares of AECOM from a “strong-buy” rating to a “hold” rating in a research report on Friday, November 21st. Nine equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $130.36.

AECOM Trading Up 2.5%

Shares of ACM stock opened at $101.13 on Friday. The firm’s 50-day simple moving average is $98.31 and its 200-day simple moving average is $115.42. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.14 and a quick ratio of 1.14. AECOM has a 1-year low of $85.00 and a 1-year high of $135.52. The firm has a market cap of $13.07 billion, a P/E ratio of 24.02, a PEG ratio of 1.27 and a beta of 1.08.

AECOM (NYSE:ACM) last released its earnings results on Tuesday, November 18th. The construction company reported $1.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.34 by $0.02. The firm had revenue of $4.18 billion during the quarter, compared to the consensus estimate 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 period in the previous year, the firm earned $1.27 earnings per share. AECOM has set its FY 2026 guidance at 5.650-5.850 EPS. As a group, equities analysts forecast that AECOM will post 5.1 EPS for the current year.

AECOM Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Wednesday, January 7th were given a $0.31 dividend. This is an increase from AECOM’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Wednesday, January 7th. This represents a $1.24 annualized dividend and a dividend yield of 1.2%. AECOM’s dividend payout ratio is 29.45%.

AECOM Company 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.