AECOM (NYSE:ACM) Price Target Raised to $110.00

AECOM (NYSE:ACM) had its target price raised by Barclays from $100.00 to $110.00 in a research report released on Wednesday morning,Benzinga reports. They currently have an equal weight rating on the construction company’s stock.

A number of other brokerages have also recently commented on ACM. The Goldman Sachs Group dropped their price objective on shares of AECOM from $148.00 to $127.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Bank of America raised their price target on shares of AECOM from $117.00 to $118.00 and gave the company a “buy” rating in a research report on Tuesday. Citigroup decreased their price objective on shares of AECOM from $152.00 to $131.00 and set a “buy” rating for the company in a research report on Monday, January 26th. Robert W. Baird set a $125.00 target price on shares of AECOM in a research note on Tuesday. Finally, Weiss Ratings cut AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 29th. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, AECOM has a consensus rating of “Moderate Buy” and a consensus target price of $130.09.

AECOM Stock Up 0.0%

NYSE:ACM opened at $88.41 on Wednesday. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.10 and a quick ratio of 1.14. The company’s fifty day moving average price is $97.70 and its 200-day moving average price is $114.84. AECOM has a 1-year low of $85.00 and a 1-year high of $135.52. The firm has a market capitalization of $11.43 billion, a P/E ratio of 25.12, a PEG ratio of 1.03 and a beta of 1.08.

AECOM (NYSE:ACM) last posted its earnings results on Monday, February 9th. The construction company reported $1.29 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.41 by ($0.12). The business had revenue of $3.83 billion for the quarter, compared to analyst estimates of $3.33 billion. AECOM had a net margin of 2.94% and a return on equity of 27.05%. The business’s revenue was down 4.6% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. As a group, equities research analysts anticipate that AECOM will post 5.1 EPS for the current year.

AECOM Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Wednesday, January 7th were issued a dividend of $0.31 per share. The ex-dividend date was Wednesday, January 7th. This represents a $1.24 annualized dividend and a dividend yield of 1.4%. This is a boost from AECOM’s previous quarterly dividend of $0.26. AECOM’s payout ratio is presently 35.23%.

Institutional Investors Weigh In On AECOM

Several hedge funds and other institutional investors have recently bought and sold shares of ACM. Orion Porfolio Solutions LLC grew its stake in shares of AECOM by 28,246.5% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock valued at $602,183,000 after buying an additional 5,316,844 shares during the period. State Street Corp raised its position in shares of AECOM by 2.6% during the 3rd quarter. State Street Corp now owns 5,107,636 shares of the construction company’s stock valued at $666,393,000 after buying an additional 127,036 shares during the period. Invesco Ltd. lifted its holdings in AECOM by 14.2% in the third quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock valued at $649,735,000 after acquiring an additional 618,205 shares during the last quarter. First Trust Advisors LP lifted its holdings in AECOM by 105.3% in the third quarter. First Trust Advisors LP now owns 4,216,372 shares of the construction company’s stock valued at $550,110,000 after acquiring an additional 2,162,158 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in AECOM by 17.2% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,773,910 shares of the construction company’s stock worth $264,437,000 after acquiring an additional 407,622 shares during the period. 85.41% of the stock is currently owned by institutional investors and hedge funds.

More AECOM News

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: TomTom partnership: AECOM announced a global partnership to integrate TomTom’s historical and real‑time traffic data into AECOM’s mobility, transport modeling and traffic‑management offerings — potentially expanding higher‑margin services and strengthening bids for public/private infrastructure projects. TomTom and AECOM partnership
• Positive Sentiment: Bank of America raised its price target on AECOM to $118, signaling stronger analyst conviction that shares have upside versus current levels. That PT hike can drive positive flow and re‑rating by investors. BofA raises price target
• Positive Sentiment: Seeking Alpha highlights a “beat and raise” quarter narrative and initiated a Buy rating, citing margin expansion and raised EPS guidance — a fundamental takeaway likely supporting investor optimism. Seeking Alpha beat-and-raise analysis
• Positive Sentiment: Consensus/Street tone: Brokerages now show an average “Moderate Buy” stance on ACM, reinforcing demand from institutional investors and suggesting more bullish coverage. Brokerage consensus
• Positive Sentiment: Zacks published a piece framing AECOM as a strong value stock, which may attract value‑oriented buyers given the company’s improving margin profile and backlog visibility. Zacks value stock article
• Neutral Sentiment: Zacks upgraded AECOM from “strong sell” to “hold,” an improvement in tone but a modest change that signals some remaining caution among certain sell‑side analysts. Zacks upgrade report
• Negative Sentiment: Technical/valuation and guidance caveats: AECOM still trades below its 50‑ and 200‑day moving averages and faces a mixed earnings backdrop (company FY‑2026 guidance of $4.18–$4.89 vs. some analyst estimates nearer $5.10). Revenue has shown near‑term pressure, and leverage remains above 1x equity — factors that limit upside until consistent top‑line growth and margin trends are sustained.

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.