AECOM $ACM Shares Purchased by Brevan Howard Capital Management LP

Brevan Howard Capital Management LP boosted its holdings in AECOM (NYSE:ACM) by 100.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 27,910 shares of the construction company’s stock after buying an additional 13,994 shares during the quarter. Brevan Howard Capital Management LP’s holdings in AECOM were worth $3,641,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of ACM. Westend Capital Management LLC acquired a new position in shares of AECOM during the 3rd quarter worth about $26,000. Atlantic Union Bankshares Corp acquired a new stake in shares of AECOM during the 3rd quarter worth about $26,000. EverSource Wealth Advisors LLC raised its position in shares of AECOM by 189.3% during 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. Ameriflex Group Inc. lifted its stake in AECOM by 100.0% during the third quarter. Ameriflex Group Inc. now owns 294 shares of the construction company’s stock worth $38,000 after purchasing an additional 147 shares during the last quarter. Finally, Optiver Holding B.V. lifted its stake in AECOM by 219.8% during the third quarter. Optiver Holding B.V. now owns 307 shares of the construction company’s stock worth $40,000 after purchasing an additional 211 shares during the last quarter. 85.41% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

ACM has been the topic of several recent analyst reports. The Goldman Sachs Group dropped their price target 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. KeyCorp restated an “overweight” rating and set a $115.00 price objective on shares of AECOM in a research report on Wednesday, January 7th. Truist Financial restated a “buy” rating and issued a $132.00 target price (up from $126.00) on shares of AECOM in a report on Wednesday, February 11th. Royal Bank Of Canada increased their target price on shares of AECOM from $139.00 to $142.00 and gave the company an “outperform” rating in a research report on Wednesday, February 11th. Finally, UBS Group lifted their price target on shares of AECOM from $143.00 to $145.00 and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Nine investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $130.09.

AECOM Stock Down 2.6%

Shares of NYSE ACM opened at $88.71 on Tuesday. The business has a 50-day moving average price of $96.09 and a 200 day moving average price of $111.02. The stock has a market cap of $11.47 billion, a PE ratio of 25.20, a price-to-earnings-growth ratio of 1.12 and a beta of 1.06. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.08. AECOM has a 52-week low of $85.00 and a 52-week high of $135.52.

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

AECOM Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Wednesday, April 1st will be paid a dividend of $0.31 per share. The ex-dividend date is Wednesday, April 1st. This represents a $1.24 dividend on an annualized basis and a yield of 1.4%. AECOM’s dividend payout ratio is currently 35.23%.

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.