Cambria Investment Management L.P. Has $1.60 Million Position in AECOM $ACM

Cambria Investment Management L.P. decreased its position in shares of AECOM (NYSE:ACM) by 40.2% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 12,249 shares of the construction company’s stock after selling 8,242 shares during the quarter. Cambria Investment Management L.P.’s holdings in AECOM were worth $1,595,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Great Lakes Advisors LLC increased its stake in shares of AECOM by 14.9% in the 1st quarter. Great Lakes Advisors LLC now owns 2,366 shares of the construction company’s stock valued at $219,000 after buying an additional 306 shares during the period. Empowered Funds LLC raised its position in shares of AECOM by 62.6% during the first quarter. Empowered Funds LLC now owns 14,266 shares of the construction company’s stock worth $1,323,000 after acquiring an additional 5,493 shares during the last quarter. Focus Partners Wealth lifted its stake in shares of AECOM by 6.9% during the first quarter. Focus Partners Wealth now owns 4,150 shares of the construction company’s stock valued at $385,000 after acquiring an additional 269 shares during the period. Allworth Financial LP lifted its stake in shares of AECOM by 38.5% during the second quarter. Allworth Financial LP now owns 392 shares of the construction company’s stock valued at $44,000 after acquiring an additional 109 shares during the period. Finally, Cetera Investment Advisers boosted its holdings in AECOM by 3.9% in the second quarter. Cetera Investment Advisers now owns 44,788 shares of the construction company’s stock valued at $5,055,000 after acquiring an additional 1,697 shares during the last quarter. 85.41% of the stock is currently owned by institutional investors.

AECOM Price Performance

Shares of ACM stock opened at $90.33 on Friday. 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 12-month low of $85.00 and a 12-month high of $135.52. The firm has a fifty day moving average of $95.55 and a 200-day moving average of $110.49. The firm has a market capitalization of $11.68 billion, a price-to-earnings ratio of 25.66, a price-to-earnings-growth ratio of 1.11 and a beta of 1.06.

AECOM (NYSE:ACM) last issued its quarterly earnings data 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 business had revenue of $3.83 billion for the quarter, compared to analyst estimates of $3.33 billion. The firm’s revenue was down 4.6% on a year-over-year basis. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. On average, equities research analysts forecast that AECOM will post 5.1 earnings per share for the current year.

AECOM Announces Dividend

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

Analysts Set New Price Targets

ACM has been the subject of a number of research reports. Bank of America lifted their price objective on AECOM from $117.00 to $118.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Robert W. Baird set a $125.00 target price on shares of AECOM in a research note on Tuesday, February 10th. Citigroup lowered their price target 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. Barclays boosted their price target on shares of AECOM from $100.00 to $110.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 11th. Finally, Argus reduced their price objective 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. Nine analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $130.09.

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.