BI Asset Management Fondsmaeglerselskab A S Lowers Holdings in AECOM $ACM

BI Asset Management Fondsmaeglerselskab A S decreased its stake in AECOM (NYSE:ACM) by 94.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,845 shares of the construction company’s stock after selling 118,876 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in AECOM were worth $653,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of the stock. Orion Porfolio Solutions LLC boosted its stake 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 worth $602,183,000 after buying an additional 5,316,844 shares during the last quarter. State Street Corp boosted its stake in shares of AECOM by 2.6% in the third quarter. State Street Corp now owns 5,107,636 shares of the construction company’s stock worth $666,393,000 after buying an additional 127,036 shares during the last quarter. Invesco Ltd. boosted its position in AECOM by 14.2% during the third quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock worth $649,735,000 after purchasing an additional 618,205 shares in the last quarter. First Trust Advisors LP boosted its position in AECOM by 105.3% during the third quarter. First Trust Advisors LP now owns 4,216,372 shares of the construction company’s stock worth $550,110,000 after purchasing an additional 2,162,158 shares in the last quarter. Finally, Geode Capital Management LLC boosted its position in AECOM by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 2,444,275 shares of the construction company’s stock worth $232,359,000 after purchasing an additional 25,929 shares in the last quarter. Hedge funds and other institutional investors own 85.41% of the company’s stock.

AECOM Stock Down 3.7%

Shares of ACM opened at $68.65 on Thursday. The stock has a 50 day moving average price of $78.28 and a 200 day moving average price of $90.10. AECOM has a one year low of $67.64 and a one year high of $135.52. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.11 and a current ratio of 1.11. The stock has a market capitalization of $8.82 billion, a price-to-earnings ratio of 17.93, a PEG ratio of 0.87 and a beta of 0.93.

AECOM (NYSE:ACM) last announced its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 earnings per share for the quarter, beating analysts’ consensus estimates of $1.58 by $0.01. The company had revenue of $3.80 billion for the quarter, compared to analyst estimates of $1.94 billion. AECOM had a return on equity of 28.52% and a net margin of 3.16%.The firm’s revenue for the quarter was up 4.4% on a year-over-year basis. During the same quarter last year, the firm posted $1.25 EPS. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. Equities research analysts forecast that AECOM will post 5.97 earnings per share for the current fiscal year.

AECOM Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st will be issued a $0.31 dividend. The ex-dividend date is Wednesday, July 1st. This represents a $1.24 dividend on an annualized basis and a yield of 1.8%. AECOM’s dividend payout ratio (DPR) is presently 32.38%.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the company. Wall Street Zen upgraded AECOM from a “hold” rating to a “buy” rating in a research report on Saturday, May 16th. Citigroup lowered their price target on AECOM from $130.00 to $98.00 and set a “buy” rating on the stock in a research report on Wednesday, May 13th. Royal Bank Of Canada lowered their price target on AECOM from $142.00 to $111.00 and set an “outperform” rating on the stock in a research report on Wednesday, May 13th. Robert W. Baird lowered their price target on AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 12th. Finally, Truist Financial reiterated a “buy” rating and set a $109.00 price target (down from $116.00) on shares of AECOM in a research report on Wednesday, May 13th. Nine investment 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, AECOM has an average rating of “Moderate Buy” and a consensus target price of $116.00.

Insiders Place Their Bets

In other news, CEO Troy Rudd acquired 4,225 shares of the firm’s stock in a transaction on Thursday, May 14th. The shares were bought at an average price of $71.02 per share, for a total transaction of $300,059.50. Following the acquisition, the chief executive officer owned 142,207 shares of the company’s stock, valued at approximately $10,099,541.14. This trade represents a 3.06% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CFO Gaurav Kapoor acquired 1,420 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was purchased at an average price of $71.12 per share, for a total transaction of $100,990.40. Following the acquisition, the chief financial officer directly owned 88,053 shares in the company, valued at $6,262,329.36. This represents a 1.64% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 0.46% of the company’s stock.

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.