AECOM $ACM Shares Acquired by AIA Group Ltd

AIA Group Ltd increased its stake in AECOM (NYSE:ACM) by 128.0% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 52,246 shares of the construction company’s stock after purchasing an additional 29,336 shares during the quarter. AIA Group Ltd’s holdings in AECOM were worth $4,432,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in ACM. Mediolanum International Funds Ltd lifted its position in shares of AECOM by 23.0% during the 1st quarter. Mediolanum International Funds Ltd now owns 23,321 shares of the construction company’s stock valued at $1,941,000 after acquiring an additional 4,360 shares during the period. Allspring Global Investments Holdings LLC purchased a new stake in AECOM during the first quarter worth $923,000. Independent Financial Group LLC acquired a new stake in AECOM in the first quarter valued at $206,000. Livforsakringsbolaget Skandia Omsesidigt grew its holdings in AECOM by 10.0% in the first quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 26,300 shares of the construction company’s stock valued at $2,230,000 after purchasing an additional 2,400 shares during the last quarter. Finally, Principal Financial Group Inc. raised its stake in shares of AECOM by 1.3% during the 1st quarter. Principal Financial Group Inc. now owns 288,487 shares of the construction company’s stock worth $24,469,000 after buying an additional 3,682 shares during the last quarter. Institutional investors and hedge funds own 85.41% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on ACM shares. Robert W. Baird lowered their price objective on shares of AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 12th. Weiss Ratings cut shares of AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, May 26th. Truist Financial reduced their price target on shares of AECOM from $109.00 to $102.00 and set a “buy” rating on the stock in a report on Thursday, July 2nd. KeyCorp lowered their price target on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 13th. Finally, Wall Street Zen cut shares of AECOM from a “buy” rating to a “hold” rating in a research note on Monday, July 6th. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $115.36.

Insider Buying and Selling

In other news, President Lara Poloni bought 4,224 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The shares were purchased at an average price of $70.63 per share, for a total transaction of $298,341.12. Following the completion of the transaction, the president owned 153,446 shares in the company, valued at $10,837,890.98. The trade was a 2.83% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Gaurav Kapoor bought 1,420 shares of the stock in a transaction on Thursday, May 14th. The stock was purchased at an average cost of $71.12 per share, with a total value of $100,990.40. Following the completion of the purchase, the chief financial officer directly owned 88,053 shares in the company, valued at $6,262,329.36. This trade represents a 1.64% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders have bought 9,869 shares of company stock worth $699,391. 0.46% of the stock is owned by insiders.

AECOM Stock Up 0.0%

ACM opened at $68.29 on Monday. The firm has a market cap of $8.78 billion, a P/E ratio of 17.83, a PEG ratio of 0.83 and a beta of 0.93. The business’s fifty day simple moving average is $70.20 and its 200 day simple moving average is $84.12. AECOM has a 52 week low of $66.28 and a 52 week high of $135.52. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.07.

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

AECOM Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Wednesday, July 1st were paid a dividend of $0.31 per share. The ex-dividend date of this dividend was Wednesday, July 1st. This represents a $1.24 annualized dividend and a dividend yield of 1.8%. AECOM’s dividend payout ratio is presently 32.38%.

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.