California Public Employees Retirement System Sells 28,810 Shares of AECOM $ACM

California Public Employees Retirement System cut its stake in shares of AECOM (NYSE:ACM) by 10.1% in the 1st quarter, HoldingsChannel reports. The fund owned 256,398 shares of the construction company’s stock after selling 28,810 shares during the quarter. California Public Employees Retirement System’s holdings in AECOM were worth $21,748,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently made changes to their positions in the company. Towarzystwo Funduszy Inwestycyjnych PZU SA grew its position in shares of AECOM by 86.7% in the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock valued at $27,000 after purchasing an additional 130 shares during the last quarter. Caitong International Asset Management Co. Ltd lifted its holdings in AECOM by 95.4% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company’s stock worth $28,000 after purchasing an additional 144 shares during the last quarter. EverSource Wealth Advisors LLC lifted its holdings in 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 purchasing an additional 195 shares during the last quarter. First Horizon Corp boosted its stake in AECOM by 129.1% in the 4th quarter. First Horizon Corp now owns 362 shares of the construction company’s stock valued at $35,000 after purchasing an additional 204 shares during the period. Finally, Intesa Sanpaolo Wealth Management bought a new stake in AECOM in the 4th quarter valued at $38,000. Institutional investors own 85.41% of the company’s stock.

AECOM Price Performance

AECOM stock opened at $67.40 on Thursday. The firm has a market cap of $8.66 billion, a PE ratio of 17.60, a price-to-earnings-growth ratio of 0.84 and a beta of 0.93. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.11. The stock’s fifty day moving average price is $69.88 and its two-hundred day moving average price is $83.54. AECOM has a one year low of $66.28 and a one year high of $135.52.

AECOM (NYSE:ACM) last released its earnings results 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. AECOM had a return on equity of 28.52% and a net margin of 3.16%.The firm had revenue of $3.80 billion during the quarter, compared to the consensus estimate of $1.94 billion. During the same period in the prior year, the company posted $1.25 EPS. The company’s revenue was up 4.4% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. As a group, research analysts expect 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. Shareholders of record on Wednesday, July 1st were paid a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date was Wednesday, July 1st. AECOM’s dividend payout ratio is presently 32.38%.

Insiders Place Their Bets

In other news, President Lara Poloni bought 4,224 shares of the company’s stock in a transaction dated Tuesday, June 16th. The stock was bought at an average cost of $70.63 per share, for a total transaction of $298,341.12. Following the transaction, the president owned 153,446 shares of the company’s stock, valued at $10,837,890.98. This represents a 2.83% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Troy Rudd purchased 4,225 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were purchased at an average cost of $71.02 per share, with a total value of $300,059.50. Following the acquisition, the chief executive officer owned 142,207 shares in the company, valued at $10,099,541.14. This trade represents a 3.06% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have bought 9,869 shares of company stock worth $699,391 over the last ninety days. Corporate insiders own 0.46% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have commented on ACM shares. Robert W. Baird decreased their price objective on AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a report on Tuesday, May 12th. Wall Street Zen downgraded AECOM from a “buy” rating to a “hold” rating in a report on Monday, July 6th. KeyCorp reduced their target price on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating for the company in a research report on Wednesday, May 13th. Royal Bank Of Canada decreased their price target on shares of AECOM from $111.00 to $105.00 and set an “outperform” rating on the stock in a research note on Wednesday. Finally, Truist Financial lowered their price target on shares of AECOM from $109.00 to $102.00 and set a “buy” rating on the stock in a research report on Thursday, July 2nd. Nine equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $114.82.

About AECOM

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.