AECOM $ACM Shares Sold by Forsta AP Fonden

Forsta AP Fonden lowered its holdings in AECOM (NYSE:ACM) by 9.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 77,100 shares of the construction company’s stock after selling 7,800 shares during the quarter. Forsta AP Fonden owned 0.06% of AECOM worth $7,350,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. TD Asset Management Inc lifted its holdings in AECOM by 0.7% in the third quarter. TD Asset Management Inc now owns 15,278 shares of the construction company’s stock valued at $1,993,000 after acquiring an additional 99 shares during the period. Northwestern Mutual Investment Management Company LLC lifted its holdings in AECOM by 0.4% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 29,634 shares of the construction company’s stock valued at $2,825,000 after acquiring an additional 113 shares during the period. Bank Julius Baer & Co. Ltd Zurich lifted its holdings in AECOM by 12.3% in the fourth quarter. Bank Julius Baer & Co. Ltd Zurich now owns 1,089 shares of the construction company’s stock valued at $104,000 after acquiring an additional 119 shares during the period. HB Wealth Management LLC lifted its holdings in AECOM by 3.3% in the fourth quarter. HB Wealth Management LLC now owns 3,860 shares of the construction company’s stock valued at $368,000 after acquiring an additional 125 shares during the period. Finally, Ashton Thomas Private Wealth LLC lifted its holdings in AECOM by 4.3% in the fourth quarter. Ashton Thomas Private Wealth LLC now owns 3,128 shares of the construction company’s stock valued at $298,000 after acquiring an additional 129 shares during the period. Institutional investors and hedge funds own 85.41% of the company’s stock.

AECOM Trading Up 4.7%

Shares of ACM stock opened at $72.65 on Tuesday. The firm has a 50-day moving average price of $80.53 and a 200 day moving average price of $92.76. AECOM has a twelve month low of $67.64 and a twelve month high of $135.52. The company has a market capitalization of $9.34 billion, a price-to-earnings ratio of 18.97, a PEG ratio of 0.84 and a beta of 0.93. The company has a current ratio of 1.11, a quick 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. Research analysts forecast that AECOM will post 5.97 earnings per share for the current fiscal year.

AECOM Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, April 17th. Shareholders of record on Wednesday, April 1st were issued a $0.31 dividend. The ex-dividend date was Wednesday, April 1st. This represents a $1.24 annualized dividend and a yield of 1.7%. AECOM’s payout ratio is 32.38%.

Insider Activity

In other AECOM news, CFO Gaurav Kapoor purchased 1,420 shares of the stock in a transaction on Thursday, May 14th. The stock was bought 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 of the company’s stock, valued at $6,262,329.36. This represents a 1.64% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available at this link. Also, CEO Troy Rudd purchased 4,225 shares of the stock in a transaction on Thursday, May 14th. The stock was acquired at an average price of $71.02 per share, with a total value of $300,059.50. Following the acquisition, the chief executive officer directly owned 142,207 shares in the company, valued at $10,099,541.14. This trade represents a 3.06% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.46% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on ACM shares. Weiss Ratings downgraded AECOM from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, May 26th. Zacks Research raised AECOM from a “strong sell” rating to a “hold” rating in a research note on Tuesday, February 10th. Royal Bank Of Canada cut their price target on AECOM from $142.00 to $111.00 and set an “outperform” rating for the company in a research note on Wednesday, May 13th. KeyCorp cut their price target on AECOM from $115.00 to $101.00 and set an “overweight” rating for the company in a research note on Wednesday, May 13th. Finally, Wall Street Zen raised AECOM from a “hold” rating to a “buy” rating in a research note on Saturday, May 16th. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, AECOM currently has a consensus rating of “Moderate Buy” and a consensus target price of $116.00.

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.