BI Asset Management Fondsmaeglerselskab A S Increases Stake in AECOM $ACM

BI Asset Management Fondsmaeglerselskab A S increased its stake in AECOM (NYSE:ACM) by 1,658.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 120,388 shares of the construction company’s stock after buying an additional 113,543 shares during the period. BI Asset Management Fondsmaeglerselskab A S’s holdings in AECOM were worth $10,211,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Orion Porfolio Solutions LLC boosted its position in shares of AECOM by 28,246.5% during the second quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock valued at $602,183,000 after purchasing an additional 5,316,844 shares in the last quarter. First Trust Advisors LP lifted 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 valued at $550,110,000 after buying an additional 2,162,158 shares during the period. Norges Bank bought a new stake in shares of AECOM during the 4th quarter valued at $205,499,000. PFA Pension Forsikringsaktieselskab bought a new stake in shares of AECOM during the 4th quarter valued at $67,553,000. Finally, Invesco Ltd. grew its position in shares of AECOM by 14.2% in the 3rd quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock worth $649,735,000 after buying an additional 618,205 shares during the period. 85.41% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, President Lara Poloni acquired 4,224 shares of the firm’s stock in a transaction that occurred on 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 acquisition, the president directly owned 153,446 shares in the company, valued at approximately $10,837,890.98. The trade was a 2.83% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Gaurav Kapoor acquired 1,420 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was acquired at an average cost of $71.12 per share, for a total transaction of $100,990.40. Following the completion of the transaction, 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. Insiders have bought a total of 9,869 shares of company stock worth $699,391 over the last 90 days. 0.46% of the stock is currently owned by insiders.

AECOM Price Performance

ACM opened at $68.77 on Monday. The firm has a market cap of $8.84 billion, a PE ratio of 17.95, a P/E/G ratio of 0.84 and a beta of 0.93. The stock has a 50-day moving average price of $76.13 and a 200-day moving average price of $88.41. AECOM has a 1 year low of $67.64 and a 1 year high of $135.52. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.11.

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

AECOM Announces Dividend

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

Analysts Set New Price Targets

Several research analysts recently issued reports on ACM shares. Wall Street Zen lowered shares of AECOM from a “buy” rating to a “hold” rating in a research note on Saturday. Truist Financial reissued a “buy” rating and set a $109.00 price objective (down from $116.00) on shares of AECOM in a research note on Wednesday, May 13th. KeyCorp cut their price objective on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a report on Wednesday, May 13th. Royal Bank Of Canada decreased their target price on shares of AECOM from $142.00 to $111.00 and set an “outperform” rating for the company in a research note on Wednesday, May 13th. Finally, Robert W. Baird lowered their target price on shares of AECOM from $98.00 to $91.00 and set a “neutral” rating for the company in a report on Tuesday, May 12th. Nine equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $116.00.

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.