Fjarde AP Fonden Fourth Swedish National Pension Fund Buys 33,650 Shares of AECOM $ACM

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its stake in AECOM (NYSE:ACM) by 53.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 96,841 shares of the construction company’s stock after buying an additional 33,650 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in AECOM were worth $8,214,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Elevation Point Wealth Partners LLC boosted its position in AECOM by 73.5% in the 1st quarter. Elevation Point Wealth Partners LLC now owns 14,464 shares of the construction company’s stock valued at $1,227,000 after buying an additional 6,129 shares during the period. Root Financial Partners LLC raised its stake in shares of AECOM by 118.3% during the first quarter. Root Financial Partners LLC now owns 631 shares of the construction company’s stock valued at $54,000 after acquiring an additional 342 shares in the last quarter. SJS Investment Consulting Inc. raised its stake in shares of AECOM by 199.1% during the first quarter. SJS Investment Consulting Inc. now owns 649 shares of the construction company’s stock valued at $55,000 after acquiring an additional 432 shares in the last quarter. J2 Capital Management Inc boosted its holdings in shares of AECOM by 18.4% in the first quarter. J2 Capital Management Inc now owns 6,186 shares of the construction company’s stock valued at $525,000 after purchasing an additional 960 shares during the period. Finally, Louisiana State Employees Retirement System bought a new position in AECOM in the first quarter worth approximately $3,181,000. Institutional investors own 85.41% of the company’s stock.

Analyst Ratings Changes

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

AECOM Trading Down 0.2%

Shares of NYSE:ACM opened at $67.62 on Monday. AECOM has a 12-month low of $66.55 and a 12-month high of $135.52. The business’s fifty day simple moving average is $72.90 and its 200-day simple moving average is $86.15. The company has a market capitalization of $8.69 billion, a PE ratio of 17.66, a P/E/G ratio of 0.82 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 issued its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 earnings per share for the quarter, topping 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 analysts’ expectations of $1.94 billion. During the same period in the prior year, the business posted $1.25 EPS. The firm’s quarterly revenue 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 predict that AECOM will post 5.98 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. Shareholders of record on Wednesday, July 1st will be given a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend is Wednesday, July 1st. AECOM’s dividend payout ratio is presently 32.38%.

Insider Buying and Selling at AECOM

In other news, CFO Gaurav Kapoor purchased 1,420 shares of the stock in a transaction dated Thursday, May 14th. The shares were acquired at an average cost of $71.12 per share, for a total transaction of $100,990.40. Following the acquisition, the chief financial officer owned 88,053 shares of the company’s stock, valued at approximately $6,262,329.36. This represents a 1.64% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, President Lara Poloni acquired 4,224 shares of the business’s stock in a transaction dated Tuesday, June 16th. The stock was purchased 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 in the company, valued at approximately $10,837,890.98. The trade was a 2.83% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders bought 9,869 shares of company stock valued at $699,391. 0.46% of the stock is currently owned by insiders.

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.