Aureus Asset Management LLC Invests $963,000 in AECOM $ACM

Aureus Asset Management LLC acquired a new stake in AECOM (NYSE:ACM) in the first quarter, Holdings Channel.com reports. The institutional investor acquired 11,355 shares of the construction company’s stock, valued at approximately $963,000.

Other hedge funds also recently modified their holdings of the company. Northwestern Mutual Investment Management Company LLC lifted its position in shares of AECOM by 0.4% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 29,634 shares of the construction company’s stock valued at $2,825,000 after buying an additional 113 shares during the last quarter. Bank Julius Baer & Co. Ltd Zurich increased its holdings in AECOM by 12.3% during the 4th quarter. Bank Julius Baer & Co. Ltd Zurich now owns 1,089 shares of the construction company’s stock worth $104,000 after acquiring an additional 119 shares during the period. HB Wealth Management LLC raised its position in shares of AECOM by 3.3% in the fourth quarter. HB Wealth Management LLC now owns 3,860 shares of the construction company’s stock worth $368,000 after buying an additional 125 shares in the last quarter. Ashton Thomas Private Wealth LLC grew its holdings in shares of AECOM by 4.3% during the fourth quarter. Ashton Thomas Private Wealth LLC now owns 3,128 shares of the construction company’s stock worth $298,000 after purchasing an additional 129 shares in the last quarter. Finally, Towarzystwo Funduszy Inwestycyjnych PZU SA increased its holdings in shares of AECOM by 86.7% in the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock worth $27,000 after buying an additional 130 shares during the last quarter. Institutional investors own 85.41% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently weighed in on ACM. Barclays decreased their price objective on AECOM from $110.00 to $90.00 and set an “equal weight” rating on the stock in a report on Tuesday, May 19th. KeyCorp cut their price objective on AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock 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 for the company in a research note on Wednesday. Truist Financial dropped their target price 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. Finally, Weiss Ratings cut AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, May 26th. Nine investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $114.82.

Insider Activity at AECOM

In related news, CEO Troy Rudd purchased 4,225 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The shares were bought at an average price of $71.02 per share, for a total transaction of $300,059.50. Following the acquisition, the chief executive officer owned 142,207 shares of the company’s stock, valued at approximately $10,099,541.14. This represents a 3.06% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Gaurav Kapoor acquired 1,420 shares of the firm’s 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 purchase, the chief financial officer owned 88,053 shares of the company’s stock, valued at $6,262,329.36. The trade was a 1.64% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders acquired 9,869 shares of company stock valued at $699,391. 0.46% of the stock is owned by corporate insiders.

AECOM Trading Down 2.2%

Shares of ACM stock opened at $67.40 on Thursday. The stock has a fifty day simple moving average of $69.88 and a two-hundred day simple moving average of $83.54. The firm has a market capitalization of $8.66 billion, a PE ratio of 17.60, a PEG ratio of 0.84 and a beta of 0.93. AECOM has a 52-week low of $66.28 and a 52-week high of $135.52. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.11 and a current ratio of 1.11.

AECOM (NYSE:ACM) last posted its quarterly earnings results on Monday, May 11th. The construction company reported $1.59 EPS 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 company had revenue of $3.80 billion for the quarter, compared to analysts’ expectations of $1.94 billion. During the same period in the previous year, the firm earned $1.25 EPS. The firm’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. On average, analysts predict that AECOM will post 5.97 EPS for the current fiscal year.

AECOM Announces Dividend

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

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.