Boston Partners Raises Stake in AECOM $ACM

Boston Partners lifted its stake in shares of AECOM (NYSE:ACM) by 7.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 115,593 shares of the construction company’s stock after acquiring an additional 8,161 shares during the quarter. Boston Partners owned approximately 0.09% of AECOM worth $13,047,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. MAI Capital Management bought a new position in AECOM in the first quarter worth about $28,000. Caitong International Asset Management Co. Ltd lifted its holdings in shares of AECOM by 212.9% during the first quarter. Caitong International Asset Management Co. Ltd now owns 316 shares of the construction company’s stock worth $29,000 after purchasing an additional 215 shares during the period. SVB Wealth LLC purchased a new position in shares of AECOM during the first quarter worth $33,000. Allworth Financial LP boosted its stake in shares of AECOM by 38.5% in the second quarter. Allworth Financial LP now owns 392 shares of the construction company’s stock worth $44,000 after buying an additional 109 shares during the last quarter. Finally, Eastern Bank acquired a new position in shares of AECOM in the 1st quarter valued at $49,000. Institutional investors own 85.41% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on ACM shares. Weiss Ratings reiterated a “buy (b-)” rating on shares of AECOM in a research report on Wednesday. Wall Street Zen downgraded AECOM from a “buy” rating to a “hold” rating in a research report on Saturday, October 11th. Truist Financial lifted their price objective on AECOM from $146.00 to $148.00 and gave the company a “buy” rating in a research note on Friday, November 21st. UBS Group dropped their price target on shares of AECOM from $153.00 to $148.00 and set a “buy” rating for the company in a research note on Wednesday, November 19th. Finally, Robert W. Baird lowered their price target on shares of AECOM from $144.00 to $143.00 and set a “neutral” rating for the company in a report on Wednesday, November 19th. Ten equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $141.90.

AECOM Stock Down 2.2%

Shares of AECOM stock opened at $103.13 on Friday. AECOM has a one year low of $85.00 and a one year high of $135.52. The firm has a fifty day moving average of $127.24 and a two-hundred day moving average of $119.98. The company has a market cap of $13.66 billion, a P/E ratio of 22.47, a PEG ratio of 1.96 and a beta of 1.06. The company has a debt-to-equity ratio of 0.91, a quick ratio of 1.17 and a current ratio of 1.17.

AECOM (NYSE:ACM) last issued its earnings results on Tuesday, November 18th. The construction company reported $1.36 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.34 by $0.02. AECOM had a return on equity of 27.87% and a net margin of 3.82%.The business had revenue of $4.18 billion during the quarter, compared to the consensus estimate of $4.31 billion. During the same period in the prior year, the business posted $1.27 EPS. The company’s revenue for the quarter was up 1.6% on a year-over-year basis. AECOM has set its FY 2026 guidance at 5.650-5.850 EPS. On average, analysts forecast that AECOM will post 5.1 earnings per share for the current year.

AECOM Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Investors of record on Wednesday, January 7th will be paid a $0.31 dividend. This represents a $1.24 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Wednesday, January 7th. This is an increase from AECOM’s previous quarterly dividend of $0.26. AECOM’s dividend payout ratio (DPR) is 29.45%.

AECOM Company Profile

AECOM, together with its subsidiaries, provides professional infrastructure consulting services worldwide. It operates in three segments: Americas, International, and AECOM Capital. The company offers planning, consulting, architectural and engineering design, construction and program management, and investment and development services to public and private clients.