Generali Asset Management SPA SGR Invests $1.09 Million in AECOM $ACM

Generali Asset Management SPA SGR bought a new stake in AECOM (NYSE:ACM) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 8,373 shares of the construction company’s stock, valued at approximately $1,092,000.

Several other hedge funds have also bought and sold shares of ACM. Orion Porfolio Solutions LLC raised its position in shares of AECOM by 28,246.5% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock valued at $602,183,000 after buying an additional 5,316,844 shares in the last quarter. Invesco Ltd. increased its stake in AECOM by 79.1% in the second quarter. Invesco Ltd. now owns 4,361,755 shares of the construction company’s stock valued at $492,268,000 after acquiring an additional 1,926,466 shares during the last quarter. Norges Bank purchased a new stake in AECOM during the second quarter valued at about $200,879,000. International Assets Investment Management LLC purchased a new stake in AECOM during the second quarter valued at about $414,000. Finally, Hennessy Advisors Inc. bought a new stake in AECOM during the third quarter worth about $43,473,000. 85.41% of the stock is currently owned by institutional investors.

AECOM Stock Up 1.1%

Shares of NYSE ACM opened at $96.41 on Monday. The firm’s fifty day moving average is $111.15 and its 200 day moving average is $118.20. AECOM has a 52 week low of $85.00 and a 52 week high of $135.52. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.98. The company has a market cap of $12.77 billion, a price-to-earnings ratio of 22.90, a PEG ratio of 1.40 and a beta of 1.08.

AECOM (NYSE:ACM) last announced its quarterly 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. The business had revenue of $4.18 billion for the quarter, compared to analyst estimates of $4.31 billion. AECOM had a net margin of 3.48% and a return on equity of 27.35%. The company’s revenue was up 1.6% on a year-over-year basis. During the same quarter last year, the firm earned $1.27 EPS. AECOM has set its FY 2026 guidance at 5.650-5.850 EPS. On average, equities research analysts expect that AECOM will post 5.1 earnings per share for the current year.

AECOM Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Shareholders of record on Wednesday, January 7th will be issued a $0.31 dividend. This is an increase from AECOM’s previous quarterly dividend of $0.26. The ex-dividend date is Wednesday, January 7th. This represents a $1.24 annualized dividend and a yield of 1.3%. AECOM’s dividend payout ratio (DPR) is 24.70%.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on ACM shares. Barclays downgraded AECOM from a “positive” rating to a “hold” rating in a research report on Friday, December 19th. Argus decreased their price target on shares of AECOM from $155.00 to $135.00 and set a “buy” rating on the stock in a research note on Thursday, November 20th. Truist Financial cut their price objective on shares of AECOM from $148.00 to $126.00 and set a “buy” rating for the company in a research note on Thursday, December 18th. UBS Group reduced their target price on shares of AECOM from $153.00 to $148.00 and set a “buy” rating on the stock in a report on Wednesday, November 19th. Finally, Wall Street Zen downgraded shares of AECOM from a “buy” rating to a “hold” rating in a research note on Saturday, October 11th. Nine investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, AECOM has an average rating of “Moderate Buy” and an average price target of $136.20.

AECOM Company 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.