Asset Management One Co. Ltd. Grows Holdings in AECOM $ACM

Asset Management One Co. Ltd. raised its stake in AECOM (NYSE:ACM) by 42.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 167,723 shares of the construction company’s stock after buying an additional 50,086 shares during the period. Asset Management One Co. Ltd. owned about 0.13% of AECOM worth $21,880,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Orion Porfolio Solutions LLC grew its position in AECOM by 28,246.5% in the second quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock worth $602,183,000 after acquiring an additional 5,316,844 shares in the last quarter. Invesco Ltd. boosted its holdings in shares of AECOM by 79.1% in the 2nd quarter. Invesco Ltd. now owns 4,361,755 shares of the construction company’s stock worth $492,268,000 after purchasing an additional 1,926,466 shares in the last quarter. Norges Bank purchased a new position in shares of AECOM in the 2nd quarter worth about $200,879,000. International Assets Investment Management LLC bought a new position in shares of AECOM during the 2nd quarter valued at about $414,000. Finally, Hennessy Advisors Inc. purchased a new position in shares of AECOM during the 3rd quarter valued at about $43,473,000. Hedge funds and other institutional investors own 85.41% of the company’s stock.

AECOM Trading Up 2.5%

Shares of ACM opened at $98.86 on Tuesday. The stock has a market capitalization of $13.09 billion, a P/E ratio of 23.48, a PEG ratio of 1.40 and a beta of 1.08. 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 firm has a fifty day simple moving average of $110.47 and a two-hundred day simple moving average of $118.12. AECOM has a twelve month low of $85.00 and a twelve month high of $135.52.

AECOM (NYSE:ACM) last released its quarterly earnings data on Tuesday, November 18th. The construction company reported $1.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.34 by $0.02. The firm had revenue of $4.18 billion for the quarter, compared to analysts’ expectations of $4.31 billion. AECOM had a net margin of 3.48% and a return on equity of 27.35%. The company’s revenue for the quarter was up 1.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.27 earnings per share. AECOM has set its FY 2026 guidance at 5.650-5.850 EPS. On average, research analysts anticipate that AECOM will post 5.1 EPS 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%.

Analysts Set New Price Targets

Several analysts have issued reports on ACM shares. Argus cut their target price on AECOM from $155.00 to $135.00 and set a “buy” rating for the company in a research note on Thursday, November 20th. Royal Bank Of Canada lowered their price objective on shares of AECOM from $142.00 to $139.00 and set an “outperform” rating for the company in a report on Thursday, November 20th. Barclays lowered shares of AECOM from a “positive” rating to a “hold” rating in a report on Friday, December 19th. Weiss Ratings reiterated a “buy (b-)” rating on shares of AECOM in a research report on Monday, December 29th. Finally, UBS Group lowered 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. Nine analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, AECOM currently has an average rating of “Moderate Buy” and an average target price of $136.20.

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.