AECOM (NYSE:ACM) Stock Price Expected to Rise, Barclays Analyst Says

AECOM (NYSE:ACM) had its target price hoisted by analysts at Barclays from $100.00 to $110.00 in a report issued on Wednesday,Benzinga reports. The brokerage currently has an “equal weight” rating on the construction company’s stock. Barclays‘s price objective suggests a potential upside of 24.55% from the company’s current price.

ACM has been the topic of several other reports. Argus lowered their price target on AECOM from $155.00 to $135.00 and set a “buy” rating on the stock in a research note on Thursday, November 20th. Zacks Research cut AECOM from a “hold” rating to a “strong sell” rating in a research report on Wednesday, January 28th. The Goldman Sachs Group decreased their target price on shares of AECOM from $148.00 to $127.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Royal Bank Of Canada upped their target price on shares of AECOM from $139.00 to $142.00 and gave the company an “outperform” rating in a research note on Wednesday. Finally, Bank of America raised their price target on shares of AECOM from $117.00 to $118.00 and gave the stock a “buy” rating in a research note on Tuesday. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $130.09.

AECOM Trading Down 12.4%

Shares of ACM stock opened at $88.32 on Wednesday. The firm has a market capitalization of $11.42 billion, a P/E ratio of 25.09, a price-to-earnings-growth ratio of 1.19 and a beta of 1.08. AECOM has a 1 year low of $85.00 and a 1 year high of $135.52. The firm’s fifty day simple moving average is $97.98 and its 200 day simple moving average is $115.01. The company has a current ratio of 1.10, a quick ratio of 1.14 and a debt-to-equity ratio of 1.08.

AECOM (NYSE:ACM) last issued its quarterly earnings results on Monday, February 9th. The construction company reported $1.29 earnings per share for the quarter, missing analysts’ consensus estimates of $1.41 by ($0.12). The company had revenue of $3.83 billion during the quarter, compared to the consensus estimate of $3.33 billion. AECOM had a net margin of 2.94% and a return on equity of 27.05%. AECOM’s revenue was down 4.6% on a year-over-year basis. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. As a group, sell-side analysts predict that AECOM will post 5.1 EPS for the current year.

Hedge Funds Weigh In On AECOM

A number of institutional investors and hedge funds have recently bought and sold shares of ACM. Orion Porfolio Solutions LLC lifted its stake in shares of AECOM by 28,246.5% during the second quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock valued at $602,183,000 after acquiring an additional 5,316,844 shares during the period. First Trust Advisors LP raised its holdings in AECOM by 105.3% during the 3rd quarter. First Trust Advisors LP now owns 4,216,372 shares of the construction company’s stock worth $550,110,000 after purchasing an additional 2,162,158 shares during the last quarter. Norges Bank acquired a new position in AECOM during the 4th quarter valued at about $205,499,000. Invesco Ltd. boosted its stake 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 valued at $492,268,000 after purchasing an additional 1,926,466 shares during the last quarter. Finally, PFA Pension Forsikringsaktieselskab acquired a new stake in shares of AECOM during the 4th quarter worth approximately $67,553,000. Institutional investors and hedge funds own 85.41% of the company’s stock.

Key Stories Impacting AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Q1 results and outlook that some analysts interpret as a “beat-and-raise” — margin expansion and a raised EPS guide supported buy-side commentary and a constructive take on higher‑margin services. AECOM: Beat And Raise Quarter Supports Buy Rating
• Positive Sentiment: Bank of America increased its price target to $118, signaling confidence in upside vs. the current price and reinforcing bullish analyst views. Bank of America Raises AECOM Price Target to $118
• Positive Sentiment: Strategic commercial wins — AECOM announced a global partnership with TomTom to enhance mobility, traffic modelling and infrastructure planning, broadening its services offering. TomTom and AECOM partner
• Positive Sentiment: Project award: AECOM will provide detailed design services for Sydney Metro West (joint venture), a large, visible infrastructure contract that supports backlog and revenue visibility. AECOM to provide detailed design services to support delivery of Sydney Metro West
• Positive Sentiment: Analyst consensus and price-target momentum: coverage notes a material mean price‑target upside (roughly mid‑20% range), supporting longer‑term upside narratives. Wall Street Analysts Think Aecom Could Surge
• Neutral Sentiment: Barclays raised its price target to $110 but kept an “equal weight” rating — a modest positive to PTs but not an outright buy endorsement. Barclays raises PT to $110
• Neutral Sentiment: Investor-education pieces (Zacks) highlight ACM as a value and momentum candidate — useful context but unlikely to move price by themselves. Here’s Why AECOM is a Strong Value Stock Why AECOM is a Top Momentum Stock
• Negative Sentiment: Mixed/weak headline metrics: some reported figures show EPS below one consensus and revenue down year-over-year, which can trigger investor selling despite selective positives. (Background earnings coverage and highlights discussed in recent call notes.) MarketBeat AECOM profile

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.