AECOM $ACM Shares Acquired by Brevan Howard Capital Management LP

Brevan Howard Capital Management LP grew its stake in AECOM (NYSE:ACM) by 100.6% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 27,910 shares of the construction company’s stock after acquiring an additional 13,994 shares during the period. Brevan Howard Capital Management LP’s holdings in AECOM were worth $3,641,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in the stock. Great Lakes Advisors LLC raised its position in AECOM by 14.9% in the first quarter. Great Lakes Advisors LLC now owns 2,366 shares of the construction company’s stock valued at $219,000 after purchasing an additional 306 shares during the period. Empowered Funds LLC boosted its position in shares of AECOM by 62.6% during the first quarter. Empowered Funds LLC now owns 14,266 shares of the construction company’s stock worth $1,323,000 after buying an additional 5,493 shares during the period. Focus Partners Wealth grew its stake in shares of AECOM by 6.9% in the first quarter. Focus Partners Wealth now owns 4,150 shares of the construction company’s stock valued at $385,000 after buying an additional 269 shares in the last quarter. Savant Capital LLC grew its stake in shares of AECOM by 31.6% in the second quarter. Savant Capital LLC now owns 2,877 shares of the construction company’s stock valued at $325,000 after buying an additional 691 shares in the last quarter. Finally, ProShare Advisors LLC raised its holdings in shares of AECOM by 3.8% in the 2nd quarter. ProShare Advisors LLC now owns 5,865 shares of the construction company’s stock valued at $662,000 after buying an additional 212 shares during the period. 85.41% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

ACM has been the subject of a number of research analyst reports. Truist Financial restated a “buy” rating and set a $132.00 target price (up from $126.00) on shares of AECOM in a report on Wednesday, February 11th. Citigroup reduced their price target on shares of AECOM from $152.00 to $131.00 and set a “buy” rating on the stock in a research report on Monday, January 26th. Robert W. Baird set a $125.00 price objective on shares of AECOM in a report on Tuesday, February 10th. Bank of America increased their target price on shares of AECOM from $117.00 to $118.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Finally, Argus decreased their price target on shares of AECOM from $155.00 to $135.00 and set a “buy” rating for the company in a research report on Thursday, November 20th. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $130.09.

AECOM Stock Performance

Shares of ACM opened at $88.71 on Tuesday. AECOM has a 1 year low of $85.00 and a 1 year high of $135.52. The stock has a market capitalization of $11.47 billion, a PE ratio of 25.20, a PEG ratio of 1.12 and a beta of 1.06. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.10 and a current ratio of 1.10. The stock has a 50-day simple moving average of $96.09 and a 200-day simple moving average of $111.02.

AECOM (NYSE:ACM) last released its 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 firm had revenue of $3.83 billion for the quarter, compared to analysts’ expectations of $3.33 billion. AECOM had a return on equity of 27.05% and a net margin of 2.94%.The business’s revenue for the quarter was down 4.6% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. On average, analysts predict that AECOM will post 5.1 earnings per share for the current fiscal year.

AECOM Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Wednesday, April 1st will be given a $0.31 dividend. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.4%. AECOM’s dividend payout ratio is currently 35.23%.

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.