11,355 Shares in AECOM $ACM Bought by Aureus Asset Management LLC

Aureus Asset Management LLC acquired a new stake in shares of AECOM (NYSE:ACM) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 11,355 shares of the construction company’s stock, valued at approximately $963,000.

Other institutional investors have also recently bought and sold shares of the company. Kingsview Wealth Management LLC acquired a new position in shares of AECOM during the fourth quarter worth approximately $2,057,000. Norges Bank bought a new position in shares of AECOM during the 4th quarter worth about $205,499,000. Retirement Systems of Alabama lifted its stake in AECOM by 8.9% during the fourth quarter. Retirement Systems of Alabama now owns 339,765 shares of the construction company’s stock worth $32,390,000 after purchasing an additional 27,750 shares during the period. Intech Investment Management LLC raised its stake in AECOM by 39.5% during the fourth quarter. Intech Investment Management LLC now owns 154,065 shares of the construction company’s stock worth $14,687,000 after acquiring an additional 43,600 shares in the last quarter. Finally, Eurizon Capital SGR S.p.A. bought a new position in AECOM during the 4th quarter valued at about $3,559,000. Institutional investors own 85.41% of the company’s stock.

AECOM Stock Performance

AECOM stock opened at $67.40 on Thursday. The company has a market capitalization of $8.66 billion, a P/E ratio of 17.60, a P/E/G ratio of 0.84 and a beta of 0.93. The business has a 50 day moving average of $69.88 and a 200-day moving average of $83.54. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.11. AECOM has a 1 year low of $66.28 and a 1 year high of $135.52.

AECOM (NYSE:ACM) last posted its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 earnings per share for the quarter, beating analysts’ consensus estimates of $1.58 by $0.01. The business had revenue of $3.80 billion during the quarter, compared to the consensus estimate of $1.94 billion. AECOM had a return on equity of 28.52% and a net margin of 3.16%.AECOM’s quarterly revenue was up 4.4% on a year-over-year basis. During the same period in the prior year, the business posted $1.25 earnings per share. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. On average, equities research analysts predict that AECOM will post 5.97 earnings per share for the current year.

AECOM Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st were issued a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date was Wednesday, July 1st. AECOM’s dividend payout ratio (DPR) is presently 32.38%.

Insider Activity

In other news, CEO Troy Rudd bought 4,225 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was acquired at an average cost of $71.02 per share, with a total value of $300,059.50. Following the transaction, the chief executive officer directly owned 142,207 shares of the company’s stock, valued at approximately $10,099,541.14. This represents a 3.06% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Gaurav Kapoor acquired 1,420 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were purchased at an average price of $71.12 per share, with a total value of $100,990.40. Following the acquisition, the chief financial officer owned 88,053 shares of the company’s stock, valued at approximately $6,262,329.36. This represents a 1.64% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders bought a total of 9,869 shares of company stock worth $699,391 in the last three months. Company insiders own 0.46% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have commented on ACM shares. Wall Street Zen lowered AECOM from a “buy” rating to a “hold” rating in a research note on Monday, July 6th. Truist Financial cut their price target on AECOM from $109.00 to $102.00 and set a “buy” rating on the stock in a research note on Thursday, July 2nd. Robert W. Baird cut their target price on shares of AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a report on Tuesday, May 12th. Citigroup lowered their target price on AECOM from $130.00 to $98.00 and set a “buy” rating for the company in a report on Wednesday, May 13th. Finally, KeyCorp decreased their price target on AECOM from $115.00 to $101.00 and set an “overweight” rating for the company in a research note on Wednesday, May 13th. Nine analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $114.82.

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.