AECOM (NYSE:ACM) Price Target Raised to $118.00 at Bank of America

AECOM (NYSE:ACM) had its price objective raised by Bank of America from $117.00 to $118.00 in a research note issued to investors on Tuesday,Benzinga reports. They currently have a buy rating on the construction company’s stock.

Other analysts have also recently issued research reports about the stock. Royal Bank Of Canada dropped their target price on shares of AECOM from $142.00 to $139.00 and set an “outperform” rating for the company in a research report on Thursday, November 20th. Citigroup dropped their price objective on AECOM from $152.00 to $131.00 and set a “buy” rating for the company in a report on Monday, January 26th. Zacks Research cut AECOM from a “hold” rating to a “strong sell” rating in a report on Wednesday, January 28th. UBS Group decreased their target price on AECOM from $148.00 to $143.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Finally, Argus lowered their price target on AECOM from $155.00 to $135.00 and set a “buy” rating for the company in a research note on Thursday, November 20th. Nine equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $128.36.

AECOM Trading Up 0.9%

ACM stock opened at $103.67 on Tuesday. The business has a fifty day moving average price of $98.37 and a 200 day moving average price of $115.30. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.14 and a quick ratio of 1.14. AECOM has a fifty-two week low of $85.00 and a fifty-two week high of $135.52. The stock has a market capitalization of $13.40 billion, a price-to-earnings ratio of 29.45, a P/E/G ratio of 1.32 and a beta of 1.08.

AECOM (NYSE:ACM) last announced its earnings results on Monday, February 9th. The construction company reported $1.29 EPS for the quarter, missing the consensus estimate of $1.41 by ($0.12). The business had revenue of $3.83 billion for the quarter, compared to the consensus estimate of $3.33 billion. AECOM had a return on equity of 26.60% and a net margin of 2.94%.The business’s revenue was down 4.6% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. Analysts expect that AECOM will post 5.1 EPS for the current fiscal year.

AECOM Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Wednesday, January 7th were given a dividend of $0.31 per share. This is a boost from AECOM’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Wednesday, January 7th. This represents a $1.24 annualized dividend and a yield of 1.2%. AECOM’s payout ratio is presently 35.23%.

Institutional Investors Weigh In On AECOM

Large investors have recently made changes to their positions in the stock. Orion Porfolio Solutions LLC increased its holdings 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 valued at $602,183,000 after purchasing an additional 5,316,844 shares during the period. First Trust Advisors LP grew its position in shares of AECOM by 105.3% in the 3rd quarter. First Trust Advisors LP now owns 4,216,372 shares of the construction company’s stock valued at $550,110,000 after buying an additional 2,162,158 shares during the last quarter. Norges Bank bought a new stake in shares of AECOM in the 4th quarter valued at about $205,499,000. Invesco Ltd. increased its stake in shares of 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 buying an additional 1,926,466 shares during the period. Finally, PFA Pension Forsikringsaktieselskab bought a new position in shares of AECOM during the fourth quarter worth about $67,553,000. Institutional investors and hedge funds own 85.41% of the company’s stock.

Key Headlines Impacting AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Management raised its FY‑2026 EPS outlook versus prior company guidance and highlighted stronger backlog trends and longer‑term margin opportunities, driving optimism about revenue visibility and free‑cash‑flow conversion. AECOM Is Up 7.5% After Raising EPS Guidance And Backlog Outlook
• Positive Sentiment: Backlog growth and continued investment in technology were emphasized on the quarter — management framed this as a foundation for steadier margins and wins on larger, government/infrastructure programs. ACM Q4 deep dive: Backlog growth and technology investment drive outlook
• Positive Sentiment: Top‑line beat: AECOM reported Q1 revenue above Street estimates, supporting the narrative of resilient service demand even as year‑over‑year revenue declined modestly. AECOM stock rises nearly 3% after posting Q1 beat and raise
• Positive Sentiment: Analyst support: Bank of America raised its price target and kept a Buy rating, which reinforces bullish research coverage and likely helped buying interest. Benzinga coverage of analyst action
• Neutral Sentiment: Company released the full Q1 slide deck and earnings release; investors should review management’s segment detail and cash‑flow commentary to judge sustainability of margin improvements. Q1 slide deck / press release
• Neutral Sentiment: Full earnings‑call transcript is available for details on backlog composition, government awards, and timing of large project margins — useful but not market‑moving by itself. Earnings call transcript
• Negative Sentiment: Profitability mixed: EPS metrics were weaker on various measures (GAAP vs. adjusted differences) and net income fell year‑over‑year; FY guidance, while raised versus company prior, still trails some analyst consensus, leaving scope for disappointment. QuiverQuant Q1 summary (mixed EPS & cash metrics)
• Negative Sentiment: Notable insider selling and a still‑elevated leverage profile (debt/equity near 1.0) may concern value/hurdle‑rate investors, offsetting some of the optimism from backlog and guidance moves. QuiverQuant insider & balance‑sheet detail

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.