Cambria Investment Management L.P. Sells 8,242 Shares of AECOM $ACM

Cambria Investment Management L.P. trimmed its position in AECOM (NYSE:ACM) by 40.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,249 shares of the construction company’s stock after selling 8,242 shares during the quarter. Cambria Investment Management L.P.’s holdings in AECOM were worth $1,595,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of ACM. Great Lakes Advisors LLC raised its stake in shares of AECOM by 14.9% in the 1st quarter. Great Lakes Advisors LLC now owns 2,366 shares of the construction company’s stock valued at $219,000 after buying an additional 306 shares in the last quarter. Empowered Funds LLC boosted its position in shares of AECOM by 62.6% during the 1st quarter. Empowered Funds LLC now owns 14,266 shares of the construction company’s stock valued at $1,323,000 after acquiring an additional 5,493 shares in the last quarter. Focus Partners Wealth increased its stake in 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 acquiring an additional 269 shares during the period. Allworth Financial LP raised its position in AECOM by 38.5% in the second quarter. Allworth Financial LP now owns 392 shares of the construction company’s stock worth $44,000 after purchasing an additional 109 shares in the last quarter. Finally, Cetera Investment Advisers raised its position in AECOM by 3.9% in the second quarter. Cetera Investment Advisers now owns 44,788 shares of the construction company’s stock worth $5,055,000 after purchasing an additional 1,697 shares in the last quarter. 85.41% of the stock is owned by institutional investors.

AECOM Price Performance

AECOM stock opened at $90.33 on Friday. The business’s fifty day moving average is $95.55 and its two-hundred day moving average is $110.49. 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 firm has a market cap of $11.68 billion, a P/E ratio of 25.66, a P/E/G ratio of 1.11 and a beta of 1.06. AECOM has a 52 week low of $85.00 and a 52 week high of $135.52.

AECOM (NYSE:ACM) last announced 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 business had revenue of $3.83 billion during the quarter, compared to analyst estimates of $3.33 billion. AECOM had a net margin of 2.94% and a return on equity of 27.05%. 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. Equities research analysts forecast that AECOM will post 5.1 earnings per share for the current fiscal year.

AECOM Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Wednesday, April 1st will be paid 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 payout ratio is currently 35.23%.

Wall Street Analyst Weigh In

A number of research firms have weighed in on ACM. Zacks Research raised AECOM from a “strong sell” rating to a “hold” rating in a report on Tuesday, February 10th. UBS Group increased their target price on AECOM from $143.00 to $145.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Robert W. Baird set a $125.00 target price on AECOM in a research report on Tuesday, February 10th. KeyCorp reaffirmed an “overweight” rating and issued a $115.00 price target on shares of AECOM in a research note on Wednesday, January 7th. Finally, Citigroup lowered their price target on AECOM from $152.00 to $131.00 and set a “buy” rating on the stock in a research report on Monday, January 26th. Nine equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $130.09.

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.