Allianz Asset Management GmbH Boosts Stake in AECOM $ACM

Allianz Asset Management GmbH increased its holdings in shares of AECOM (NYSE:ACM) by 105.2% during the third quarter, HoldingsChannel reports. The firm owned 150,808 shares of the construction company’s stock after buying an additional 77,332 shares during the period. Allianz Asset Management GmbH’s holdings in AECOM were worth $19,676,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of ACM. Nordea Investment Management AB grew its position in AECOM by 10.5% during the third quarter. Nordea Investment Management AB now owns 792,378 shares of the construction company’s stock valued at $103,279,000 after buying an additional 75,108 shares during the period. Asset Management One Co. Ltd. boosted its stake in shares of AECOM by 42.6% during the 3rd quarter. Asset Management One Co. Ltd. now owns 167,723 shares of the construction company’s stock worth $21,880,000 after acquiring an additional 50,086 shares during the last quarter. Generali Asset Management SPA SGR bought a new stake in shares of AECOM during the 3rd quarter valued at $1,092,000. Amundi increased its stake in shares of AECOM by 9.7% in the 2nd quarter. Amundi now owns 1,846,136 shares of the construction company’s stock worth $208,355,000 after purchasing an additional 162,870 shares in the last quarter. Finally, Brookstone Capital Management bought a new position in AECOM in the 2nd quarter worth $219,000. 85.41% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

ACM has been the subject of several recent research reports. Argus cut their price target on AECOM from $155.00 to $135.00 and set a “buy” rating for the company in a report on Thursday, November 20th. UBS Group cut their price objective on AECOM from $148.00 to $143.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. Truist Financial lowered their price target on shares of AECOM from $148.00 to $126.00 and set a “buy” rating on the stock in a report on Thursday, December 18th. Weiss Ratings lowered shares of AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 29th. Finally, Barclays cut shares of AECOM from a “positive” rating to a “hold” rating in a research note on Friday, December 19th. Nine research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $130.36.

AECOM Stock Up 2.5%

Shares of ACM stock opened at $101.13 on Friday. The company’s fifty day simple moving average is $98.31 and its two-hundred day simple moving average is $115.42. AECOM has a 52 week low of $85.00 and a 52 week high of $135.52. The stock has a market cap of $13.07 billion, a P/E ratio of 24.02, a PEG ratio of 1.27 and a beta of 1.08. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.98.

AECOM (NYSE:ACM) last issued its quarterly earnings data on Tuesday, November 18th. The construction company reported $1.36 earnings per share for the quarter, beating analysts’ consensus estimates of $1.34 by $0.02. The firm had revenue of $4.18 billion during the quarter, compared to analyst estimates of $4.31 billion. AECOM had a return on equity of 27.35% and a net margin of 3.48%.The business’s quarterly revenue was up 1.6% compared to the same quarter last year. During the same quarter last year, the business posted $1.27 earnings per share. AECOM has set its FY 2026 guidance at 5.650-5.850 EPS. Analysts predict that AECOM will post 5.1 EPS for the current fiscal year.

AECOM Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Wednesday, January 7th were given a dividend of $0.31 per share. The ex-dividend date was Wednesday, January 7th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.2%. This is an increase from AECOM’s previous quarterly dividend of $0.26. AECOM’s dividend payout ratio is currently 29.45%.

AECOM 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.