Thrivent Financial for Lutherans Decreases Stake in AECOM $ACM

Thrivent Financial for Lutherans decreased its holdings in AECOM (NYSE:ACM) by 48.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 47,849 shares of the construction company’s stock after selling 45,329 shares during the period. Thrivent Financial for Lutherans’ holdings in AECOM were worth $6,231,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Westend Capital Management LLC purchased a new position in shares of AECOM in the 3rd quarter valued at $26,000. EverSource Wealth Advisors LLC boosted its position in AECOM by 189.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock worth $34,000 after purchasing an additional 195 shares during the period. Root Financial Partners LLC acquired a new stake in AECOM in the 3rd quarter valued at $41,000. 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 valued at $44,000 after purchasing an additional 109 shares during the period. Finally, Chilton Capital Management LLC purchased a new position in AECOM in the third quarter valued at about $47,000. 85.41% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on ACM shares. Truist Financial lowered their target price on AECOM from $148.00 to $126.00 and set a “buy” rating for the company in a research note on Thursday, December 18th. Robert W. Baird cut AECOM from a “strong-buy” rating to a “hold” rating in a report on Friday, November 21st. Wall Street Zen downgraded shares of AECOM from a “buy” rating to a “hold” rating in a research report on Saturday, October 11th. Barclays cut shares of AECOM from a “positive” rating to a “hold” rating in a research report on Friday, December 19th. Finally, Citigroup lowered their price target on shares of AECOM from $152.00 to $131.00 and set a “buy” rating for the company in a report on Monday, January 26th. Nine analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, AECOM has an average rating of “Moderate Buy” and an average price target of $130.36.

AECOM Stock Performance

Shares of ACM opened at $101.13 on Friday. The firm has a market cap of $13.07 billion, a price-to-earnings 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. The business’s 50 day moving average is $98.31 and its two-hundred day moving average is $115.42. AECOM has a 52-week low of $85.00 and a 52-week high of $135.52.

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

AECOM Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Wednesday, January 7th were paid a $0.31 dividend. This is a boost from AECOM’s previous quarterly dividend of $0.26. 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%. AECOM’s dividend payout ratio (DPR) 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.