Varma Mutual Pension Insurance Co Has $11.91 Million Stock Holdings in AECOM $ACM

Varma Mutual Pension Insurance Co raised its stake in AECOM (NYSE:ACM) by 8.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,300 shares of the construction company’s stock after buying an additional 7,400 shares during the period. Varma Mutual Pension Insurance Co’s holdings in AECOM were worth $11,912,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of ACM. Great Lakes Advisors LLC grew its position in AECOM by 14.9% during the 1st quarter. Great Lakes Advisors LLC now owns 2,366 shares of the construction company’s stock worth $219,000 after acquiring an additional 306 shares during the last quarter. Empowered Funds LLC boosted its stake in shares of AECOM by 62.6% during the first quarter. Empowered Funds LLC now owns 14,266 shares of the construction company’s stock valued at $1,323,000 after purchasing an additional 5,493 shares in the last quarter. Focus Partners Wealth grew its holdings in shares of AECOM by 6.9% during the first quarter. Focus Partners Wealth now owns 4,150 shares of the construction company’s stock worth $385,000 after purchasing an additional 269 shares during the last quarter. Janney Montgomery Scott LLC increased its stake in shares of AECOM by 8.2% in the second quarter. Janney Montgomery Scott LLC now owns 2,472 shares of the construction company’s stock valued at $279,000 after buying an additional 187 shares during the period. Finally, Blair William & Co. IL acquired a new position in shares of AECOM in the second quarter valued at approximately $446,000. 85.41% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

ACM has been the topic of a number of research reports. Bank of America boosted their target price on shares of AECOM from $117.00 to $118.00 and gave the stock a “buy” rating in a report on Tuesday. The Goldman Sachs Group cut their price target on shares of AECOM from $148.00 to $127.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Truist Financial reaffirmed a “buy” rating and set a $132.00 target price (up from $126.00) on shares of AECOM in a research report on Wednesday. UBS Group upped their price target on AECOM from $143.00 to $145.00 and gave the company a “buy” rating in a research report on Tuesday. Finally, Robert W. Baird set a $125.00 price objective on AECOM in a research report on Tuesday. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $130.09.

More AECOM News

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Q1 beat-and-raise — AECOM reported a beat-and-raise quarter with margin expansion and raised guidance, which analysts say supports a Buy thesis and implies upside to consensus estimates. AECOM: Beat And Raise Quarter Supports Buy Rating
• Positive Sentiment: Bank of America price-target increase — Bank of America raised its AECOM price target to $118, signaling greater upward analyst conviction and providing a near-term valuation anchor for buyers. Bank of America Raises AECOM (NYSE:ACM) Price Target to $118.00
• Positive Sentiment: Barclays lifts target — Barclays raised its target from $100 to $110 and kept an “equal weight” rating, another upward revision to consensus targets that supports analyst-driven buying interest. Barclays raises price target
• Positive Sentiment: Strategic partnership with TomTom — AECOM announced a global partnership to integrate TomTom’s historic and real-time traffic data into AECOM’s mobility, transport modelling and traffic systems services, which can expand service offerings and bid competitiveness on infrastructure projects. TomTom and AECOM partner to deliver enhanced global infrastructure planning and road traffic management
• Positive Sentiment: Analyst consensus and momentum — Recent coverage shows a cluster of analyst upgrades/positive commentary and a mean price-target implying ~25% upside, which can attract momentum and value investors. Wall Street Analysts Think Aecom (ACM) Could Surge 25.65%
• Neutral Sentiment: Zacks moves to hold from strong sell — Zacks upgraded AECOM from “strong sell” to “hold,” a technical improvement in street sentiment but not a strong bullish signal by itself. Zacks upgrade report

AECOM Stock Performance

Shares of ACM opened at $88.32 on Friday. The company has a current ratio of 1.10, a quick ratio of 1.14 and a debt-to-equity ratio of 1.08. The firm’s fifty day simple moving average is $97.98 and its two-hundred day simple moving average is $115.01. AECOM has a 12 month low of $85.00 and a 12 month high of $135.52. The stock has a market capitalization of $11.42 billion, a P/E ratio of 25.09, a price-to-earnings-growth ratio of 1.19 and a beta of 1.08.

AECOM (NYSE:ACM) last announced its quarterly earnings data on Monday, February 9th. The construction company reported $1.29 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.41 by ($0.12). AECOM had a net margin of 2.94% and a return on equity of 27.05%. The business had revenue of $3.83 billion during the quarter, compared to analyst estimates of $3.33 billion. AECOM’s revenue for the quarter was down 4.6% on a year-over-year basis. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. As a group, analysts predict that AECOM will post 5.1 EPS for the current 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 issued a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Wednesday, January 7th. This is a positive change from AECOM’s previous quarterly dividend of $0.26. AECOM’s dividend payout ratio (DPR) is currently 35.23%.

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.