AECOM $ACM Shares Sold by ING Groep NV

ING Groep NV lessened its position in shares of AECOM (NYSE:ACM) by 74.5% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 19,600 shares of the construction company’s stock after selling 57,400 shares during the quarter. ING Groep NV’s holdings in AECOM were worth $2,557,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in ACM. Westend Capital Management LLC purchased a new position in AECOM in the third quarter worth approximately $26,000. Atlantic Union Bankshares Corp acquired a new position in shares of AECOM in the 3rd quarter valued at $26,000. EverSource Wealth Advisors LLC grew its holdings in shares of 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 shares of AECOM during the 3rd quarter worth about $41,000. Finally, Allworth Financial LP increased its position in shares of AECOM by 38.5% during the 2nd quarter. Allworth Financial LP now owns 392 shares of the construction company’s stock worth $44,000 after purchasing an additional 109 shares during the last quarter. 85.41% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the stock. Truist Financial reaffirmed a “buy” rating and issued a $132.00 target price (up previously from $126.00) on shares of AECOM in a research report on Wednesday. UBS Group upped their price objective on shares of AECOM from $143.00 to $145.00 and gave the stock a “buy” rating in a report on Tuesday. Zacks Research raised shares of AECOM from a “strong sell” rating to a “hold” rating in a research report on Tuesday. Argus cut their target price on AECOM from $155.00 to $135.00 and set a “buy” rating on the stock in a research report on Thursday, November 20th. Finally, KeyCorp restated an “overweight” rating and set a $115.00 price target on shares of AECOM in a research note on Wednesday, January 7th. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $130.09.

AECOM Price Performance

Shares of ACM opened at $88.41 on Friday. The company has a market cap of $11.43 billion, a P/E ratio of 25.12, a PEG ratio of 1.03 and a beta of 1.08. AECOM has a fifty-two week low of $85.00 and a fifty-two week high of $135.52. The company has a quick ratio of 1.14, a current ratio of 1.10 and a debt-to-equity ratio of 1.08. The firm’s 50 day moving average price is $97.70 and its 200 day moving average price is $114.84.

AECOM (NYSE:ACM) last posted its quarterly 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 during the quarter, compared to analyst estimates of $3.33 billion. AECOM had a return on equity of 27.05% and a net margin of 2.94%.The business’s revenue for the quarter was down 4.6% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. On average, research analysts forecast that AECOM will post 5.1 earnings per share for the current fiscal year.

AECOM Increases Dividend

The business 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 is a positive change from AECOM’s previous quarterly dividend of $0.26. The ex-dividend date was Wednesday, January 7th. This represents a $1.24 annualized dividend and a yield of 1.4%. AECOM’s dividend payout ratio (DPR) is currently 35.23%.

AECOM News Roundup

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: TomTom partnership: AECOM announced a global partnership to integrate TomTom’s historical and real‑time traffic data into AECOM’s mobility, transport modeling and traffic‑management offerings — potentially expanding higher‑margin services and strengthening bids for public/private infrastructure projects. TomTom and AECOM partnership
• Positive Sentiment: Bank of America raised its price target on AECOM to $118, signaling stronger analyst conviction that shares have upside versus current levels. That PT hike can drive positive flow and re‑rating by investors. BofA raises price target
• Positive Sentiment: Seeking Alpha highlights a “beat and raise” quarter narrative and initiated a Buy rating, citing margin expansion and raised EPS guidance — a fundamental takeaway likely supporting investor optimism. Seeking Alpha beat-and-raise analysis
• Positive Sentiment: Consensus/Street tone: Brokerages now show an average “Moderate Buy” stance on ACM, reinforcing demand from institutional investors and suggesting more bullish coverage. Brokerage consensus
• Positive Sentiment: Zacks published a piece framing AECOM as a strong value stock, which may attract value‑oriented buyers given the company’s improving margin profile and backlog visibility. Zacks value stock article
• Neutral Sentiment: Zacks upgraded AECOM from “strong sell” to “hold,” an improvement in tone but a modest change that signals some remaining caution among certain sell‑side analysts. Zacks upgrade report
• Negative Sentiment: Technical/valuation and guidance caveats: AECOM still trades below its 50‑ and 200‑day moving averages and faces a mixed earnings backdrop (company FY‑2026 guidance of $4.18–$4.89 vs. some analyst estimates nearer $5.10). Revenue has shown near‑term pressure, and leverage remains above 1x equity — factors that limit upside until consistent top‑line growth and margin trends are sustained.

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.