Analysts Set AECOM (NYSE:ACM) Price Target at $130.09

AECOM (NYSE:ACM) has been given an average rating of “Moderate Buy” by the thirteen ratings firms that are currently covering the firm, Marketbeat.com reports. Four investment analysts have rated the stock with a hold rating and nine have issued a buy rating on the company. The average 12 month price target among brokerages that have updated their coverage on the stock in the last year is $130.0909.

ACM has been the topic of a number of recent analyst reports. Robert W. Baird set a $125.00 price objective on AECOM in a report on Tuesday, February 10th. KeyCorp reaffirmed an “overweight” rating and set a $115.00 price target on shares of AECOM in a research note on Wednesday, January 7th. Bank of America raised their price objective on shares of AECOM from $117.00 to $118.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Truist Financial reissued a “buy” rating and set a $132.00 price objective (up previously from $126.00) on shares of AECOM in a report on Wednesday. Finally, Weiss Ratings cut shares of AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 29th.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the company. Westend Capital Management LLC purchased a new stake in shares of AECOM in the 3rd quarter worth about $26,000. Atlantic Union Bankshares Corp purchased a new stake in shares of AECOM in the third quarter valued at about $26,000. Central Pacific Bank Trust Division purchased a new stake in shares of AECOM in the fourth quarter valued at about $27,000. Caitong International Asset Management Co. Ltd grew its position in shares of AECOM by 95.4% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company’s stock valued at $28,000 after purchasing an additional 144 shares during the last quarter. Finally, EverSource Wealth Advisors LLC increased its stake 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 in the last quarter. Hedge funds and other institutional investors own 85.41% of the company’s stock.

Key AECOM News

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.

AECOM Stock Up 0.0%

Shares of AECOM stock opened at $88.41 on Friday. AECOM has a one year low of $85.00 and a one year high of $135.52. 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. 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 fifty day moving average of $97.70 and a two-hundred day moving average of $114.87.

AECOM (NYSE:ACM) last issued its quarterly earnings results 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). The firm had revenue of $3.83 billion for 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 company’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, analysts forecast that AECOM will post 5.1 earnings per share for the current year.

AECOM Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Wednesday, January 7th were paid a $0.31 dividend. This represents a $1.24 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Wednesday, January 7th. This is an increase from AECOM’s previous quarterly dividend of $0.26. AECOM’s dividend payout ratio (DPR) is 35.23%.

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.