Lord Abbett & CO. LLC Increases Stake in AECOM $ACM

Lord Abbett & CO. LLC raised its stake in shares of AECOM (NYSE:ACM) by 4.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 907,995 shares of the construction company’s stock after buying an additional 37,682 shares during the quarter. Lord Abbett & CO. LLC’s holdings in AECOM were worth $86,559,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in the stock. Orion Porfolio Solutions LLC grew its holdings in AECOM by 28,246.5% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock valued at $602,183,000 after buying an additional 5,316,844 shares in the last quarter. State Street Corp grew its holdings in AECOM by 2.6% during the 3rd quarter. State Street Corp now owns 5,107,636 shares of the construction company’s stock valued at $666,393,000 after buying an additional 127,036 shares in the last quarter. Invesco Ltd. grew its holdings in AECOM by 14.2% during the 3rd quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock valued at $649,735,000 after buying an additional 618,205 shares in the last quarter. First Trust Advisors LP grew its holdings in AECOM by 105.3% during the 3rd quarter. First Trust Advisors LP now owns 4,216,372 shares of the construction company’s stock valued at $550,110,000 after buying an additional 2,162,158 shares in the last quarter. Finally, Geode Capital Management LLC grew its holdings in AECOM by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 2,444,275 shares of the construction company’s stock valued at $232,359,000 after buying an additional 25,929 shares in the last quarter. 85.41% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research firms recently weighed in on ACM. Robert W. Baird cut their target price on shares of AECOM from $98.00 to $91.00 and set a “neutral” rating for the company in a report on Tuesday, May 12th. Barclays cut their target price on shares of AECOM from $110.00 to $90.00 and set an “equal weight” rating for the company in a report on Tuesday, May 19th. KeyCorp cut their target price on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating for the company in a report on Wednesday, May 13th. Truist Financial reissued a “buy” rating and issued a $109.00 target price (down from $116.00) on shares of AECOM in a report on Wednesday, May 13th. Finally, Wall Street Zen raised shares of AECOM from a “hold” rating to a “buy” rating in a report on Saturday, May 16th. Nine investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $116.00.

Insiders Place Their Bets

In related news, CFO Gaurav Kapoor purchased 1,420 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was bought at an average cost of $71.12 per share, for a total transaction of $100,990.40. Following the completion of the transaction, the chief financial officer directly owned 88,053 shares in the company, valued at $6,262,329.36. This represents a 1.64% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Troy Rudd purchased 4,225 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was bought at an average price of $71.02 per share, with a total value of $300,059.50. Following the completion of the transaction, the chief executive officer owned 142,207 shares of the company’s stock, valued at $10,099,541.14. The trade was a 3.06% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.46% of the stock is owned by company insiders.

AECOM Trading Up 0.7%

ACM stock opened at $70.06 on Friday. The firm has a market cap of $9.00 billion, a PE ratio of 18.29, a price-to-earnings-growth ratio of 0.85 and a beta of 0.93. The firm has a fifty day moving average price of $77.66 and a 200 day moving average price of $89.72. AECOM has a fifty-two week low of $67.64 and a fifty-two week high of $135.52. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.11 and a current ratio of 1.11.

AECOM (NYSE:ACM) last issued its quarterly earnings results on Monday, May 11th. The construction company reported $1.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.58 by $0.01. The company had revenue of $3.80 billion during the quarter, compared to the consensus estimate of $1.94 billion. AECOM had a return on equity of 28.52% and a net margin of 3.16%.AECOM’s revenue was up 4.4% on a year-over-year basis. During the same period last year, the company earned $1.25 earnings per share. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. Sell-side analysts anticipate that AECOM will post 5.97 earnings per share for the current fiscal year.

AECOM Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 17th. Investors of record on Wednesday, July 1st will be given a $0.31 dividend. The ex-dividend date is Wednesday, July 1st. This represents a $1.24 dividend on an annualized basis and a yield of 1.8%. AECOM’s dividend payout ratio (DPR) is currently 32.38%.

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.