Hsbc Holdings PLC Boosts Position in AECOM $ACM

Hsbc Holdings PLC increased its holdings in shares of AECOM (NYSE:ACM) by 50.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 590,229 shares of the construction company’s stock after purchasing an additional 198,525 shares during the period. Hsbc Holdings PLC’s holdings in AECOM were worth $56,342,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently bought and sold shares of the company. Orion Porfolio Solutions LLC lifted its stake in shares of AECOM by 28,246.5% in 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 purchasing an additional 5,316,844 shares during the period. State Street Corp raised its position in shares of AECOM by 2.6% during the 3rd quarter. State Street Corp now owns 5,107,636 shares of the construction company’s stock worth $666,393,000 after purchasing an additional 127,036 shares during the last quarter. Invesco Ltd. lifted its position in shares of AECOM by 14.2% in the third quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock valued at $649,735,000 after acquiring an additional 618,205 shares in the last quarter. First Trust Advisors LP lifted its holdings in AECOM by 105.3% in 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 purchasing an additional 2,162,158 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in shares of AECOM by 17.2% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,773,910 shares of the construction company’s stock worth $264,437,000 after buying an additional 407,622 shares in the last quarter. 85.41% of the stock is owned by institutional investors and hedge funds.

AECOM Price Performance

Shares of NYSE ACM opened at $67.99 on Tuesday. AECOM has a 1-year low of $67.27 and a 1-year high of $135.52. The company has a market cap of $8.74 billion, a PE ratio of 17.75, a P/E/G ratio of 0.84 and a beta of 0.93. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.11. The stock has a fifty day moving average price of $75.78 and a 200 day moving average price of $88.17.

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

AECOM Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st will be issued a $0.31 dividend. The ex-dividend date of this dividend 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 32.38%.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on ACM. Citigroup reduced their price objective on AECOM from $130.00 to $98.00 and set a “buy” rating on the stock in a research report on Wednesday, May 13th. Wall Street Zen cut AECOM from a “buy” rating to a “hold” rating in a research note on Saturday. Royal Bank Of Canada reduced their price target on AECOM from $142.00 to $111.00 and set an “outperform” rating on the stock in a research report on Wednesday, May 13th. Barclays cut their price target on AECOM from $110.00 to $90.00 and set an “equal weight” rating on the stock in a research note on Tuesday, May 19th. Finally, Weiss Ratings downgraded shares of AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, May 26th. Nine investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, AECOM has a consensus rating of “Moderate Buy” and a consensus target price of $116.00.

Insider Activity at AECOM

In other news, President Lara Poloni bought 4,224 shares of the firm’s stock in a transaction on Tuesday, June 16th. The shares were bought at an average cost of $70.63 per share, for a total transaction of $298,341.12. Following the completion of the transaction, the president owned 153,446 shares in the company, valued at $10,837,890.98. This trade represents a 2.83% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Troy Rudd acquired 4,225 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was acquired at an average price of $71.02 per share, for a total transaction of $300,059.50. Following the completion of the transaction, the chief executive officer directly owned 142,207 shares in the company, valued at approximately $10,099,541.14. This represents a 3.06% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased 9,869 shares of company stock worth $699,391 over the last 90 days. Company insiders own 0.46% of the company’s stock.

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.