KBC Group NV Cuts Position in AECOM $ACM

KBC Group NV trimmed its holdings in shares of AECOM (NYSE:ACM) by 58.0% during the first quarter, HoldingsChannel reports. The institutional investor owned 121,563 shares of the construction company’s stock after selling 168,040 shares during the quarter. KBC Group NV’s holdings in AECOM were worth $10,311,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Orion Porfolio Solutions LLC increased its position in shares of AECOM by 28,246.5% in the second quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock worth $602,183,000 after acquiring an additional 5,316,844 shares in the last quarter. State Street Corp boosted its position in 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 period. Invesco Ltd. boosted its position in AECOM by 14.2% during the 3rd quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock worth $649,735,000 after purchasing an additional 618,205 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in AECOM by 17.2% in the 4th 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 valued at $264,437,000 after purchasing an additional 407,622 shares in the last quarter. Finally, Geode Capital Management LLC raised its position in AECOM by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 2,444,275 shares of the construction company’s stock valued at $232,359,000 after purchasing an additional 25,929 shares during the period. 85.41% of the stock is currently owned by hedge funds and other institutional investors.

AECOM Trading Down 2.2%

Shares of ACM opened at $67.40 on Thursday. The company has a market capitalization of $8.66 billion, a P/E ratio of 17.60, a P/E/G ratio of 0.84 and a beta of 0.93. AECOM has a one year low of $66.28 and a one year 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. The stock has a 50-day moving average price of $69.88 and a 200 day moving average price of $83.54.

AECOM (NYSE:ACM) last posted its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.58 by $0.01. AECOM had a return on equity of 28.52% and a net margin of 3.16%.The company had revenue of $3.80 billion for the quarter, compared to the consensus estimate of $1.94 billion. During the same period in the previous year, the business earned $1.25 EPS. AECOM’s revenue for the quarter 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 fiscal year.

AECOM Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st were issued a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend was Wednesday, July 1st. AECOM’s dividend payout ratio (DPR) is currently 32.38%.

Insiders Place Their Bets

In related news, President Lara Poloni bought 4,224 shares of the company’s stock in a transaction dated Tuesday, June 16th. The stock was bought at an average price of $70.63 per share, with a total value of $298,341.12. Following the transaction, the president owned 153,446 shares of the company’s stock, valued at approximately $10,837,890.98. This trade represents a 2.83% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Troy Rudd bought 4,225 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was bought at an average price of $71.02 per share, for a total transaction of $300,059.50. Following the purchase, the chief executive officer owned 142,207 shares in the company, valued at approximately $10,099,541.14. This represents a 3.06% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased a total of 9,869 shares of company stock valued at $699,391 in the last ninety days. Corporate insiders own 0.46% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have commented on ACM shares. KeyCorp reduced their price objective on AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a research note on Wednesday, May 13th. Barclays dropped their target price on AECOM from $110.00 to $90.00 and set an “equal weight” rating on the stock in a report on Tuesday, May 19th. Robert W. Baird decreased their price target on AECOM from $98.00 to $91.00 and set a “neutral” rating for the company in a report on Tuesday, May 12th. Royal Bank Of Canada lowered their price objective on shares of AECOM from $111.00 to $105.00 and set an “outperform” rating for the company in a research report on Wednesday. Finally, Weiss Ratings lowered shares of AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday, May 26th. Nine equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $114.82.

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.