AECOM (NYSE:ACM) Issues Quarterly Earnings Results

AECOM (NYSE:ACM) posted its quarterly earnings data on Monday. The construction company reported ($0.50) earnings per share for the quarter, missing the consensus estimate of $1.46 by ($1.96), FiscalAI reports. The firm had revenue of $3.59 billion for the quarter, compared to analyst estimates of $2.01 billion. AECOM had a return on equity of 28.52% and a net margin of 3.16%. AECOM updated its FY 2026 guidance to 3.950-4.150 EPS.

AECOM Trading Down 3.7%

ACM stock traded down $2.84 during midday trading on Monday, reaching $73.00. The company’s stock had a trading volume of 3,396,781 shares, compared to its average volume of 1,677,897. AECOM has a 52 week low of $66.28 and a 52 week high of $135.52. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.07. The stock has a market cap of $9.38 billion, a PE ratio of 19.06, a price-to-earnings-growth ratio of 0.92 and a beta of 0.93. The business’s 50-day simple moving average is $70.34 and its 200-day simple moving average is $81.40.

AECOM Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Wednesday, July 1st were issued a $0.31 dividend. This represents a $1.24 annualized dividend and a yield of 1.7%. The ex-dividend date was Wednesday, July 1st. AECOM’s dividend payout ratio is currently 32.38%.

Insiders Place Their Bets

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

Institutional Trading of AECOM

Several hedge funds have recently added to or reduced their stakes in ACM. Corient Private Wealth LLC increased its holdings in shares of AECOM by 3.6% in the fourth quarter. Corient Private Wealth LLC now owns 6,562 shares of the construction company’s stock worth $626,000 after acquiring an additional 230 shares in the last quarter. EP Wealth Advisors LLC acquired a new stake in shares of AECOM during the fourth quarter worth about $321,000. Empowered Funds LLC lifted its holdings in shares of AECOM by 3.9% during the 4th quarter. Empowered Funds LLC now owns 16,081 shares of the construction company’s stock valued at $1,533,000 after purchasing an additional 601 shares in the last quarter. XTX Topco Ltd grew its position in shares of AECOM by 384.5% in the 4th quarter. XTX Topco Ltd now owns 65,494 shares of the construction company’s stock valued at $6,244,000 after purchasing an additional 51,977 shares during the period. Finally, VARCOV Co. acquired a new position in shares of AECOM in the 4th quarter valued at approximately $521,000. Institutional investors and hedge funds own 85.41% of the company’s stock.

More AECOM News

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Backlog increased 13% year over year to a record $27.8 billion, supported by $4.2 billion in wins and a 1.6 book-to-burn ratio, indicating solid future demand. AECOM reports third quarter fiscal 2026 results
• Positive Sentiment: AECOM generated $95 million of operating cash flow and $55 million of free cash flow during the quarter, and expects approximately $300 million of free cash flow for fiscal 2026.
• Positive Sentiment: The CEO, president and CFO collectively purchased roughly $700,000 of ACM shares during the past six months, a potential signal of management confidence.
• Neutral Sentiment: Analysts’ median price target is $99.50, well above the recent trading level, but these targets predate the latest earnings report and may be revised.
• Negative Sentiment: Fiscal third-quarter revenue fell 14% year over year to $3.586 billion. AECOM reported a net loss attributable to the company of approximately $86.7 million, or a GAAP diluted loss of $0.67 per share, compared with prior-year net income of $131 million. AECOM reports $3.59 billion Q3 revenue after project charge
• Negative Sentiment: Results included a $337 million pretax charge tied to a Construction Management project, pushing adjusted EPS to approximately $0.50 and well below the $1.46 analyst consensus.
• Negative Sentiment: AECOM lowered fiscal 2026 adjusted EPS guidance to $3.95–$4.15, substantially below the $5.97 consensus estimate, while also reducing expectations for net service revenue growth. Adjusted EBITDA guidance is now $935 million–$965 million.
• Negative Sentiment: Investors remain concerned about project claims, collections and cash-flow quality following previously disclosed elevated contract assets. The earnings miss and guidance reduction provide the clearest explanation for the stock’s decline and may keep volatility elevated around the earnings call.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the company. Truist Financial decreased their price target on AECOM from $109.00 to $102.00 and set a “buy” rating on the stock in a research report on Thursday, July 2nd. Robert W. Baird decreased their target price on AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a report on Tuesday, May 12th. KeyCorp lowered their target price on AECOM from $115.00 to $101.00 and set an “overweight” rating for the company in a research note on Wednesday, May 13th. Royal Bank Of Canada cut their price target on AECOM from $111.00 to $105.00 and set an “outperform” rating for the company in a report on Wednesday, July 22nd. Finally, Citigroup reiterated a “buy” rating on shares of AECOM in a research report on Thursday, July 23rd. Nine equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $114.82.

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.