AECOM (NYSE:ACM) Updates FY 2026 Earnings Guidance

AECOM (NYSE:ACM) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share (EPS) guidance of 3.950-4.150 for the period, compared to the consensus earnings per share estimate of 5.970. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the company. Royal Bank Of Canada decreased their target price on AECOM from $111.00 to $105.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 22nd. KeyCorp reduced their price target on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a research note on Wednesday, May 13th. Weiss Ratings lowered shares of AECOM from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, May 26th. Truist Financial cut their target price on shares of AECOM from $109.00 to $102.00 and set a “buy” rating on the stock in a research report on Thursday, July 2nd. Finally, Citigroup reiterated a “buy” rating on shares of AECOM in a report on Thursday, July 23rd. Nine research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, AECOM currently has an average rating of “Moderate Buy” and a consensus price target of $114.82.

AECOM Trading Down 3.7%

NYSE ACM traded down $2.84 on Monday, hitting $73.00. The company’s stock had a trading volume of 3,358,917 shares, compared to its average volume of 1,676,314. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.07. AECOM has a 1-year low of $66.28 and a 1-year high of $135.52. The company’s 50-day moving average is $70.34 and its 200 day moving average is $81.40. The firm has a market cap of $9.38 billion, a PE ratio of 19.06, a PEG ratio of 0.92 and a beta of 0.93.

AECOM (NYSE:ACM) last posted its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) earnings per share for the quarter, missing analysts’ consensus estimates of $1.46 by ($1.96). The company had revenue of $3.59 billion during the quarter, compared to analyst estimates of $2.01 billion. AECOM had a net margin of 3.16% and a return on equity of 28.52%. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. As a group, analysts predict 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 was paid on Friday, July 17th. Stockholders of record on Wednesday, July 1st were paid a $0.31 dividend. The ex-dividend date of this dividend was Wednesday, July 1st. This represents a $1.24 annualized dividend and a dividend yield of 1.7%. AECOM’s dividend payout ratio is presently 32.38%.

Insider Transactions at AECOM

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

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Orion Porfolio Solutions LLC raised its stake in AECOM by 28,246.5% during the second quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock worth $602,183,000 after buying an additional 5,316,844 shares during the last quarter. State Street Corp grew its stake in AECOM by 2.6% during the third 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. grew its stake in AECOM by 14.2% during the third 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 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 purchasing an additional 407,622 shares in the last quarter. Finally, Northern Trust Corp increased its holdings in AECOM by 0.9% in the third quarter. Northern Trust Corp now owns 2,118,149 shares of the construction company’s stock worth $276,355,000 after purchasing an additional 19,414 shares in the last quarter. Institutional investors and hedge funds own 85.41% of the company’s stock.

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.