Robeco Institutional Asset Management B.V. Has $14.77 Million Stock Position in AECOM $ACM

Robeco Institutional Asset Management B.V. grew its position in AECOM (NYSE:ACM) by 5.2% in the third quarter, Holdings Channel.com reports. The fund owned 113,238 shares of the construction company’s stock after buying an additional 5,576 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in AECOM were worth $14,774,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of the company. Goldman Sachs Group Inc. raised its stake in shares of AECOM by 3.5% in the first quarter. Goldman Sachs Group Inc. now owns 1,080,814 shares of the construction company’s stock valued at $100,224,000 after purchasing an additional 36,804 shares in the last quarter. Caxton Associates LLP bought a new stake in AECOM in the 1st quarter valued at $962,000. Great Lakes Advisors LLC raised its stake in shares of AECOM by 14.9% in the 1st quarter. Great Lakes Advisors LLC now owns 2,366 shares of the construction company’s stock valued at $219,000 after buying an additional 306 shares in the last quarter. Empowered Funds LLC raised its stake in shares of AECOM by 62.6% in the 1st quarter. Empowered Funds LLC now owns 14,266 shares of the construction company’s stock valued at $1,323,000 after buying an additional 5,493 shares in the last quarter. Finally, Focus Partners Wealth lifted its holdings in shares of AECOM by 6.9% during the 1st quarter. Focus Partners Wealth now owns 4,150 shares of the construction company’s stock worth $385,000 after acquiring an additional 269 shares during the period. Institutional investors and hedge funds own 85.41% of the company’s stock.

AECOM Stock Up 0.4%

Shares of ACM opened at $98.97 on Friday. The company has a market capitalization of $13.11 billion, a P/E ratio of 23.51, a PEG ratio of 1.43 and a beta of 1.08. AECOM has a one year low of $85.00 and a one year high of $135.52. The business’s 50 day simple moving average is $108.44 and its 200-day simple moving average is $117.78. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.14 and a quick ratio of 1.14.

AECOM (NYSE:ACM) last issued its quarterly earnings results on Tuesday, November 18th. The construction company reported $1.36 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.34 by $0.02. The business had revenue of $4.18 billion for the quarter, compared to the consensus estimate of $4.31 billion. AECOM had a net margin of 3.48% and a return on equity of 27.35%. The firm’s quarterly revenue was up 1.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.27 EPS. AECOM has set its FY 2026 guidance at 5.650-5.850 EPS. As a group, sell-side analysts predict that AECOM will post 5.1 EPS for the current fiscal year.

AECOM Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Investors of record on Wednesday, January 7th will be given a $0.31 dividend. The ex-dividend date is Wednesday, January 7th. This is a positive change from AECOM’s previous quarterly dividend of $0.26. This represents a $1.24 dividend on an annualized basis and a yield of 1.3%. AECOM’s dividend payout ratio is 29.45%.

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Baird R W cut shares of AECOM from a “strong-buy” rating to a “hold” rating in a research note on Friday, November 21st. UBS Group dropped their target price on AECOM from $153.00 to $148.00 and set a “buy” rating for the company in a report on Wednesday, November 19th. Argus decreased their price target on AECOM from $155.00 to $135.00 and set a “buy” rating on the stock in a research note on Thursday, November 20th. National Bank Financial started coverage on AECOM in a research report on Wednesday, October 8th. They issued an “outperform” rating and a $151.00 price target on the stock. Finally, Citigroup increased their price objective on AECOM from $150.00 to $152.00 and gave the stock a “buy” rating in a research note on Wednesday, November 19th. Nine research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $133.30.

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.