Findlay Park Partners LLP Has $131.52 Million Holdings in AECOM $ACM

Findlay Park Partners LLP trimmed its holdings in AECOM (NYSE:ACM) by 1.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,008,027 shares of the construction company’s stock after selling 18,200 shares during the period. Findlay Park Partners LLP’s holdings in AECOM were worth $131,517,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in ACM. Orion Porfolio Solutions LLC increased its stake in AECOM by 28,246.5% during the 2nd 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 during the period. Invesco Ltd. increased its position in shares of AECOM by 79.1% in the second quarter. Invesco Ltd. now owns 4,361,755 shares of the construction company’s stock worth $492,268,000 after purchasing an additional 1,926,466 shares during the period. Amundi raised its stake in AECOM by 9.7% in the second quarter. Amundi now owns 1,846,136 shares of the construction company’s stock valued at $208,355,000 after purchasing an additional 162,870 shares in the last quarter. Norges Bank bought a new stake in AECOM during the second quarter worth about $200,879,000. Finally, Impax Asset Management Group plc lifted its position in AECOM by 0.9% during the second quarter. Impax Asset Management Group plc now owns 1,516,823 shares of the construction company’s stock worth $171,189,000 after purchasing an additional 13,453 shares during the period. Institutional investors and hedge funds own 85.41% of the company’s stock.

AECOM Stock Performance

Shares of AECOM stock opened at $97.80 on Friday. The company’s 50 day moving average price is $96.97 and its two-hundred day moving average price is $113.41. The firm has a market capitalization of $12.64 billion, a P/E ratio of 27.79, a P/E/G ratio of 1.23 and a beta of 1.08. AECOM has a fifty-two week low of $85.00 and a fifty-two week high of $135.52. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.10 and a quick ratio of 1.10.

AECOM (NYSE:ACM) last announced its quarterly earnings results on Monday, February 9th. The construction company reported $1.29 EPS for the quarter, missing analysts’ consensus estimates of $1.41 by ($0.12). The firm had revenue of $3.83 billion during the quarter, compared to the consensus estimate of $3.33 billion. AECOM had a net margin of 2.94% and a return on equity of 27.05%. The company’s revenue for the quarter was down 4.6% on a year-over-year basis. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. On average, equities analysts forecast that AECOM will post 5.1 earnings per share for the current fiscal year.

Analyst Ratings Changes

ACM has been the subject of several analyst reports. Weiss Ratings cut shares of AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 29th. Bank of America boosted their price objective on shares of AECOM from $117.00 to $118.00 and gave the company a “buy” rating in a research report on Tuesday, February 10th. Truist Financial reaffirmed a “buy” rating and issued a $132.00 target price (up from $126.00) on shares of AECOM in a report on Wednesday, February 11th. 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. Finally, Barclays upped their price objective on AECOM from $100.00 to $110.00 and gave the stock an “equal weight” rating in a research report on Wednesday, February 11th. Nine equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, AECOM has an average rating of “Moderate Buy” and an average target price of $130.09.

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.