40,000 Shares in AECOM $ACM Purchased by Value Holdings Management CO. LLC

Value Holdings Management CO. LLC purchased a new position in AECOM (NYSE:ACM) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 40,000 shares of the construction company’s stock, valued at approximately $3,813,000. AECOM comprises approximately 0.6% of Value Holdings Management CO. LLC’s holdings, making the stock its 26th largest position.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in ACM. Vanguard Personalized Indexing Management LLC boosted its position in shares of AECOM by 0.6% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 13,124 shares of the construction company’s stock worth $1,712,000 after acquiring an additional 77 shares during the last quarter. Deseret Mutual Benefit Administrators increased its position in AECOM by 10.8% during the third quarter. Deseret Mutual Benefit Administrators now owns 997 shares of the construction company’s stock worth $130,000 after purchasing an additional 97 shares during the last quarter. TD Asset Management Inc increased its position in AECOM by 0.7% during the third quarter. TD Asset Management Inc now owns 15,278 shares of the construction company’s stock worth $1,993,000 after purchasing an additional 99 shares during the last quarter. Transce3nd LLC raised its stake in AECOM by 15.1% during the second quarter. Transce3nd LLC now owns 899 shares of the construction company’s stock worth $102,000 after purchasing an additional 118 shares during the period. Finally, Park Avenue Securities LLC raised its stake in AECOM by 1.2% during the third quarter. Park Avenue Securities LLC now owns 10,362 shares of the construction company’s stock worth $1,352,000 after purchasing an additional 122 shares during the period. Hedge funds and other institutional investors own 85.41% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the stock. Citigroup lowered their price objective on shares of AECOM from $152.00 to $131.00 and set a “buy” rating for the company in a research note on Monday, January 26th. Zacks Research upgraded AECOM from a “strong sell” rating to a “hold” rating in a report on Tuesday, February 10th. Barclays upped their price target on AECOM from $100.00 to $110.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 11th. Weiss Ratings downgraded AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 29th. Finally, Robert W. Baird set a $125.00 price objective on AECOM in a research note on Tuesday, February 10th. Nine analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $130.09.

AECOM Stock Down 1.9%

Shares of NYSE ACM opened at $86.87 on Friday. The stock has a fifty day moving average price of $94.54 and a 200 day moving average price of $109.22. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 1.08. AECOM has a 12-month low of $85.00 and a 12-month high of $135.52. The company has a market cap of $11.23 billion, a P/E ratio of 24.68, a P/E/G ratio of 1.09 and a beta of 1.06.

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

AECOM Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Wednesday, April 1st will be paid a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Wednesday, April 1st. AECOM’s dividend payout ratio (DPR) is 35.23%.

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.