AECOM $ACM Shares Sold by Impax Asset Management Group plc

Impax Asset Management Group plc reduced its stake in AECOM (NYSE:ACM) by 0.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,392,092 shares of the construction company’s stock after selling 9,981 shares during the period. Impax Asset Management Group plc owned 1.08% of AECOM worth $132,708,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. Vanguard Personalized Indexing Management LLC boosted its stake in AECOM by 0.6% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 13,124 shares of the construction company’s stock valued at $1,712,000 after acquiring an additional 77 shares during the period. Deseret Mutual Benefit Administrators raised its holdings in shares of AECOM by 10.8% during the third quarter. Deseret Mutual Benefit Administrators now owns 997 shares of the construction company’s stock valued at $130,000 after buying an additional 97 shares during the last quarter. TD Asset Management Inc raised its holdings in shares of AECOM by 0.7% during the third quarter. TD Asset Management Inc now owns 15,278 shares of the construction company’s stock valued at $1,993,000 after buying an additional 99 shares during the last quarter. Park Avenue Securities LLC raised its holdings in shares of AECOM by 1.2% during the third quarter. Park Avenue Securities LLC now owns 10,362 shares of the construction company’s stock valued at $1,352,000 after buying an additional 122 shares during the last quarter. Finally, HB Wealth Management LLC raised its holdings in shares of AECOM by 3.3% during the fourth quarter. HB Wealth Management LLC now owns 3,860 shares of the construction company’s stock valued at $368,000 after buying an additional 125 shares during the last quarter. 85.41% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

ACM has been the topic of a number of recent analyst reports. KeyCorp reaffirmed an “overweight” rating and set a $115.00 price target on shares of AECOM in a report on Wednesday, January 7th. Barclays lifted their price target on AECOM from $100.00 to $110.00 and gave the company an “equal weight” rating in a report on Wednesday, February 11th. Zacks Research raised AECOM from a “strong sell” rating to a “hold” rating in a report on Tuesday, February 10th. The Goldman Sachs Group dropped their target price on AECOM from $148.00 to $127.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Finally, Citigroup dropped their target price on AECOM from $152.00 to $131.00 and set a “buy” rating on the stock in a report on Monday, January 26th. Nine investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $128.64.

AECOM Trading Down 0.1%

NYSE ACM opened at $80.41 on Friday. AECOM has a twelve month low of $79.01 and a twelve month high of $135.52. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.10 and a current ratio of 1.10. The stock has a market cap of $10.40 billion, a price-to-earnings ratio of 22.84, a PEG ratio of 0.99 and a beta of 1.09. The firm’s 50 day moving average price is $89.24 and its two-hundred day moving average price is $102.74.

AECOM (NYSE:ACM) last posted its quarterly earnings data 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 firm had revenue of $3.83 billion for the quarter, compared to analysts’ expectations of $3.33 billion. 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. Equities analysts anticipate that AECOM will post 5.97 EPS for the current year.

AECOM Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, April 17th. Investors of record on Wednesday, April 1st were issued a $0.31 dividend. The ex-dividend date was Wednesday, April 1st. This represents a $1.24 dividend on an annualized basis and a yield of 1.5%. AECOM’s dividend payout ratio is currently 35.23%.

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.