Maverick Capital Ltd. Makes New $835,000 Investment in AECOM $ACM

Maverick Capital Ltd. acquired a new stake in shares of AECOM (NYSE:ACM) in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 9,847 shares of the construction company’s stock, valued at approximately $835,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in ACM. Orion Porfolio Solutions LLC increased its position in shares of AECOM by 28,246.5% in the second 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 in the last quarter. State Street Corp lifted its position in shares of AECOM by 2.6% in the 3rd quarter. State Street Corp now owns 5,107,636 shares of the construction company’s stock valued at $666,393,000 after acquiring an additional 127,036 shares in the last quarter. Invesco Ltd. boosted its stake in AECOM by 14.2% in the 3rd 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 boosted its stake in AECOM by 17.2% in the 4th 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 during the period. Finally, Geode Capital Management LLC boosted its stake in AECOM by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 2,444,275 shares of the construction company’s stock worth $232,359,000 after purchasing an additional 25,929 shares during the period. 85.41% of the stock is currently owned by institutional investors and hedge funds.

AECOM Trading Up 5.0%

Shares of NYSE ACM opened at $74.48 on Wednesday. The business has a 50 day simple moving average of $69.86 and a 200 day simple moving average of $82.76. AECOM has a 52 week low of $66.28 and a 52 week high of $135.52. The stock has a market cap of $9.57 billion, a price-to-earnings ratio of 19.45, a PEG ratio of 0.86 and a beta of 0.93. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.11 and a current ratio of 1.11.

AECOM (NYSE:ACM) last issued its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 earnings per share for the quarter, beating the consensus estimate of $1.58 by $0.01. The firm had revenue of $3.80 billion for the quarter, compared to analyst estimates of $1.94 billion. AECOM had a net margin of 3.16% and a return on equity of 28.52%. The company’s revenue for the quarter was up 4.4% on a year-over-year basis. During the same quarter last year, the firm earned $1.25 earnings per share. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. On average, research analysts predict that AECOM will post 5.97 earnings per share for the current fiscal year.

AECOM Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Wednesday, July 1st were issued a dividend of $0.31 per share. The ex-dividend date was Wednesday, July 1st. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.7%. AECOM’s dividend payout ratio (DPR) is currently 32.38%.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on ACM. Wall Street Zen downgraded shares of AECOM from a “buy” rating to a “hold” rating in a research note on Monday, July 6th. Robert W. Baird decreased their target price on AECOM from $98.00 to $91.00 and set a “neutral” rating for the company in a research report on Tuesday, May 12th. Royal Bank Of Canada lowered their price target on AECOM from $111.00 to $105.00 and set an “outperform” rating on the stock in a report on Wednesday, July 22nd. Weiss Ratings lowered AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, May 26th. Finally, Barclays dropped their price target on AECOM from $110.00 to $90.00 and set an “equal weight” rating on the stock in a research report on Tuesday, May 19th. Nine analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $114.82.

Insider Activity

In other AECOM news, CFO Gaurav Kapoor acquired 1,420 shares of AECOM stock in a transaction that occurred on Thursday, May 14th. The stock was acquired at an average price of $71.12 per share, with a total value of $100,990.40. Following the purchase, the chief financial officer owned 88,053 shares in the company, valued at approximately $6,262,329.36. This trade represents a 1.64% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, President Lara Poloni acquired 4,224 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was acquired at an average price of $70.63 per share, with a total value of $298,341.12. Following the completion of the acquisition, the president directly owned 153,446 shares of the company’s stock, valued at $10,837,890.98. This represents a 2.83% increase in their position. The SEC filing for this purchase provides additional information. In the last 90 days, insiders have acquired 9,869 shares of company stock worth $699,391. 0.46% of the stock is owned by corporate insiders.

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.