Truist Financial Reaffirms “Buy” Rating for AECOM (NYSE:ACM)

AECOM (NYSE:ACM)‘s stock had its “buy” rating reissued by stock analysts at Truist Financial in a research report issued on Wednesday,Benzinga reports. They currently have a $85.00 price target on the construction company’s stock, down from their previous price target of $102.00. Truist Financial’s target price indicates a potential upside of 36.88% from the company’s current price.

Other equities analysts have also issued reports about the stock. Royal Bank Of Canada cut their price target on shares of AECOM from $111.00 to $105.00 and set an “outperform” rating on the stock in a report on Wednesday, July 22nd. Piper Sandler set a $79.00 price objective on AECOM in a report on Wednesday. Barclays lowered their price objective on AECOM from $90.00 to $73.00 and set an “equal weight” rating for the company in a research report on Wednesday. Zacks Research lowered AECOM from a “hold” rating to a “strong sell” rating in a research report on Monday. Finally, Citigroup reaffirmed a “buy” rating on shares of AECOM in a research report on Wednesday. Nine investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $100.67.

AECOM Stock Down 7.4%

Shares of ACM traded down $4.95 during midday trading on Wednesday, reaching $62.10. 1,934,807 shares of the stock were exchanged, compared to its average volume of 1,708,024. AECOM has a 52 week low of $62.05 and a 52 week high of $135.52. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.07. The company’s 50 day moving average is $70.25 and its two-hundred day moving average is $81.03. The company has a market capitalization of $7.98 billion, a P/E ratio of 28.49, a PEG ratio of 0.89 and a beta of 0.93.

AECOM (NYSE:ACM) last issued its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) earnings per share (EPS) for the quarter, missing the consensus estimate of $1.46 by ($1.96). The business had revenue of $3.59 billion for the quarter, compared to analysts’ expectations of $2.01 billion. AECOM had a net margin of 1.87% and a return on equity of 19.45%. The business’s quarterly revenue was down 14.2% compared to the same quarter last year. During the same period in the previous year, the business earned $1.34 earnings per share. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. On average, sell-side analysts anticipate that AECOM will post 5.97 earnings per share for the current year.

Insider Activity

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

Institutional Investors Weigh In On AECOM

Large investors have recently modified their holdings of the business. Kingsview Wealth Management LLC acquired a new position in AECOM in the fourth quarter valued at $2,057,000. Norges Bank purchased a new stake in shares of AECOM in the fourth quarter valued at about $205,499,000. Intech Investment Management LLC boosted its stake in shares of AECOM by 39.5% during the fourth quarter. Intech Investment Management LLC now owns 154,065 shares of the construction company’s stock worth $14,687,000 after buying an additional 43,600 shares during the period. Legal & General Group Plc grew its holdings in shares of AECOM by 11.0% during the fourth quarter. Legal & General Group Plc now owns 463,295 shares of the construction company’s stock worth $44,166,000 after buying an additional 46,006 shares during the last quarter. Finally, Eurizon Capital SGR S.p.A. acquired a new position in AECOM in the 4th quarter valued at about $3,559,000. Hedge funds and other institutional investors own 85.41% of the company’s stock.

Trending Headlines about AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: AECOM reported record backlog of $27.8 billion, up 13% year over year, supported by $4.2 billion in wins and a 1.6 book-to-burn ratio. The company also generated $95 million in operating cash flow and $55 million in free cash flow during the quarter. AECOM reports third quarter fiscal 2026 results
• Positive Sentiment: KeyCorp maintained an “overweight” rating while lowering its price target from $101 to $79, implying substantial potential upside from recent levels. Company insiders, including the CEO, president and CFO, have also reported open-market purchases in recent months. Benzinga
• Neutral Sentiment: Analyst opinion is diverging. Robert W. Baird cut its target from $87 to $73 and moved to a “neutral” rating, while KeyCorp remains bullish despite reducing its target. This suggests analysts see long-term value but are reassessing earnings visibility. The Fly
• Negative Sentiment: AECOM posted a fiscal third-quarter adjusted loss of $0.50 per share, versus expectations for approximately $1.46–$1.49 of earnings and $1.34 a year earlier. Revenue fell 14.2% year over year to $3.59 billion, despite exceeding the reported revenue estimate. AECOM Reports Q3 Loss, Lags Revenue Estimates
• Negative Sentiment: Results included a $337 million pretax charge tied to a Construction Management project. AECOM lowered fiscal 2026 adjusted EPS guidance to $3.95–$4.15, well below the roughly $5.97 consensus estimate, and reduced its outlook for net service revenue growth. AECOM fiscal 2026 results
• Negative Sentiment: Zacks Research downgraded AECOM from “hold” to “strong sell.” In addition, a law firm announced a securities-fraud investigation related to potential disclosures concerning the company, adding legal and reputational risk. Zacks Research Securities Fraud Investigation Into AECOM

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.