AECOM $ACM Shares Sold by Royal Bank of Canada

Royal Bank of Canada cut its stake in AECOM (NYSE:ACM) by 39.0% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 49,515 shares of the construction company’s stock after selling 31,591 shares during the period. Royal Bank of Canada’s holdings in AECOM were worth $4,201,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of ACM. Orion Porfolio Solutions LLC increased its stake in AECOM by 28,246.5% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock valued at $602,183,000 after purchasing an additional 5,316,844 shares in the last quarter. State Street Corp boosted its position in AECOM by 2.6% during the third quarter. State Street Corp now owns 5,107,636 shares of the construction company’s stock worth $666,393,000 after purchasing an additional 127,036 shares in the last quarter. Invesco Ltd. boosted its position in AECOM by 14.2% during the third 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 in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in AECOM by 17.2% during the fourth 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 in the last quarter. Finally, Geode Capital Management LLC grew its holdings in AECOM by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 2,444,275 shares of the construction company’s stock valued at $232,359,000 after purchasing an additional 25,929 shares during the last quarter. Hedge funds and other institutional investors own 85.41% of the company’s stock.

AECOM Stock Up 4.2%

Shares of NYSE:ACM opened at $63.59 on Friday. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.07. AECOM has a 52-week low of $60.35 and a 52-week high of $135.52. The stock’s fifty day simple moving average is $69.85 and its 200-day simple moving average is $80.53. The company has a market capitalization of $8.18 billion, a P/E ratio of 29.17, a P/E/G ratio of 1.88 and a beta of 0.93.

AECOM (NYSE:ACM) last posted its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) EPS for the quarter, missing analysts’ consensus estimates of $1.46 by ($1.96). AECOM had a return on equity of 19.45% and a net margin of 1.87%.The company had revenue of $3.59 billion for the quarter, compared to analysts’ expectations of $2.01 billion. During the same quarter in the prior year, the business posted $1.34 EPS. The company’s revenue for the quarter was down 14.2% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. As a group, equities research analysts forecast that AECOM will post 5.95 earnings per share for the current fiscal year.

AECOM Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Wednesday, July 1st were given 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 yield of 1.9%. AECOM’s dividend payout ratio (DPR) is 56.88%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on ACM shares. Robert W. Baird dropped their price target on AECOM from $87.00 to $73.00 and set a “neutral” rating for the company in a research report on Tuesday. Royal Bank Of Canada lowered their price objective on shares of AECOM from $105.00 to $90.00 and set an “outperform” rating on the stock in a research note on Thursday. Weiss Ratings downgraded shares of AECOM from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday. KeyCorp cut their target price on shares of AECOM from $101.00 to $79.00 and set an “overweight” rating for the company in a research report on Wednesday. Finally, Citigroup reduced their price target on shares of AECOM from $97.00 to $84.00 and set a “buy” rating on the stock in a report on Wednesday. Nine investment analysts have rated the stock with a Buy rating, two have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $95.25.

Insider Transactions at AECOM

In other news, President Lara Poloni bought 4,224 shares of the stock in a transaction on Tuesday, June 16th. The stock was purchased at an average cost 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 approximately $10,837,890.98. The trade was a 2.83% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available at this link. Company insiders own 0.46% of the company’s stock.

Key Stories Impacting AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Royal Bank of Canada maintained an “outperform” rating despite cutting its price target to $90 from $105. The new target still implies roughly 41.5% upside from the current share price, signaling that RBC views the recent selloff as excessive. Benzinga analyst update
• Positive Sentiment: KeyCorp retained an “overweight” rating, while Truist reaffirmed its “buy” rating. Although both firms reduced their price targets—to $79 and $85, respectively—the targets remain meaningfully above the current price and provide some support for the stock. Benzinga analyst updates
• Neutral Sentiment: Analyst commentary is focused on AECOM’s future earnings outlook, including FY2027 expectations and the company’s backlog. These factors could help determine whether current infrastructure demand and project execution can offset near-term earnings pressure. KeyCorp comments on AECOM’s FY2027 earnings
• Negative Sentiment: AECOM’s latest quarterly results were weak: the company reported a loss of $0.50 per share versus consensus expectations for $1.46 in earnings, while revenue declined 14.2% year over year. The earnings disappointment pushed the stock to a new 12-month low and remains the primary reason for investor caution. AECOM hits new 12-month low on disappointing earnings
• Negative Sentiment: Robert W. Baird lowered its expectations for AECOM’s stock, adding to the broader pattern of reduced analyst targets. Zacks Research also downgraded the shares from “hold” to “strong sell,” increasing negative sentiment despite the more constructive views from RBC, KeyCorp and Truist. Baird lowers AECOM expectations

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.