L2 Asset Management LLC Buys New Holdings in AECOM $ACM

L2 Asset Management LLC purchased a new position in shares of AECOM (NYSE:ACM) in the second quarter, Holdings Channel.com reports. The institutional investor purchased 8,759 shares of the construction company’s stock, valued at approximately $611,000.

Other institutional investors have also recently bought and sold shares of the company. Towarzystwo Funduszy Inwestycyjnych PZU SA lifted its position in shares of AECOM by 86.7% in the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock valued at $27,000 after buying an additional 130 shares during the last quarter. Caitong International Asset Management Co. Ltd increased its holdings in shares of AECOM by 95.4% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company’s stock worth $28,000 after acquiring an additional 144 shares during the last quarter. EverSource Wealth Advisors LLC increased its holdings in shares of AECOM by 189.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock worth $34,000 after acquiring an additional 195 shares during the last quarter. Western Wealth Management LLC bought a new stake in AECOM in the 1st quarter valued at $36,000. Finally, Compass Financial Management LLC bought a new stake in AECOM in the 2nd quarter valued at $36,000. Institutional investors and hedge funds own 85.41% of the company’s stock.

AECOM Stock Performance

NYSE:ACM opened at $62.75 on Wednesday. The stock has a market cap of $8.08 billion, a P/E ratio of 28.78, a PEG ratio of 4.38 and a beta of 0.93. The stock has a 50 day simple moving average of $68.80 and a 200 day simple moving average of $78.68. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 1.11. AECOM has a 1-year low of $60.35 and a 1-year high of $135.52.

AECOM (NYSE:ACM) last issued 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 net margin of 1.87% and a return on equity of 19.72%. The firm had revenue of $3.59 billion during the quarter, compared to analyst estimates of $2.01 billion. During the same period in the prior year, the company earned $1.34 earnings per share. The business’s quarterly revenue was down 14.2% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. Research analysts anticipate that AECOM will post 3.98 earnings per share for the current year.

AECOM Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Wednesday, July 1st were given a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Wednesday, July 1st. AECOM’s payout ratio is presently 56.88%.

Analyst Upgrades and Downgrades

ACM has been the subject of a number of research analyst reports. The Goldman Sachs Group set a $91.00 price objective on shares of AECOM in a research report on Wednesday, August 12th. Barclays dropped their price objective on shares of AECOM from $90.00 to $73.00 and set an “equal weight” rating on the stock in a research report on Wednesday, August 12th. UBS Group set a $85.00 target price on shares of AECOM in a research note on Wednesday, August 12th. Zacks Research downgraded shares of AECOM from a “hold” rating to a “strong sell” rating in a report on Monday, August 10th. Finally, Wall Street Zen lowered shares of AECOM from a “buy” rating to a “hold” rating in a research note on Monday, July 6th. Nine equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $89.58.

Insider Activity at AECOM

In other AECOM news, President Lara Poloni purchased 4,224 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The shares were acquired at an average cost of $70.63 per share, for a total transaction of $298,341.12. Following the completion of 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 position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.46% of the company’s stock.

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.