Connor Clark & Lunn Investment Management Ltd. Invests $4.86 Million in AECOM $ACM

Connor Clark & Lunn Investment Management Ltd. bought a new position in AECOM (NYSE:ACM) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 69,689 shares of the construction company’s stock, valued at approximately $4,864,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Towarzystwo Funduszy Inwestycyjnych PZU SA grew its holdings in AECOM by 86.7% in the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock worth $27,000 after acquiring an additional 130 shares during the last quarter. Caitong International Asset Management Co. Ltd increased its position in shares of AECOM by 95.4% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company’s stock valued at $28,000 after acquiring an additional 144 shares during the period. EverSource Wealth Advisors LLC increased its position in shares of AECOM by 189.3% in the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock valued at $34,000 after acquiring an additional 195 shares during the period. Intesa Sanpaolo Wealth Management bought a new position in shares of AECOM during the fourth quarter valued at about $38,000. Finally, Western Wealth Management LLC bought a new position in shares of AECOM during the first quarter valued at about $36,000. 85.41% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, President Lara Poloni acquired 4,224 shares of the stock in a transaction on Tuesday, June 16th. The stock was acquired at an average cost of $70.63 per share, for a total transaction of $298,341.12. Following the completion of the acquisition, the president directly owned 153,446 shares of the company’s stock, valued at approximately $10,837,890.98. This represents a 2.83% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.46% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. Weiss Ratings lowered shares of AECOM from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, August 12th. Argus reduced their price target on AECOM from $85.00 to $75.00 and set a “buy” rating on the stock in a report on Tuesday. KeyCorp lowered their price target on AECOM from $101.00 to $79.00 and set an “overweight” rating for the company in a research report on Wednesday, August 12th. Citigroup dropped their price objective on AECOM from $97.00 to $84.00 and set a “buy” rating for the company in a report on Wednesday, August 12th. Finally, Truist Financial reiterated a “buy” rating and issued a $85.00 price objective (down from $102.00) on shares of AECOM in a research report on Wednesday, August 12th. Nine 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. Based on data from MarketBeat, AECOM presently has a consensus rating of “Moderate Buy” and a consensus price target of $89.58.

AECOM Stock Up 1.8%

Shares of NYSE ACM opened at $66.29 on Friday. 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 12 month low of $60.35 and a 12 month high of $135.52. The firm has a market capitalization of $8.53 billion, a PE ratio of 30.41, a price-to-earnings-growth ratio of 4.39 and a beta of 0.93. The firm has a fifty day simple moving average of $68.67 and a two-hundred day simple moving average of $78.20.

AECOM (NYSE:ACM) last posted its earnings results on Monday, August 10th. The construction company reported ($0.50) EPS for the quarter, missing the consensus estimate of $1.46 by ($1.96). The company had revenue of $3.59 billion during the quarter, compared to analysts’ expectations of $2.01 billion. AECOM had a return on equity of 19.72% and a net margin of 1.87%.The company’s revenue for the quarter was down 14.2% on a year-over-year basis. During the same period in the prior year, the business posted $1.34 earnings per share. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. Equities analysts expect that AECOM will post 3.98 earnings per share for the current year.

AECOM Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st were issued a $0.31 dividend. The ex-dividend date was Wednesday, July 1st. This represents a $1.24 annualized dividend and a yield of 1.9%. AECOM’s dividend payout ratio (DPR) is 56.88%.

AECOM 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.