Allianz Asset Management GmbH Purchases 77,332 Shares of AECOM $ACM

Allianz Asset Management GmbH increased its position in AECOM (NYSE:ACM) by 105.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 150,808 shares of the construction company’s stock after buying an additional 77,332 shares during the quarter. Allianz Asset Management GmbH owned 0.11% of AECOM worth $19,676,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the company. Keeler Thomas Management LLC increased its position in shares of AECOM by 1.3% in the third quarter. Keeler Thomas Management LLC now owns 12,598 shares of the construction company’s stock valued at $1,644,000 after acquiring an additional 161 shares during the period. Atlantic Union Bankshares Corp bought a new stake in shares of AECOM in the third quarter worth about $26,000. Jones Financial Companies Lllp increased its holdings in AECOM by 52.7% during the 3rd quarter. Jones Financial Companies Lllp now owns 2,532 shares of the construction company’s stock valued at $327,000 after purchasing an additional 874 shares during the period. Mediolanum International Funds Ltd increased its holdings in AECOM by 479.5% during the 3rd quarter. Mediolanum International Funds Ltd now owns 39,466 shares of the construction company’s stock valued at $5,125,000 after purchasing an additional 32,656 shares during the period. Finally, National Pension Service raised its position in AECOM by 48.6% during the 3rd quarter. National Pension Service now owns 3,435 shares of the construction company’s stock valued at $448,000 after purchasing an additional 1,123 shares during the last quarter. Hedge funds and other institutional investors own 85.41% of the company’s stock.

AECOM Stock Performance

Shares of ACM opened at $101.13 on Friday. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.98. The business’s 50 day moving average price is $98.31 and its 200-day moving average price is $115.42. AECOM has a 52 week low of $85.00 and a 52 week high of $135.52. The stock has a market cap of $13.07 billion, a P/E ratio of 24.02, a P/E/G ratio of 1.27 and a beta of 1.08.

AECOM (NYSE:ACM) last posted its quarterly earnings data on Tuesday, November 18th. The construction company reported $1.36 earnings per share for the quarter, beating analysts’ consensus estimates of $1.34 by $0.02. The company had revenue of $4.18 billion during the quarter, compared to analyst estimates of $4.31 billion. AECOM had a return on equity of 27.35% and a net margin of 3.48%.The firm’s revenue for the quarter was up 1.6% on a year-over-year basis. During the same quarter last year, the company earned $1.27 EPS. AECOM has set its FY 2026 guidance at 5.650-5.850 EPS. Equities research analysts anticipate that AECOM will post 5.1 earnings per share for the current fiscal year.

AECOM Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Wednesday, January 7th were issued a dividend of $0.31 per share. The ex-dividend date was Wednesday, January 7th. This is a positive change from AECOM’s previous quarterly dividend of $0.26. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.2%. AECOM’s dividend payout ratio is currently 29.45%.

Analyst Ratings Changes

A number of brokerages have recently weighed in on ACM. Barclays lowered AECOM from a “positive” rating to a “hold” rating in a research report on Friday, December 19th. Wall Street Zen cut shares of AECOM from a “buy” rating to a “hold” rating in a report on Saturday, October 11th. The Goldman Sachs Group decreased their price objective on shares of AECOM from $148.00 to $127.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Robert W. Baird lowered shares of AECOM from a “strong-buy” rating to a “hold” rating in a research note on Friday, November 21st. Finally, Royal Bank Of Canada reduced their price target on shares of AECOM from $142.00 to $139.00 and set an “outperform” rating on the stock in a research report on Thursday, November 20th. Nine equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $130.36.

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.