AECOM (NYSE:ACM) Issues Quarterly Earnings Results

AECOM (NYSE:ACM) posted its earnings results on Monday. The construction company reported $1.29 EPS for the quarter, missing analysts’ consensus estimates of $1.41 by ($0.12), FiscalAI reports. AECOM had a return on equity of 26.60% and a net margin of 2.94%.The business had revenue of $3.83 billion during the quarter, compared to the consensus estimate of $3.33 billion. AECOM’s revenue for the quarter was down 4.6% on a year-over-year basis. AECOM updated its FY 2026 guidance to 4.180-4.890 EPS.

AECOM Stock Up 0.9%

Shares of ACM stock opened at $103.67 on Wednesday. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.98. AECOM has a 12 month low of $85.00 and a 12 month high of $135.52. The stock has a market cap of $13.40 billion, a P/E ratio of 29.45, a P/E/G ratio of 1.32 and a beta of 1.08. The company has a 50 day simple moving average of $98.37 and a two-hundred day simple moving average of $115.30.

AECOM Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Wednesday, January 7th were given a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 1.2%. This is a positive change from AECOM’s previous quarterly dividend of $0.26. The ex-dividend date was Wednesday, January 7th. AECOM’s dividend payout ratio (DPR) is presently 35.23%.

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Royal Bank Of Canada reduced their price objective on AECOM from $142.00 to $139.00 and set an “outperform” rating for the company in a report on Thursday, November 20th. Robert W. Baird set a $125.00 price target on shares of AECOM in a research note on Tuesday. KeyCorp reissued an “overweight” rating and set a $115.00 price objective on shares of AECOM in a report on Wednesday, January 7th. Argus dropped their target price on shares of AECOM from $155.00 to $135.00 and set a “buy” rating on the stock in a report on Thursday, November 20th. Finally, The Goldman Sachs Group cut their target price on shares of AECOM from $148.00 to $127.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Nine equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $128.36.

Key Stories Impacting AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Q1 results showed revenue above expectations ($3.83B) with gross-profit and operating cash flow improvements, supporting the company’s operational momentum. Q1 Press Release
• Positive Sentiment: Management raised its FY‑2026 EPS guidance and highlighted backlog growth and a stronger outlook for bidding/awards — a catalyst cited by coverage noting an upbeat market reaction. Guidance & Backlog Article
• Positive Sentiment: Contract win: AECOM (in JV with WSP) will deliver detailed design services for the large Sydney Metro West program — a high‑profile, multi‑year infrastructure award that adds backlog and international revenue visibility. Sydney Metro West
• Positive Sentiment: Analyst support: Bank of America nudged its price target higher and several firms maintain buy/overweight ratings, helping sentiment around the name. Analyst Note
• Neutral Sentiment: Some analysts are mixed — Barclays put a hold on ACM, reflecting differing views on valuation vs. execution risks. Barclays Hold
• Negative Sentiment: Earnings detail is mixed: while revenue topped estimates, EPS missed some analyst views and net income declined year‑over‑year — raising questions about margin leverage and near‑term profitability. Earnings Summary
• Negative Sentiment: Insider selling has been notable in recent months, which some investors view as a cautionary signal despite institutional buying in other pockets. Insider Activity & Q1 Recap

Institutional Investors Weigh In On AECOM

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Great Lakes Advisors LLC lifted its position in AECOM by 14.9% during the first quarter. Great Lakes Advisors LLC now owns 2,366 shares of the construction company’s stock valued at $219,000 after purchasing an additional 306 shares in the last quarter. Empowered Funds LLC raised its stake in shares of AECOM by 62.6% in the first quarter. Empowered Funds LLC now owns 14,266 shares of the construction company’s stock worth $1,323,000 after buying an additional 5,493 shares during the period. Focus Partners Wealth lifted its position in shares of AECOM by 6.9% during the 1st quarter. Focus Partners Wealth now owns 4,150 shares of the construction company’s stock valued at $385,000 after buying an additional 269 shares in the last quarter. EverSource Wealth Advisors LLC grew its stake 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 valued at $34,000 after acquiring an additional 195 shares during the period. Finally, Cresset Asset Management LLC increased its holdings in AECOM by 13.7% in the 2nd quarter. Cresset Asset Management LLC now owns 2,935 shares of the construction company’s stock worth $331,000 after acquiring an additional 353 shares in the last quarter. 85.41% of the stock is currently owned by hedge funds and other institutional investors.

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.