AECOM (NYSE:ACM) Upgraded to Hold at Zacks Research

Zacks Research upgraded shares of AECOM (NYSE:ACM) from a strong sell rating to a hold rating in a research report sent to investors on Tuesday morning,Zacks.com reports.

Several other research analysts have also recently weighed in on the stock. Truist Financial restated a “buy” rating and issued a $132.00 price objective (up previously from $126.00) on shares of AECOM in a research report on Wednesday. UBS Group upped their price objective on shares of AECOM from $143.00 to $145.00 and gave the company a “buy” rating in a research report on Tuesday. KeyCorp restated an “overweight” rating and set a $115.00 target price on shares of AECOM in a report on Wednesday, January 7th. Weiss Ratings cut AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 29th. Finally, Argus decreased their target price on shares of AECOM from $155.00 to $135.00 and set a “buy” rating for the company in a research report on Thursday, November 20th. Nine equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $130.09.

AECOM Stock Down 2.8%

AECOM stock opened at $100.95 on Tuesday. The firm has a fifty day moving average price of $98.32 and a two-hundred day moving average price of $115.20. AECOM has a fifty-two week low of $85.00 and a fifty-two week high of $135.52. The firm has a market cap of $13.05 billion, a price-to-earnings ratio of 28.68, a P/E/G ratio of 1.27 and a beta of 1.08. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.14 and a quick ratio of 1.14.

AECOM (NYSE:ACM) last announced its quarterly earnings data on Monday, February 9th. The construction company reported $1.29 EPS for the quarter, missing analysts’ consensus estimates of $1.41 by ($0.12). AECOM had a net margin of 2.94% and a return on equity of 26.60%. The company had revenue of $3.83 billion for the quarter, compared to analyst estimates of $3.33 billion. The firm’s quarterly revenue was down 4.6% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. As a group, analysts forecast that AECOM will post 5.1 earnings per share for the current year.

AECOM Increases Dividend

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

Hedge Funds Weigh In On AECOM

Several institutional investors and hedge funds have recently added to or reduced their stakes in ACM. Orion Porfolio Solutions LLC lifted its holdings in shares of AECOM by 28,246.5% during the second quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock worth $602,183,000 after purchasing an additional 5,316,844 shares during the period. State Street Corp raised its position in AECOM by 2.6% during the 3rd 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 during the last quarter. Invesco Ltd. raised its position in AECOM by 14.2% during the 3rd 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 during the last quarter. First Trust Advisors LP lifted its holdings in AECOM by 105.3% during the 3rd quarter. First Trust Advisors LP now owns 4,216,372 shares of the construction company’s stock worth $550,110,000 after buying an additional 2,162,158 shares during the period. Finally, Geode Capital Management LLC grew its position in shares of AECOM by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 2,444,275 shares of the construction company’s stock valued at $232,359,000 after buying an additional 25,929 shares during the last quarter. 85.41% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Q1 results beat and management raised EPS guidance and backlog outlook, which fueled the recent rally. This is the main fundamental driver supporting higher forward earnings expectations. AECOM Is Up 7.5% After Raising EPS Guidance And Backlog Outlook
• Positive Sentiment: Contract win: AECOM was selected (in a JV with WSP) to deliver detailed design services for the Sydney Metro West Line Wide Systems package — a large, multi-year infrastructure program that supports backlog and revenue visibility. AECOM to provide detailed design services to support delivery of Sydney Metro West
• Positive Sentiment: Analyst support: Bank of America raised its price target to $118 and maintains a Buy rating, signaling institutional confidence in upside after the quarter. Bank of America raises AECOM price target to $118
• Neutral Sentiment: Barclays raised its price target from $100 to $110 but left an “equal weight”/hold recommendation — a mixed signal that tempers some of the bullish momentum. Barclays raises AECOM price target to $110, keeps hold
• Neutral Sentiment: Zacks notes the mean analyst price target implies roughly ~25.7% upside — useful context for longer-term upside but not a short-term catalyst by itself. Wall Street Analysts Think Aecom Could Surge 25.65%
• Negative Sentiment: Market reaction / profit-taking: after the earnings-driven run and multiple target changes, shares have pulled back on above-average volume — a typical short-term rotation even when fundamentals improve (investors may be locking in gains).

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.