Zacks Research Upgrades AECOM (NYSE:ACM) to Hold

AECOM (NYSE:ACM) was upgraded by stock analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a research note issued on Tuesday,Zacks.com reports.

A number of other research firms have also weighed in on ACM. Weiss Ratings lowered shares of AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 29th. Barclays raised their price target on shares of AECOM from $100.00 to $110.00 and gave the company an “equal weight” rating in a research report on Wednesday. UBS Group boosted their price objective on AECOM from $143.00 to $145.00 and gave the stock a “buy” rating in a report on Tuesday. Truist Financial reissued a “buy” rating and issued a $132.00 price objective (up from $126.00) on shares of AECOM in a research note on Wednesday. Finally, Royal Bank Of Canada lifted their target price on AECOM from $139.00 to $142.00 and gave the company an “outperform” rating in a research report on Wednesday. Nine research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $130.09.

AECOM Stock Performance

Shares of AECOM stock opened at $100.95 on Tuesday. The business has a 50-day simple moving average of $98.32 and a 200 day simple moving average of $115.20. AECOM has a one year low of $85.00 and a one year high of $135.52. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.14 and a quick ratio of 1.14. The firm has a market capitalization of $13.05 billion, a price-to-earnings ratio of 28.68, a PEG ratio of 1.27 and a beta of 1.08.

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 firm had revenue of $3.83 billion during the quarter, compared to analyst estimates of $3.33 billion. AECOM’s 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. On average, research analysts anticipate that AECOM will post 5.1 earnings per share for the current fiscal year.

Institutional Investors Weigh In On AECOM

Several large investors have recently made changes to their positions in ACM. Orion Porfolio Solutions LLC raised its stake in shares of AECOM by 28,246.5% during the 2nd 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% in the third quarter. State Street Corp now owns 5,107,636 shares of the construction company’s stock worth $666,393,000 after acquiring an additional 127,036 shares during the period. Invesco Ltd. boosted its stake in AECOM by 14.2% in the third quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock valued at $649,735,000 after acquiring an additional 618,205 shares during the last quarter. First Trust Advisors LP grew its position in shares of AECOM by 105.3% during the 3rd quarter. First Trust Advisors LP now owns 4,216,372 shares of the construction company’s stock valued at $550,110,000 after acquiring an additional 2,162,158 shares during the period. Finally, Geode Capital Management LLC increased its stake in shares of AECOM by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 2,444,275 shares of the construction company’s stock worth $232,359,000 after purchasing an additional 25,929 shares during the last quarter. 85.41% of the stock is owned by hedge funds and other institutional investors.

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.