Varma Mutual Pension Insurance Co Buys 7,400 Shares of AECOM $ACM

Varma Mutual Pension Insurance Co grew its stake in AECOM (NYSE:ACM) by 8.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 91,300 shares of the construction company’s stock after purchasing an additional 7,400 shares during the quarter. Varma Mutual Pension Insurance Co owned approximately 0.07% of AECOM worth $11,912,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the stock. Orion Porfolio Solutions LLC grew its stake in AECOM by 28,246.5% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock valued at $602,183,000 after buying an additional 5,316,844 shares during the last quarter. Invesco Ltd. boosted its holdings in shares of AECOM by 79.1% during the second quarter. Invesco Ltd. now owns 4,361,755 shares of the construction company’s stock worth $492,268,000 after acquiring an additional 1,926,466 shares during the period. Norges Bank bought a new stake in shares of AECOM during the second quarter worth approximately $200,879,000. International Assets Investment Management LLC acquired a new position in shares of AECOM in the second quarter valued at approximately $414,000. Finally, Hennessy Advisors Inc. bought a new position in shares of AECOM during the third quarter worth approximately $43,473,000. Institutional investors and hedge funds own 85.41% of the company’s stock.

Key Stories Impacting AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Q1 beat-and-raise — AECOM reported a beat-and-raise quarter with margin expansion and raised guidance, which analysts say supports a Buy thesis and implies upside to consensus estimates. AECOM: Beat And Raise Quarter Supports Buy Rating
• Positive Sentiment: Bank of America price-target increase — Bank of America raised its AECOM price target to $118, signaling greater upward analyst conviction and providing a near-term valuation anchor for buyers. Bank of America Raises AECOM (NYSE:ACM) Price Target to $118.00
• Positive Sentiment: Barclays lifts target — Barclays raised its target from $100 to $110 and kept an “equal weight” rating, another upward revision to consensus targets that supports analyst-driven buying interest. Barclays raises price target
• Positive Sentiment: Strategic partnership with TomTom — AECOM announced a global partnership to integrate TomTom’s historic and real-time traffic data into AECOM’s mobility, transport modelling and traffic systems services, which can expand service offerings and bid competitiveness on infrastructure projects. TomTom and AECOM partner to deliver enhanced global infrastructure planning and road traffic management
• Positive Sentiment: Analyst consensus and momentum — Recent coverage shows a cluster of analyst upgrades/positive commentary and a mean price-target implying ~25% upside, which can attract momentum and value investors. Wall Street Analysts Think Aecom (ACM) Could Surge 25.65%
• Neutral Sentiment: Zacks moves to hold from strong sell — Zacks upgraded AECOM from “strong sell” to “hold,” a technical improvement in street sentiment but not a strong bullish signal by itself. Zacks upgrade report

AECOM Price Performance

Shares of NYSE:ACM opened at $88.32 on Friday. The firm has a 50 day moving average of $97.98 and a 200-day moving average of $115.01. AECOM has a 12 month low of $85.00 and a 12 month high of $135.52. The company has a current ratio of 1.10, a quick ratio of 1.14 and a debt-to-equity ratio of 1.08. The stock has a market capitalization of $11.42 billion, a PE ratio of 25.09, a PEG ratio of 1.19 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 the consensus estimate of $1.41 by ($0.12). The firm had revenue of $3.83 billion for the quarter, compared to analyst estimates of $3.33 billion. AECOM had a net margin of 2.94% and a return on equity of 27.05%. The business’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. On average, equities research analysts predict that AECOM will post 5.1 EPS for the current fiscal 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 paid a $0.31 dividend. This represents a $1.24 annualized dividend and a yield of 1.4%. This is a boost from AECOM’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Wednesday, January 7th. AECOM’s payout ratio is 35.23%.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on ACM shares. Weiss Ratings downgraded AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 29th. KeyCorp reissued an “overweight” rating and issued a $115.00 target price on shares of AECOM in a research report on Wednesday, January 7th. Citigroup lowered their price target on shares of AECOM from $152.00 to $131.00 and set a “buy” rating on the stock in a research report on Monday, January 26th. Robert W. Baird set a $125.00 price objective on shares of AECOM in a report on Tuesday. Finally, Argus decreased their target price on shares of AECOM from $155.00 to $135.00 and set a “buy” rating on the stock in a research report on Thursday, November 20th. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, AECOM has an average rating of “Moderate Buy” and a consensus price target of $130.09.

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.