AECOM $ACM Shares Sold by ING Groep NV

ING Groep NV lowered its position in shares of AECOM (NYSE:ACM) by 74.5% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 19,600 shares of the construction company’s stock after selling 57,400 shares during the quarter. ING Groep NV’s holdings in AECOM were worth $2,557,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Nordea Investment Management AB boosted its position in AECOM by 10.5% in the 3rd quarter. Nordea Investment Management AB now owns 792,378 shares of the construction company’s stock worth $103,279,000 after purchasing an additional 75,108 shares in the last quarter. Asset Management One Co. Ltd. increased its holdings in shares of AECOM by 42.6% during the 3rd quarter. Asset Management One Co. Ltd. now owns 167,723 shares of the construction company’s stock valued at $21,880,000 after purchasing an additional 50,086 shares in the last quarter. Generali Asset Management SPA SGR acquired a new position in shares of AECOM in the 3rd quarter valued at $1,092,000. Global Retirement Partners LLC purchased a new stake in AECOM during the second quarter worth $251,000. Finally, Amundi boosted its holdings in AECOM by 9.7% during the second quarter. Amundi now owns 1,846,136 shares of the construction company’s stock worth $208,355,000 after buying an additional 162,870 shares in the last quarter. Hedge funds and other institutional investors own 85.41% of the company’s stock.

AECOM Trading Up 0.0%

Shares of ACM stock opened at $88.41 on Friday. AECOM has a fifty-two week low of $85.00 and a fifty-two week high of $135.52. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.14 and a current ratio of 1.10. The stock’s fifty day moving average is $97.70 and its two-hundred day moving average is $114.84. The firm has a market capitalization of $11.43 billion, a P/E ratio of 25.12, a PEG ratio of 1.03 and a beta of 1.08.

AECOM (NYSE:ACM) last issued its earnings results on Monday, February 9th. The construction company reported $1.29 EPS for the quarter, missing analysts’ consensus estimates of $1.41 by ($0.12). The business had revenue of $3.83 billion during 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 company’s revenue for the quarter was down 4.6% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. Research analysts expect that AECOM will post 5.1 earnings per share for the current fiscal year.

AECOM Increases Dividend

The business also recently disclosed 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. 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 yield of 1.4%. AECOM’s dividend payout ratio (DPR) is 35.23%.

Wall Street Analyst Weigh In

ACM has been the subject of a number of recent analyst reports. Truist Financial reaffirmed a “buy” rating and issued a $132.00 price objective (up previously from $126.00) on shares of AECOM in a report on Wednesday. Royal Bank Of Canada increased their target price on AECOM from $139.00 to $142.00 and gave the company an “outperform” rating in a research report on Wednesday. UBS Group boosted their price target on shares of AECOM from $143.00 to $145.00 and gave the stock a “buy” rating in a report on Tuesday. Argus reduced their price objective 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. Finally, Citigroup dropped their target price 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. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, AECOM has a consensus rating of “Moderate Buy” and an average price target of $130.09.

Key AECOM News

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: TomTom partnership: AECOM announced a global partnership to integrate TomTom’s historical and real‑time traffic data into AECOM’s mobility, transport modeling and traffic‑management offerings — potentially expanding higher‑margin services and strengthening bids for public/private infrastructure projects. TomTom and AECOM partnership
• Positive Sentiment: Bank of America raised its price target on AECOM to $118, signaling stronger analyst conviction that shares have upside versus current levels. That PT hike can drive positive flow and re‑rating by investors. BofA raises price target
• Positive Sentiment: Seeking Alpha highlights a “beat and raise” quarter narrative and initiated a Buy rating, citing margin expansion and raised EPS guidance — a fundamental takeaway likely supporting investor optimism. Seeking Alpha beat-and-raise analysis
• Positive Sentiment: Consensus/Street tone: Brokerages now show an average “Moderate Buy” stance on ACM, reinforcing demand from institutional investors and suggesting more bullish coverage. Brokerage consensus
• Positive Sentiment: Zacks published a piece framing AECOM as a strong value stock, which may attract value‑oriented buyers given the company’s improving margin profile and backlog visibility. Zacks value stock article
• Neutral Sentiment: Zacks upgraded AECOM from “strong sell” to “hold,” an improvement in tone but a modest change that signals some remaining caution among certain sell‑side analysts. Zacks upgrade report
• Negative Sentiment: Technical/valuation and guidance caveats: AECOM still trades below its 50‑ and 200‑day moving averages and faces a mixed earnings backdrop (company FY‑2026 guidance of $4.18–$4.89 vs. some analyst estimates nearer $5.10). Revenue has shown near‑term pressure, and leverage remains above 1x equity — factors that limit upside until consistent top‑line growth and margin trends are sustained.

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.