AECOM $ACM Shares Bought by Oak Thistle LLC

Oak Thistle LLC lifted its stake in AECOM (NYSE:ACM) by 126.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 22,532 shares of the construction company’s stock after acquiring an additional 12,595 shares during the period. Oak Thistle LLC’s holdings in AECOM were worth $2,148,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently made changes to their positions in the stock. Vanguard Personalized Indexing Management LLC lifted its stake in shares of AECOM by 0.6% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 13,124 shares of the construction company’s stock worth $1,712,000 after acquiring an additional 77 shares during the period. Deseret Mutual Benefit Administrators lifted its stake in shares of AECOM by 10.8% in the 3rd quarter. Deseret Mutual Benefit Administrators now owns 997 shares of the construction company’s stock worth $130,000 after acquiring an additional 97 shares during the period. TD Asset Management Inc lifted its stake in shares of AECOM by 0.7% in the 3rd quarter. TD Asset Management Inc now owns 15,278 shares of the construction company’s stock worth $1,993,000 after acquiring an additional 99 shares during the period. Transce3nd LLC lifted its stake in shares of AECOM by 15.1% in the 2nd quarter. Transce3nd LLC now owns 899 shares of the construction company’s stock worth $102,000 after acquiring an additional 118 shares during the period. Finally, Park Avenue Securities LLC lifted its stake in shares of AECOM by 1.2% in the 3rd quarter. Park Avenue Securities LLC now owns 10,362 shares of the construction company’s stock worth $1,352,000 after acquiring an additional 122 shares during the period. 85.41% of the stock is owned by institutional investors and hedge funds.

AECOM Stock Down 2.0%

ACM stock opened at $83.25 on Wednesday. AECOM has a 52-week low of $82.85 and a 52-week high of $135.52. The company’s 50 day simple moving average is $92.53 and its 200-day simple moving average is $106.51. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.10 and a quick ratio of 1.10. The firm has a market capitalization of $10.76 billion, a P/E ratio of 23.65, a P/E/G ratio of 1.05 and a beta of 1.09.

AECOM (NYSE:ACM) last released its quarterly earnings results on Monday, February 9th. The construction company reported $1.29 earnings per share (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 27.05%. The firm had revenue of $3.83 billion for the quarter, compared to analyst estimates of $3.33 billion. 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. As a group, equities research analysts anticipate that AECOM will post 5.1 EPS for the current year.

AECOM Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Stockholders of record on Wednesday, April 1st will be issued a dividend of $0.31 per share. The ex-dividend date is Wednesday, April 1st. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.5%. AECOM’s payout ratio is currently 35.23%.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the stock. Weiss Ratings lowered shares of AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 29th. Truist Financial reaffirmed a “buy” rating and issued a $132.00 price target (up from $126.00) on shares of AECOM in a research note on Wednesday, February 11th. KeyCorp reiterated an “overweight” rating and issued a $115.00 target price on shares of AECOM in a report on Wednesday, January 7th. Bank of America raised their target price on shares of AECOM from $117.00 to $118.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Finally, Royal Bank Of Canada lifted their price target on shares of AECOM from $139.00 to $142.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 11th. Nine investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, AECOM currently has an average rating of “Moderate Buy” and an average target price of $130.09.

AECOM Profile

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.