AECOM (NYSE:ACM) Lowered to “Strong Sell” Rating by Zacks Research

AECOM (NYSE:ACM) was downgraded by analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a research report issued to clients and investors on Monday,Zacks.com reports.

A number of other equities analysts have also commented on ACM. Weiss Ratings lowered AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday, May 26th. Wall Street Zen lowered shares of AECOM from a “buy” rating to a “hold” rating in a report on Monday, July 6th. Robert W. Baird reduced their price objective on shares of AECOM from $87.00 to $73.00 and set a “neutral” rating on the stock in a research note on Tuesday. Citigroup reiterated a “buy” rating on shares of AECOM in a research report on Thursday, July 23rd. Finally, KeyCorp dropped their target price on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a report on Wednesday, May 13th. Nine research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, AECOM currently has a consensus rating of “Moderate Buy” and an average price target of $113.18.

AECOM Stock Performance

NYSE ACM opened at $67.09 on Monday. The company has a market capitalization of $8.62 billion, a price-to-earnings ratio of 30.78, a PEG ratio of 0.89 and a beta of 0.93. AECOM has a twelve month low of $63.67 and a twelve month high of $135.52. The stock has a fifty day simple moving average of $70.25 and a 200 day simple moving average of $81.03. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.07.

AECOM (NYSE:ACM) last announced its earnings results on Monday, August 10th. The construction company reported ($0.50) EPS for the quarter, missing the consensus estimate of $1.46 by ($1.96). AECOM had a return on equity of 19.45% and a net margin of 1.87%.The company had revenue of $3.59 billion for the quarter, compared to analyst estimates of $2.01 billion. During the same period in the previous year, the firm posted $1.34 earnings per share. The firm’s quarterly revenue was down 14.2% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. Sell-side analysts expect that AECOM will post 5.97 EPS for the current year.

Insider Buying and Selling

In other AECOM news, CEO Troy Rudd purchased 4,225 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were acquired at an average price of $71.02 per share, with a total value of $300,059.50. Following the transaction, the chief executive officer owned 142,207 shares in the company, valued at $10,099,541.14. The trade was a 3.06% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, President Lara Poloni purchased 4,224 shares of the business’s stock in a transaction on Tuesday, June 16th. The shares were bought at an average price of $70.63 per share, with a total value of $298,341.12. Following the purchase, the president directly owned 153,446 shares in the company, valued at approximately $10,837,890.98. The trade was a 2.83% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have acquired 9,869 shares of company stock worth $699,391 in the last quarter. Insiders own 0.46% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the stock. Great Lakes Advisors LLC lifted its stake in AECOM by 14.9% during the 1st quarter. Great Lakes Advisors LLC now owns 2,366 shares of the construction company’s stock valued at $219,000 after acquiring an additional 306 shares in the last quarter. Empowered Funds LLC grew its stake in shares of AECOM by 62.6% in the 1st quarter. Empowered Funds LLC now owns 14,266 shares of the construction company’s stock worth $1,323,000 after acquiring an additional 5,493 shares in the last quarter. Focus Partners Wealth raised its holdings in shares of AECOM by 6.9% in the first quarter. Focus Partners Wealth now owns 4,150 shares of the construction company’s stock valued at $385,000 after purchasing an additional 269 shares during the last quarter. EverSource Wealth Advisors LLC raised its holdings in shares of AECOM by 189.3% in the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock valued at $34,000 after purchasing an additional 195 shares during the last quarter. Finally, Cresset Asset Management LLC raised its holdings in shares of AECOM by 13.7% in the second quarter. Cresset Asset Management LLC now owns 2,935 shares of the construction company’s stock valued at $331,000 after purchasing an additional 353 shares during the last quarter. Hedge funds and other institutional investors own 85.41% of the company’s stock.

Key Headlines Impacting AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: AECOM reported record backlog of approximately $27.8 billion, up 13% year over year, after $4.2 billion in wins and a 1.6 book-to-burn ratio. The company also generated $95 million of operating cash flow and $55 million of free cash flow during the quarter. AECOM reports third quarter fiscal 2026 results
• Positive Sentiment: Recent insider activity showed purchases by Chief Executive Officer Troy Rudd, President Lara Poloni and CFO Gaurav Kapoor, which may signal management confidence following the selloff.
• Neutral Sentiment: KeyCorp trimmed its FY2027 EPS estimate modestly to $6.95 from $7.00 but maintained an Overweight rating and a $101 price target. Benzinga
• Negative Sentiment: AECOM reported a fiscal Q3 adjusted loss of $0.50 per share, versus analyst expectations for roughly $1.46–$1.49 of earnings. Revenue of $3.59 billion was down 14.2% year over year, despite exceeding the provided revenue estimate. AECOM Reports Q3 Loss, Lags Revenue Estimates
• Negative Sentiment: The quarter included a $337 million pretax charge tied to a Construction Management project, producing a GAAP diluted loss of $0.65 per share versus $1.34 of EPS a year earlier. Management also cited lower net service revenue growth expectations.
• Negative Sentiment: Fiscal 2026 adjusted EPS guidance was reduced to $3.95–$4.15, well below the roughly $5.97 consensus estimate. Robert W. Baird consequently lowered its price target to $73 from $87 and assigned a neutral rating. The Fly
• Negative Sentiment: A law firm announced a securities-fraud investigation concerning AECOM, citing potential federal securities-law violations related to prior financial disclosures. The announcement is an allegation, not a finding of wrongdoing, but adds legal and reputational risk. Securities Fraud Investigation Into AECOM Announced

AECOM Company 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.