Brokerages Set AECOM (NYSE:ACM) PT at $114.82

AECOM (NYSE:ACM) has been given an average rating of “Moderate Buy” by the thirteen ratings firms that are presently covering the firm, MarketBeat reports. Four research analysts have rated the stock with a hold rating and nine have given a buy rating to the company. The average 12 month target price among brokerages that have issued a report on the stock in the last year is $113.1818.

Several brokerages recently weighed in on ACM. Wall Street Zen downgraded shares of AECOM from a “buy” rating to a “hold” rating in a research note on Monday, July 6th. Robert W. Baird decreased their price target on shares of AECOM from $87.00 to $73.00 and set a “neutral” rating on the stock in a research note on Tuesday. Barclays lowered their price target on shares of AECOM from $110.00 to $90.00 and set an “equal weight” rating for the company in a report on Tuesday, May 19th. Truist Financial cut their price objective on shares of AECOM from $109.00 to $102.00 and set a “buy” rating for the company in a research report on Thursday, July 2nd. Finally, KeyCorp reduced their price objective on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a research note on Wednesday, May 13th.

Insiders Place Their Bets

In related news, President Lara Poloni purchased 4,224 shares of the firm’s stock in a transaction on Tuesday, June 16th. The shares were bought at an average price of $70.63 per share, for a total transaction of $298,341.12. Following the acquisition, the president directly owned 153,446 shares in the company, valued at $10,837,890.98. This trade represents a 2.83% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is available at this link. Also, CEO Troy Rudd bought 4,225 shares of AECOM stock in a transaction that occurred on Thursday, May 14th. The stock was purchased at an average price of $71.02 per share, for a total transaction of $300,059.50. Following the acquisition, the chief executive officer directly owned 142,207 shares of the company’s stock, valued at $10,099,541.14. The trade was a 3.06% increase in their position. The SEC filing for this purchase provides additional information. Insiders have purchased a total of 9,869 shares of company stock valued at $699,391 over the last quarter. Company insiders own 0.46% of the company’s stock.

Hedge Funds Weigh In On AECOM

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Towarzystwo Funduszy Inwestycyjnych PZU SA raised its stake in shares of AECOM by 86.7% during the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock valued at $27,000 after purchasing an additional 130 shares during the period. Caitong International Asset Management Co. Ltd boosted its stake in shares of AECOM by 95.4% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company’s stock valued at $28,000 after purchasing an additional 144 shares during the period. EverSource Wealth Advisors LLC boosted its stake 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 period. First Horizon Corp grew its holdings in AECOM by 129.1% during the 4th quarter. First Horizon Corp now owns 362 shares of the construction company’s stock valued at $35,000 after purchasing an additional 204 shares in the last quarter. Finally, Western Wealth Management LLC acquired a new stake in AECOM during the 1st quarter valued at $36,000. 85.41% of the stock is owned by institutional investors and hedge funds.

Key AECOM News

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 Stock Performance

AECOM stock opened at $67.09 on Friday. AECOM has a fifty-two week low of $63.67 and a fifty-two week high of $135.52. 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. The stock has a fifty day moving average of $70.25 and a two-hundred day moving average of $81.03. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.11 and a current ratio of 1.11.

AECOM (NYSE:ACM) last issued its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) earnings per share (EPS) for the quarter, missing the consensus estimate of $1.46 by ($1.96). The company had revenue of $3.59 billion during the quarter, compared to analysts’ expectations of $2.01 billion. AECOM had a net margin of 1.87% and a return on equity of 19.45%. The firm’s revenue was down 14.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.34 earnings per share. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. On average, analysts anticipate that AECOM will post 5.97 EPS for the current fiscal year.

AECOM Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Wednesday, July 1st were issued a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a dividend yield of 1.8%. The ex-dividend date was Wednesday, July 1st. AECOM’s dividend payout ratio is presently 32.38%.

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.