Robert W. Baird Cuts AECOM (NYSE:ACM) Price Target to $73.00

AECOM (NYSE:ACM) had its price objective cut by Robert W. Baird from $87.00 to $73.00 in a report issued on Tuesday morning, MarketBeat.com reports. They currently have a neutral rating on the construction company’s stock.

Other research analysts also recently issued reports about the stock. KeyCorp reduced their price target on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 13th. Wall Street Zen lowered shares of AECOM from a “buy” rating to a “hold” rating in a research note on Monday, July 6th. Truist Financial cut their target price on shares of AECOM from $109.00 to $102.00 and set a “buy” rating on the stock in a report on Thursday, July 2nd. Royal Bank Of Canada decreased their target price on AECOM from $111.00 to $105.00 and set an “outperform” rating for the company in a research note on Wednesday, July 22nd. Finally, Barclays lowered their target price on AECOM from $110.00 to $90.00 and set an “equal weight” rating for the company in a report on Tuesday, May 19th. Nine investment analysts have rated the stock with a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, AECOM currently has an average rating of “Moderate Buy” and a consensus target price of $95.25.

AECOM Stock Performance

ACM stock opened at $63.59 on Tuesday. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.07. The firm has a market cap of $8.18 billion, a P/E ratio of 29.17, a P/E/G ratio of 1.88 and a beta of 0.93. AECOM has a 12-month low of $60.35 and a 12-month high of $135.52. The stock’s 50 day simple moving average is $69.85 and its 200 day simple moving average is $80.53.

AECOM (NYSE:ACM) last released its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) EPS for the quarter, missing analysts’ consensus estimates of $1.46 by ($1.96). AECOM had a return on equity of 19.45% and a net margin of 1.87%.The business had revenue of $3.59 billion during the quarter, compared to analyst estimates of $2.01 billion. During the same period in the prior year, the firm earned $1.34 EPS. The business’s revenue for the quarter was down 14.2% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. As a group, equities research analysts predict that AECOM will post 5.95 EPS for the current year.

AECOM Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Wednesday, July 1st were given a $0.31 dividend. The ex-dividend date was Wednesday, July 1st. This represents a $1.24 annualized dividend and a yield of 1.9%. AECOM’s dividend payout ratio (DPR) is currently 56.88%.

Insider Transactions at AECOM

In other news, President Lara Poloni bought 4,224 shares of AECOM stock in a transaction on Tuesday, June 16th. The stock was purchased at an average cost of $70.63 per share, with a total value of $298,341.12. Following the purchase, the president directly owned 153,446 shares of the company’s stock, valued at approximately $10,837,890.98. This trade represents a 2.83% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 0.46% of the stock is owned by insiders.

Institutional Investors Weigh In On AECOM

A number of hedge funds have recently made changes to their positions in ACM. BlackRock Inc. bought a new position in AECOM in the 2nd quarter worth approximately $1,003,699,000. Barrow Hanley Mewhinney & Strauss LLC bought a new stake in AECOM during the 2nd quarter valued at $383,701,000. Orion Porfolio Solutions LLC raised its stake in AECOM by 28,246.5% during 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 acquiring an additional 5,316,844 shares in the last quarter. State Street Corp boosted its position in AECOM by 2.6% during the 3rd quarter. State Street Corp now owns 5,107,636 shares of the construction company’s stock worth $666,393,000 after acquiring an additional 127,036 shares during the period. Finally, Invesco Ltd. grew its stake in shares of AECOM by 14.2% in the third quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock worth $649,735,000 after purchasing an additional 618,205 shares in the last quarter. Institutional investors own 85.41% of the company’s stock.

Key Stories Impacting AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Royal Bank of Canada maintained an “outperform” rating despite cutting its price target to $90 from $105. The new target still implies roughly 41.5% upside from the current share price, signaling that RBC views the recent selloff as excessive. Benzinga analyst update
• Positive Sentiment: KeyCorp retained an “overweight” rating, while Truist reaffirmed its “buy” rating. Although both firms reduced their price targets—to $79 and $85, respectively—the targets remain meaningfully above the current price and provide some support for the stock. Benzinga analyst updates
• Neutral Sentiment: Analyst commentary is focused on AECOM’s future earnings outlook, including FY2027 expectations and the company’s backlog. These factors could help determine whether current infrastructure demand and project execution can offset near-term earnings pressure. KeyCorp comments on AECOM’s FY2027 earnings
• Negative Sentiment: AECOM’s latest quarterly results were weak: the company reported a loss of $0.50 per share versus consensus expectations for $1.46 in earnings, while revenue declined 14.2% year over year. The earnings disappointment pushed the stock to a new 12-month low and remains the primary reason for investor caution. AECOM hits new 12-month low on disappointing earnings
• Negative Sentiment: Robert W. Baird lowered its expectations for AECOM’s stock, adding to the broader pattern of reduced analyst targets. Zacks Research also downgraded the shares from “hold” to “strong sell,” increasing negative sentiment despite the more constructive views from RBC, KeyCorp and Truist. Baird lowers AECOM expectations

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.