L2 Asset Management LLC Takes $611,000 Position in AECOM $ACM

L2 Asset Management LLC purchased a new stake in AECOM (NYSE:ACM) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 8,759 shares of the construction company’s stock, valued at approximately $611,000.

Several other large investors have also recently added to or reduced their stakes in the company. Great Lakes Advisors LLC increased its holdings in shares of AECOM by 14.9% in the first quarter. Great Lakes Advisors LLC now owns 2,366 shares of the construction company’s stock valued at $219,000 after purchasing an additional 306 shares in the last quarter. Empowered Funds LLC lifted its holdings in AECOM by 62.6% during the 1st quarter. Empowered Funds LLC now owns 14,266 shares of the construction company’s stock worth $1,323,000 after buying an additional 5,493 shares in the last quarter. Focus Partners Wealth lifted its holdings in AECOM by 6.9% during the 1st quarter. Focus Partners Wealth now owns 4,150 shares of the construction company’s stock worth $385,000 after buying an additional 269 shares in the last quarter. EverSource Wealth Advisors LLC lifted its holdings in AECOM by 189.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock worth $34,000 after buying an additional 195 shares in the last quarter. Finally, Cresset Asset Management LLC boosted its position in AECOM by 13.7% in the 2nd quarter. Cresset Asset Management LLC now owns 2,935 shares of the construction company’s stock valued at $331,000 after buying an additional 353 shares during the last quarter. 85.41% of the stock is owned by institutional investors.

Insider Buying and Selling at AECOM

In other news, President Lara Poloni bought 4,224 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was acquired at an average cost of $70.63 per share, with a total value of $298,341.12. Following the completion of the purchase, the president owned 153,446 shares of the company’s stock, valued at $10,837,890.98. This represents a 2.83% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 0.46% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently commented on the stock. Weiss Ratings cut shares of AECOM from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday, August 12th. Argus cut their price objective on shares of AECOM from $85.00 to $75.00 and set a “buy” rating on the stock in a report on Tuesday. Barclays reduced their price objective on shares of AECOM from $90.00 to $73.00 and set an “equal weight” rating on the stock in a research note on Wednesday, August 12th. KeyCorp lowered their target price on shares of AECOM from $101.00 to $79.00 and set an “overweight” rating for the company in a report on Wednesday, August 12th. Finally, Zacks Research cut shares of AECOM from a “hold” rating to a “strong sell” rating in a research report on Monday, August 10th. Nine research analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $89.58.

AECOM Stock Down 3.4%

ACM stock opened at $62.75 on Wednesday. The company has a debt-to-equity ratio of 1.11, a current ratio of 1.06 and a quick ratio of 1.06. The stock has a market capitalization of $8.08 billion, a P/E ratio of 28.78, a P/E/G ratio of 4.38 and a beta of 0.93. AECOM has a fifty-two week low of $60.35 and a fifty-two week high of $135.52. The business has a 50-day moving average of $68.80 and a 200-day moving average of $78.68.

AECOM (NYSE:ACM) last posted its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.46 by ($1.96). The business had revenue of $3.59 billion during the quarter, compared to analyst estimates of $2.01 billion. AECOM had a net margin of 1.87% and a return on equity of 19.72%. AECOM’s revenue for the quarter was down 14.2% on a year-over-year basis. During the same quarter last year, the business earned $1.34 earnings per share. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. On average, sell-side analysts anticipate that AECOM will post 3.98 earnings per share for the current fiscal year.

AECOM Dividend Announcement

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 $0.31 dividend. This represents a $1.24 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend was Wednesday, July 1st. AECOM’s dividend payout ratio is presently 56.88%.

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.