Primecap Management Co. CA Buys Shares of 8,787,043 AECOM $ACM

Primecap Management Co. CA purchased a new position in AECOM (NYSE:ACM) during the 2nd quarter, Holdings Channel reports. The institutional investor purchased 8,787,043 shares of the construction company’s stock, valued at approximately $613,336,000. Primecap Management Co. CA owned 0.07% of AECOM at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the business. Towarzystwo Funduszy Inwestycyjnych PZU SA boosted its position in shares of AECOM by 86.7% in the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock worth $27,000 after purchasing an additional 130 shares in the last quarter. Caitong International Asset Management Co. Ltd grew its stake in AECOM by 95.4% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company’s stock worth $28,000 after buying an additional 144 shares during the last quarter. EverSource Wealth Advisors LLC increased its position in AECOM by 189.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock valued at $34,000 after buying an additional 195 shares in the last quarter. Intesa Sanpaolo Wealth Management acquired a new position in AECOM during the 4th quarter valued at about $38,000. Finally, Western Wealth Management LLC purchased a new stake in AECOM in the first quarter valued at about $36,000. 85.41% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. Barclays lowered their price target on AECOM from $90.00 to $73.00 and set an “equal weight” rating for the company in a report on Wednesday, August 12th. The Goldman Sachs Group set a $91.00 price objective on shares of AECOM in a research report on Wednesday, August 12th. Zacks Research cut shares of AECOM from a “hold” rating to a “strong sell” rating in a research note on Monday, August 10th. Citigroup lowered their target price on shares of AECOM from $97.00 to $84.00 and set a “buy” rating for the company in a research note on Wednesday, August 12th. Finally, Argus cut their price target on shares of AECOM from $85.00 to $75.00 and set a “buy” rating on the stock in a research note on Tuesday. Nine research analysts have rated the stock with a Buy rating, two have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, AECOM has an average rating of “Moderate Buy” and an average target price of $89.58.

AECOM Trading Down 3.4%

AECOM stock opened at $62.75 on Wednesday. The stock has a 50-day moving average price of $68.80 and a 200 day moving average price of $78.68. The company has a market capitalization of $8.08 billion, a price-to-earnings ratio of 28.78, a price-to-earnings-growth ratio of 4.38 and a beta of 0.93. AECOM has a 52 week low of $60.35 and a 52 week high of $135.52. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 1.11.

AECOM (NYSE:ACM) last issued its quarterly earnings results on Monday, August 10th. The construction company reported ($0.50) earnings per share for the quarter, missing the consensus estimate of $1.46 by ($1.96). AECOM had a return on equity of 19.72% 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 quarter last year, the company posted $1.34 EPS. AECOM’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 anticipate that AECOM will post 3.98 EPS for the current year.

AECOM Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Wednesday, July 1st were paid a $0.31 dividend. The ex-dividend date was Wednesday, July 1st. This represents a $1.24 dividend on an annualized basis and a dividend yield of 2.0%. AECOM’s dividend payout ratio is presently 56.88%.

Insider Buying and Selling at AECOM

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

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.