The Manufacturers Life Insurance Company Takes $94.43 Million Position in AECOM $ACM

The Manufacturers Life Insurance Company bought a new position in shares of AECOM (NYSE:ACM) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,352,854 shares of the construction company’s stock, valued at approximately $94,429,000.

A number of other institutional investors also recently added to or reduced their stakes in ACM. Towarzystwo Funduszy Inwestycyjnych PZU SA grew its holdings in AECOM by 86.7% during the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock worth $27,000 after acquiring an additional 130 shares in the last quarter. Caitong International Asset Management Co. Ltd lifted its position in shares of 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 purchasing an additional 144 shares during the last quarter. EverSource Wealth Advisors LLC grew its stake in shares of AECOM by 189.3% during the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock worth $34,000 after purchasing an additional 195 shares in the last quarter. Western Wealth Management LLC purchased a new position in AECOM in the first quarter valued at $36,000. Finally, Compass Financial Management LLC purchased a new position in AECOM in the second quarter valued at $36,000. Hedge funds and other institutional investors own 85.41% of the company’s stock.

AECOM Stock Down 3.4%

ACM opened at $62.75 on Wednesday. The business’s 50-day simple moving average is $68.80 and its 200-day simple moving average is $78.68. The company has a debt-to-equity ratio of 1.11, a quick ratio of 1.06 and a current ratio of 1.06. AECOM has a one year low of $60.35 and a one year high of $135.52. The stock has a market capitalization of $8.08 billion, a P/E ratio of 28.78, a price-to-earnings-growth ratio of 4.38 and a beta of 0.93.

AECOM (NYSE:ACM) last announced its earnings results 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 firm 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%. The firm’s revenue for the quarter was down 14.2% compared to the same quarter last year. During the same period last year, the company earned $1.34 earnings per share. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. Analysts anticipate that AECOM will post 3.98 EPS for the current year.

AECOM Dividend Announcement

The firm also recently announced 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 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Wednesday, July 1st. AECOM’s payout ratio is presently 56.88%.

Wall Street Analysts Forecast Growth

ACM has been the subject of a number of recent analyst reports. Piper Sandler set a $79.00 price target on AECOM in a report on Wednesday, August 12th. Robert W. Baird cut their target price on AECOM from $73.00 to $65.00 and set a “neutral” rating on the stock in a research report on Friday, August 14th. Royal Bank Of Canada decreased their target price on AECOM from $105.00 to $90.00 and set an “outperform” rating for the company in a research note on Thursday, August 13th. Zacks Research downgraded AECOM from a “hold” rating to a “strong sell” rating in a report on Monday, August 10th. Finally, Barclays dropped their price target 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. Nine investment analysts have rated the stock with a Buy rating, two have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, AECOM currently has an average rating of “Moderate Buy” and an average target price of $89.58.

Insider Activity at AECOM

In other AECOM news, President Lara Poloni purchased 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, for a total transaction of $298,341.12. Following the transaction, 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 purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. 0.46% of the stock is owned by insiders.

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.