Wellington Management Group LLP Raises Holdings in AECOM $ACM

Wellington Management Group LLP grew its holdings in AECOM (NYSE:ACM) by 126.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 61,157 shares of the construction company’s stock after buying an additional 34,194 shares during the quarter. Wellington Management Group LLP’s holdings in AECOM were worth $4,269,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of the business. BlackRock Inc. acquired a new position in AECOM during the second quarter worth $1,003,699,000. Primecap Management Co. CA purchased a new position in AECOM in the second quarter worth $613,336,000. Barrow Hanley Mewhinney & Strauss LLC acquired a new stake in AECOM in the second quarter valued at $383,701,000. Orion Porfolio Solutions LLC lifted its holdings in AECOM by 28,246.5% in the second 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 during the period. Finally, State Street Corp boosted its position in shares of 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 purchasing an additional 127,036 shares in the last quarter. 85.41% of the stock is currently owned by hedge funds and other institutional investors.

AECOM Trading Down 3.1%

Shares of ACM stock opened at $63.96 on Thursday. AECOM has a fifty-two week low of $60.35 and a fifty-two week high of $135.52. The stock has a market cap of $8.23 billion, a P/E ratio of 29.34, a P/E/G ratio of 1.77 and a beta of 0.91. The business has a fifty day simple moving average of $68.19 and a 200-day simple moving average of $76.40. 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 released its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) EPS for the quarter, missing the consensus estimate of $1.46 by ($1.96). The business had revenue of $3.59 billion during the quarter, compared to analysts’ expectations of $2.01 billion. AECOM had a return on equity of 19.72% and a net margin of 1.87%.AECOM’s quarterly revenue was down 14.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.34 earnings per share. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. On average, analysts forecast that AECOM will post 3.98 earnings per share for the current fiscal year.

Insider Activity

In other AECOM news, President Lara Poloni purchased 4,224 shares of AECOM stock in a transaction on Tuesday, June 16th. The shares were bought 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 of the company’s stock, valued at approximately $10,837,890.98. This trade represents a 2.83% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.46% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on ACM shares. Royal Bank Of Canada lowered their price target on shares of AECOM from $105.00 to $90.00 and set an “outperform” rating on the stock in a research note on Thursday, August 13th. Citigroup decreased their price objective on shares of AECOM from $97.00 to $84.00 and set a “buy” rating on the stock in a report on Wednesday, August 12th. Robert W. Baird lowered their target price on shares of AECOM from $73.00 to $65.00 and set a “neutral” rating on the stock in a research report on Friday, August 14th. Weiss Ratings cut shares of AECOM from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, August 12th. Finally, Argus dropped their target price on shares of AECOM from $85.00 to $75.00 and set a “buy” rating for the company in a report on Tuesday, August 25th. Nine investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $88.25.

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.