South Dakota Investment Council Boosts Stock Position in AECOM $ACM

South Dakota Investment Council boosted its stake in shares of AECOM (NYSE:ACM) by 101.8% in the first quarter, Holdings Channel reports. The fund owned 32,311 shares of the construction company’s stock after purchasing an additional 16,300 shares during the period. South Dakota Investment Council’s holdings in AECOM were worth $2,741,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Towarzystwo Funduszy Inwestycyjnych PZU SA increased its holdings in shares of AECOM by 86.7% in the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock valued at $27,000 after purchasing an additional 130 shares during the period. Caitong International Asset Management Co. Ltd raised its stake in shares of AECOM by 95.4% during the fourth 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 lifted its holdings 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 during the period. First Horizon Corp lifted its holdings in shares of AECOM by 129.1% during the fourth quarter. First Horizon Corp now owns 362 shares of the construction company’s stock worth $35,000 after purchasing an additional 204 shares during the period. Finally, Intesa Sanpaolo Wealth Management purchased a new position in AECOM in the 4th quarter valued at $38,000. 85.41% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

ACM has been the topic of several recent research reports. Citigroup reissued a “buy” rating on shares of AECOM in a research note on Thursday, July 23rd. Robert W. Baird reduced their target price on shares of AECOM from $98.00 to $91.00 and set a “neutral” rating for the company in a research note on Tuesday, May 12th. Barclays lowered their target price on shares of AECOM from $110.00 to $90.00 and set an “equal weight” rating on the stock in a report on Tuesday, May 19th. Truist Financial dropped their price target on shares of AECOM from $109.00 to $102.00 and set a “buy” rating on the stock in a research note on Thursday, July 2nd. Finally, Wall Street Zen cut shares of AECOM from a “buy” rating to a “hold” rating in a report on Monday, July 6th. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, AECOM has a consensus rating of “Moderate Buy” and a consensus price target of $114.82.

Insider Transactions at AECOM

In other AECOM news, CEO Troy Rudd acquired 4,225 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were purchased at an average cost of $71.02 per share, with a total value of $300,059.50. Following the purchase, the chief executive officer owned 142,207 shares in the company, valued at approximately $10,099,541.14. The trade was a 3.06% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, President Lara Poloni acquired 4,224 shares of the stock in a transaction that occurred on Tuesday, June 16th. The stock was acquired at an average cost of $70.63 per share, for a total transaction of $298,341.12. Following the completion of the purchase, the president owned 153,446 shares in the company, valued at $10,837,890.98. The trade was a 2.83% increase in their position. The SEC filing for this purchase provides additional information. Insiders bought 9,869 shares of company stock valued at $699,391 in the last 90 days. 0.46% of the stock is currently owned by insiders.

AECOM Stock Performance

ACM opened at $71.76 on Friday. The stock has a market cap of $9.22 billion, a P/E ratio of 18.74, a P/E/G ratio of 0.89 and a beta of 0.93. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.11. The stock’s 50 day simple moving average is $69.93 and its 200 day simple moving average is $82.39. AECOM has a 1-year low of $66.28 and a 1-year high of $135.52.

AECOM (NYSE:ACM) last issued its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.58 by $0.01. The firm had revenue of $3.80 billion during the quarter, compared to analysts’ expectations of $1.94 billion. AECOM had a return on equity of 28.52% and a net margin of 3.16%.AECOM’s revenue was up 4.4% on a year-over-year basis. During the same period in the previous year, the firm posted $1.25 earnings per share. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. As a group, equities analysts anticipate that AECOM will post 5.97 EPS for the current fiscal year.

AECOM Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, July 17th. Stockholders 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 dividend on an annualized basis and a dividend yield of 1.7%. AECOM’s dividend payout ratio (DPR) is currently 32.38%.

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.