Quantum Portfolio Management LLC Buys 5,477 Shares of AECOM $ACM

Quantum Portfolio Management LLC grew its stake in AECOM (NYSE:ACM) by 54.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 15,478 shares of the construction company’s stock after purchasing an additional 5,477 shares during the period. Quantum Portfolio Management LLC’s holdings in AECOM were worth $2,019,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Archer Investment Corp grew its stake in shares of AECOM by 9.3% during the second quarter. Archer Investment Corp now owns 1,175 shares of the construction company’s stock worth $133,000 after buying an additional 100 shares during the last quarter. Allworth Financial LP boosted its holdings in shares of AECOM by 38.5% during the 2nd quarter. Allworth Financial LP now owns 392 shares of the construction company’s stock valued at $44,000 after acquiring an additional 109 shares in the last quarter. Transce3nd LLC boosted its holdings in shares of AECOM by 15.1% during the 2nd quarter. Transce3nd LLC now owns 899 shares of the construction company’s stock valued at $102,000 after acquiring an additional 118 shares in the last quarter. Park Avenue Securities LLC grew its position in AECOM by 1.2% during the 3rd quarter. Park Avenue Securities LLC now owns 10,362 shares of the construction company’s stock worth $1,352,000 after acquiring an additional 122 shares during the last quarter. Finally, Signaturefd LLC increased its holdings in AECOM by 21.1% in the 2nd quarter. Signaturefd LLC now owns 707 shares of the construction company’s stock worth $80,000 after purchasing an additional 123 shares in the last quarter. 85.41% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms have recently weighed in on ACM. Truist Financial reduced their price target on AECOM from $148.00 to $126.00 and set a “buy” rating on the stock in a report on Thursday, December 18th. National Bank Financial assumed coverage on shares of AECOM in a report on Wednesday, October 8th. They set an “outperform” rating and a $151.00 target price on the stock. Barclays cut shares of AECOM from a “positive” rating to a “hold” rating in a research report on Friday, December 19th. Baird R W lowered shares of AECOM from a “strong-buy” rating to a “hold” rating in a report on Friday, November 21st. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of AECOM in a report on Monday, December 29th. Nine investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $133.30.

AECOM Stock Down 1.1%

Shares of NYSE ACM opened at $98.18 on Monday. The company’s 50 day moving average price is $104.45 and its 200-day moving average price is $117.26. The company has a debt-to-equity ratio of 0.98, a quick ratio of 1.14 and a current ratio of 1.14. AECOM has a 52-week low of $85.00 and a 52-week high of $135.52. The company has a market capitalization of $13.00 billion, a P/E ratio of 23.32, a price-to-earnings-growth ratio of 1.24 and a beta of 1.08.

AECOM (NYSE:ACM) last announced its earnings results on Tuesday, November 18th. The construction company reported $1.36 earnings per share for the quarter, topping analysts’ consensus estimates of $1.34 by $0.02. The business had revenue of $4.18 billion during the quarter, compared to the consensus estimate of $4.31 billion. AECOM had a net margin of 3.48% and a return on equity of 27.35%. AECOM’s quarterly revenue was up 1.6% on a year-over-year basis. During the same quarter last year, the firm earned $1.27 earnings per share. AECOM has set its FY 2026 guidance at 5.650-5.850 EPS. Equities analysts forecast that AECOM will post 5.1 earnings per share for the current year.

AECOM Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Investors of record on Wednesday, January 7th will be given a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Wednesday, January 7th. This is a positive change from AECOM’s previous quarterly dividend of $0.26. AECOM’s dividend payout ratio is currently 29.45%.

About AECOM

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.