Great Lakes Advisors LLC Trims Stake in AECOM $ACM

Great Lakes Advisors LLC lowered its position in AECOM (NYSE:ACM) by 43.3% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 74,802 shares of the construction company’s stock after selling 57,215 shares during the period. Great Lakes Advisors LLC owned 0.06% of AECOM worth $9,759,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in ACM. Vanguard Personalized Indexing Management LLC grew its stake in AECOM by 0.6% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 13,124 shares of the construction company’s stock worth $1,712,000 after purchasing an additional 77 shares during the period. Deseret Mutual Benefit Administrators boosted its holdings in shares of AECOM by 10.8% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 997 shares of the construction company’s stock valued at $130,000 after buying an additional 97 shares in the last quarter. Archer Investment Corp grew its position in shares of AECOM by 9.3% in the 2nd 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 period. Allworth Financial LP grew its position in shares of AECOM by 38.5% in the 2nd quarter. Allworth Financial LP now owns 392 shares of the construction company’s stock worth $44,000 after buying an additional 109 shares during the period. Finally, Transce3nd LLC increased its stake in shares of AECOM by 15.1% in the 2nd quarter. Transce3nd LLC now owns 899 shares of the construction company’s stock worth $102,000 after acquiring an additional 118 shares in the last quarter. Hedge funds and other institutional investors own 85.41% of the company’s stock.

Wall Street Analyst Weigh In

ACM has been the topic of several research reports. Barclays lowered shares of AECOM from a “positive” rating to a “hold” rating in a research note on Friday, December 19th. Robert W. Baird lowered shares of AECOM from a “strong-buy” rating to a “hold” rating in a report on Friday, November 21st. Weiss Ratings reissued a “buy (b-)” rating on shares of AECOM in a research report on Monday, December 29th. KeyCorp restated an “overweight” rating and issued a $115.00 price target on shares of AECOM in a research note on Wednesday, January 7th. Finally, UBS Group reduced their price objective on AECOM from $148.00 to $143.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Ten equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $130.36.

AECOM Price Performance

Shares of ACM opened at $97.49 on Friday. AECOM has a twelve month low of $85.00 and a twelve month high of $135.52. The company has a market capitalization of $12.60 billion, a P/E ratio of 23.16, a price-to-earnings-growth ratio of 1.26 and a beta of 1.08. The firm has a 50 day moving average of $99.14 and a 200 day moving average of $116.09. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.98.

AECOM (NYSE:ACM) last issued its earnings results on Tuesday, November 18th. The construction company reported $1.36 EPS for the quarter, beating the consensus estimate of $1.34 by $0.02. AECOM had a return on equity of 27.35% and a net margin of 3.48%.The business had revenue of $4.18 billion for the quarter, compared to the consensus estimate of $4.31 billion. During the same period last year, the business posted $1.27 EPS. The company’s revenue was up 1.6% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 5.650-5.850 EPS. As a group, equities research analysts anticipate that AECOM will post 5.1 earnings per share for the current fiscal year.

AECOM Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Wednesday, January 7th were given a $0.31 dividend. This is a boost from AECOM’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Wednesday, January 7th. This represents a $1.24 dividend on an annualized basis and a yield of 1.3%. AECOM’s payout ratio is presently 29.45%.

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.