Retirement Systems of Alabama Has $32.39 Million Stock Position in AECOM $ACM

Retirement Systems of Alabama increased its position in shares of AECOM (NYSE:ACM) by 8.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 339,765 shares of the construction company’s stock after buying an additional 27,750 shares during the period. Retirement Systems of Alabama’s holdings in AECOM were worth $32,390,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of ACM. Orion Porfolio Solutions LLC raised its holdings in AECOM by 28,246.5% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock worth $602,183,000 after acquiring an additional 5,316,844 shares during the period. First Trust Advisors LP boosted its holdings in AECOM by 105.3% during the third quarter. First Trust Advisors LP now owns 4,216,372 shares of the construction company’s stock valued at $550,110,000 after acquiring an additional 2,162,158 shares during the period. Invesco Ltd. grew its position in shares of AECOM by 79.1% in the second quarter. Invesco Ltd. now owns 4,361,755 shares of the construction company’s stock valued at $492,268,000 after purchasing an additional 1,926,466 shares during the last quarter. Norges Bank acquired a new stake in shares of AECOM in the second quarter valued at about $200,879,000. Finally, Hennessy Advisors Inc. bought a new position in shares of AECOM in the third quarter worth about $43,473,000. Institutional investors own 85.41% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the company. KeyCorp reissued an “overweight” rating and set a $115.00 price objective on shares of AECOM in a research report on Wednesday, January 7th. Robert W. Baird set a $125.00 target price on AECOM in a report on Tuesday, February 10th. The Goldman Sachs Group dropped their price target on AECOM from $148.00 to $127.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Citigroup cut their price target on AECOM from $152.00 to $131.00 and set a “buy” rating for the company in a report on Monday, January 26th. Finally, UBS Group increased their price objective on AECOM from $143.00 to $145.00 and gave the company a “buy” rating in a research report on Tuesday, February 10th. Nine research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, AECOM currently has an average rating of “Moderate Buy” and an average price target of $130.09.

AECOM Stock Performance

NYSE:ACM opened at $84.78 on Wednesday. The firm’s 50-day moving average is $93.76 and its 200-day moving average is $108.10. The company has a market cap of $10.96 billion, a price-to-earnings ratio of 24.09, a PEG ratio of 1.03 and a beta of 1.06. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.10 and a current ratio of 1.10. AECOM has a 52-week low of $83.02 and a 52-week high of $135.52.

AECOM (NYSE:ACM) last released its earnings results on Monday, February 9th. The construction company reported $1.29 earnings per share for the quarter, missing the consensus estimate of $1.41 by ($0.12). AECOM had a net margin of 2.94% and a return on equity of 27.05%. The company had revenue of $3.83 billion during the quarter, compared to the consensus estimate of $3.33 billion. The company’s revenue was down 4.6% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. Equities research analysts anticipate that AECOM will post 5.1 earnings per share for the current year.

AECOM Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Wednesday, April 1st will be given a $0.31 dividend. The ex-dividend date is Wednesday, April 1st. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.5%. AECOM’s dividend payout ratio (DPR) is currently 35.23%.

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.