AECOM $ACM Shares Sold by Thrivent Financial for Lutherans

Thrivent Financial for Lutherans decreased its holdings in AECOM (NYSE:ACM) by 32.3% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 32,381 shares of the construction company’s stock after selling 15,468 shares during the quarter. Thrivent Financial for Lutherans’ holdings in AECOM were worth $3,087,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Atlantic Union Bankshares Corp purchased a new position in AECOM in the third quarter valued at approximately $26,000. Central Pacific Bank Trust Division purchased a new position in AECOM in the fourth quarter valued at approximately $27,000. Ameriflex Group Inc. raised its holdings in AECOM by 100.0% in the third quarter. Ameriflex Group Inc. now owns 294 shares of the construction company’s stock valued at $38,000 after buying an additional 147 shares during the period. EverSource Wealth Advisors LLC raised its holdings in AECOM by 189.3% in the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock valued at $34,000 after buying an additional 195 shares during the period. Finally, Optiver Holding B.V. raised its holdings in AECOM by 219.8% in the third quarter. Optiver Holding B.V. now owns 307 shares of the construction company’s stock valued at $40,000 after buying an additional 211 shares during the period. Hedge funds and other institutional investors own 85.41% of the company’s stock.

Insider Buying and Selling

In other news, CEO Troy Rudd acquired 4,225 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were bought at an average price of $71.02 per share, for a total transaction of $300,059.50. Following the completion of the purchase, the chief executive officer directly owned 142,207 shares of the company’s stock, valued at approximately $10,099,541.14. This trade represents a 3.06% increase in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CFO Gaurav Kapoor acquired 1,420 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were purchased at an average price of $71.12 per share, for a total transaction of $100,990.40. Following the purchase, the chief financial officer directly owned 88,053 shares of the company’s stock, valued at approximately $6,262,329.36. This trade represents a 1.64% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 0.46% of the company’s stock.

AECOM Trading Up 2.6%

ACM opened at $71.98 on Friday. The firm has a market capitalization of $9.25 billion, a P/E ratio of 18.79, a P/E/G ratio of 0.88 and a beta of 1.00. The firm’s 50 day moving average is $82.74 and its 200-day moving average is $95.54. AECOM has a 52-week low of $67.64 and a 52-week high of $135.52. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.07.

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

AECOM Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 17th. Stockholders of record on Wednesday, April 1st were paid a dividend of $0.31 per share. The ex-dividend date was Wednesday, April 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%.

Analyst Upgrades and Downgrades

Several research analysts recently commented on ACM shares. Zacks Research upgraded shares of AECOM from a “strong sell” rating to a “hold” rating in a report on Tuesday, February 10th. Truist Financial restated a “buy” rating and issued a $109.00 price target (down from $116.00) on shares of AECOM in a report on Wednesday, May 13th. Citigroup cut their price target on shares of AECOM from $130.00 to $98.00 and set a “buy” rating on the stock in a report on Wednesday, May 13th. Bank of America raised their price target on shares of AECOM from $117.00 to $118.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. Finally, Barclays cut their price target 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. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $116.00.

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.