AECOM $ACM Shares Sold by Goldman Sachs Group Inc.

Goldman Sachs Group Inc. decreased its position in AECOM (NYSE:ACM) by 16.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 967,199 shares of the construction company’s stock after selling 193,028 shares during the quarter. Goldman Sachs Group Inc.’s holdings in AECOM were worth $92,203,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Central Pacific Bank Trust Division acquired a new stake in shares of AECOM in the fourth quarter valued at $27,000. EverSource Wealth Advisors LLC lifted its holdings in shares of 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. First Horizon Corp lifted its holdings in shares of AECOM by 129.1% in the fourth quarter. First Horizon Corp now owns 362 shares of the construction company’s stock valued at $35,000 after buying an additional 204 shares during the period. Ameriflex Group Inc. lifted its holdings in shares of 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. Finally, Optiver Holding B.V. lifted its holdings in shares of 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. Institutional investors and hedge funds own 85.41% of the company’s stock.

Insider Transactions at AECOM

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

Wall Street Analyst Weigh In

ACM has been the topic of a number of recent analyst reports. Truist Financial reaffirmed a “buy” rating and set a $109.00 target price (down from $116.00) on shares of AECOM in a research report on Wednesday, May 13th. KeyCorp cut their target price on AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 13th. Robert W. Baird cut their target price on AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 12th. Wall Street Zen raised AECOM from a “hold” rating to a “buy” rating in a research report on Saturday, May 16th. Finally, Royal Bank Of Canada cut their target price on AECOM from $142.00 to $111.00 and set an “outperform” rating on the stock in a research report on Wednesday, May 13th. Nine analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $116.00.

AECOM Stock Performance

Shares of NYSE ACM opened at $71.42 on Wednesday. The business’s 50-day moving average price is $78.57 and its two-hundred day moving average price is $90.36. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.11. AECOM has a one year low of $67.64 and a one year high of $135.52. The company has a market capitalization of $9.18 billion, a P/E ratio of 18.65, a price-to-earnings-growth ratio of 0.86 and a beta of 0.93.

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

AECOM Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st will be paid a $0.31 dividend. The ex-dividend date is Wednesday, July 1st. This represents a $1.24 dividend on an annualized basis and a yield of 1.7%. AECOM’s payout ratio is 32.38%.

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.