Lombard Odier Asset Management Europe Ltd Sells 62,639 Shares of AECOM $ACM

Lombard Odier Asset Management Europe Ltd decreased its holdings in shares of AECOM (NYSE:ACM) by 26.6% in the fourth quarter, HoldingsChannel reports. The fund owned 172,643 shares of the construction company’s stock after selling 62,639 shares during the quarter. Lombard Odier Asset Management Europe Ltd’s holdings in AECOM were worth $16,458,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of the business. Orion Porfolio Solutions LLC grew its stake in shares of AECOM by 28,246.5% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock valued at $602,183,000 after acquiring an additional 5,316,844 shares during the period. State Street Corp grew its stake in shares of AECOM by 2.6% during the 3rd quarter. State Street Corp now owns 5,107,636 shares of the construction company’s stock valued at $666,393,000 after acquiring an additional 127,036 shares during the period. Invesco Ltd. grew its stake in shares of AECOM by 14.2% during the 3rd quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock valued at $649,735,000 after acquiring an additional 618,205 shares during the period. First Trust Advisors LP grew its stake in shares of AECOM by 105.3% during the 3rd 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. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of AECOM by 17.2% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,773,910 shares of the construction company’s stock valued at $264,437,000 after acquiring an additional 407,622 shares during the period. Institutional investors own 85.41% of the company’s stock.

AECOM Trading Up 2.0%

ACM stock opened at $70.96 on Wednesday. AECOM has a 1-year low of $67.64 and a 1-year high of $135.52. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.11. The company has a market capitalization of $9.12 billion, a price-to-earnings ratio of 18.53, a PEG ratio of 0.85 and a beta of 0.93. The business has a 50 day simple moving average of $77.08 and a two-hundred day simple moving average of $89.14.

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

AECOM Dividend Announcement

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

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. Weiss Ratings downgraded AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday, May 26th. Wall Street Zen raised shares of AECOM from a “hold” rating to a “buy” rating in a report on Saturday, May 16th. Royal Bank Of Canada dropped their target price on shares of AECOM from $142.00 to $111.00 and set an “outperform” rating for the company in a report on Wednesday, May 13th. Citigroup dropped their target price on shares of AECOM from $130.00 to $98.00 and set a “buy” rating for the company in a report on Wednesday, May 13th. Finally, Barclays dropped their target price on shares of AECOM from $110.00 to $90.00 and set an “equal weight” rating for the company in a report on Tuesday, May 19th. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $116.00.

Insider Buying and Selling at AECOM

In related news, CFO Gaurav Kapoor acquired 1,420 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was acquired at an average price of $71.12 per share, with a total value of $100,990.40. Following the acquisition, 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. The purchase was disclosed in a filing with the SEC, which is available through this link. Also, CEO Troy Rudd bought 4,225 shares of the stock in a transaction dated Thursday, May 14th. The shares were purchased at an average price of $71.02 per share, with a total value of $300,059.50. Following the completion of the transaction, the chief executive officer directly owned 142,207 shares in the company, valued at approximately $10,099,541.14. The trade was a 3.06% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders purchased 9,869 shares of company stock valued at $699,391 in the last 90 days. Insiders own 0.46% of the company’s stock.

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.