AECOM (NYSE:ACM) Price Target Cut to $73.00 by Analysts at Robert W. Baird

AECOM (NYSE:ACM) had its price objective dropped by investment analysts at Robert W. Baird from $87.00 to $73.00 in a research report issued on Tuesday,Benzinga reports. The brokerage currently has a “neutral” rating on the construction company’s stock.

A number of other research firms have also recently commented on ACM. Truist Financial reduced their price target on AECOM from $109.00 to $102.00 and set a “buy” rating for the company in a report on Thursday, July 2nd. Wall Street Zen cut AECOM from a “buy” rating to a “hold” rating in a research report on Monday, July 6th. Royal Bank Of Canada reduced their target price on AECOM from $111.00 to $105.00 and set an “outperform” rating for the company in a research note on Wednesday, July 22nd. Citigroup reissued a “buy” rating on shares of AECOM in a report on Thursday, July 23rd. Finally, Weiss Ratings cut AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday, May 26th. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $113.18.

AECOM Stock Down 3.7%

AECOM stock opened at $73.00 on Tuesday. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.07. AECOM has a 1-year low of $66.28 and a 1-year high of $135.52. The company has a fifty day simple moving average of $70.35 and a 200 day simple moving average of $81.23. The company has a market cap of $9.38 billion, a P/E ratio of 19.06, a price-to-earnings-growth ratio of 0.92 and a beta of 0.93.

AECOM (NYSE:ACM) last issued its earnings results on Monday, August 10th. The construction company reported ($0.50) earnings per share for the quarter, missing analysts’ consensus estimates of $1.46 by ($1.96). AECOM had a return on equity of 28.52% and a net margin of 3.16%.The firm had revenue of $3.59 billion for the quarter, compared to analyst estimates of $2.01 billion. During the same quarter in the previous year, the firm posted $1.34 earnings per share. AECOM’s quarterly revenue was down 14.2% on a year-over-year basis. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. Research analysts anticipate that AECOM will post 5.97 earnings per share for the current fiscal year.

Insider Activity at AECOM

In other news, CFO Gaurav Kapoor acquired 1,420 shares of the stock in a transaction on Thursday, May 14th. The stock was acquired at an average cost of $71.12 per share, for a total transaction of $100,990.40. Following the completion of the transaction, the chief financial officer directly owned 88,053 shares in the company, 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 the SEC website. Also, President Lara Poloni acquired 4,224 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The shares were acquired at an average price of $70.63 per share, with a total value of $298,341.12. Following the completion of the transaction, the president owned 153,446 shares in the company, valued at $10,837,890.98. The trade was a 2.83% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have bought 9,869 shares of company stock valued at $699,391 over the last three months. 0.46% of the stock is owned by insiders.

Institutional Trading of AECOM

Hedge funds have recently made changes to their positions in the company. Towarzystwo Funduszy Inwestycyjnych PZU SA increased its stake in AECOM by 86.7% in the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock valued at $27,000 after purchasing an additional 130 shares in the last quarter. Caitong International Asset Management Co. Ltd boosted its position in shares of AECOM by 95.4% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company’s stock valued at $28,000 after acquiring an additional 144 shares during the last quarter. EverSource Wealth Advisors LLC grew its stake in AECOM by 189.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock worth $34,000 after buying an additional 195 shares in the last quarter. First Horizon Corp increased its holdings in shares of AECOM by 129.1% in the 4th quarter. First Horizon Corp now owns 362 shares of the construction company’s stock worth $35,000 after buying an additional 204 shares during the last quarter. Finally, Western Wealth Management LLC purchased a new stake in shares of AECOM during the 1st quarter valued at $36,000. 85.41% of the stock is owned by institutional investors and hedge funds.

Key AECOM News

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: AECOM reported record backlog of $27.8 billion, up 13% year over year, following $4.2 billion in wins and a 1.6 book-to-burn ratio. Operating cash flow was $95 million and free cash flow was $55 million for the quarter. AECOM reports third quarter fiscal 2026 results
• Positive Sentiment: AECOM’s CEO, president and CFO bought company shares during the past six months, potentially signaling management confidence after the selloff. Institutional investors also received approximately $419 million in government-award payments over the past year.
• Neutral Sentiment: Analysts’ median price target is approximately $99.50, well above the recent trading level, although targets may be revised after the earnings update. Brokers Set Expectations for AECOM’s Q3 Earnings
• Negative Sentiment: AECOM posted an adjusted loss of $0.50 per share, versus the $1.49 consensus estimate and $1.34 earned a year earlier. GAAP results also showed a loss, while revenue fell 14.2% to $3.59 billion. AECOM Reports Q3 Loss, Lags Revenue Estimates
• Negative Sentiment: The quarter included a $337 million pretax charge tied to a Construction Management project, pushing the company to a net loss and causing a significant deterioration in operating margins.
• Negative Sentiment: Fiscal 2026 adjusted EPS guidance was lowered to $3.95–$4.15, substantially below the prior analyst consensus of $5.97. Management also reduced expectations for net service revenue growth and expects about $300 million in full-year free cash flow. AECOM misses sales expectations
• Negative Sentiment: Investors remain concerned about project claims, collection timing and balance-sheet quality. Recent institutional filings also showed sizable reductions by several large holders, including BlackRock, State Street and Pictet.

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.