Lombard Odier Asset Management Europe Ltd cut its holdings in AECOM (NYSE:ACM – Free Report) by 16.4% in the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 144,310 shares of the construction company’s stock after selling 28,333 shares during the quarter. Lombard Odier Asset Management Europe Ltd’s holdings in AECOM were worth $12,240,000 at the end of the most recent reporting period.
Several other hedge funds have also recently modified their holdings of ACM. Great Lakes Advisors LLC boosted its stake in AECOM by 14.9% in the 1st quarter. Great Lakes Advisors LLC now owns 2,366 shares of the construction company’s stock worth $219,000 after purchasing an additional 306 shares in the last quarter. Empowered Funds LLC grew its position in AECOM by 62.6% during the 1st quarter. Empowered Funds LLC now owns 14,266 shares of the construction company’s stock worth $1,323,000 after purchasing an additional 5,493 shares during the last quarter. Focus Partners Wealth increased its stake in AECOM by 6.9% during the 1st quarter. Focus Partners Wealth now owns 4,150 shares of the construction company’s stock valued at $385,000 after purchasing an additional 269 shares in the last quarter. EverSource Wealth Advisors LLC increased its stake in AECOM by 189.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock valued at $34,000 after purchasing an additional 195 shares in the last quarter. Finally, Cresset Asset Management LLC raised its holdings in shares of AECOM by 13.7% in the second quarter. Cresset Asset Management LLC now owns 2,935 shares of the construction company’s stock worth $331,000 after buying an additional 353 shares during the last quarter. Institutional investors and hedge funds own 85.41% of the company’s stock.
Analyst Ratings Changes
A number of brokerages have recently weighed in on ACM. Citigroup reissued a “buy” rating on shares of AECOM in a report on Thursday. Robert W. Baird reduced their price objective on AECOM from $98.00 to $91.00 and set a “neutral” rating for the company in a research note on Tuesday, May 12th. Barclays reduced their price target on shares of AECOM from $110.00 to $90.00 and set an “equal weight” rating for the company in a research report on Tuesday, May 19th. Truist Financial dropped their price objective on shares of AECOM from $109.00 to $102.00 and set a “buy” rating on the stock in a report on Thursday, July 2nd. Finally, Weiss Ratings downgraded AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, May 26th. Nine investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $114.82.
Insiders Place Their Bets
In related news, CFO Gaurav Kapoor bought 1,420 shares of the business’s stock in a transaction dated 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 completion of 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. The purchase was disclosed in a document filed with the SEC, which is available through the SEC website. Also, President Lara Poloni purchased 4,224 shares of AECOM stock in a transaction that occurred on Tuesday, June 16th. The shares were bought at an average price of $70.63 per share, with a total value of $298,341.12. Following the transaction, the president owned 153,446 shares in the company, valued at approximately $10,837,890.98. The trade was a 2.83% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders purchased 9,869 shares of company stock worth $699,391. Company insiders own 0.46% of the company’s stock.
AECOM Price Performance
Shares of AECOM stock opened at $70.68 on Friday. 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 has a twelve month low of $66.28 and a twelve month high of $135.52. The business has a 50-day moving average price of $69.80 and a 200 day moving average price of $83.25. The firm has a market cap of $9.08 billion, a PE ratio of 18.45, a P/E/G ratio of 0.86 and a beta of 0.93.
AECOM (NYSE:ACM – Get Free Report) last issued its quarterly earnings results on Monday, May 11th. The construction company reported $1.59 earnings per share (EPS) for the quarter, topping 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 company had revenue of $3.80 billion for the quarter, compared to the consensus estimate of $1.94 billion. During the same quarter in the prior year, the business posted $1.25 earnings per share. AECOM’s revenue for the quarter was up 4.4% on a year-over-year basis. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. Sell-side analysts predict that AECOM will post 5.97 earnings per share for the current fiscal year.
AECOM Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st were given a dividend of $0.31 per share. The ex-dividend date was Wednesday, July 1st. This represents a $1.24 dividend on an annualized basis and a yield of 1.8%. AECOM’s dividend payout ratio is currently 32.38%.
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.
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