PDT Partners LLC Acquires New Shares in AECOM $ACM

PDT Partners LLC acquired a new position in shares of AECOM (NYSE:ACM) in the second quarter, HoldingsChannel.com reports. The firm acquired 172,729 shares of the construction company’s stock, valued at approximately $12,056,000.

Several other large investors have also recently added to or reduced their stakes in the stock. BlackRock Inc. bought a new stake in AECOM in the second quarter valued at $1,003,699,000. Barrow Hanley Mewhinney & Strauss LLC acquired a new position in shares of AECOM during the second quarter valued at $383,701,000. Orion Porfolio Solutions LLC grew its position in shares of AECOM by 28,246.5% during the second quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock worth $602,183,000 after acquiring an additional 5,316,844 shares during the last quarter. State Street Corp grew its position in shares of AECOM by 2.6% during the third quarter. State Street Corp now owns 5,107,636 shares of the construction company’s stock worth $666,393,000 after acquiring an additional 127,036 shares during the last quarter. Finally, Invesco Ltd. increased its holdings in shares of AECOM by 14.2% in the 3rd quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock worth $649,735,000 after acquiring an additional 618,205 shares during the period. 85.41% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

ACM has been the topic of several recent research reports. The Goldman Sachs Group set a $91.00 price objective on shares of AECOM in a research report on Wednesday, August 12th. Robert W. Baird decreased their target price on shares of AECOM from $73.00 to $65.00 and set a “neutral” rating for the company in a research report on Friday, August 14th. Royal Bank Of Canada dropped their price target on shares of AECOM from $105.00 to $90.00 and set an “outperform” rating on the stock in a research note on Thursday, August 13th. Wall Street Zen cut AECOM from a “buy” rating to a “hold” rating in a report on Monday, July 6th. Finally, Barclays reduced their price objective on AECOM from $90.00 to $73.00 and set an “equal weight” rating for the company in a research report on Wednesday, August 12th. Nine research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $89.58.

AECOM Price Performance

Shares of NYSE ACM opened at $62.75 on Wednesday. AECOM has a fifty-two week low of $60.35 and a fifty-two week high of $135.52. The firm’s 50-day simple moving average is $68.80 and its 200 day simple moving average is $78.68. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 1.11. The stock has a market cap of $8.08 billion, a P/E ratio of 28.78, a P/E/G ratio of 4.38 and a beta of 0.93.

AECOM (NYSE:ACM) last announced its earnings results on Monday, August 10th. The construction company reported ($0.50) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.46 by ($1.96). The company had revenue of $3.59 billion during the quarter, compared to the consensus estimate of $2.01 billion. AECOM had a net margin of 1.87% and a return on equity of 19.72%. The business’s quarterly revenue was down 14.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.34 EPS. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. Equities analysts expect that AECOM will post 3.98 EPS for the current year.

AECOM Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Wednesday, July 1st were paid a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Wednesday, July 1st. AECOM’s dividend payout ratio is currently 56.88%.

Insider Activity

In related news, President Lara Poloni acquired 4,224 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The stock was acquired at an average cost of $70.63 per share, for a total transaction of $298,341.12. Following the completion of the acquisition, the president directly owned 153,446 shares of the company’s stock, valued at approximately $10,837,890.98. The trade was a 2.83% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 0.46% of the stock is owned by company insiders.

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.