Navellier & Associates Inc. Cuts Stake in AECOM $ACM

Navellier & Associates Inc. reduced its holdings in shares of AECOM (NYSE:ACM) by 61.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 29,933 shares of the construction company’s stock after selling 47,397 shares during the period. Navellier & Associates Inc.’s holdings in AECOM were worth $2,854,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the business. Atlantic Union Bankshares Corp purchased a new stake in shares of AECOM in the 3rd quarter valued at approximately $26,000. Central Pacific Bank Trust Division purchased a new stake in shares of AECOM in the 4th quarter valued at approximately $27,000. EverSource Wealth Advisors LLC increased its position in shares of AECOM by 189.3% in 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 during the last quarter. First Horizon Corp increased its position in shares of AECOM by 129.1% in the 4th quarter. First Horizon Corp now owns 362 shares of the construction company’s stock valued at $35,000 after purchasing an additional 204 shares during the last quarter. Finally, Ameriflex Group Inc. increased its position in shares of AECOM by 100.0% in the 3rd quarter. Ameriflex Group Inc. now owns 294 shares of the construction company’s stock valued at $38,000 after purchasing an additional 147 shares during the last quarter. 85.41% of the stock is owned by hedge funds and other institutional investors.

AECOM Trading Up 0.6%

Shares of AECOM stock opened at $84.58 on Wednesday. The company has a fifty day simple moving average of $88.13 and a 200-day simple moving average of $100.63. AECOM has a 12-month low of $79.01 and a 12-month high of $135.52. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 1.08. The stock has a market cap of $10.93 billion, a price-to-earnings ratio of 24.03, a PEG ratio of 1.04 and a beta of 1.00.

AECOM (NYSE:ACM) last issued its earnings results on Monday, February 9th. The construction company reported $1.29 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.41 by ($0.12). The company had revenue of $3.83 billion during the quarter, compared to analyst estimates of $3.33 billion. AECOM had a net margin of 2.94% and a return on equity of 27.05%. The business’s revenue for the quarter was down 4.6% on a year-over-year basis. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. On average, equities analysts forecast that AECOM will post 5.97 EPS for the current fiscal year.

AECOM Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, April 17th. Stockholders of record on Wednesday, April 1st were issued a $0.31 dividend. This represents a $1.24 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend was Wednesday, April 1st. AECOM’s payout ratio is presently 35.23%.

Analyst Ratings Changes

A number of equities research analysts have commented on ACM shares. KeyCorp reissued an “overweight” rating and issued a $115.00 price objective on shares of AECOM in a research report on Wednesday, January 7th. UBS Group increased their price objective on shares of AECOM from $143.00 to $145.00 and gave the company a “buy” rating in a research report on Tuesday, February 10th. Barclays increased their price objective on shares of AECOM from $100.00 to $110.00 and gave the company an “equal weight” rating in a research report on Wednesday, February 11th. Bank of America increased their price objective on shares of AECOM from $117.00 to $118.00 and gave the company a “buy” rating in a research report on Tuesday, February 10th. Finally, Robert W. Baird set a $125.00 price objective on shares of AECOM in a research report on Tuesday, February 10th. Nine investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $128.55.

AECOM 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.