Kepler Cheuvreux Suisse SA Purchases New Stake in AECOM $ACM

Kepler Cheuvreux Suisse SA acquired a new position in shares of AECOM (NYSE:ACM) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 20,924 shares of the construction company’s stock, valued at approximately $1,775,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Central Pacific Bank Trust Division purchased a new stake in AECOM in the 4th quarter valued at $27,000. Towarzystwo Funduszy Inwestycyjnych PZU SA raised its holdings in shares of AECOM by 86.7% during the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock worth $27,000 after acquiring an additional 130 shares during the period. 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 holdings in shares of AECOM by 189.3% in the second 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 period. Finally, First Horizon Corp increased its position in AECOM by 129.1% during the fourth quarter. First Horizon Corp now owns 362 shares of the construction company’s stock worth $35,000 after purchasing an additional 204 shares during the last quarter. Institutional investors and hedge funds own 85.41% of the company’s stock.

Wall Street Analysts Forecast Growth

ACM has been the subject of a number of recent analyst reports. Barclays cut their price target 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. Citigroup cut their target price on AECOM from $130.00 to $98.00 and set a “buy” rating for the company in a research note on Wednesday, May 13th. Wall Street Zen upgraded AECOM from a “hold” rating to a “buy” rating in a research report on Sunday, June 28th. Weiss Ratings cut AECOM from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, May 26th. Finally, KeyCorp reduced their price objective on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a report on Wednesday, May 13th. Nine analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, AECOM presently has an average rating of “Moderate Buy” and an average price target of $115.36.

Insider Activity at AECOM

In other AECOM news, CEO Troy Rudd purchased 4,225 shares of the business’s stock in a transaction on Thursday, May 14th. The shares were bought at an average cost of $71.02 per share, for a total transaction of $300,059.50. Following the completion of the purchase, the chief executive officer directly owned 142,207 shares of the company’s stock, valued at approximately $10,099,541.14. This trade represents a 3.06% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Gaurav Kapoor purchased 1,420 shares of AECOM stock in a transaction dated Thursday, May 14th. The shares were acquired at an average cost of $71.12 per share, for a total transaction of $100,990.40. Following the transaction, the chief financial officer directly owned 88,053 shares of the company’s stock, valued at approximately $6,262,329.36. This represents a 1.64% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders bought 9,869 shares of company stock worth $699,391 in the last three months. 0.46% of the stock is owned by company insiders.

AECOM Stock Down 0.2%

AECOM stock opened at $67.62 on Friday. The company has a market capitalization of $8.69 billion, a PE ratio of 17.66, a price-to-earnings-growth ratio of 0.82 and a beta of 0.93. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.11 and a current ratio of 1.11. AECOM has a fifty-two week low of $66.55 and a fifty-two week high of $135.52. The firm has a 50 day moving average price of $72.90 and a 200 day moving average price of $86.23.

AECOM (NYSE:ACM) last released its quarterly earnings results on Monday, May 11th. The construction company reported $1.59 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 analysts’ expectations of $1.94 billion. During the same period in the prior year, the firm earned $1.25 earnings per share. The firm’s revenue was up 4.4% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. Research analysts expect that AECOM will post 5.98 earnings per share for the current year.

AECOM Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 17th. Investors of record on Wednesday, July 1st will be paid a dividend of $0.31 per share. The ex-dividend date of this dividend is Wednesday, July 1st. This represents a $1.24 annualized dividend and a yield of 1.8%. AECOM’s dividend payout ratio is presently 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.