Lombard Odier Asset Management Europe Ltd Sells 28,333 Shares of AECOM $ACM

Lombard Odier Asset Management Europe Ltd lessened its stake in shares of AECOM (NYSE:ACM) by 16.4% in the first quarter, HoldingsChannel.com reports. The institutional investor 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 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in the stock. Norges Bank purchased a new stake in AECOM in the fourth quarter worth $205,499,000. Kingsview Wealth Management LLC bought a new stake in shares of AECOM in the fourth quarter valued at $2,057,000. Intech Investment Management LLC lifted its position in shares of AECOM by 39.5% during the 4th quarter. Intech Investment Management LLC now owns 154,065 shares of the construction company’s stock valued at $14,687,000 after buying an additional 43,600 shares during the last quarter. Legal & General Group Plc lifted its position in shares of AECOM by 11.0% during the 4th quarter. Legal & General Group Plc now owns 463,295 shares of the construction company’s stock valued at $44,166,000 after buying an additional 46,006 shares during the last quarter. Finally, Eurizon Capital SGR S.p.A. bought a new position in shares of AECOM during the 4th quarter worth $3,559,000. Institutional investors own 85.41% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on ACM. Weiss Ratings lowered AECOM from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, May 26th. 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. KeyCorp cut their target price on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating for the company in a research report on Wednesday, May 13th. Royal Bank Of Canada reduced their target price on shares of AECOM from $111.00 to $105.00 and set an “outperform” rating for the company in a research note on Wednesday, July 22nd. Finally, Barclays lowered their price target on shares of AECOM from $110.00 to $90.00 and set an “equal weight” rating on the stock in a research report on Tuesday, May 19th. Nine equities research analysts have rated the stock with a Buy rating and four have assigned 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 $114.82.

AECOM Price Performance

AECOM stock opened at $72.54 on Monday. The firm has a market capitalization of $9.32 billion, a P/E ratio of 18.94, a PEG ratio of 0.88 and a beta of 0.93. AECOM has a one year low of $66.28 and a one year high of $135.52. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.11. The business has a fifty day moving average price of $69.94 and a 200-day moving average price of $82.20.

AECOM (NYSE:ACM) last released its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.58 by $0.01. The company had revenue of $3.80 billion for the quarter, compared to analyst estimates of $1.94 billion. AECOM had a return on equity of 28.52% and a net margin of 3.16%.The firm’s revenue for the quarter was up 4.4% compared to the same quarter last year. During the same period in the previous year, the company posted $1.25 EPS. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. As a group, equities research analysts forecast that AECOM will post 5.97 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 given a dividend of $0.31 per share. The ex-dividend date was Wednesday, July 1st. This represents a $1.24 annualized dividend and a dividend yield of 1.7%. AECOM’s dividend payout ratio is currently 32.38%.

Insider Activity

In other news, CFO Gaurav Kapoor purchased 1,420 shares of the stock in a transaction dated Thursday, May 14th. The shares were purchased at an average cost of $71.12 per share, with a total value of $100,990.40. Following the completion of the acquisition, the chief financial officer owned 88,053 shares in the company, valued at $6,262,329.36. This represents a 1.64% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, President Lara Poloni acquired 4,224 shares of the business’s stock in a transaction dated Tuesday, June 16th. The stock was purchased 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 directly owned 153,446 shares of the company’s stock, valued at $10,837,890.98. This trade represents a 2.83% increase in their position. The SEC filing for this purchase provides additional information. Insiders have purchased a total of 9,869 shares of company stock worth $699,391 over the last ninety days. Company insiders own 0.46% of the company’s stock.

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.