CX Institutional Boosts Stock Position in AECOM $ACM

CX Institutional boosted its position in shares of AECOM (NYSE:ACM) by 27.6% in the second quarter, HoldingsChannel.com reports. The fund owned 51,457 shares of the construction company’s stock after purchasing an additional 11,118 shares during the period. CX Institutional’s holdings in AECOM were worth $3,592,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Orion Porfolio Solutions LLC grew its position in AECOM by 28,246.5% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock valued at $602,183,000 after acquiring an additional 5,316,844 shares in the last quarter. Norges Bank acquired a new stake in shares of AECOM during the fourth quarter worth about $205,499,000. PFA Pension Forsikringsaktieselskab acquired a new stake in shares of AECOM during the fourth quarter worth about $67,553,000. Lazard Asset Management LLC purchased a new position in shares of AECOM in the first quarter valued at approximately $54,686,000. Finally, Invesco Ltd. boosted its stake in shares of AECOM by 14.2% in the third quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock valued at $649,735,000 after purchasing an additional 618,205 shares during the period. 85.41% of the stock is currently owned by hedge funds and other institutional investors.

AECOM Stock Performance

Shares of AECOM stock opened at $75.87 on Wednesday. AECOM has a one year low of $66.28 and a one year high of $135.52. The company has a market cap of $9.75 billion, a PE ratio of 19.81, a P/E/G ratio of 0.91 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. The business has a 50-day simple moving average of $70.07 and a 200-day simple moving average of $81.89.

AECOM (NYSE:ACM) last issued its earnings results on Monday, May 11th. The construction company reported $1.59 earnings per share for the quarter, beating the consensus estimate of $1.58 by $0.01. AECOM had a net margin of 3.16% and a return on equity of 28.52%. The firm had revenue of $3.80 billion for the quarter, compared to analysts’ expectations of $1.94 billion. During the same quarter last year, the company 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. On average, equities research analysts forecast that AECOM will post 5.97 EPS for the current fiscal year.

AECOM Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Wednesday, July 1st were issued a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date was Wednesday, July 1st. AECOM’s dividend payout ratio (DPR) is presently 32.38%.

Analysts Set New Price Targets

ACM has been the topic of several recent research reports. Truist Financial cut their target price on shares of AECOM from $109.00 to $102.00 and set a “buy” rating on the stock in a research note on Thursday, July 2nd. Wall Street Zen cut shares of AECOM from a “buy” rating to a “hold” rating in a research report on Monday, July 6th. Citigroup restated a “buy” rating on shares of AECOM in a research note on Thursday, July 23rd. Royal Bank Of Canada cut their price objective on AECOM from $111.00 to $105.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 22nd. Finally, Barclays reduced their price objective on AECOM from $110.00 to $90.00 and set an “equal weight” rating on the stock in a research note on Tuesday, May 19th. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $114.82.

Insider Activity

In other news, CFO Gaurav Kapoor bought 1,420 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was purchased at an average price of $71.12 per share, for a total transaction of $100,990.40. Following the completion of the purchase, the chief financial officer owned 88,053 shares in the company, valued at approximately $6,262,329.36. This trade represents a 1.64% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, President Lara Poloni bought 4,224 shares of the company’s stock in a transaction that occurred on 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 acquisition, the president directly owned 153,446 shares of the company’s stock, valued at $10,837,890.98. The trade was a 2.83% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders have bought 9,869 shares of company stock worth $699,391. 0.46% of the stock is currently owned by corporate 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.