AECOM (NYSE:ACM) Updates FY 2026 Earnings Guidance

AECOM (NYSE:ACM) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 3.950-4.150 for the period, compared to the consensus earnings per share estimate of 5.970. The company issued revenue guidance of -.

AECOM Stock Performance

Shares of NYSE ACM traded down $2.84 during midday trading on Monday, reaching $73.00. The company had a trading volume of 3,324,746 shares, compared to its average volume of 1,676,241. AECOM has a 1 year low of $66.28 and a 1 year high of $135.52. The business’s 50-day simple moving average is $70.34 and its 200 day simple moving average is $81.40. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.07. The stock has a market cap of $9.38 billion, a P/E ratio of 19.06, a P/E/G ratio of 0.92 and a beta of 0.93.

AECOM (NYSE:ACM) last announced its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) earnings per share for the quarter, missing analysts’ consensus estimates of $1.46 by ($1.96). AECOM had a net margin of 3.16% and a return on equity of 28.52%. The company had revenue of $3.59 billion for the quarter, compared to analysts’ expectations of $2.01 billion. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. On average, analysts forecast that AECOM will post 5.97 earnings per share for the current fiscal year.

AECOM Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Wednesday, July 1st were issued a dividend of $0.31 per share. The ex-dividend date of this dividend was Wednesday, July 1st. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.7%. AECOM’s payout ratio is 32.38%.

Wall Street Analyst Weigh In

A number of research firms have issued reports on ACM. KeyCorp reduced their price target 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. Robert W. Baird cut their price objective on shares of AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 12th. Barclays reduced their target price 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 reissued a “buy” rating on shares of AECOM in a report on Thursday, July 23rd. Finally, Royal Bank Of Canada reduced their price target on AECOM from $111.00 to $105.00 and set an “outperform” rating for the company in a research report on Wednesday, July 22nd. Nine investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, AECOM currently has an average rating of “Moderate Buy” and an average target price of $114.82.

Insiders Place Their Bets

In other news, CFO Gaurav Kapoor bought 1,420 shares of the stock in a transaction dated Thursday, May 14th. The shares were acquired at an average cost of $71.12 per share, with a total value of $100,990.40. Following the purchase, the chief financial officer directly owned 88,053 shares in the company, valued at $6,262,329.36. The trade was a 1.64% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Troy Rudd bought 4,225 shares of the stock in a transaction dated Thursday, May 14th. The shares were purchased 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 owned 142,207 shares in the company, valued at approximately $10,099,541.14. This represents a 3.06% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders bought 9,869 shares of company stock worth $699,391. Company insiders own 0.46% of the company’s stock.

Institutional Trading of AECOM

Several institutional investors have recently bought and sold shares of the business. Great Lakes Advisors LLC lifted its position in shares of AECOM by 14.9% during the 1st quarter. Great Lakes Advisors LLC now owns 2,366 shares of the construction company’s stock valued at $219,000 after buying an additional 306 shares in the last quarter. Empowered Funds LLC increased its holdings in AECOM by 62.6% in the 1st quarter. Empowered Funds LLC now owns 14,266 shares of the construction company’s stock worth $1,323,000 after acquiring an additional 5,493 shares in the last quarter. Focus Partners Wealth raised its position in AECOM by 6.9% during the first quarter. Focus Partners Wealth now owns 4,150 shares of the construction company’s stock worth $385,000 after acquiring an additional 269 shares during the period. EverSource Wealth Advisors LLC raised its position in AECOM by 189.3% during the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock worth $34,000 after acquiring an additional 195 shares during the period. Finally, Cresset Asset Management LLC lifted its holdings in AECOM by 13.7% during the second quarter. Cresset Asset Management LLC now owns 2,935 shares of the construction company’s stock valued at $331,000 after purchasing an additional 353 shares in the last quarter. 85.41% of the stock is owned by institutional investors and hedge funds.

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.