Empowered Funds LLC Buys New Stake in AECOM $ACM

Empowered Funds LLC purchased a new position in shares of AECOM (NYSE:ACM) during the 2nd quarter, Holdings Channel.com reports. The firm purchased 23,788 shares of the construction company’s stock, valued at approximately $1,653,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Northwestern Mutual Investment Management Company LLC lifted its position in AECOM by 0.4% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 29,634 shares of the construction company’s stock valued at $2,825,000 after acquiring an additional 113 shares during the last quarter. Bank Julius Baer & Co. Ltd Zurich grew its holdings in shares of AECOM by 12.3% during the fourth quarter. Bank Julius Baer & Co. Ltd Zurich now owns 1,089 shares of the construction company’s stock worth $104,000 after purchasing an additional 119 shares during the last quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA grew its holdings in shares of AECOM by 86.7% during the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock worth $27,000 after purchasing an additional 130 shares during the last quarter. Ellevest Inc. increased its position in shares of AECOM by 3.2% during the fourth quarter. Ellevest Inc. now owns 4,231 shares of the construction company’s stock worth $403,000 after purchasing an additional 131 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd increased its position in shares of AECOM by 95.4% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company’s stock worth $28,000 after purchasing an additional 144 shares in the last quarter. 85.41% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the company. Robert W. Baird decreased their target price on AECOM from $73.00 to $65.00 and set a “neutral” rating for the company in a research report on Friday, August 14th. Piper Sandler set a $79.00 price target on AECOM in a research report on Wednesday, August 12th. Royal Bank Of Canada reduced their price objective on AECOM from $105.00 to $90.00 and set an “outperform” rating for the company in a research note on Thursday, August 13th. The Goldman Sachs Group set a $91.00 price objective on AECOM in a report on Wednesday, August 12th. Finally, Truist Financial restated a “buy” rating and set a $85.00 target price (down from $102.00) on shares of AECOM in a research report on Wednesday, August 12th. Nine research analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $88.25.

Insider Transactions at AECOM

In other news, President Lara Poloni purchased 4,224 shares of the business’s stock in a transaction that occurred on Tuesday, June 16th. The stock was purchased at an average cost of $70.63 per share, with a total value of $298,341.12. Following the completion of the acquisition, the president directly owned 153,446 shares of the company’s stock, valued at approximately $10,837,890.98. This trade represents a 2.83% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 0.46% of the stock is owned by corporate insiders.

AECOM Stock Performance

Shares of ACM opened at $66.79 on Friday. The company has a debt-to-equity ratio of 1.11, a quick ratio of 1.06 and a current ratio of 1.06. The stock has a market capitalization of $8.60 billion, a P/E ratio of 30.64, a P/E/G ratio of 1.78 and a beta of 0.91. The company’s fifty day moving average is $68.47 and its two-hundred day moving average is $77.16. AECOM has a 1 year low of $60.35 and a 1 year high of $135.52.

AECOM (NYSE:ACM) last announced its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) EPS for the quarter, missing analysts’ consensus estimates of $1.46 by ($1.96). AECOM had a return on equity of 19.72% and a net margin of 1.87%.The firm had revenue of $3.59 billion for the quarter, compared to analysts’ expectations of $2.01 billion. During the same quarter in the previous year, the company posted $1.34 EPS. The firm’s quarterly revenue was down 14.2% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. On average, sell-side analysts predict that AECOM will post 3.98 earnings per share for the current year.

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.