Nordea Investment Management AB Has $103.28 Million Position in AECOM $ACM

Nordea Investment Management AB increased its stake in AECOM (NYSE:ACM) by 10.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 792,378 shares of the construction company’s stock after purchasing an additional 75,108 shares during the period. Nordea Investment Management AB’s holdings in AECOM were worth $103,279,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the company. Venturi Wealth Management LLC acquired a new stake in shares of AECOM in the 3rd quarter valued at $216,000. SG Americas Securities LLC boosted its holdings in AECOM by 301.3% in the third quarter. SG Americas Securities LLC now owns 66,131 shares of the construction company’s stock valued at $8,628,000 after acquiring an additional 49,650 shares during the last quarter. HB Wealth Management LLC boosted its holdings in AECOM by 4.7% in the third quarter. HB Wealth Management LLC now owns 3,735 shares of the construction company’s stock valued at $487,000 after acquiring an additional 169 shares during the last quarter. Park Avenue Securities LLC increased its position in AECOM by 1.2% in the third quarter. Park Avenue Securities LLC now owns 10,362 shares of the construction company’s stock worth $1,352,000 after purchasing an additional 122 shares during the period. Finally, KLP Kapitalforvaltning AS raised its holdings in AECOM by 10.6% during the 3rd quarter. KLP Kapitalforvaltning AS now owns 100,000 shares of the construction company’s stock worth $13,047,000 after purchasing an additional 9,600 shares during the last quarter. Institutional investors and hedge funds own 85.41% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. UBS Group reduced their target price on shares of AECOM from $153.00 to $148.00 and set a “buy” rating on the stock in a research note on Wednesday, November 19th. Wall Street Zen lowered shares of AECOM from a “buy” rating to a “hold” rating in a report on Saturday, October 11th. Barclays lowered shares of AECOM from a “positive” rating to a “hold” rating in a report on Friday, December 19th. Argus dropped their target price on shares of AECOM from $155.00 to $135.00 and set a “buy” rating for the company in a research report on Thursday, November 20th. Finally, Baird R W lowered AECOM from a “strong-buy” rating to a “hold” rating in a research report on Friday, November 21st. Nine equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $133.30.

AECOM Stock Down 2.7%

Shares of NYSE ACM opened at $96.77 on Wednesday. AECOM has a 52-week low of $85.00 and a 52-week high of $135.52. The company has a debt-to-equity ratio of 0.98, a quick ratio of 1.14 and a current ratio of 1.14. The stock has a market cap of $12.82 billion, a P/E ratio of 22.99, a P/E/G ratio of 1.44 and a beta of 1.08. The firm has a 50 day moving average price of $106.41 and a 200 day moving average price of $117.58.

AECOM (NYSE:ACM) last announced its quarterly earnings results on Tuesday, November 18th. The construction company reported $1.36 earnings per share for the quarter, topping analysts’ consensus estimates of $1.34 by $0.02. AECOM had a net margin of 3.48% and a return on equity of 27.35%. The company had revenue of $4.18 billion for the quarter, compared to analysts’ expectations of $4.31 billion. During the same period last year, the firm posted $1.27 earnings per share. The business’s quarterly revenue was up 1.6% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 5.650-5.850 EPS. Analysts expect that AECOM will post 5.1 EPS for the current year.

AECOM Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Shareholders of record on Wednesday, January 7th will be issued a dividend of $0.31 per share. This is a boost from AECOM’s previous quarterly dividend of $0.26. This represents a $1.24 annualized dividend and a yield of 1.3%. The ex-dividend date is Wednesday, January 7th. AECOM’s dividend payout ratio is presently 29.45%.

AECOM 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.