AECOM (NYSE:ACM) Price Target Raised to $110.00 at Barclays

AECOM (NYSE:ACM) had its target price increased by stock analysts at Barclays from $100.00 to $110.00 in a report issued on Wednesday,Benzinga reports. The firm currently has an “equal weight” rating on the construction company’s stock. Barclays‘s price target points to a potential upside of 6.11% from the stock’s previous close.

Several other analysts also recently commented on ACM. The Goldman Sachs Group reduced their price objective on shares of AECOM from $148.00 to $127.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Argus decreased their price objective on AECOM from $155.00 to $135.00 and set a “buy” rating for the company in a report on Thursday, November 20th. Zacks Research cut shares of AECOM from a “hold” rating to a “strong sell” rating in a report on Wednesday, January 28th. UBS Group lifted their target price on shares of AECOM from $143.00 to $145.00 and gave the stock a “buy” rating in a research report on Tuesday. Finally, Weiss Ratings downgraded AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 29th. Nine investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, AECOM presently has a consensus rating of “Moderate Buy” and a consensus target price of $129.82.

AECOM Stock Performance

ACM opened at $103.67 on Wednesday. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.98. AECOM has a 12-month low of $85.00 and a 12-month high of $135.52. The business has a 50 day moving average of $98.37 and a 200-day moving average of $115.30. The stock has a market cap of $13.40 billion, a price-to-earnings ratio of 29.45, a PEG ratio of 1.32 and a beta of 1.08.

AECOM (NYSE:ACM) last issued its quarterly earnings results on Monday, February 9th. The construction company reported $1.29 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.41 by ($0.12). AECOM had a return on equity of 26.60% and a net margin of 2.94%.The company had revenue of $3.83 billion for the quarter, compared to analyst estimates of $3.33 billion. AECOM’s quarterly revenue was down 4.6% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. On average, equities research analysts expect that AECOM will post 5.1 earnings per share for the current year.

Hedge Funds Weigh In On AECOM

Several institutional investors and hedge funds have recently modified their holdings of the stock. Orion Porfolio Solutions LLC grew its stake in AECOM by 28,246.5% during the second 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. State Street Corp increased its stake in AECOM by 2.6% in the 3rd quarter. State Street Corp now owns 5,107,636 shares of the construction company’s stock worth $666,393,000 after acquiring an additional 127,036 shares during the last quarter. Invesco Ltd. grew its stake in shares of AECOM by 14.2% in the 3rd quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock worth $649,735,000 after buying an additional 618,205 shares in the last quarter. First Trust Advisors LP grew its holdings in AECOM by 105.3% during the 3rd quarter. First Trust Advisors LP now owns 4,216,372 shares of the construction company’s stock worth $550,110,000 after acquiring an additional 2,162,158 shares in the last quarter. Finally, Geode Capital Management LLC increased its position in AECOM by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 2,444,275 shares of the construction company’s stock valued at $232,359,000 after purchasing an additional 25,929 shares during the period. 85.41% of the stock is currently owned by institutional investors.

AECOM News Summary

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Q1 results showed revenue above expectations ($3.83B) with gross-profit and operating cash flow improvements, supporting the company’s operational momentum. Q1 Press Release
• Positive Sentiment: Management raised its FY‑2026 EPS guidance and highlighted backlog growth and a stronger outlook for bidding/awards — a catalyst cited by coverage noting an upbeat market reaction. Guidance & Backlog Article
• Positive Sentiment: Contract win: AECOM (in JV with WSP) will deliver detailed design services for the large Sydney Metro West program — a high‑profile, multi‑year infrastructure award that adds backlog and international revenue visibility. Sydney Metro West
• Positive Sentiment: Analyst support: Bank of America nudged its price target higher and several firms maintain buy/overweight ratings, helping sentiment around the name. Analyst Note
• Neutral Sentiment: Some analysts are mixed — Barclays put a hold on ACM, reflecting differing views on valuation vs. execution risks. Barclays Hold
• Negative Sentiment: Earnings detail is mixed: while revenue topped estimates, EPS missed some analyst views and net income declined year‑over‑year — raising questions about margin leverage and near‑term profitability. Earnings Summary
• Negative Sentiment: Insider selling has been notable in recent months, which some investors view as a cautionary signal despite institutional buying in other pockets. Insider Activity & Q1 Recap

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.