Leuthold Group LLC Makes New Investment in AECOM $ACM

Leuthold Group LLC bought a new position in AECOM (NYSE:ACM) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor bought 26,265 shares of the construction company’s stock, valued at approximately $3,427,000.

Several other hedge funds and other institutional investors also recently modified their holdings of ACM. Westend Capital Management LLC bought a new position in AECOM in the third quarter worth about $26,000. Atlantic Union Bankshares Corp purchased a new position in shares of AECOM during the 3rd quarter worth approximately $26,000. EverSource Wealth Advisors LLC raised its position in shares of AECOM by 189.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock worth $34,000 after acquiring an additional 195 shares in the last quarter. Root Financial Partners LLC purchased a new position in shares of AECOM in the 3rd quarter valued at approximately $41,000. Finally, Allworth Financial LP lifted its stake in shares of AECOM by 38.5% in the 2nd quarter. Allworth Financial LP now owns 392 shares of the construction company’s stock valued at $44,000 after purchasing an additional 109 shares during the period. Hedge funds and other institutional investors own 85.41% of the company’s stock.

More AECOM News

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Q1 beat-and-raise — AECOM reported stronger-than-expected Q1 results, raised EPS guidance and cited margin expansion and backlog strength; analysts and market write-ups framed the quarter as a “beat and raise,” supporting bullish views. Article Title
• Positive Sentiment: Bank of America raised its price target to $118 and reiterated a Buy — a meaningful analyst upgrade that signals institutional conviction and implies ~17% upside vs. the recent price. Article Title
• Positive Sentiment: Strategic wins — AECOM won a major systems design role on Sydney Metro West and announced a global partnership with TomTom to bolster mobility, traffic management and infrastructure planning, both supporting future revenue and higher-margin services. Article Title Article Title
• Positive Sentiment: Analyst consensus and momentum — Several reports note upgraded price targets and a mean analyst target implying roughly 25% upside, drawing attention from growth and momentum investors. Article Title
• Neutral Sentiment: Barclays raised the price target to $110 but kept an Equal Weight rating — a higher target but a conservative stance that could temper upside expectations. Article Title
• Neutral Sentiment: Zacks upgraded AECOM from “strong sell” to “hold” — an improvement in sentiment but not yet a full bullish endorsement. Article Title

AECOM Stock Down 2.8%

Shares of AECOM stock opened at $100.95 on Thursday. The company has a 50-day simple moving average of $98.32 and a two-hundred day simple moving average of $115.20. The stock has a market capitalization of $13.05 billion, a PE ratio of 28.68, a price-to-earnings-growth ratio of 1.27 and a beta of 1.08. 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.

AECOM (NYSE:ACM) last announced its quarterly earnings data on Monday, February 9th. The construction company reported $1.29 earnings per share 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 firm had revenue of $3.83 billion during the quarter, compared to analysts’ expectations of $3.33 billion. The business’s quarterly revenue was down 4.6% on a year-over-year basis. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. On average, analysts anticipate that AECOM will post 5.1 EPS for the current fiscal year.

AECOM Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Wednesday, January 7th were given a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a dividend yield of 1.2%. This is a boost from AECOM’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Wednesday, January 7th. AECOM’s payout ratio is 35.23%.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on ACM. The Goldman Sachs Group reduced their price target on AECOM from $148.00 to $127.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Robert W. Baird set a $125.00 price target on shares of AECOM in a research note on Tuesday. Argus dropped their price objective on shares of AECOM from $155.00 to $135.00 and set a “buy” rating on the stock in a research note on Thursday, November 20th. KeyCorp reaffirmed an “overweight” rating and set a $115.00 target price on shares of AECOM in a research note on Wednesday, January 7th. Finally, Truist Financial reissued a “buy” rating and issued a $132.00 price target (up from $126.00) on shares of AECOM in a research report on Wednesday. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $130.09.

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.