Rhumbline Advisers Trims Stake in AECOM $ACM

Rhumbline Advisers trimmed its holdings in shares of AECOM (NYSE:ACM) by 1.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 360,537 shares of the construction company’s stock after selling 6,980 shares during the quarter. Rhumbline Advisers owned about 0.27% of AECOM worth $47,039,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in ACM. Westend Capital Management LLC bought a new position in shares of AECOM during the 3rd quarter valued at about $26,000. Atlantic Union Bankshares Corp bought a new stake in AECOM in the 3rd quarter worth approximately $26,000. EverSource Wealth Advisors LLC boosted its stake in AECOM by 189.3% in the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock worth $34,000 after buying an additional 195 shares in the last quarter. Root Financial Partners LLC purchased a new stake in AECOM in the third quarter worth approximately $41,000. Finally, Chilton Capital Management LLC bought a new position in AECOM during the third quarter valued at approximately $47,000. 85.41% of the stock is currently owned by institutional investors.

Trending Headlines about AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: TomTom partnership: AECOM announced a global partnership to integrate TomTom’s historical and real‑time traffic data into AECOM’s mobility, transport modeling and traffic‑management offerings — potentially expanding higher‑margin services and strengthening bids for public/private infrastructure projects. TomTom and AECOM partnership
• Positive Sentiment: Bank of America raised its price target on AECOM to $118, signaling stronger analyst conviction that shares have upside versus current levels. That PT hike can drive positive flow and re‑rating by investors. BofA raises price target
• Positive Sentiment: Seeking Alpha highlights a “beat and raise” quarter narrative and initiated a Buy rating, citing margin expansion and raised EPS guidance — a fundamental takeaway likely supporting investor optimism. Seeking Alpha beat-and-raise analysis
• Positive Sentiment: Consensus/Street tone: Brokerages now show an average “Moderate Buy” stance on ACM, reinforcing demand from institutional investors and suggesting more bullish coverage. Brokerage consensus
• Positive Sentiment: Zacks published a piece framing AECOM as a strong value stock, which may attract value‑oriented buyers given the company’s improving margin profile and backlog visibility. Zacks value stock article
• Neutral Sentiment: Zacks upgraded AECOM from “strong sell” to “hold,” an improvement in tone but a modest change that signals some remaining caution among certain sell‑side analysts. Zacks upgrade report
• Negative Sentiment: Technical/valuation and guidance caveats: AECOM still trades below its 50‑ and 200‑day moving averages and faces a mixed earnings backdrop (company FY‑2026 guidance of $4.18–$4.89 vs. some analyst estimates nearer $5.10). Revenue has shown near‑term pressure, and leverage remains above 1x equity — factors that limit upside until consistent top‑line growth and margin trends are sustained.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the company. Argus reduced their price objective on AECOM from $155.00 to $135.00 and set a “buy” rating on the stock in a research note on Thursday, November 20th. Barclays increased their target price on AECOM from $100.00 to $110.00 and gave the company an “equal weight” rating in a report on Wednesday. Bank of America raised their price target on AECOM from $117.00 to $118.00 and gave the stock a “buy” rating in a research report on Tuesday. Royal Bank Of Canada boosted their price objective on AECOM from $139.00 to $142.00 and gave the company an “outperform” rating in a research report on Wednesday. Finally, UBS Group increased their price objective on AECOM from $143.00 to $145.00 and gave the company a “buy” rating in a research note on Tuesday. Nine equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $130.09.

AECOM Stock Up 0.0%

NYSE:ACM opened at $88.41 on Friday. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.10 and a quick ratio of 1.14. The firm’s 50-day moving average price is $97.70 and its 200-day moving average price is $114.84. The company has a market capitalization of $11.43 billion, a PE ratio of 25.12, a P/E/G ratio of 1.03 and a beta of 1.08. AECOM has a 1-year low of $85.00 and a 1-year high of $135.52.

AECOM (NYSE:ACM) last issued its quarterly earnings results on Monday, February 9th. The construction company reported $1.29 EPS for the quarter, missing analysts’ consensus estimates of $1.41 by ($0.12). The company had revenue of $3.83 billion during the quarter, compared to the consensus estimate of $3.33 billion. AECOM had a return on equity of 27.05% and a net margin of 2.94%.AECOM’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, equities analysts predict that AECOM will post 5.1 EPS for the current fiscal year.

AECOM Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Wednesday, January 7th were paid a $0.31 dividend. This is a boost from AECOM’s previous quarterly dividend of $0.26. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Wednesday, January 7th. AECOM’s dividend payout ratio (DPR) is presently 35.23%.

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.