Union Bancaire Privee UBP SA Invests $1.02 Million in AECOM $ACM

Union Bancaire Privee UBP SA purchased a new stake in shares of AECOM (NYSE:ACM) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 10,736 shares of the construction company’s stock, valued at approximately $1,023,000.

Several other hedge funds have also recently bought and sold shares of the business. Swiss Life Asset Management Ltd grew its stake in AECOM by 10.0% during the 3rd quarter. Swiss Life Asset Management Ltd now owns 178,010 shares of the construction company’s stock valued at $23,225,000 after acquiring an additional 16,112 shares in the last quarter. Tevis Investment Management acquired a new stake in shares of AECOM during the third quarter worth approximately $372,000. JPMorgan Chase & Co. grew its position in AECOM by 1.8% during the third quarter. JPMorgan Chase & Co. now owns 731,321 shares of the construction company’s stock valued at $95,419,000 after purchasing an additional 12,664 shares in the last quarter. CIBC Private Wealth Group LLC grew its position in AECOM by 287.5% during the third quarter. CIBC Private Wealth Group LLC now owns 3,495 shares of the construction company’s stock valued at $456,000 after purchasing an additional 2,593 shares in the last quarter. Finally, CIBC Bancorp USA Inc. acquired a new position in AECOM in the 3rd quarter valued at approximately $619,000. 85.41% of the stock is owned by hedge funds and other institutional investors.

AECOM Stock Performance

ACM stock opened at $88.56 on Friday. The firm has a 50 day moving average of $95.33 and a two-hundred day moving average of $110.14. AECOM has a 12 month low of $85.00 and a 12 month high of $135.52. The company has a market capitalization of $11.45 billion, a price-to-earnings ratio of 25.16, a P/E/G ratio of 1.09 and a beta of 1.06. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.08.

AECOM (NYSE:ACM) last released its quarterly earnings results 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). The business had revenue of $3.83 billion for the quarter, compared to the consensus estimate of $3.33 billion. AECOM had a net margin of 2.94% and a return on equity of 27.05%. 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. As a group, equities analysts anticipate that AECOM will post 5.1 EPS for the current fiscal year.

AECOM Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Wednesday, April 1st will be given a $0.31 dividend. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.4%. AECOM’s payout ratio is currently 35.23%.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on ACM shares. Citigroup cut their target price on shares of AECOM from $152.00 to $131.00 and set a “buy” rating for the company in a research report on Monday, January 26th. Weiss Ratings cut shares of AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 29th. Truist Financial reiterated a “buy” rating and set a $132.00 price objective (up from $126.00) on shares of AECOM in a report on Wednesday, February 11th. The Goldman Sachs Group reduced their price objective on AECOM from $148.00 to $127.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Finally, Barclays boosted their target price on AECOM from $100.00 to $110.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 11th. Nine equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, AECOM currently has a consensus rating of “Moderate Buy” and a consensus target price of $130.09.

AECOM Company 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.