Sharpepoint LLC Lowers Stock Holdings in AECOM $ACM

Sharpepoint LLC decreased its position in shares of AECOM (NYSE:ACM) by 82.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 2,194 shares of the construction company’s stock after selling 10,344 shares during the period. Sharpepoint LLC’s holdings in AECOM were worth $209,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Orion Porfolio Solutions LLC lifted its stake in shares of AECOM by 28,246.5% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock valued at $602,183,000 after buying an additional 5,316,844 shares in the last quarter. State Street Corp lifted its stake in shares of AECOM by 2.6% during the 3rd quarter. State Street Corp now owns 5,107,636 shares of the construction company’s stock valued at $666,393,000 after buying an additional 127,036 shares in the last quarter. Invesco Ltd. lifted its stake in shares of AECOM by 14.2% during the 3rd quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock valued at $649,735,000 after buying an additional 618,205 shares in the last quarter. First Trust Advisors LP lifted its stake in shares of AECOM by 105.3% during the 3rd quarter. First Trust Advisors LP now owns 4,216,372 shares of the construction company’s stock valued at $550,110,000 after buying an additional 2,162,158 shares in the last quarter. Finally, Geode Capital Management LLC lifted its stake in shares of 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 buying an additional 25,929 shares in the last quarter. Hedge funds and other institutional investors own 85.41% of the company’s stock.

AECOM Stock Performance

NYSE:ACM opened at $68.65 on Thursday. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.11. AECOM has a 1 year low of $67.64 and a 1 year high of $135.52. The stock’s 50 day simple moving average is $78.28 and its two-hundred day simple moving average is $90.10. The company has a market cap of $8.82 billion, a price-to-earnings ratio of 17.93, a PEG ratio of 0.87 and a beta of 0.93.

AECOM (NYSE:ACM) last released its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.58 by $0.01. AECOM had a return on equity of 28.52% and a net margin of 3.16%.The business had revenue of $3.80 billion for the quarter, compared to the consensus estimate of $1.94 billion. During the same quarter in the previous year, the company posted $1.25 EPS. The company’s revenue was up 4.4% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. As a group, equities analysts anticipate that AECOM will post 5.97 earnings per share for the current fiscal year.

AECOM Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 17th. Stockholders of record on Wednesday, July 1st will be given a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a dividend yield of 1.8%. The ex-dividend date is Wednesday, July 1st. AECOM’s dividend payout ratio is currently 32.38%.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. Truist Financial restated a “buy” rating and set a $109.00 target price (down from $116.00) on shares of AECOM in a research note on Wednesday, May 13th. Robert W. Baird lowered their target price on shares of AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 12th. Royal Bank Of Canada decreased their price target on shares of AECOM from $142.00 to $111.00 and set an “outperform” rating on the stock in a research note on Wednesday, May 13th. Wall Street Zen upgraded shares of AECOM from a “hold” rating to a “buy” rating in a research note on Saturday, May 16th. Finally, Barclays reduced their target price on AECOM from $110.00 to $90.00 and set an “equal weight” rating on the stock in a report on Tuesday, May 19th. Nine research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $116.00.

Insider Activity

In other AECOM news, CEO Troy Rudd bought 4,225 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were purchased at an average cost of $71.02 per share, for a total transaction of $300,059.50. Following the transaction, the chief executive officer owned 142,207 shares of the company’s stock, valued at $10,099,541.14. This represents a 3.06% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Gaurav Kapoor bought 1,420 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were acquired at an average price of $71.12 per share, for a total transaction of $100,990.40. Following the completion of the transaction, the chief financial officer directly owned 88,053 shares in the company, valued at approximately $6,262,329.36. This represents a 1.64% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.46% of the stock is currently owned by corporate insiders.

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.