WCM Investment Management LLC acquired a new position in AECOM (NYSE:ACM – Free Report) during the 1st quarter, Holdings Channel reports. The fund acquired 8,207 shares of the construction company’s stock, valued at approximately $683,000.
A number of other large investors have also recently added to or reduced their stakes in ACM. Dimensional Fund Advisors LP increased its holdings in AECOM by 6.4% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,387,535 shares of the construction company’s stock valued at $117,680,000 after acquiring an additional 82,903 shares in the last quarter. SEB Asset Management AB purchased a new stake in shares of AECOM in the first quarter valued at about $2,437,000. Swiss National Bank grew its position in shares of AECOM by 6.6% in the first quarter. Swiss National Bank now owns 386,880 shares of the construction company’s stock valued at $32,815,000 after purchasing an additional 23,900 shares during the last quarter. AIA Group Ltd grew its position in shares of AECOM by 128.0% in the first quarter. AIA Group Ltd now owns 52,246 shares of the construction company’s stock valued at $4,432,000 after purchasing an additional 29,336 shares during the last quarter. Finally, Mediolanum International Funds Ltd increased its stake in shares of AECOM by 23.0% during the 1st quarter. Mediolanum International Funds Ltd now owns 23,321 shares of the construction company’s stock worth $1,941,000 after purchasing an additional 4,360 shares in the last quarter. 85.41% of the stock is owned by institutional investors and hedge funds.
Insider Transactions at AECOM
In other AECOM news, CFO Gaurav Kapoor bought 1,420 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The stock was purchased at an average cost of $71.12 per share, for a total transaction of $100,990.40. Following the completion of the purchase, the chief financial officer owned 88,053 shares of the company’s stock, valued at $6,262,329.36. This trade represents a 1.64% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, President Lara Poloni bought 4,224 shares of AECOM stock in a transaction that occurred on Tuesday, June 16th. The shares were acquired at an average price of $70.63 per share, for a total transaction of $298,341.12. Following the completion of the transaction, the president directly owned 153,446 shares of the company’s stock, valued at $10,837,890.98. This trade represents a 2.83% increase in their position. The SEC filing for this purchase provides additional information. Insiders have acquired 9,869 shares of company stock worth $699,391 over the last quarter. 0.46% of the stock is currently owned by insiders.
AECOM Stock Performance
AECOM (NYSE:ACM – Get Free Report) last announced its earnings results 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. The firm had revenue of $3.80 billion for the quarter, compared to analyst estimates of $1.94 billion. AECOM had a net margin of 3.16% and a return on equity of 28.52%. AECOM’s revenue was up 4.4% compared to the same quarter last year. During the same quarter last year, the business earned $1.25 earnings per share. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. On average, equities analysts expect that AECOM will post 5.97 EPS for the current year.
AECOM Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Wednesday, July 1st were issued a dividend of $0.31 per share. The ex-dividend date was Wednesday, July 1st. This represents a $1.24 annualized dividend and a dividend yield of 1.8%. AECOM’s dividend payout ratio (DPR) is 32.38%.
Analyst Upgrades and Downgrades
Several research analysts recently issued reports on the company. Citigroup cut their price objective on AECOM from $130.00 to $98.00 and set a “buy” rating for the company in a research report on Wednesday, May 13th. Royal Bank Of Canada lowered their target price on AECOM from $142.00 to $111.00 and set an “outperform” rating on the stock in a report on Wednesday, May 13th. Weiss Ratings downgraded AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, May 26th. Truist Financial cut their price target on AECOM from $109.00 to $102.00 and set a “buy” rating for the company in a report on Thursday, July 2nd. Finally, KeyCorp reduced their price objective on AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 13th. Nine analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $115.36.
Check Out Our Latest Stock Report on ACM
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.
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