Entropy Technologies LP Reduces Holdings in AECOM $ACM

Entropy Technologies LP trimmed its stake in shares of AECOM (NYSE:ACM) by 73.6% during the 1st quarter, Holdings Channel.com reports. The fund owned 9,396 shares of the construction company’s stock after selling 26,218 shares during the quarter. Entropy Technologies LP’s holdings in AECOM were worth $797,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of ACM. Northwestern Mutual Investment Management Company LLC lifted its position in AECOM by 0.4% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 29,634 shares of the construction company’s stock valued at $2,825,000 after purchasing an additional 113 shares during the last quarter. Bank Julius Baer & Co. Ltd Zurich increased its stake in shares of AECOM by 12.3% in the fourth quarter. Bank Julius Baer & Co. Ltd Zurich now owns 1,089 shares of the construction company’s stock worth $104,000 after buying an additional 119 shares during the period. HB Wealth Management LLC raised its holdings in AECOM by 3.3% during the 4th quarter. HB Wealth Management LLC now owns 3,860 shares of the construction company’s stock valued at $368,000 after buying an additional 125 shares during the last quarter. Ashton Thomas Private Wealth LLC boosted its position in AECOM by 4.3% during the 4th quarter. Ashton Thomas Private Wealth LLC now owns 3,128 shares of the construction company’s stock valued at $298,000 after buying an additional 129 shares during the period. Finally, Towarzystwo Funduszy Inwestycyjnych PZU SA grew its holdings in AECOM by 86.7% in the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock worth $27,000 after acquiring an additional 130 shares during the last quarter. 85.41% of the stock is owned by hedge funds and other institutional investors.

AECOM Stock Up 5.0%

Shares of NYSE ACM opened at $74.48 on Wednesday. The firm has a fifty day simple moving average of $69.86 and a two-hundred day simple moving average of $82.76. AECOM has a 12 month low of $66.28 and a 12 month high of $135.52. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.07. The firm has a market capitalization of $9.57 billion, a PE ratio of 19.45, a price-to-earnings-growth ratio of 0.86 and a beta of 0.93.

AECOM (NYSE:ACM) last announced its earnings results on Monday, May 11th. The construction company reported $1.59 earnings per share for the quarter, beating 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%. The company’s revenue for the quarter was up 4.4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.25 EPS. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. Equities analysts expect that AECOM will post 5.97 earnings per share for the current year.

AECOM Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st were issued a $0.31 dividend. The ex-dividend date was Wednesday, July 1st. This represents a $1.24 annualized dividend and a yield of 1.7%. AECOM’s dividend payout ratio (DPR) is 32.38%.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on ACM shares. Royal Bank Of Canada lowered their price objective on shares of AECOM from $111.00 to $105.00 and set an “outperform” rating for the company in a research note on Wednesday, July 22nd. Robert W. Baird reduced their price target on AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a report on Tuesday, May 12th. Citigroup reaffirmed a “buy” rating on shares of AECOM in a research report on Thursday, July 23rd. Wall Street Zen cut AECOM from a “buy” rating to a “hold” rating in a report on Monday, July 6th. Finally, KeyCorp cut 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 equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $114.82.

Insiders Place Their Bets

In other news, President Lara Poloni bought 4,224 shares of AECOM stock in a transaction on Tuesday, June 16th. The shares were purchased at an average price of $70.63 per share, for a total transaction of $298,341.12. Following the acquisition, the president owned 153,446 shares of the company’s stock, valued at approximately $10,837,890.98. The trade was a 2.83% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Troy Rudd bought 4,225 shares of the stock in a transaction dated Thursday, May 14th. The stock was purchased at an average price of $71.02 per share, with a total value of $300,059.50. Following the purchase, the chief executive officer owned 142,207 shares in the company, valued at $10,099,541.14. This trade represents a 3.06% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders purchased 9,869 shares of company stock worth $699,391 over the last three months. Company insiders own 0.46% of the company’s stock.

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.