AECOM (NYSE:ACM) Sets New 52-Week Low on Disappointing Earnings

Shares of AECOM (NYSE:ACM) hit a new 52-week low during mid-day trading on Tuesday following a dissappointing earnings announcement. The stock traded as low as $63.67 and last traded at $66.2740, with a volume of 987785 shares trading hands. The stock had previously closed at $73.30.

The construction company reported ($0.50) EPS for the quarter, missing the consensus estimate of $1.46 by ($1.96). AECOM had a return on equity of 28.52% and a net margin of 3.16%.The business had revenue of $3.59 billion for the quarter, compared to the consensus estimate of $2.01 billion. During the same period in the previous year, the firm earned $1.34 earnings per share. The company’s revenue was down 14.2% on a year-over-year basis. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS.

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 dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend was Wednesday, July 1st. AECOM’s payout ratio is currently 32.38%.

More AECOM News

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Backlog increased 13% to a record $27.8 billion, supported by $4.2 billion in wins and a 1.6 book-to-burn ratio, indicating solid future demand. Management also reported $95 million in operating cash flow and $55 million in free cash flow for the quarter. AECOM reports third quarter fiscal 2026 results
• Positive Sentiment: KeyCorp maintained its Overweight rating and $101 price target, while trimming its fiscal 2027 EPS forecast only modestly to $6.95 from $7.00. This remains above the current full-year consensus estimate of $5.97. KeyCorp estimate update
• Neutral Sentiment: Recent insider activity has been supportive, with the CEO, president and CFO purchasing AECOM shares during the past six months. However, institutional positioning has been mixed, with several large investors reducing their holdings.
• Negative Sentiment: AECOM reported an adjusted loss of $0.50 per share, versus analyst expectations for approximately $1.46–$1.49 of earnings. Revenue totaled $3.59 billion, down 14.2% year over year, although it exceeded the cited revenue consensus estimate. AECOM reports Q3 loss
• Negative Sentiment: Results included a $337 million pretax charge tied to a Construction Management project. The charge contributed to a reported net loss of roughly $87 million, compared with net income of $131 million in the prior-year quarter.
• Negative Sentiment: Management lowered fiscal 2026 adjusted EPS guidance to $3.95–$4.15, well below the prior consensus estimate of $5.97, citing the project charge and weaker expected net service revenue growth. Robert W. Baird consequently cut its price target from $87 to $73 and downgraded ACM to Neutral. Baird target and rating change

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on ACM shares. Weiss Ratings lowered AECOM from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, May 26th. Royal Bank Of Canada lowered their price target on AECOM from $111.00 to $105.00 and set an “outperform” rating for the company in a research report on Wednesday, July 22nd. Barclays dropped their price objective on AECOM from $110.00 to $90.00 and set an “equal weight” rating on the stock in a research note on Tuesday, May 19th. Wall Street Zen downgraded shares of AECOM from a “buy” rating to a “hold” rating in a report on Monday, July 6th. Finally, Truist Financial reduced their target price on shares of AECOM from $109.00 to $102.00 and set a “buy” rating for the company in a research note on Thursday, July 2nd. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $113.18.

Insider Activity

In other AECOM news, President Lara Poloni bought 4,224 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The stock was purchased at an average cost of $70.63 per share, with a total value of $298,341.12. Following the transaction, the president directly owned 153,446 shares in the company, valued at $10,837,890.98. This trade represents a 2.83% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Gaurav Kapoor bought 1,420 shares of the 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 purchase, the chief financial officer directly owned 88,053 shares in the company, valued at approximately $6,262,329.36. This trade represents a 1.64% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired a total of 9,869 shares of company stock valued at $699,391 in the last ninety days. 0.46% of the stock is currently owned by insiders.

Institutional Trading of AECOM

Several hedge funds have recently added to or reduced their stakes in ACM. BlackRock Inc. purchased a new stake in shares of AECOM during the 2nd quarter worth approximately $1,003,699,000. Orion Porfolio Solutions LLC grew its holdings in AECOM by 28,246.5% during the second quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock valued at $602,183,000 after purchasing an additional 5,316,844 shares during the period. Norges Bank bought a new position in AECOM during the fourth quarter valued at $205,499,000. Bank of New York Mellon Corp purchased a new stake in AECOM in the second quarter worth $79,519,000. Finally, PFA Pension Forsikringsaktieselskab purchased a new stake in AECOM in the fourth quarter worth $67,553,000. Institutional investors own 85.41% of the company’s stock.

AECOM Stock Performance

The stock has a market capitalization of $8.69 billion, a P/E ratio of 17.47, a price-to-earnings-growth ratio of 0.92 and a beta of 0.93. The company has a 50 day simple moving average of $70.35 and a 200-day simple moving average of $81.23. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.11.

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.