AECOM (NYSE:ACM) Receives Average Rating of "Moderate Buy" from Analysts

Key Points

• AECOM has a “Moderate Buy” consensus rating among 13 analysts, with nine buys and four holds. The average 12-month price target is $114.82, well above the stock’s reported $74.98 opening price.
• Recent analyst actions were mixed: Citigroup reaffirmed a buy rating, while KeyCorp, Barclays, and Truist Financial lowered their price targets; insiders also bought 9,869 shares worth about $699,000 over the past 90 days.
• AECOM exceeded quarterly EPS estimates with $1.59 versus $1.58 expected, while revenue rose 4.4% year over year to $3.80 billion. The company reaffirmed fiscal 2026 EPS guidance of $5.90-$6.10 and pays a quarterly dividend of $0.31.

Shares of AECOM (NYSE:ACM - Get Free Report) have been assigned a consensus recommendation of "Moderate Buy" from the thirteen research firms that are presently covering the company, MarketBeat reports. Four research analysts have rated the stock with a hold rating and nine have assigned a buy rating to the company. The average 12-month target price among brokerages that have updated their coverage on the stock in the last year is $114.8182.

A number of equities analysts recently issued reports on ACM shares. Weiss Ratings downgraded AECOM from a "hold (c)" rating to a "hold (c-)" rating in a report on Tuesday, May 26th. Citigroup reissued a "buy" rating on shares of AECOM in a report on Thursday, July 23rd. KeyCorp reduced their price objective on shares of AECOM from $115.00 to $101.00 and set an "overweight" rating for the company in a research report on Wednesday, May 13th. Barclays lowered their target price on shares of AECOM from $110.00 to $90.00 and set an "equal weight" rating for the company in a report on Tuesday, May 19th. Finally, Truist Financial dropped their target price on shares of AECOM from $109.00 to $102.00 and set a "buy" rating on the stock in a research report on Thursday, July 2nd.

Insiders Place Their Bets

In other news, CFO Gaurav Kapoor bought 1,420 shares of the business'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 owned 88,053 shares of the company's stock, valued at approximately $6,262,329.36. This trade represents a 1.64% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Troy Rudd bought 4,225 shares of AECOM stock in a transaction dated Thursday, May 14th. The stock was purchased at an average cost of $71.02 per share, with a total value of $300,059.50. Following the completion of the acquisition, the chief executive officer directly owned 142,207 shares in the company, valued at approximately $10,099,541.14. The trade was a 3.06% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders have bought 9,869 shares of company stock valued at $699,391. 0.46% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. Towarzystwo Funduszy Inwestycyjnych PZU SA boosted its holdings in shares of AECOM by 86.7% in the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company's stock valued at $27,000 after acquiring an additional 130 shares during the period. Caitong International Asset Management Co. Ltd increased its holdings in shares of AECOM by 95.4% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company's stock valued at $28,000 after acquiring an additional 144 shares during the period. EverSource Wealth Advisors LLC raised its position in AECOM by 189.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company's stock valued at $34,000 after purchasing an additional 195 shares during the last quarter. First Horizon Corp raised its position in AECOM by 129.1% in the 4th quarter. First Horizon Corp now owns 362 shares of the construction company's stock valued at $35,000 after purchasing an additional 204 shares during the last quarter. Finally, Intesa Sanpaolo Wealth Management acquired a new stake in AECOM during the 4th quarter worth $38,000. Institutional investors and hedge funds own 85.41% of the company's stock.

AECOM Stock Up 0.1%

AECOM stock opened at $74.98 on Friday. The stock has a market cap of $9.64 billion, a PE ratio of 19.58, a P/E/G ratio of 0.91 and a beta of 0.93. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.11. The stock's fifty day moving average is $70.21 and its two-hundred day moving average is $81.55. AECOM has a 1-year low of $66.28 and a 1-year high of $135.52.

AECOM (NYSE:ACM - Get Free Report) last released its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts' expectations of $1.94 billion. During the same period in the prior year, the firm posted $1.25 EPS. The business's quarterly 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. On average, sell-side analysts expect that AECOM will post 5.97 EPS for the current fiscal year.

AECOM Announces Dividend

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

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.

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