AECOM (NYSE:ACM) Shares Down 11.5% - Should You Sell?

Key Points

• Shares plunged 11.5% to about $89.32 on heavy volume (≈2.5M shares), trading below its 50‑ and 200‑day moving averages — the drop looks driven by technical/profit‑taking rather than a single reported negative catalyst.
• Quarterly results were mixed: revenue of $3.83B beat expectations but EPS of $1.29 missed the $1.41 consensus, and management set FY2026 guidance of 4.18–4.89 EPS.
• Analyst and strategic signals remain constructive — nine Buys vs four Holds with a consensus target near $130 (roughly 25% upside), recent price‑target upgrades (e.g., BofA) and wins like a TomTom partnership and Sydney Metro West work, plus a raised quarterly dividend to $0.31.

AECOM (NYSE:ACM - Get Free Report)'s share price fell 11.5% during trading on Thursday . The stock traded as low as $89.32 and last traded at $89.3160. 2,497,663 shares were traded during trading, an increase of 65% from the average session volume of 1,518,237 shares. The stock had previously closed at $100.87.

More AECOM News

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Seeking Alpha and company call coverage highlight a beat‑and‑raise quarter and margin expansion, supporting a Buy initiation and a mid‑teens upside case to roughly $117. AECOM: Beat And Raise Quarter Supports Buy Rating
• Positive Sentiment: Bank of America raised its price target to $118, signaling analyst confidence in upside from current levels. Bank of America Raises AECOM NYSE: ACM Price Target to $118.00
• Positive Sentiment: AECOM announced a global partnership with TomTom to improve infrastructure planning and traffic management — a strategic move that could expand its mobility services and higher‑margin offerings. TomTom and AECOM partner to deliver enhanced global infrastructure planning and road traffic management
• Positive Sentiment: AECOM won a role on the Sydney Metro West detailed design package (joint venture), a large, visible infrastructure contract that supports backlog and revenue visibility. AECOM to provide detailed design services to support delivery of Sydney Metro West
• Neutral Sentiment: Zacks and other outlets have published multiple pieces framing ACM as a value/momentum candidate and comparing it to peers; analysts' mean price target implies roughly 25% upside, but these are consensus/statistical reads rather than new fundamental catalysts. Wall Street Analysts Think Aecom (ACM) Could Surge 25.65%: Read This Before Placing a Bet
• Neutral Sentiment: Zacks upgraded ACM from "strong sell" to "hold" — an improvement but not a bullish upgrade to Buy. Zacks.com Tickerreport
• Neutral Sentiment: Barclays moved its price target up to $110 but kept an "equal weight" (hold) stance, reflecting mixed analyst sentiment across the street. Barclays raises PT to $110 / equal weight
• Negative Sentiment: Despite the positive newsflow, the stock is trading below its 50‑ and 200‑day moving averages on heavy volume — suggesting profit‑taking, technical pressure or broader sector weakness is driving the decline today (no single negative fundamental catalyst reported in the articles above).

Analysts Set New Price Targets

ACM has been the subject of several recent analyst reports. Citigroup cut their price objective on AECOM from $152.00 to $131.00 and set a "buy" rating for the company in a report on Monday, January 26th. Truist Financial reissued a "buy" rating and issued a $132.00 price target (up previously from $126.00) on shares of AECOM in a report on Wednesday. Argus lowered their price objective on shares of AECOM from $155.00 to $135.00 and set a "buy" rating on the stock in a research report on Thursday, November 20th. Robert W. Baird set a $125.00 price objective on shares of AECOM in a report on Tuesday. Finally, Bank of America upped their target price on shares of AECOM from $117.00 to $118.00 and gave the stock a "buy" rating in a research report on Tuesday. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $130.09.

AECOM Price Performance

The firm's 50 day simple moving average is $98.32 and its two-hundred day simple moving average is $115.20. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.14 and a quick ratio of 1.14. The firm has a market capitalization of $11.42 billion, a P/E ratio of 25.09, a P/E/G ratio of 1.27 and a beta of 1.08.

AECOM (NYSE:ACM - Get Free Report) last released its quarterly earnings data on Monday, February 9th. The construction company reported $1.29 EPS for the quarter, missing the consensus estimate of $1.41 by ($0.12). The company had revenue of $3.83 billion during the quarter, compared to analysts' expectations of $3.33 billion. AECOM had a return on equity of 26.60% and a net margin of 2.94%.The company's quarterly revenue was down 4.6% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. As a group, analysts predict that AECOM will post 5.1 earnings per share for the current year.

AECOM Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Wednesday, January 7th were issued a $0.31 dividend. This is a positive change from AECOM's previous quarterly dividend of $0.26. This represents a $1.24 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Wednesday, January 7th. AECOM's dividend payout ratio (DPR) is 35.23%.

Institutional Investors Weigh In On AECOM

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Nordea Investment Management AB boosted its stake in AECOM by 10.5% during the 3rd quarter. Nordea Investment Management AB now owns 792,378 shares of the construction company's stock valued at $103,279,000 after purchasing an additional 75,108 shares during the last quarter. Asset Management One Co. Ltd. raised its position in AECOM by 42.6% in the 3rd quarter. Asset Management One Co. Ltd. now owns 167,723 shares of the construction company's stock worth $21,880,000 after buying an additional 50,086 shares during the last quarter. Generali Asset Management SPA SGR bought a new position in AECOM during the 3rd quarter valued at about $1,092,000. Global Retirement Partners LLC purchased a new stake in shares of AECOM during the 2nd quarter valued at about $251,000. Finally, Amundi grew its stake in shares of AECOM by 9.7% in the second quarter. Amundi now owns 1,846,136 shares of the construction company's stock worth $208,355,000 after acquiring an additional 162,870 shares during the period. 85.41% of the stock is currently owned by institutional investors.

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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