AECOM's (ACM) Buy Rating Reaffirmed at Truist Financial

Key Points

• Truist Financial reaffirmed its “buy” rating on AECOM but cut its price target from $102 to $85, implying approximately 36.9% upside from the stock’s recent price. The broader analyst consensus remains “Moderate Buy,” with an average target of $100.67.
• AECOM shares fell 7.4% to $62.10 after the company reported a quarterly adjusted loss of $0.50 per share, compared with expected earnings of $1.46, and revenue declined 14.2% year over year. The company also lowered fiscal 2026 adjusted EPS guidance to $3.95–$4.15 after recording a $337 million pretax construction-project charge.
• Insiders purchased nearly $699,000 of AECOM stock over the past three months, including purchases by the CEO and CFO, while the company reported a record $27.8 billion backlog—up 13% year over year.

AECOM (NYSE:ACM - Get Free Report)'s stock had its "buy" rating reaffirmed by Truist Financial in a research report issued to clients and investors on Wednesday,Benzinga reports. They currently have a $85.00 price objective on the construction company's stock, down from their previous price objective of $102.00. Truist Financial's price objective indicates a potential upside of 36.88% from the company's current price.

Other equities research analysts also recently issued research reports about the stock. Barclays reduced their price target on shares of AECOM from $90.00 to $73.00 and set an "equal weight" rating for the company in a research report on Wednesday. KeyCorp cut their target price on AECOM from $101.00 to $79.00 and set an "overweight" rating on the stock in a research note on Wednesday. Wall Street Zen lowered AECOM from a "buy" rating to a "hold" rating in a report on Monday, July 6th. UBS Group set a $85.00 price target on AECOM in a research note on Wednesday. Finally, Zacks Research downgraded AECOM from a "hold" rating to a "strong sell" rating in a report on Monday. Nine analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $100.67.

AECOM Trading Down 7.4%

AECOM stock traded down $4.95 during mid-day trading on Wednesday, reaching $62.10. 1,934,807 shares of the company traded hands, compared to its average volume of 1,708,024. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.11. AECOM has a 52-week low of $62.05 and a 52-week high of $135.52. The firm has a market capitalization of $7.98 billion, a price-to-earnings ratio of 28.49, a P/E/G ratio of 0.89 and a beta of 0.93. The firm's 50 day moving average price is $70.25 and its 200 day moving average price is $81.03.

AECOM (NYSE:ACM - Get Free Report) last released its earnings results on Monday, August 10th. The construction company reported ($0.50) EPS for the quarter, missing analysts' consensus estimates of $1.46 by ($1.96). AECOM had a net margin of 1.87% and a return on equity of 19.45%. The firm had revenue of $3.59 billion during the quarter, compared to analysts' expectations of $2.01 billion. During the same quarter in the previous year, the business earned $1.34 EPS. The company's revenue for the quarter was down 14.2% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. On average, analysts anticipate that AECOM will post 5.97 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CFO Gaurav Kapoor acquired 1,420 shares of the business's stock in a transaction on Thursday, May 14th. The stock was acquired at an average cost of $71.12 per share, with a total value of $100,990.40. Following the acquisition, the chief financial officer directly owned 88,053 shares in the company, valued at $6,262,329.36. This represents a 1.64% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Troy Rudd purchased 4,225 shares of AECOM stock in a transaction on Thursday, May 14th. The stock was bought at an average price of $71.02 per share, for a total transaction of $300,059.50. Following the completion of the acquisition, the chief executive officer owned 142,207 shares in the company, valued at $10,099,541.14. The trade was a 3.06% increase in their position. The SEC filing for this purchase provides additional information. Insiders bought a total of 9,869 shares of company stock worth $699,391 over the last three months. 0.46% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in ACM. Towarzystwo Funduszy Inwestycyjnych PZU SA lifted its stake in AECOM by 86.7% in the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company's stock worth $27,000 after purchasing an additional 130 shares during the last quarter. Caitong International Asset Management Co. Ltd raised its holdings in shares of AECOM by 95.4% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company's stock worth $28,000 after buying an additional 144 shares during the period. EverSource Wealth Advisors LLC raised its holdings in shares of AECOM by 189.3% in the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company's stock worth $34,000 after buying an additional 195 shares during the period. First Horizon Corp lifted its stake in shares of AECOM by 129.1% during the 4th quarter. First Horizon Corp now owns 362 shares of the construction company's stock worth $35,000 after acquiring an additional 204 shares during the last quarter. Finally, Intesa Sanpaolo Wealth Management bought a new stake in shares of AECOM during the 4th quarter worth approximately $38,000. Institutional investors own 85.41% of the company's stock.

AECOM News Roundup

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: AECOM reported record backlog of $27.8 billion, up 13% year over year, supported by $4.2 billion in wins and a 1.6 book-to-burn ratio. The company also generated $95 million in operating cash flow and $55 million in free cash flow during the quarter. AECOM reports third quarter fiscal 2026 results
• Positive Sentiment: KeyCorp maintained an “overweight” rating while lowering its price target from $101 to $79, implying substantial potential upside from recent levels. Company insiders, including the CEO, president and CFO, have also reported open-market purchases in recent months. Benzinga
• Neutral Sentiment: Analyst opinion is diverging. Robert W. Baird cut its target from $87 to $73 and moved to a “neutral” rating, while KeyCorp remains bullish despite reducing its target. This suggests analysts see long-term value but are reassessing earnings visibility. The Fly
• Negative Sentiment: AECOM posted a fiscal third-quarter adjusted loss of $0.50 per share, versus expectations for approximately $1.46–$1.49 of earnings and $1.34 a year earlier. Revenue fell 14.2% year over year to $3.59 billion, despite exceeding the reported revenue estimate. AECOM Reports Q3 Loss, Lags Revenue Estimates
• Negative Sentiment: Results included a $337 million pretax charge tied to a Construction Management project. AECOM lowered fiscal 2026 adjusted EPS guidance to $3.95–$4.15, well below the roughly $5.97 consensus estimate, and reduced its outlook for net service revenue growth. AECOM fiscal 2026 results
• Negative Sentiment: Zacks Research downgraded AECOM from “hold” to “strong sell.” In addition, a law firm announced a securities-fraud investigation related to potential disclosures concerning the company, adding legal and reputational risk. Zacks Research Securities Fraud Investigation Into AECOM

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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