AECOM $ACM Holdings Trimmed by AIA Group Ltd

Key Points

• AIA Group cut its AECOM stake by 78.2% in the third quarter, selling 34,633 shares and retaining 9,648 shares valued at about $569,000.
• AECOM reported quarterly EPS of negative $0.50, missing the $1.46 consensus estimate; revenue fell 14.2% year over year to $3.59 billion. The company set FY2026 EPS guidance of $3.95–$4.15.
• Analysts’ consensus rating was Moderate Buy, with an average price target of $80.73; eight analysts rated the stock Buy, three Hold, and one Sell.

AIA Group Ltd reduced its position in shares of AECOM (NYSE:ACM - Free Report) by 78.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,648 shares of the construction company's stock after selling 34,633 shares during the quarter. AIA Group Ltd's holdings in AECOM were worth $569,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Western Wealth Management LLC purchased a new position in shares of AECOM during the first quarter valued at $36,000. Compass Financial Management LLC purchased a new stake in AECOM in the 2nd quarter worth about $36,000. Signaturefd LLC lifted its stake in AECOM by 321.0% in the 3rd quarter. Signaturefd LLC now owns 703 shares of the construction company's stock worth $41,000 after acquiring an additional 536 shares in the last quarter. Vega Investment Solutions purchased a new stake in AECOM in the 2nd quarter worth about $56,000. Finally, GAMMA Investing LLC boosted its position in AECOM by 147.4% during the 3rd quarter. GAMMA Investing LLC now owns 1,378 shares of the construction company's stock worth $81,000 after acquiring an additional 821 shares during the period. 85.41% of the stock is owned by institutional investors and hedge funds.

AECOM Stock Performance

ACM stock opened at $66.75 on Friday. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 1.11. The company has a market capitalization of $8.59 billion, a price-to-earnings ratio of 18.24, a P/E/G ratio of 1.27 and a beta of 0.90. AECOM has a 12 month low of $56.39 and a 12 month high of $135.52. The firm has a 50 day moving average of $62.27 and a two-hundred day moving average of $75.65.

AECOM (NYSE:ACM - Get Free Report) last released its quarterly earnings results on Monday, August 10th. The construction company reported ($0.50) earnings per share 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 19.72%. The business had revenue of $3.59 billion for the quarter, compared to the consensus estimate of $2.01 billion. During the same quarter in the prior year, the business posted $1.34 EPS. The firm'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. As a group, equities analysts anticipate that AECOM will post 3.98 EPS for the current fiscal year.

AECOM Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, October 30th. Shareholders of record on Wednesday, October 14th were given a $0.31 dividend. The ex-dividend date of this dividend was Wednesday, October 14th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.9%. AECOM's payout ratio is currently 56.88%.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Truist Financial lowered their target price on AECOM from $85.00 to $75.00 and set a "buy" rating on the stock in a research note on Monday, October 5th. The Goldman Sachs Group set a $91.00 target price on AECOM in a report on Wednesday, August 12th. 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, August 12th. Argus decreased their price target on shares of AECOM from $85.00 to $75.00 and set a "buy" rating for the company in a report on Tuesday, August 25th. Finally, Citigroup lowered their price objective on shares of AECOM from $84.00 to $79.00 and set a "buy" rating on the stock in a research report on Friday, October 23rd. Eight equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, AECOM currently has an average rating of "Moderate Buy" and an average target price of $80.73.

About AECOM

AECOM is a global infrastructure consulting firm that provides professional services across the planning, design, engineering, construction, and management of complex projects. Its work supports transportation systems, buildings, water and wastewater infrastructure, energy facilities, environmental programs, and government and defense initiatives.

The company offers architecture and engineering, program and construction management, environmental consulting, planning, advisory, and asset-management services.

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