AECOM $ACM Position Boosted by California State Teachers Retirement System

Key Points

• California State Teachers Retirement System increased its AECOM stake by 4,236.1% to 10.45 million shares, worth approximately $729.4 million and representing 8.12% of the company. Institutional investors collectively own 85.41% of AECOM.
• AECOM reported a quarterly loss of $0.50 per share, missing the $1.46 consensus estimate, while revenue reached $3.59 billion but declined 14.2% year over year. The company set fiscal 2026 EPS guidance at $3.95–$4.15.
• Analysts have lowered several price targets, but the stock retains a “Moderate Buy” consensus rating with an average target of $88.25, compared with a recent share price of $63.52.

California State Teachers Retirement System lifted its holdings in AECOM (NYSE:ACM - Free Report) by 4,236.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,450,037 shares of the construction company's stock after purchasing an additional 10,209,036 shares during the period. California State Teachers Retirement System owned about 8.12% of AECOM worth $729,413,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. BlackRock Inc. bought a new position in AECOM in the 2nd quarter worth approximately $1,003,699,000. Primecap Management Co. CA acquired a new stake in shares of AECOM during the 2nd quarter valued at about $613,336,000. Barrow Hanley Mewhinney & Strauss LLC bought a new position in AECOM during the second quarter worth about $383,701,000. Orion Porfolio Solutions LLC boosted 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 in the last quarter. Finally, Norges Bank acquired a new stake in AECOM during the fourth quarter valued at approximately $205,499,000. 85.41% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, President Lara Poloni bought 4,224 shares of the company's stock in a transaction that occurred on Tuesday, June 16th. The shares were acquired at an average price of $70.63 per share, with a total value of $298,341.12. Following the transaction, the president owned 153,446 shares in the company, valued at $10,837,890.98. This represents a 2.83% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.46% of the company's stock.

AECOM Trading Down 0.0%

ACM opened at $63.52 on Monday. The company has a debt-to-equity ratio of 1.11, a current ratio of 1.06 and a quick ratio of 1.06. The company has a market cap of $8.17 billion, a price-to-earnings ratio of 29.14, a price-to-earnings-growth ratio of 1.71 and a beta of 0.91. The firm has a 50 day simple moving average of $68.01 and a 200 day simple moving average of $75.94. AECOM has a fifty-two week low of $60.35 and a fifty-two week high of $135.52.

AECOM (NYSE:ACM - Get Free Report) last announced its quarterly earnings data 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 return on equity of 19.72% and a net margin of 1.87%.The company had revenue of $3.59 billion for the quarter, compared to analyst estimates of $2.01 billion. During the same period last year, the firm earned $1.34 earnings per share. The firm's revenue for the quarter was down 14.2% on a year-over-year basis. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. On average, sell-side analysts anticipate that AECOM will post 3.98 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the stock. Wall Street Zen cut shares of AECOM from a "buy" rating to a "hold" rating in a research report on Monday, July 6th. Robert W. Baird cut their target price on shares of AECOM from $73.00 to $65.00 and set a "neutral" rating for the company in a research note on Friday, August 14th. Piper Sandler set a $79.00 target price on AECOM in a report on Wednesday, August 12th. Argus decreased their price target on AECOM from $85.00 to $75.00 and set a "buy" rating on the stock in a research report on Tuesday, August 25th. Finally, Royal Bank Of Canada dropped their price target on AECOM from $105.00 to $90.00 and set an "outperform" rating for the company in a report on Thursday, August 13th. Nine research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, AECOM has an average rating of "Moderate Buy" and a consensus price target of $88.25.

About AECOM

AECOM NYSE: ACM is a global infrastructure consulting firm that provides professional services across the project life cycle. The company supports public- and private-sector clients with planning, design, engineering, program and construction management, and operations services.

Its work spans transportation, water, environmental services, energy, buildings and places, and government infrastructure. AECOM serves clients including transportation agencies, governments, utilities, commercial organizations, and other institutions, helping them develop and maintain complex infrastructure and facilities.

AECOM operates internationally, with projects and operations across the Americas, Europe, the Middle East, India, and the Asia-Pacific region.

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