AECOM $ACM Shares Acquired by Bank of New York Mellon Corp

Key Points

• Bank of New York Mellon increased its AECOM stake by 2.6% in the fourth quarter, bringing its holdings to 1.3 million shares worth about $124 million. Institutional investors and hedge funds now own 85.41% of the stock.
• AECOM insiders also bought shares: CEO Troy Rudd and CFO Gaurav Kapoor made purchases on May 14, boosting their personal stakes. Insider ownership remains low at 0.46% overall.
• The company reported quarterly EPS of $1.59, slightly beating expectations, and revenue of $3.80 billion, while also maintaining its full-year guidance. AECOM declared a quarterly dividend of $0.31 per share, and analysts currently rate the stock a Moderate Buy with a $116 consensus target.

Bank of New York Mellon Corp raised its holdings in shares of AECOM (NYSE:ACM - Free Report) by 2.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,301,128 shares of the construction company's stock after purchasing an additional 33,538 shares during the period. Bank of New York Mellon Corp owned 1.01% of AECOM worth $124,037,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in ACM. Orion Porfolio Solutions LLC boosted its holdings in AECOM by 28,246.5% in 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 during the last quarter. State Street Corp boosted its holdings in AECOM by 2.6% in the third quarter. State Street Corp now owns 5,107,636 shares of the construction company's stock valued at $666,393,000 after purchasing an additional 127,036 shares during the last quarter. Invesco Ltd. boosted its holdings in AECOM by 14.2% in the third quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company's stock valued at $649,735,000 after purchasing an additional 618,205 shares during the last quarter. First Trust Advisors LP boosted its holdings in AECOM by 105.3% in the third quarter. First Trust Advisors LP now owns 4,216,372 shares of the construction company's stock valued at $550,110,000 after purchasing an additional 2,162,158 shares during the last quarter. Finally, Geode Capital Management LLC boosted its holdings in AECOM by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 2,444,275 shares of the construction company's stock valued at $232,359,000 after purchasing an additional 25,929 shares during the last quarter. 85.41% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at AECOM

In other news, CEO Troy Rudd purchased 4,225 shares of the company's stock in a transaction dated Thursday, May 14th. The stock was acquired at an average price of $71.02 per share, with a total value of $300,059.50. Following the purchase, the chief executive officer directly owned 142,207 shares in the company, valued at approximately $10,099,541.14. This represents a 3.06% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Gaurav Kapoor purchased 1,420 shares of the company's stock in a transaction dated Thursday, May 14th. The stock was purchased at an average cost of $71.12 per share, with a total value of $100,990.40. Following the purchase, the chief financial officer owned 88,053 shares in the company, valued at approximately $6,262,329.36. This trade represents a 1.64% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.46% of the stock is currently owned by corporate insiders.

AECOM Stock Down 2.0%

ACM opened at $71.22 on Friday. AECOM has a twelve month low of $67.64 and a twelve month high of $135.52. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.07. The company has a 50-day moving average price of $79.16 and a 200 day moving average price of $91.33. The company has a market cap of $9.15 billion, a PE ratio of 18.59, a price-to-earnings-growth ratio of 0.86 and a beta of 0.93.

AECOM (NYSE:ACM - Get Free Report) last released its quarterly earnings results on Monday, May 11th. The construction company reported $1.59 earnings per share for the quarter, topping the consensus estimate of $1.58 by $0.01. The firm had revenue of $3.80 billion during the quarter, compared to the consensus estimate of $1.94 billion. AECOM had a net margin of 3.16% and a return on equity of 28.52%. The company's revenue for the quarter was up 4.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.25 EPS. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. Sell-side analysts expect that AECOM will post 5.97 earnings per share for the current fiscal year.

AECOM Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st will be issued a $0.31 dividend. The ex-dividend date is Wednesday, July 1st. This represents a $1.24 dividend on an annualized basis and a yield of 1.7%. AECOM's dividend payout ratio is presently 32.38%.

Analysts Set New Price Targets

Several research firms have commented on ACM. Royal Bank Of Canada lowered their price target on shares of AECOM from $142.00 to $111.00 and set an "outperform" rating on the stock in a report on Wednesday, May 13th. Wall Street Zen raised shares of AECOM from a "hold" rating to a "buy" rating in a report on Saturday, May 16th. Robert W. Baird lowered their price target on shares of AECOM from $98.00 to $91.00 and set a "neutral" rating on the stock in a report on Tuesday, May 12th. Zacks Research raised shares of AECOM from a "strong sell" rating to a "hold" rating in a report on Tuesday, February 10th. Finally, Bank of America upped their price target on shares of AECOM from $117.00 to $118.00 and gave the company a "buy" rating in a report on Tuesday, February 10th. Nine analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $116.00.

AECOM Company Profile

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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