AECOM $ACM Shares Sold by Vanguard Group Inc.

Key Points

• Vanguard trimmed its AECOM stake by 1.8% (sold 231,368 shares) but still holds 12,285,802 shares—about 9.5% of the company, and institutional ownership totals roughly 85.41%.
• AECOM reported Q results with $1.29 EPS (miss vs. $1.41 consensus) and revenue of $3.83B (beat estimates but down 4.6% YoY); the company set FY2026 guidance of 4.180–4.890 EPS while analysts rate the stock a "Moderate Buy" with a consensus target of $128.55.

Vanguard Group Inc. reduced its stake in shares of AECOM (NYSE:ACM - Free Report) by 1.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,285,802 shares of the construction company's stock after selling 231,368 shares during the quarter. Vanguard Group Inc. owned about 9.50% of AECOM worth $1,171,206,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of ACM. JPMorgan Chase & Co. increased its stake in shares of AECOM by 1.8% during the third quarter. JPMorgan Chase & Co. now owns 731,321 shares of the construction company's stock valued at $95,419,000 after acquiring an additional 12,664 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in AECOM by 11.3% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 129,432 shares of the construction company's stock worth $16,887,000 after purchasing an additional 13,127 shares during the period. Leuthold Group LLC bought a new position in AECOM during the 3rd quarter valued at $3,427,000. Barclays PLC increased its position in shares of AECOM by 103.8% during the 3rd quarter. Barclays PLC now owns 490,826 shares of the construction company's stock valued at $64,038,000 after purchasing an additional 250,043 shares during the period. Finally, Nordea Investment Management AB increased its position in shares of 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 period. 85.41% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on ACM. Citigroup cut their price objective on AECOM from $131.00 to $130.00 and set a "buy" rating for the company in a report on Monday. UBS Group lifted their target price on AECOM from $143.00 to $145.00 and gave the stock a "buy" rating in a report on Tuesday, February 10th. Royal Bank Of Canada boosted their price target on shares of AECOM from $139.00 to $142.00 and gave the stock an "outperform" rating in a research report on Wednesday, February 11th. Weiss Ratings downgraded shares of AECOM from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, January 29th. Finally, KeyCorp restated an "overweight" rating and set a $115.00 price objective on shares of AECOM in a research report on Wednesday, January 7th. Nine investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $128.55.

AECOM Stock Performance

ACM opened at $84.31 on Friday. The firm has a market cap of $10.90 billion, a PE ratio of 23.95, a P/E/G ratio of 1.04 and a beta of 1.00. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.08. The business has a fifty day simple moving average of $88.39 and a 200-day simple moving average of $101.40. AECOM has a fifty-two week low of $79.01 and a fifty-two week high of $135.52.

AECOM (NYSE:ACM - Get Free Report) last issued its earnings results on Monday, February 9th. The construction company reported $1.29 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.41 by ($0.12). AECOM had a return on equity of 27.05% and a net margin of 2.94%.The company had revenue of $3.83 billion during the quarter, compared to analyst estimates of $3.33 billion. The business's revenue for the quarter was down 4.6% on a year-over-year basis. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. As a group, equities analysts predict that AECOM will post 5.97 EPS for the current fiscal year.

AECOM Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 17th. Shareholders of record on Wednesday, April 1st were issued a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 1.5%. The ex-dividend date was Wednesday, April 1st. AECOM's payout ratio is presently 35.23%.

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.