AECOM $ACM Stock: CenterBook Partners LP Grows Holdings

Key Points

• CenterBook Partners increased its AECOM stake by 299.1% in the third quarter, adding 64,454 shares to hold 86,004 shares valued at about $5.07 million.
• AECOM reported quarterly EPS of negative $0.50, below the $1.46 consensus estimate, while revenue fell 14.2% year over year to $3.59 billion; the company guided to fiscal 2026 EPS of $3.95–$4.15.
• Analysts have a “Moderate Buy” consensus rating and an average price target of $80.73. AECOM also paid a quarterly dividend of $0.31 per share, equivalent to a 1.9% yield.

CenterBook Partners LP increased its holdings in shares of AECOM (NYSE:ACM - Free Report) by 299.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 86,004 shares of the construction company's stock after acquiring an additional 64,454 shares during the quarter. CenterBook Partners LP owned about 0.07% of AECOM worth $5,070,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Western Wealth Management LLC bought a new stake in shares of AECOM in the first quarter valued at approximately $36,000. Compass Financial Management LLC acquired a new position in AECOM in the 2nd quarter valued at $36,000. Signaturefd LLC lifted its position in shares of AECOM by 321.0% during the 3rd quarter. Signaturefd LLC now owns 703 shares of the construction company's stock valued at $41,000 after acquiring an additional 536 shares during the period. Bfsg LLC lifted its position in shares of AECOM by 34.9% during the 3rd quarter. Bfsg LLC now owns 920 shares of the construction company's stock valued at $54,000 after acquiring an additional 238 shares during the period. Finally, Vega Investment Solutions acquired a new stake in shares of AECOM during the 2nd quarter worth $56,000. Institutional investors and hedge funds own 85.41% of the company's stock.

AECOM Price Performance

Shares of ACM traded down $0.09 during midday trading on Friday, hitting $66.63. The company's stock had a trading volume of 1,423,727 shares, compared to its average volume of 1,177,247. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 1.11. AECOM has a one year low of $56.39 and a one year high of $135.52. The stock has a market capitalization of $8.58 billion, a price-to-earnings ratio of 30.57, a price-to-earnings-growth ratio of 1.22 and a beta of 0.90. The company's fifty day simple moving average is $62.28 and its two-hundred day simple moving average is $75.51.

AECOM (NYSE:ACM - Get Free Report) last announced its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) earnings per share for the quarter, missing the consensus estimate of $1.46 by ($1.96). The business had revenue of $3.59 billion for the quarter, compared to the consensus estimate of $2.01 billion. AECOM had a return on equity of 19.72% and a net margin of 1.87%. AECOM's quarterly revenue was down 14.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.34 earnings per share. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. As a group, equities analysts expect that AECOM will post 3.98 earnings per share for the current fiscal year.

AECOM Announces Dividend

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

Analyst Ratings Changes

A number of research analysts recently commented on ACM shares. Royal Bank Of Canada dropped their price target on AECOM from $90.00 to $89.00 and set an "outperform" rating for the company in a research note on Thursday, October 15th. Argus cut their price objective on shares of AECOM from $85.00 to $75.00 and set a "buy" rating for the company in a research report on Tuesday, August 25th. Truist Financial reduced their price objective on shares of AECOM from $85.00 to $75.00 and set a "buy" rating on the stock in a research note on Monday, October 5th. Zacks Research raised shares of AECOM from a "strong sell" rating to a "hold" rating in a report on Monday, October 26th. Finally, UBS Group dropped their target price on shares of AECOM from $106.00 to $103.00 and set a "buy" rating for the company in a research report on Thursday, October 8th. Eight research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $80.73.

AECOM Company Profile

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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