AECOM $ACM Stock Holdings Raised by Oak Thistle LLC

Key Points

• Oak Thistle LLC raised its stake in AECOM by 126.7% in Q4, adding 12,595 shares to hold 22,532 shares valued at about $2.15 million.
• Institutional investors now own 85.41% of AECOM, with large managers like Barclays (+103.8%), JPMorgan and Mitsubishi UFJ recently increasing their positions.
• AECOM reported Q results with EPS of $1.29 (missed by $0.12) while revenue of $3.83B beat estimates; management set FY2026 guidance of $4.18–$4.89 EPS vs. a sell-side expectation of ~5.1, and declared a $0.31 quarterly dividend (≈1.5% yield).

Oak Thistle LLC raised its stake in AECOM (NYSE:ACM - Free Report) by 126.7% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 22,532 shares of the construction company's stock after purchasing an additional 12,595 shares during the period. Oak Thistle LLC's holdings in AECOM were worth $2,148,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. JPMorgan Chase & Co. increased its position in shares of AECOM by 1.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 731,321 shares of the construction company's stock worth $95,419,000 after purchasing an additional 12,664 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. increased its position in shares of AECOM by 11.3% in the 3rd 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 last quarter. Leuthold Group LLC bought a new stake in shares of AECOM in the 3rd quarter worth about $3,427,000. Barclays PLC increased its position in shares of AECOM by 103.8% in the 3rd quarter. Barclays PLC now owns 490,826 shares of the construction company's stock worth $64,038,000 after purchasing an additional 250,043 shares during the last quarter. Finally, Nordea Investment Management AB increased its position in shares of AECOM by 10.5% in the 3rd quarter. Nordea Investment Management AB now owns 792,378 shares of the construction company's stock worth $103,279,000 after purchasing an additional 75,108 shares during the last quarter. Institutional investors own 85.41% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the stock. Citigroup decreased their price target on shares of AECOM from $152.00 to $131.00 and set a "buy" rating for the company in a report on Monday, January 26th. Weiss Ratings lowered shares of AECOM from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, January 29th. Truist Financial reaffirmed a "buy" rating and issued a $132.00 price target (up from $126.00) on shares of AECOM in a report on Wednesday, February 11th. Robert W. Baird set a $125.00 price target on shares of AECOM in a report on Tuesday, February 10th. Finally, Royal Bank Of Canada lifted their price target on shares of AECOM from $139.00 to $142.00 and gave the company an "outperform" rating in a report on Wednesday, February 11th. Nine equities research 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 company presently has a consensus rating of "Moderate Buy" and a consensus price target of $130.09.

AECOM Trading Down 2.0%

AECOM stock opened at $83.25 on Wednesday. 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 firm has a 50-day moving average price of $92.53 and a two-hundred day moving average price of $106.51. The firm has a market capitalization of $10.76 billion, a price-to-earnings ratio of 23.65, a PEG ratio of 1.05 and a beta of 1.09. AECOM has a 52-week low of $82.85 and a 52-week high of $135.52.

AECOM (NYSE:ACM - Get Free Report) last posted 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). The firm had revenue of $3.83 billion for the quarter, compared to analyst estimates of $3.33 billion. AECOM had a net margin of 2.94% and a return on equity of 27.05%. AECOM'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. Sell-side analysts expect that AECOM will post 5.1 earnings per share for the current year.

AECOM Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Stockholders of record on Wednesday, April 1st will be paid a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Wednesday, April 1st. AECOM's dividend payout ratio is currently 35.23%.

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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