AECOM $ACM Stock Position Reduced by Ninety One UK Ltd

Key Points

• Ninety One UK Ltd reduced its AECOM stake by 2.9% in the third quarter, selling 22,173 shares and retaining 730,168 shares valued at approximately $43 million. Institutional investors collectively own 85.41% of the company.
• AECOM shares rose 1.2% to $59.02, but the company reported a quarterly loss of $0.50 per share and revenue declined 14.2% year over year. Management provided fiscal 2026 EPS guidance of $3.95–$4.15.
• AECOM declared a quarterly dividend of $0.31 per share, representing a 2.1% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $81.18, despite several recent target reductions.

Ninety One UK Ltd lowered its stake in AECOM (NYSE:ACM - Free Report) by 2.9% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 730,168 shares of the construction company's stock after selling 22,173 shares during the quarter. Ninety One UK Ltd owned about 0.57% of AECOM worth $43,043,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in ACM. Perpetual Ltd lifted its position in shares of AECOM by 12.3% in the third quarter. Perpetual Ltd now owns 544,353 shares of the construction company's stock worth $32,090,000 after buying an additional 59,631 shares in the last quarter. GAMMA Investing LLC boosted its stake in AECOM by 147.4% during the third quarter. GAMMA Investing LLC now owns 1,378 shares of the construction company's stock valued at $81,000 after buying an additional 821 shares during the last quarter. Farther Finance Advisors LLC boosted its stake in AECOM by 89.0% during the third quarter. Farther Finance Advisors LLC now owns 2,417 shares of the construction company's stock valued at $142,000 after buying an additional 1,138 shares during the last quarter. Tidal Investments LLC boosted its stake in AECOM by 61.5% during the second quarter. Tidal Investments LLC now owns 29,580 shares of the construction company's stock valued at $2,056,000 after buying an additional 11,259 shares during the last quarter. Finally, Engineers Gate Manager LP boosted its position in shares of AECOM by 18.2% during the 2nd quarter. Engineers Gate Manager LP now owns 129,355 shares of the construction company's stock valued at $9,029,000 after acquiring an additional 19,883 shares during the last quarter. Institutional investors own 85.41% of the company's stock.

AECOM Stock Up 1.2%

ACM stock traded up $0.68 during trading on Thursday, hitting $59.02. 385,920 shares of the company's stock traded hands, compared to its average volume of 1,761,903. The firm has a market capitalization of $7.60 billion, a P/E ratio of 27.05, a PEG ratio of 1.06 and a beta of 0.93. AECOM has a 1 year low of $56.39 and a 1 year high of $135.52. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 1.11. The business has a fifty day simple moving average of $63.55 and a two-hundred day simple moving average of $70.80.

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

AECOM Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Wednesday, October 14th will be paid a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date is Wednesday, October 14th. AECOM's dividend payout ratio is 56.88%.

Wall Street Analyst Weigh In

Several research analysts recently commented on the company. Truist Financial dropped their price target on AECOM from $85.00 to $75.00 and set a "buy" rating for the company in a research report on Monday, October 5th. Robert W. Baird lowered their price target on AECOM from $73.00 to $65.00 and set a "neutral" rating for the company in a research report on Friday, August 14th. Bank of America dropped their price objective on shares of AECOM from $94.50 to $81.00 and set a "buy" rating for the company in a research note on Wednesday, August 12th. Weiss Ratings lowered shares of AECOM from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Wednesday, August 12th. Finally, Piper Sandler set a $79.00 price objective on shares of AECOM in a research report on Wednesday, August 12th. Eight investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $81.18.

About AECOM

AECOM NYSE: ACM is a global infrastructure consulting firm that provides professional services across the project lifecycle. Its activities include planning, design, engineering, architecture, program and construction management, environmental services, and operations support.

The company serves public- and private-sector clients in areas such as transportation, water, buildings, energy, environmental remediation, and government infrastructure. Its work includes roads and transit systems, airports, water and wastewater facilities, commercial and civic buildings, and large-scale urban development programs.

AECOM operates internationally, serving clients across North America, Europe, the Middle East, Asia-Pacific, and other global markets.

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