Aigen Investment Management LP Invests $2.54 Million in AECOM $ACM

Key Points

• Aigen Investment Management LP bought a new stake in AECOM during the fourth quarter, purchasing 26,599 shares valued at about $2.54 million.
• AECOM reported Q4 earnings of $1.59 per share, slightly beating estimates, and posted $3.80 billion in revenue, up 4.4% year over year. The company also provided FY 2026 guidance of $5.90 to $6.10 EPS.
• The company declared a quarterly dividend of $0.31 per share and has drawn continued interest from analysts and insiders, with multiple firms maintaining Buy ratings and both the CFO and CEO recently buying shares.

Aigen Investment Management LP purchased a new stake in shares of AECOM (NYSE:ACM - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 26,599 shares of the construction company's stock, valued at approximately $2,536,000.

Several other large investors have also recently bought and sold shares of ACM. FORA Capital LLC purchased a new position in AECOM in the fourth quarter valued at about $738,000. Kestra Advisory Services LLC boosted its stake in shares of AECOM by 7.3% during the 4th quarter. Kestra Advisory Services LLC now owns 28,017 shares of the construction company's stock worth $2,671,000 after acquiring an additional 1,916 shares in the last quarter. Marshall Wace LLP boosted its stake in shares of AECOM by 13,673.1% during the 4th quarter. Marshall Wace LLP now owns 461,674 shares of the construction company's stock worth $44,011,000 after acquiring an additional 458,322 shares in the last quarter. The Manufacturers Life Insurance Company boosted its stake in shares of AECOM by 18.8% during the 4th quarter. The Manufacturers Life Insurance Company now owns 1,032,088 shares of the construction company's stock worth $98,389,000 after acquiring an additional 163,004 shares in the last quarter. Finally, Quarry LP boosted its stake in shares of AECOM by 26.3% during the 4th quarter. Quarry LP now owns 1,024 shares of the construction company's stock worth $98,000 after acquiring an additional 213 shares in the last quarter. 85.41% of the stock is owned by institutional investors and hedge funds.

AECOM Trading Up 0.7%

ACM stock opened at $70.06 on Friday. The business has a fifty day moving average price of $77.66 and a 200 day moving average price of $89.72. AECOM has a fifty-two week low of $67.64 and a fifty-two week high of $135.52. The stock has a market capitalization of $9.00 billion, a price-to-earnings ratio of 18.29, a P/E/G ratio of 0.85 and a beta of 0.93. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.11.

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, beating analysts' consensus estimates of $1.58 by $0.01. The firm had revenue of $3.80 billion during the quarter, compared to analysts' expectations of $1.94 billion. AECOM had a return on equity of 28.52% and a net margin of 3.16%.The business's revenue was up 4.4% on a year-over-year basis. During the same period last year, the firm posted $1.25 EPS. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. Analysts expect that AECOM will post 5.97 EPS for the current fiscal year.

AECOM Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 17th. Stockholders of record on Wednesday, July 1st will be given a $0.31 dividend. This represents a $1.24 annualized dividend and a dividend yield of 1.8%. The ex-dividend date is Wednesday, July 1st. AECOM's dividend payout ratio (DPR) is currently 32.38%.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on ACM. KeyCorp decreased their price target on AECOM from $115.00 to $101.00 and set an "overweight" rating for the company in a research note on Wednesday, May 13th. Barclays cut their price objective on AECOM from $110.00 to $90.00 and set an "equal weight" rating for the company in a research report on Tuesday, May 19th. Truist Financial reissued a "buy" rating and set a $109.00 price objective (down from $116.00) on shares of AECOM in a research report on Wednesday, May 13th. Royal Bank Of Canada cut their price objective on AECOM from $142.00 to $111.00 and set an "outperform" rating for the company in a research report on Wednesday, May 13th. Finally, Citigroup cut their price objective on AECOM from $130.00 to $98.00 and set a "buy" rating for the company in a research report on Wednesday, May 13th. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $116.00.

Insider Buying and Selling at AECOM

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

AECOM 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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