BI Asset Management Fondsmaeglerselskab A S Purchases 113,543 Shares of AECOM $ACM

Key Points

• BI Asset Management Fondsmaeglerselskab A S sharply increased its AECOM stake by 1,658.8% in the first quarter, buying 113,543 additional shares and bringing its total holdings to 120,388 shares worth about $10.2 million.
• AECOM reported solid quarterly results, with EPS of $1.59 beating estimates and revenue of $3.80 billion, while also issuing FY2026 EPS guidance of $5.90 to $6.10.
• The company declared a quarterly dividend of $0.31 per share, and analysts currently rate the stock a consensus Moderate Buy with an average price target of $116.

BI Asset Management Fondsmaeglerselskab A S increased its holdings in AECOM (NYSE:ACM - Free Report) by 1,658.8% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 120,388 shares of the construction company's stock after buying an additional 113,543 shares during the period. BI Asset Management Fondsmaeglerselskab A S owned 0.09% of AECOM worth $10,211,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Central Pacific Bank Trust Division bought a new stake in shares of AECOM during the 4th quarter valued at about $27,000. Towarzystwo Funduszy Inwestycyjnych PZU SA increased its position in shares of AECOM by 86.7% in the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company's stock worth $27,000 after purchasing an additional 130 shares during the last quarter. Caitong International Asset Management Co. Ltd increased its position in shares of AECOM by 95.4% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company's stock worth $28,000 after purchasing an additional 144 shares during the last quarter. EverSource Wealth Advisors LLC raised its stake in AECOM by 189.3% in the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company's stock valued at $34,000 after purchasing an additional 195 shares in the last quarter. Finally, First Horizon Corp raised its stake in AECOM by 129.1% in the fourth quarter. First Horizon Corp now owns 362 shares of the construction company's stock valued at $35,000 after purchasing an additional 204 shares in the last quarter. Institutional investors own 85.41% of the company's stock.

AECOM Stock Performance

Shares of ACM stock opened at $68.77 on Monday. The company has a market capitalization of $8.84 billion, a P/E ratio of 17.95, a PEG ratio of 0.84 and a beta of 0.93. AECOM has a fifty-two week low of $67.64 and a fifty-two week high of $135.52. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.11 and a current ratio of 1.11. The stock has a 50 day moving average price of $76.13 and a two-hundred day moving average price of $88.41.

AECOM (NYSE:ACM - Get Free Report) last issued its earnings results on Monday, May 11th. The construction company reported $1.59 EPS for the quarter, topping the consensus estimate of $1.58 by $0.01. The company had revenue of $3.80 billion for the quarter, compared to the consensus estimate of $1.94 billion. AECOM had a net margin of 3.16% and a return on equity of 28.52%. The firm's revenue for the quarter was up 4.4% on a year-over-year basis. During the same period in the previous year, the firm earned $1.25 earnings per share. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. Analysts expect that AECOM will post 5.97 earnings per share for the current year.

AECOM Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 17th. Stockholders of record on Wednesday, July 1st will be issued a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date is Wednesday, July 1st. AECOM's dividend payout ratio is currently 32.38%.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on ACM shares. Robert W. Baird dropped their price objective on shares of AECOM from $98.00 to $91.00 and set a "neutral" rating for the company in a report on Tuesday, May 12th. KeyCorp reduced their target price on AECOM from $115.00 to $101.00 and set an "overweight" rating on the stock in a research note on Wednesday, May 13th. Royal Bank Of Canada lowered their price target on AECOM from $142.00 to $111.00 and set an "outperform" rating on the stock in a research report on Wednesday, May 13th. Weiss Ratings lowered AECOM from a "hold (c)" rating to a "hold (c-)" rating in a research note on Tuesday, May 26th. Finally, Citigroup dropped their price target on AECOM from $130.00 to $98.00 and set a "buy" rating for the company in a research note on Wednesday, May 13th. Nine equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $116.00.

Insider Transactions at AECOM

In other AECOM news, CFO Gaurav Kapoor purchased 1,420 shares of the stock in a transaction on Thursday, May 14th. The stock was acquired at an average price of $71.12 per share, with a total value 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 position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Troy Rudd acquired 4,225 shares of the company's stock in a transaction on Thursday, May 14th. The stock was acquired at an average price of $71.02 per share, with a total value of $300,059.50. Following the acquisition, the chief executive officer owned 142,207 shares in the company, valued at approximately $10,099,541.14. This trade represents a 3.06% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders bought 9,869 shares of company stock worth $699,391. Company insiders own 0.46% of the company's stock.

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.

Want to see what other hedge funds are holding ACM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for AECOM (NYSE:ACM - Free Report).

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.