BlackRock Inc. Takes $1 Billion Position in AECOM $ACM

Key Points

• BlackRock acquired 14.38 million AECOM shares worth approximately $1.0 billion, giving it an 11.19% stake; institutional investors collectively own 85.41% of the company.
• AECOM reported quarterly revenue of $3.59 billion but missed earnings expectations by $1.96 per share, posting a $0.50 loss and a 14.2% year-over-year revenue decline. The company provided fiscal 2026 EPS guidance of $3.95–$4.15.
• Analyst sentiment remains a “Moderate Buy,” with an average price target of $94.58 versus the stock’s recent price of $64.88, while AECOM continues to pay a quarterly dividend of $0.31, yielding about 1.9%.

BlackRock Inc. acquired a new position in shares of AECOM (NYSE:ACM - Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 14,379,638 shares of the construction company's stock, valued at approximately $1,003,699,000. BlackRock Inc. owned 11.19% of AECOM at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Great Lakes Advisors LLC lifted its stake in AECOM by 14.9% during the first quarter. Great Lakes Advisors LLC now owns 2,366 shares of the construction company's stock valued at $219,000 after purchasing an additional 306 shares during the last quarter. Empowered Funds LLC increased its position in AECOM by 62.6% in the 1st quarter. Empowered Funds LLC now owns 14,266 shares of the construction company's stock worth $1,323,000 after purchasing an additional 5,493 shares during the last quarter. Focus Partners Wealth grew its position in AECOM by 6.9% in the first quarter. Focus Partners Wealth now owns 4,150 shares of the construction company's stock worth $385,000 after acquiring an additional 269 shares in the last quarter. EverSource Wealth Advisors LLC grew its position in AECOM by 189.3% in the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company's stock worth $34,000 after acquiring an additional 195 shares in the last quarter. Finally, Cresset Asset Management LLC increased its stake in shares of AECOM by 13.7% during the 2nd quarter. Cresset Asset Management LLC now owns 2,935 shares of the construction company's stock worth $331,000 after purchasing an additional 353 shares during the last quarter. 85.41% of the stock is owned by institutional investors.

AECOM Stock Performance

Shares of ACM stock opened at $64.88 on Friday. The company has a debt-to-equity ratio of 1.11, a current ratio of 1.06 and a quick ratio of 1.06. The stock has a market cap of $8.35 billion, a PE ratio of 29.76, a price-to-earnings-growth ratio of 4.39 and a beta of 0.93. The stock has a 50-day moving average of $69.06 and a 200-day moving average of $79.25. AECOM has a one year low of $60.35 and a one year high of $135.52.

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

AECOM Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st were paid a $0.31 dividend. The ex-dividend date of this dividend was Wednesday, July 1st. This represents a $1.24 dividend on an annualized basis and a yield of 1.9%. AECOM's payout ratio is presently 56.88%.

Insider Activity at AECOM

In related news, President Lara Poloni acquired 4,224 shares of the business's stock in a transaction that occurred on Tuesday, June 16th. The shares were acquired at an average cost of $70.63 per share, with a total value of $298,341.12. Following the transaction, the president owned 153,446 shares of the company's stock, valued at $10,837,890.98. The trade was a 2.83% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.46% of the stock is currently owned by insiders.

Analysts Set New Price Targets

ACM has been the subject of a number of recent analyst reports. UBS Group set a $85.00 target price on AECOM in a research report on Wednesday, August 12th. Royal Bank Of Canada reduced their price objective on shares of AECOM from $105.00 to $90.00 and set an "outperform" rating for the company in a research note on Thursday, August 13th. Zacks Research downgraded shares of AECOM from a "hold" rating to a "strong sell" rating in a report on Monday, August 10th. Truist Financial reiterated a "buy" rating and issued a $85.00 target price (down from $102.00) on shares of AECOM in a research note on Wednesday, August 12th. Finally, Weiss Ratings downgraded shares of AECOM from a "hold (c-)" rating to a "sell (d+)" rating in a report on Wednesday, August 12th. Nine research analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, AECOM currently has an average rating of "Moderate Buy" and an average price target of $94.58.

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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