Connor Clark & Lunn Investment Management Ltd. Takes $4.86 Million Position in AECOM $ACM

Key Points

• Connor Clark & Lunn Investment Management bought 69,689 AECOM shares worth approximately $4.86 million, acquiring a 0.05% stake. Institutional investors collectively own 85.41% of the company.
• AECOM reported a quarterly EPS loss of $0.50, missing estimates of $1.46, while revenue fell 14.2% year over year to $3.59 billion. The company maintained fiscal 2026 EPS guidance of $3.95–$4.15.
• AECOM shares opened at $66.29, below the analyst consensus price target of $89.58. Despite mixed analyst actions, the stock retains a consensus “Moderate Buy” rating and pays a $0.31 quarterly dividend, yielding about 1.9%.

Connor Clark & Lunn Investment Management Ltd. purchased a new position in AECOM (NYSE:ACM - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 69,689 shares of the construction company's stock, valued at approximately $4,864,000. Connor Clark & Lunn Investment Management Ltd. owned 0.05% of AECOM as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Great Lakes Advisors LLC boosted 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 buying an additional 306 shares during the period. Empowered Funds LLC grew its position in AECOM by 62.6% during the first quarter. Empowered Funds LLC now owns 14,266 shares of the construction company's stock worth $1,323,000 after buying an additional 5,493 shares in the last quarter. Focus Partners Wealth increased its stake in AECOM by 6.9% in the 1st quarter. Focus Partners Wealth now owns 4,150 shares of the construction company's stock worth $385,000 after acquiring an additional 269 shares during the last quarter. EverSource Wealth Advisors LLC increased its stake in AECOM by 189.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company's stock worth $34,000 after acquiring an additional 195 shares during the last quarter. Finally, Cresset Asset Management LLC raised its holdings in shares of AECOM by 13.7% in the 2nd quarter. Cresset Asset Management LLC now owns 2,935 shares of the construction company's stock valued at $331,000 after acquiring an additional 353 shares in the last quarter. Hedge funds and other institutional investors own 85.41% of the company's stock.

AECOM Stock Performance

AECOM stock opened at $66.29 on Friday. 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 company has a market capitalization of $8.53 billion, a PE ratio of 30.41, a P/E/G ratio of 4.39 and a beta of 0.93. The firm has a fifty day simple moving average of $68.67 and a two-hundred day simple moving average of $78.20. AECOM has a twelve month low of $60.35 and a twelve month high of $135.52.

AECOM (NYSE:ACM - Get Free Report) last posted its quarterly earnings results on Monday, August 10th. The construction company reported ($0.50) earnings per share (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 business had revenue of $3.59 billion for the quarter, compared to analysts' expectations of $2.01 billion. During the same quarter in the previous year, the company earned $1.34 earnings per share. The business's quarterly revenue was down 14.2% on a year-over-year basis. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. Research analysts expect that AECOM will post 3.98 EPS for the current year.

AECOM Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Wednesday, July 1st were issued a dividend of $0.31 per share. The ex-dividend date was Wednesday, July 1st. This represents a $1.24 annualized dividend and a yield of 1.9%. AECOM's dividend payout ratio is currently 56.88%.

Insiders Place Their Bets

In related news, President Lara Poloni purchased 4,224 shares of AECOM stock in a transaction that occurred on Tuesday, June 16th. The shares were acquired at an average cost of $70.63 per share, for a total transaction of $298,341.12. Following the transaction, the president directly owned 153,446 shares in the company, valued at $10,837,890.98. The trade was a 2.83% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.46% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of analysts have recently issued reports on the company. The Goldman Sachs Group set a $91.00 price target on AECOM in a research report on Wednesday, August 12th. Zacks Research lowered shares of AECOM from a "hold" rating to a "strong sell" rating in a research report on Monday, August 10th. Truist Financial reissued a "buy" rating and issued a $85.00 price target (down from $102.00) on shares of AECOM in a report on Wednesday, August 12th. Weiss Ratings downgraded shares of AECOM from a "hold (c-)" rating to a "sell (d+)" rating in a report on Wednesday, August 12th. Finally, Wall Street Zen lowered shares of AECOM from a "buy" rating to a "hold" rating in a research report on Monday, July 6th. Nine equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $89.58.

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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