Duff & Phelps Investment Management Co. Sells 12,608 Shares of AECOM $ACM

Key Points

• Duff & Phelps trimmed its AECOM stake by 10.7%, selling 12,608 shares and leaving it with 105,506 shares (about $13.77 million) after the 3rd quarter.
• AECOM's latest quarter reported $1.29 EPS (missed by $0.12) but revenue of $3.83 billion (beat estimates), and the company set FY2026 guidance of $4.18–$4.89 EPS.
• Wall Street sentiment is a "Moderate Buy" consensus with an average price target of about $130.09 (9 Buy vs. 4 Hold analysts), while the stock trades near $91.60 with a market cap around $11.8 billion.

Duff & Phelps Investment Management Co. decreased its stake in AECOM (NYSE:ACM - Free Report) by 10.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 105,506 shares of the construction company's stock after selling 12,608 shares during the period. Duff & Phelps Investment Management Co. owned 0.08% of AECOM worth $13,765,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Barrow Hanley Mewhinney & Strauss LLC boosted its holdings in AECOM by 0.7% in the third quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 2,210,130 shares of the construction company's stock valued at $288,356,000 after acquiring an additional 15,448 shares during the last quarter. Franklin Resources Inc. raised its holdings in AECOM by 62.3% during the 3rd quarter. Franklin Resources Inc. now owns 79,837 shares of the construction company's stock worth $10,416,000 after purchasing an additional 30,634 shares during the last quarter. Legal & General Group Plc raised its holdings in AECOM by 3.0% during the 3rd quarter. Legal & General Group Plc now owns 417,289 shares of the construction company's stock worth $54,444,000 after purchasing an additional 12,289 shares during the last quarter. Fieldview Capital Management LLC lifted its position in shares of AECOM by 42.6% in the 3rd quarter. Fieldview Capital Management LLC now owns 3,731 shares of the construction company's stock worth $487,000 after purchasing an additional 1,114 shares during the period. Finally, Russell Investments Group Ltd. lifted its position in shares of AECOM by 7.6% in the 3rd quarter. Russell Investments Group Ltd. now owns 163,065 shares of the construction company's stock worth $21,225,000 after purchasing an additional 11,560 shares during the period. 85.41% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on ACM. Barclays lifted their target price on shares of AECOM from $100.00 to $110.00 and gave the stock an "equal weight" rating in a research note on Wednesday, February 11th. Robert W. Baird set a $125.00 price target on shares of AECOM in a research report on Tuesday, February 10th. Truist Financial reiterated a "buy" rating and set a $132.00 price target (up from $126.00) on shares of AECOM in a report on Wednesday, February 11th. Citigroup lowered their price objective on AECOM from $152.00 to $131.00 and set a "buy" rating for the company in a research report on Monday, January 26th. Finally, Royal Bank Of Canada boosted their price objective on AECOM from $139.00 to $142.00 and gave the company an "outperform" rating in a research note on Wednesday, February 11th. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, AECOM currently has a consensus rating of "Moderate Buy" and a consensus price target of $130.09.

AECOM Stock Up 0.2%

AECOM stock opened at $91.60 on Thursday. The company has a market capitalization of $11.84 billion, a PE ratio of 26.02, a PEG ratio of 1.13 and a beta of 1.06. AECOM has a 12-month low of $85.00 and a 12-month high of $135.52. The firm's fifty day moving average is $96.51 and its 200 day moving average is $111.86. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.08.

AECOM (NYSE:ACM - Get Free Report) last posted its quarterly earnings results on Monday, February 9th. The construction company reported $1.29 EPS for the quarter, missing analysts' consensus estimates of $1.41 by ($0.12). The company had revenue of $3.83 billion during the quarter, compared to analyst estimates of $3.33 billion. AECOM had a return on equity of 27.05% and a net margin of 2.94%.The business's revenue for the quarter was down 4.6% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. As a group, sell-side analysts predict that AECOM will post 5.1 EPS for the current fiscal year.

AECOM Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Wednesday, April 1st will be issued a $0.31 dividend. The ex-dividend date is Wednesday, April 1st. This represents a $1.24 annualized dividend and a yield of 1.4%. AECOM's dividend payout ratio is presently 35.23%.

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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