Empowered Funds LLC Makes New Investment in AECOM $ACM

Key Points

• Empowered Funds LLC purchased 23,788 AECOM shares worth approximately $1.65 million in the second quarter. Institutional investors collectively own 85.41% of the company.
• Analysts maintain a consensus “Moderate Buy” rating with an average price target of $88.25, although several firms recently lowered their targets. AECOM’s shares opened at $66.79.
• AECOM reported a quarterly loss of $0.50 per share, missing the $1.46 consensus estimate, while revenue fell 14.2% year over year to $3.59 billion. The company issued fiscal 2026 EPS guidance of $3.95 to $4.15.

Empowered Funds LLC purchased a new stake in shares of AECOM (NYSE:ACM - Free Report) in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 23,788 shares of the construction company's stock, valued at approximately $1,653,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Towarzystwo Funduszy Inwestycyjnych PZU SA boosted its position in shares of AECOM by 86.7% during the 4th 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 period. Caitong International Asset Management Co. Ltd increased its holdings in AECOM by 95.4% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company's stock valued at $28,000 after purchasing an additional 144 shares during the last quarter. EverSource Wealth Advisors LLC raised 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 valued at $34,000 after purchasing an additional 195 shares during the period. Western Wealth Management LLC purchased a new stake in AECOM in the first quarter valued at approximately $36,000. Finally, Compass Financial Management LLC acquired a new position in AECOM during the second quarter worth $36,000. 85.41% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms have recently commented on ACM. Wall Street Zen lowered AECOM from a "buy" rating to a "hold" rating in a research report on Monday, July 6th. Truist Financial reiterated a "buy" rating and issued a $85.00 price objective (down from $102.00) on shares of AECOM in a report on Wednesday, August 12th. UBS Group set a $85.00 target price on AECOM in a research note on Wednesday, August 12th. Robert W. Baird lowered their target price on AECOM from $73.00 to $65.00 and set a "neutral" rating for the company in a report on Friday, August 14th. Finally, The Goldman Sachs Group set a $91.00 target price on AECOM in a research 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 assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $88.25.

Insider Activity at AECOM

In other AECOM news, President Lara Poloni bought 4,224 shares of the business's stock in a transaction dated Tuesday, June 16th. The shares were acquired at an average price 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 approximately $10,837,890.98. The trade was a 2.83% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 0.46% of the company's stock.

AECOM Stock Performance

Shares of ACM stock opened at $66.79 on Friday. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 1.11. The firm has a fifty day moving average price of $68.47 and a 200 day moving average price of $77.16. The company has a market cap of $8.60 billion, a P/E ratio of 30.64, a PEG ratio of 1.78 and a beta of 0.91. AECOM has a 12 month low of $60.35 and a 12 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 for the quarter, missing analysts' consensus estimates of $1.46 by ($1.96). The business had revenue of $3.59 billion during the quarter, compared to analyst estimates of $2.01 billion. AECOM had a net margin of 1.87% and a return on equity of 19.72%. The firm's quarterly revenue was down 14.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.34 earnings per share. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. Sell-side analysts predict that AECOM will post 3.98 earnings per share for the current fiscal year.

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.

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.