First Trust Advisors LP Has $550.11 Million Stake in AECOM $ACM

Key Points

• First Trust Advisors LP more than doubled its AECOM stake in Q3, buying 2,162,158 shares to hold 4,216,372 shares worth about $550.11 million, or roughly 3.18% of the company.
• AECOM missed quarterly EPS ($1.29 vs. $1.41 consensus) despite $3.83B in revenue, set FY2026 guidance of 4.18–4.89 EPS, while analysts expect about 5.1 EPS and a consensus price target near $130.09.

First Trust Advisors LP raised its position in AECOM (NYSE:ACM - Free Report) by 105.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,216,372 shares of the construction company's stock after buying an additional 2,162,158 shares during the quarter. First Trust Advisors LP owned about 3.18% of AECOM worth $550,110,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Personalized Indexing Management LLC lifted its position in shares of AECOM by 0.6% during the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 13,124 shares of the construction company's stock worth $1,712,000 after buying an additional 77 shares during the last quarter. Deseret Mutual Benefit Administrators grew its position in shares of AECOM by 10.8% in the 3rd quarter. Deseret Mutual Benefit Administrators now owns 997 shares of the construction company's stock valued at $130,000 after buying an additional 97 shares during the last quarter. TD Asset Management Inc boosted its holdings in AECOM by 0.7% in the third quarter. TD Asset Management Inc now owns 15,278 shares of the construction company's stock valued at $1,993,000 after acquiring an additional 99 shares during the last quarter. Archer Investment Corp increased its position in AECOM by 9.3% during the 2nd quarter. Archer Investment Corp now owns 1,175 shares of the construction company's stock valued at $133,000 after purchasing an additional 100 shares during the period. Finally, Allworth Financial LP raised its holdings in AECOM by 38.5% during the 2nd quarter. Allworth Financial LP now owns 392 shares of the construction company's stock worth $44,000 after purchasing an additional 109 shares during the last quarter. 85.41% of the stock is currently owned by institutional investors and hedge funds.

AECOM Price Performance

ACM stock opened at $94.17 on Friday. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.10 and a quick ratio of 1.10. The company's 50-day moving average is $96.75 and its 200-day moving average is $112.53. The stock has a market capitalization of $12.18 billion, a PE ratio of 26.75, a price-to-earnings-growth ratio of 1.16 and a beta of 1.06. AECOM has a 1 year low of $85.00 and a 1 year high of $135.52.

AECOM (NYSE:ACM - Get Free Report) last issued its 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). AECOM had a net margin of 2.94% and a return on equity of 27.05%. The firm had revenue of $3.83 billion during the quarter, compared to the consensus estimate of $3.33 billion. The firm's revenue for the quarter was down 4.6% on a year-over-year basis. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. Equities research analysts expect that AECOM will post 5.1 EPS for the current fiscal year.

AECOM Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Wednesday, April 1st will be issued a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Wednesday, April 1st. AECOM's dividend payout ratio (DPR) is currently 35.23%.

Analysts Set New Price Targets

ACM has been the topic of a number of analyst reports. Robert W. Baird set a $125.00 price objective on shares of AECOM in a research note on Tuesday, February 10th. Barclays upped their price target on shares of AECOM from $100.00 to $110.00 and gave the company an "equal weight" rating in a research report on Wednesday, February 11th. Truist Financial reissued a "buy" rating and issued a $132.00 price objective (up from $126.00) on shares of AECOM in a research report on Wednesday, February 11th. Argus cut their target price on AECOM from $155.00 to $135.00 and set a "buy" rating on the stock in a research report on Thursday, November 20th. Finally, Zacks Research raised AECOM from a "strong sell" rating to a "hold" rating in a research note on Tuesday, February 10th. Nine investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $130.09.

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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