Flputnam Investment Management Co. Cuts Stock Position in AECOM $ACM

Key Points

• Flputnam Investment Management reduced its AECOM stake by 4.9% in the second quarter, selling 14,928 shares and retaining 287,110 shares valued at approximately $20 million. 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 reached $3.59 billion but declined 14.2% year over year. The company maintained fiscal 2026 EPS guidance of $3.95–$4.15.
• Analysts have an overall “Moderate Buy” consensus with an average price target of $89.58, despite several recent target reductions; AECOM also pays a quarterly dividend of $0.31 per share, yielding about 1.8%.

Flputnam Investment Management Co. lessened its holdings in shares of AECOM (NYSE:ACM - Free Report) by 4.9% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 287,110 shares of the construction company's stock after selling 14,928 shares during the quarter. Flputnam Investment Management Co. owned about 0.22% of AECOM worth $20,040,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Value Holdings Management CO. LLC purchased a new position in AECOM in the 2nd quarter valued at approximately $10,788,000. Kingsview Wealth Management LLC purchased a new stake in shares of AECOM during the fourth quarter worth $2,057,000. Norges Bank acquired a new stake in shares of AECOM in the fourth quarter valued at $205,499,000. BlackRock Inc. purchased a new position in AECOM in the second quarter valued at $1,003,699,000. Finally, Intech Investment Management LLC grew its stake in AECOM by 39.5% during the 4th quarter. Intech Investment Management LLC now owns 154,065 shares of the construction company's stock worth $14,687,000 after purchasing an additional 43,600 shares in the last quarter. Hedge funds and other institutional investors own 85.41% of the company's stock.

Analyst Ratings Changes

A number of research firms have issued reports on ACM. KeyCorp reduced their price target on AECOM from $101.00 to $79.00 and set an "overweight" rating on the stock in a research report on Wednesday, August 12th. Barclays lowered their price objective on AECOM from $90.00 to $73.00 and set an "equal weight" rating for the company in a research report on Wednesday, August 12th. Weiss Ratings lowered shares of AECOM from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Wednesday, August 12th. Citigroup reduced their target price on shares of AECOM from $97.00 to $84.00 and set a "buy" rating on the stock in a report on Wednesday, August 12th. Finally, The Goldman Sachs Group set a $91.00 price target on shares of AECOM in a research note on Wednesday, August 12th. Nine research analysts have rated the stock with a Buy rating, two have given a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat.com, AECOM presently has an average rating of "Moderate Buy" and a consensus target price of $89.58.

Insider Activity

In other news, President Lara Poloni purchased 4,224 shares of the business's stock in a transaction that occurred on Tuesday, June 16th. The stock was purchased at an average cost of $70.63 per share, with a total value of $298,341.12. Following the completion of the acquisition, the president directly owned 153,446 shares of the company's stock, valued at approximately $10,837,890.98. This trade represents a 2.83% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 0.46% of the stock is currently owned by company insiders.

AECOM Stock Performance

Shares of ACM stock opened at $69.49 on Friday. The stock's 50-day moving average is $68.68 and its two-hundred day moving average is $78.14. The company has a debt-to-equity ratio of 1.11, a quick ratio of 1.06 and a current ratio of 1.06. AECOM has a 1 year low of $60.35 and a 1 year high of $135.52. The firm has a market cap of $8.94 billion, a price-to-earnings ratio of 31.88, a PEG ratio of 4.66 and a beta of 0.93.

AECOM (NYSE:ACM - Get Free Report) last released its quarterly earnings results on Monday, August 10th. The construction company reported ($0.50) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.46 by ($1.96). The firm had revenue of $3.59 billion for the quarter, compared to analysts' expectations of $2.01 billion. AECOM had a return on equity of 19.72% and a net margin of 1.87%.The company's quarterly revenue was down 14.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.34 EPS. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. Analysts predict that AECOM will post 3.98 earnings per share for the current year.

AECOM Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st were given a dividend of $0.31 per share. The ex-dividend date was Wednesday, July 1st. This represents a $1.24 dividend on an annualized basis and a yield of 1.8%. AECOM's dividend payout ratio is presently 56.88%.

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.

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source