Jupiter Topco LLC Takes $3.95 Million Position in AECOM $ACM

Key Points

• Jupiter Topco LLC acquired 56,600 AECOM shares in the second quarter, valued at approximately $3.95 million. Institutional investors collectively own 85.41% of the company, with BlackRock purchasing a stake worth about $1.0 billion.
• AECOM’s stock opened at $66.23, near the lower end of its 52-week range, after the company reported a quarterly EPS loss of $0.50 that missed estimates by $1.96. Revenue reached $3.59 billion but declined 14.2% year over year.
• Analyst sentiment remains a Moderate Buy, with nine Buy, two Hold and two Sell ratings and an average price target of $89.58, despite several firms recently lowering their targets.

Jupiter Topco LLC bought a new stake in shares of AECOM (NYSE:ACM - Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 56,600 shares of the construction company's stock, valued at approximately $3,954,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Value Holdings Management CO. LLC acquired a new position in shares of AECOM in the second quarter worth about $10,788,000. Kingsview Wealth Management LLC acquired a new stake in AECOM in the 4th quarter worth about $2,057,000. Norges Bank acquired a new stake in AECOM in the 4th quarter worth about $205,499,000. BlackRock Inc. purchased a new stake in AECOM during the 2nd quarter worth approximately $1,003,699,000. Finally, Intech Investment Management LLC increased 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 buying an additional 43,600 shares in the last quarter. Institutional investors and hedge funds own 85.41% of the company's stock.

Insider Activity

In related news, President Lara Poloni purchased 4,224 shares of AECOM stock in a transaction dated Tuesday, June 16th. The shares were acquired at an average price of $70.63 per share, for a total transaction of $298,341.12. Following the acquisition, the president directly owned 153,446 shares in the company, valued at approximately $10,837,890.98. The trade was a 2.83% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.46% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on ACM. Zacks Research downgraded AECOM from a "hold" rating to a "strong sell" rating in a research report on Monday, August 10th. Piper Sandler set a $79.00 price objective on AECOM in a research note on Wednesday, August 12th. Truist Financial restated 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. Argus lowered their target price on shares of AECOM from $85.00 to $75.00 and set a "buy" rating on the stock in a research note on Tuesday, August 25th. Finally, Citigroup dropped their target price on shares of AECOM from $97.00 to $84.00 and set a "buy" rating for the company in a report on Wednesday, August 12th. Nine equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $89.58.

AECOM Price Performance

ACM stock opened at $66.23 on Wednesday. The company has a debt-to-equity ratio of 1.11, a current ratio of 1.06 and a quick ratio of 1.06. The business has a 50 day simple moving average of $68.61 and a 200-day simple moving average of $77.47. The firm has a market capitalization of $8.52 billion, a PE ratio of 30.38, a price-to-earnings-growth ratio of 1.81 and a beta of 0.91. AECOM has a 1 year low of $60.35 and a 1 year high of $135.52.

AECOM (NYSE:ACM - Get Free Report) last announced its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) EPS for the quarter, missing analysts' consensus estimates of $1.46 by ($1.96). The company 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 business's quarterly revenue was down 14.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.34 EPS. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. Equities research analysts anticipate 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.

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