KLP Kapitalforvaltning AS Raises Stock Position in AECOM $ACM

Key Points

• KLP Kapitalforvaltning AS raised its stake in AECOM by 30.7% in Q4, buying 30,700 shares to hold 130,700 shares (0.10% of the company) worth $12.46 million.
• AECOM missed EPS estimates for the quarter ($1.29 vs. $1.41) but beat revenue expectations ($3.83B) and set FY2026 guidance of 4.18–4.89 EPS
• Analysts remain broadly positive with a consensus "Moderate Buy" and a $128.64 average target, while shares trade near $80.46 (market cap ~$10.4B), close to their one‑year low.

KLP Kapitalforvaltning AS increased its stake in AECOM (NYSE:ACM - Free Report) by 30.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 130,700 shares of the construction company's stock after purchasing an additional 30,700 shares during the quarter. KLP Kapitalforvaltning AS owned 0.10% of AECOM worth $12,460,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. JPMorgan Chase & Co. raised its position in AECOM by 1.8% in the third quarter. JPMorgan Chase & Co. now owns 731,321 shares of the construction company's stock worth $95,419,000 after acquiring an additional 12,664 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. raised its position in AECOM by 11.3% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 129,432 shares of the construction company's stock worth $16,887,000 after acquiring an additional 13,127 shares during the period. Leuthold Group LLC bought a new position in AECOM in the third quarter worth approximately $3,427,000. Barclays PLC raised its position in AECOM by 103.8% in the third quarter. Barclays PLC now owns 490,826 shares of the construction company's stock worth $64,038,000 after acquiring an additional 250,043 shares during the period. Finally, Nordea Investment Management AB raised its position in AECOM by 10.5% in the third quarter. Nordea Investment Management AB now owns 792,378 shares of the construction company's stock worth $103,279,000 after acquiring an additional 75,108 shares during the period. 85.41% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms have weighed in on ACM. Barclays increased their price target on shares of AECOM from $100.00 to $110.00 and gave the stock an "equal weight" rating in a research report on Wednesday, February 11th. Citigroup decreased their price target on shares of AECOM from $152.00 to $131.00 and set a "buy" rating on the stock in a research report on Monday, January 26th. Truist Financial set a $116.00 price target on shares of AECOM in a research report on Monday. Robert W. Baird set a $125.00 price target on shares of AECOM in a research report on Tuesday, February 10th. Finally, Weiss Ratings downgraded shares of AECOM from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Thursday, January 29th. Nine research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $128.64.

AECOM Stock Down 2.3%

Shares of ACM stock opened at $80.46 on Friday. The company has a market capitalization of $10.40 billion, a price-to-earnings ratio of 22.86, a PEG ratio of 1.02 and a beta of 1.09. AECOM has a one year low of $79.01 and a one year high of $135.52. The company's fifty day moving average price is $89.40 and its 200-day moving average price is $103.08. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.10 and a quick ratio of 1.10.

AECOM (NYSE:ACM - Get Free Report) last announced its quarterly earnings data on Monday, February 9th. The construction company reported $1.29 EPS for the quarter, missing the consensus estimate of $1.41 by ($0.12). The firm had revenue of $3.83 billion for the quarter, compared to the consensus estimate of $3.33 billion. AECOM had a net margin of 2.94% and a return on equity of 27.05%. The business'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. Sell-side analysts expect that AECOM will post 5.97 EPS for the current fiscal year.

AECOM Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 17th. Stockholders of record on Wednesday, April 1st were given a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Wednesday, April 1st. AECOM's dividend payout ratio (DPR) is presently 35.23%.

About AECOM

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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