Legal & General Group Plc Takes $13.40 Million Position in AECOM $ACM

Key Points

• Legal & General Group Plc acquired 191,978 AECOM shares worth approximately $13.4 million, giving it a roughly 0.15% stake. Institutional investors collectively own 85.41% of AECOM.
• Analyst sentiment remains cautiously positive, with a consensus “Moderate Buy” rating and an average price target of $89.58, although several firms recently lowered their targets and Zacks downgraded the stock to “Strong Sell.”
• AECOM reported a quarterly EPS loss of $0.50, missing estimates by $1.96, while revenue reached $3.59 billion but declined 14.2% year over year. The company reaffirmed fiscal 2026 EPS guidance of $3.95–$4.15 and maintains a $0.31 quarterly dividend.

Legal & General Group Plc bought a new stake in AECOM (NYSE:ACM - Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 191,978 shares of the construction company's stock, valued at approximately $13,400,000. Legal & General Group Plc owned approximately 0.15% of AECOM at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Great Lakes Advisors LLC grew its stake in AECOM by 14.9% in the first quarter. Great Lakes Advisors LLC now owns 2,366 shares of the construction company's stock valued at $219,000 after acquiring an additional 306 shares during the period. Empowered Funds LLC raised its position in shares of AECOM by 62.6% during the first quarter. Empowered Funds LLC now owns 14,266 shares of the construction company's stock worth $1,323,000 after purchasing an additional 5,493 shares during the period. Focus Partners Wealth lifted its holdings in shares of AECOM by 6.9% in the 1st quarter. Focus Partners Wealth now owns 4,150 shares of the construction company's stock worth $385,000 after purchasing an additional 269 shares in the last quarter. EverSource Wealth Advisors LLC grew its position in AECOM by 189.3% in the 2nd 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. Finally, Cresset Asset Management LLC increased its stake in AECOM by 13.7% during the 2nd quarter. Cresset Asset Management LLC now owns 2,935 shares of the construction company's stock valued at $331,000 after purchasing an additional 353 shares in the last quarter. 85.41% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have weighed in on ACM. Barclays dropped their price objective on shares of AECOM from $90.00 to $73.00 and set an "equal weight" rating on the stock in a research note on Wednesday, August 12th. Robert W. Baird decreased their price objective on AECOM from $73.00 to $65.00 and set a "neutral" rating for the company in a report on Friday, August 14th. Argus dropped their target price on AECOM from $85.00 to $75.00 and set a "buy" rating on the stock in a report on Tuesday, August 25th. Zacks Research downgraded AECOM from a "hold" rating to a "strong sell" rating in a report on Monday, August 10th. Finally, Piper Sandler set a $79.00 price objective on AECOM in a research note on Wednesday, August 12th. Nine equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, AECOM has a consensus rating of "Moderate Buy" and a consensus price target of $89.58.

AECOM Stock Performance

ACM stock opened at $69.49 on Monday. The firm has a market cap of $8.94 billion, a PE ratio of 31.88, a P/E/G ratio of 4.66 and a beta of 0.93. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 1.11. The business has a 50 day moving average of $68.68 and a 200-day moving average of $77.97. AECOM has a 12-month low of $60.35 and a 12-month high of $135.52.

AECOM (NYSE:ACM - Get Free Report) last issued its quarterly earnings results 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 business had revenue of $3.59 billion for the quarter, compared to analysts' expectations of $2.01 billion. AECOM had a net margin of 1.87% and a return on equity of 19.72%. The business's revenue was down 14.2% compared to the same quarter last year. During the same period in the previous year, the business posted $1.34 earnings per share. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. As a group, sell-side analysts expect that AECOM will post 3.98 earnings per share for the current year.

AECOM Announces Dividend

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

Insider Buying and Selling at AECOM

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

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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