OMERS ADMINISTRATION Corp Makes New $1.35 Million Investment in AECOM $ACM

Key Points

• OMERS Administration Corp. purchased 19,400 AECOM shares worth approximately $1.35 million in the second quarter. Institutional investors now own 85.41% of AECOM’s outstanding stock, following significant new positions from BlackRock, Barrow Hanley and others.
• AECOM reported a quarterly loss of $0.50 per share, missing the $1.46 consensus estimate, 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 and pays a $0.31 quarterly dividend, yielding about 1.9%.
• Analyst sentiment remains a Moderate Buy, with nine Buy, two Hold and two Sell ratings and a consensus price target of $89.58. However, several firms recently reduced their targets, while AECOM shares opened at $65.23, near the lower end of their 52-week range.

OMERS ADMINISTRATION Corp purchased a new stake in AECOM (NYSE:ACM - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 19,400 shares of the construction company's stock, valued at approximately $1,354,000.

Other hedge funds also recently modified their holdings of the company. BlackRock Inc. acquired a new stake in AECOM in the second quarter valued at $1,003,699,000. Barrow Hanley Mewhinney & Strauss LLC bought a new position in AECOM during the 2nd quarter worth $383,701,000. Orion Porfolio Solutions LLC lifted its holdings in AECOM by 28,246.5% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company's stock worth $602,183,000 after buying an additional 5,316,844 shares during the period. Norges Bank acquired a new position in AECOM during the 4th quarter worth about $205,499,000. Finally, Bank of New York Mellon Corp bought a new stake in shares of AECOM in the 2nd quarter valued at about $79,519,000. Institutional investors and hedge funds own 85.41% of the company's stock.

AECOM Stock Up 3.9%

Shares of NYSE:ACM opened at $65.23 on Thursday. The company has a market capitalization of $8.40 billion, a price-to-earnings ratio of 29.92, a P/E/G ratio of 4.23 and a beta of 0.93. 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's 50-day moving average is $68.71 and its 200-day moving average is $78.44. 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 earnings results on Monday, August 10th. The construction company reported ($0.50) EPS for the quarter, missing the consensus estimate of $1.46 by ($1.96). The business had revenue of $3.59 billion for the quarter, compared to the consensus estimate of $2.01 billion. AECOM had a net margin of 1.87% and a return on equity of 19.72%. The firm's revenue for the quarter was down 14.2% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.34 EPS. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. Equities research analysts predict that AECOM will post 3.98 earnings per share for the current year.

AECOM Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Wednesday, July 1st were given a dividend of $0.31 per share. The ex-dividend date of this dividend was Wednesday, July 1st. This represents a $1.24 annualized dividend and a dividend yield of 1.9%. AECOM's dividend payout ratio (DPR) is 56.88%.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on ACM. Argus decreased their price target on AECOM from $85.00 to $75.00 and set a "buy" rating for the company in a research note on Tuesday. Piper Sandler set a $79.00 target price on AECOM in a report on Wednesday, August 12th. The Goldman Sachs Group set a $91.00 target price on shares of AECOM in a research report on Wednesday, August 12th. KeyCorp decreased their target price on shares of AECOM from $101.00 to $79.00 and set an "overweight" rating for the company in a research report on Wednesday, August 12th. Finally, Robert W. Baird lowered their price target on shares of AECOM from $73.00 to $65.00 and set a "neutral" rating for the company in a report on Friday, August 14th. Nine research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat, AECOM has a consensus rating of "Moderate Buy" and a consensus price target of $89.58.

Insider Activity at AECOM

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

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.

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