PFA Pension Forsikringsaktieselskab Acquires New Position in AECOM $ACM

Key Points

• PFA Pension Forsikringsaktieselskab acquired 696,999 shares of AECOM (~$67.6M) in Q4 and owned 0.54% of the company at quarter-end, while overall institutional ownership stands at 85.41% with other large increases from funds like Orion, First Trust and Invesco.
• Sell-side views are mixed but skew positive: the stock has a consensus rating of "Moderate Buy" with an average target price of $128.55, amid recent divergent analyst moves (Goldman lowered its target, RBC raised theirs, Weiss downgraded to hold).
• AECOM missed quarterly EPS ($1.29 vs. $1.41) but beat revenue ($3.83B), set FY2026 guidance of $4.180–$4.890 EPS, and trades near $84 with a market cap of about $10.9B and a 52-week range of $79.01–$135.52.

PFA Pension Forsikringsaktieselskab acquired a new stake in shares of AECOM (NYSE:ACM - Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 696,999 shares of the construction company's stock, valued at approximately $67,553,000. PFA Pension Forsikringsaktieselskab owned 0.54% of AECOM at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in ACM. Orion Porfolio Solutions LLC grew its stake in shares of 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 valued at $602,183,000 after acquiring an additional 5,316,844 shares during the period. First Trust Advisors LP grew its stake in shares of AECOM by 105.3% during the 3rd quarter. First Trust Advisors LP now owns 4,216,372 shares of the construction company's stock valued at $550,110,000 after acquiring an additional 2,162,158 shares during the period. Invesco Ltd. raised its position in shares of AECOM by 14.2% during the 3rd quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company's stock valued at $649,735,000 after purchasing an additional 618,205 shares during the period. Barclays PLC raised its position in shares of AECOM by 103.8% during the 3rd quarter. Barclays PLC now owns 490,826 shares of the construction company's stock valued at $64,038,000 after purchasing an additional 250,043 shares during the period. Finally, Danske Bank A S bought a new stake in shares of AECOM during the 3rd quarter valued at $21,977,000. 85.41% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

ACM has been the topic of several recent analyst reports. The Goldman Sachs Group decreased their price objective on shares of AECOM from $148.00 to $127.00 and set a "buy" rating on the stock in a research report on Wednesday, January 28th. Royal Bank Of Canada raised their price objective on shares of AECOM from $139.00 to $142.00 and gave the company an "outperform" rating in a research report on Wednesday, February 11th. Weiss Ratings downgraded shares of AECOM from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Thursday, January 29th. Truist Financial set a $116.00 price objective on shares of AECOM in a research report on Monday, April 20th. Finally, Barclays raised their price objective on shares of AECOM from $100.00 to $110.00 and gave the company an "equal weight" rating in a research report on Wednesday, February 11th. Nine equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $128.55.

AECOM Stock Performance

ACM opened at $84.31 on Friday. The stock has a market capitalization of $10.90 billion, a price-to-earnings ratio of 23.95, a PEG ratio of 1.04 and a beta of 1.00. The company has a fifty day moving average of $88.39 and a 200 day moving average of $101.19. AECOM has a fifty-two week low of $79.01 and a fifty-two week high of $135.52. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.10 and a current ratio of 1.10.

AECOM (NYSE:ACM - Get Free Report) last posted its earnings results on Monday, February 9th. The construction company reported $1.29 earnings per share for the quarter, missing the consensus estimate of $1.41 by ($0.12). The company had revenue of $3.83 billion for the quarter, compared to analysts' expectations of $3.33 billion. AECOM had a net margin of 2.94% and a return on equity of 27.05%. The firm's revenue for the quarter was down 4.6% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. As a group, sell-side analysts forecast that AECOM will post 5.97 earnings per share for the current fiscal year.

AECOM Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, April 17th. Investors of record on Wednesday, April 1st were paid a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend 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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