KeyCorp Research Analysts Lower Earnings Estimates for AECOM

Key Points

• KeyCorp lowered AECOM’s Q3 2026 EPS estimate to $1.42 from $1.56, while maintaining an “Overweight” rating and a $101 price target. The firm expects Q4 2026 EPS of $1.71.
• AECOM’s latest quarterly results modestly exceeded expectations, with EPS of $1.59 versus a $1.58 consensus estimate and revenue growth of 4.4% year over year.
• Despite mixed analyst revisions, AECOM retains a “Moderate Buy” consensus rating, with nine Buy and four Hold ratings and an average price target of $114.82. Institutional investors own 85.41% of the stock, while company executives have recently purchased shares.

AECOM (NYSE:ACM - Free Report) - Equities research analysts at KeyCorp lowered their Q3 2026 earnings per share (EPS) estimates for AECOM in a research note issued to investors on Friday, August 7th. KeyCorp analyst S. Jain now expects that the construction company will post earnings of $1.42 per share for the quarter, down from their previous forecast of $1.56. KeyCorp currently has a "Overweight" rating and a $101.00 price target on the stock. The consensus estimate for AECOM's current full-year earnings is $5.97 per share. KeyCorp also issued estimates for AECOM's Q4 2026 earnings at $1.71 EPS.

AECOM (NYSE:ACM - Get Free Report) last issued its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 earnings per share for the quarter, beating the consensus estimate of $1.58 by $0.01. The business had revenue of $3.80 billion for the quarter, compared to analysts' expectations of $1.94 billion. AECOM had a return on equity of 28.52% and a net margin of 3.16%.The business's revenue was up 4.4% on a year-over-year basis. During the same period last year, the business earned $1.25 EPS.

Other research analysts have also issued reports about the stock. Barclays dropped their price target on shares of AECOM from $110.00 to $90.00 and set an "equal weight" rating on the stock in a research report on Tuesday, May 19th. Citigroup reiterated a "buy" rating on shares of AECOM in a research note on Thursday, July 23rd. Weiss Ratings cut shares of AECOM from a "hold (c)" rating to a "hold (c-)" rating in a research report on Tuesday, May 26th. Wall Street Zen downgraded AECOM from a "buy" rating to a "hold" rating in a research note on Monday, July 6th. Finally, Truist Financial reduced their target price on AECOM from $109.00 to $102.00 and set a "buy" rating for the company in a report on Thursday, July 2nd. Nine equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $114.82.

AECOM Stock Performance

NYSE ACM opened at $75.91 on Monday. AECOM has a 1 year low of $66.28 and a 1 year high of $135.52. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.11. The firm has a market cap of $9.76 billion, a price-to-earnings ratio of 19.82, a PEG ratio of 0.92 and a beta of 0.93. The company has a fifty day moving average price of $70.34 and a 200-day moving average price of $81.40.

Hedge Funds Weigh In On AECOM

Several institutional investors have recently bought and sold shares of the company. BlackRock Inc. purchased a new stake in AECOM in the 2nd quarter worth about $1,003,699,000. Orion Porfolio Solutions LLC lifted its holdings in AECOM by 28,246.5% during the second quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company's stock valued at $602,183,000 after purchasing an additional 5,316,844 shares during the last quarter. Norges Bank purchased a new stake in AECOM during the fourth quarter valued at about $205,499,000. Bank of New York Mellon Corp bought a new position in AECOM during the second quarter worth about $79,519,000. Finally, PFA Pension Forsikringsaktieselskab bought a new position in AECOM during the fourth quarter worth about $67,553,000. Hedge funds and other institutional investors own 85.41% of the company's stock.

Insiders Place Their Bets

In related news, CEO Troy Rudd bought 4,225 shares of the company's stock in a transaction on Thursday, May 14th. The shares were purchased at an average cost of $71.02 per share, for a total transaction of $300,059.50. Following the completion of the purchase, the chief executive officer directly owned 142,207 shares in the company, valued at $10,099,541.14. The trade was a 3.06% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link. Also, President Lara Poloni bought 4,224 shares of AECOM stock in a transaction dated 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 completion of the transaction, the president directly owned 153,446 shares in the company, valued at approximately $10,837,890.98. This trade represents a 2.83% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders have purchased 9,869 shares of company stock valued at $699,391. Company insiders own 0.46% of the company's stock.

AECOM Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Wednesday, July 1st were issued a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date was Wednesday, July 1st. AECOM's dividend payout ratio (DPR) is 32.38%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source