AECOM (NYSE:ACM) Stock Price Down 4.5% After Analyst Downgrade

Key Points

• AECOM shares fell 4.5% to about $62.08 after Argus cut its price target from $85 to $75, although it maintained a Buy rating.
• Analyst sentiment remains broadly positive, with a “Moderate Buy” consensus and an average price target of $89.58, despite several recent target reductions and one downgrade to Hold.
• AECOM’s latest quarterly results missed earnings expectations by a wide margin, reporting a $0.50 loss per share versus a $1.46 estimate, while revenue declined 14.2% year over year; the company maintained fiscal 2026 EPS guidance of $3.95–$4.15.

AECOM (NYSE:ACM - Get Free Report)'s share price fell 4.5% on Tuesday after Argus lowered their price target on the stock from $85.00 to $75.00. Argus currently has a buy rating on the stock. AECOM traded as low as $62.10 and last traded at $62.08. 550,763 shares were traded during trading, a decline of 68% from the average daily volume of 1,737,988 shares. The stock had previously closed at $64.99.

A number of other equities analysts also recently issued reports on ACM. KeyCorp dropped their price target on AECOM from $101.00 to $79.00 and set an "overweight" rating on the stock in a research report on Wednesday, August 12th. UBS Group set a $85.00 price target on AECOM in a research report on Wednesday, August 12th. Robert W. Baird decreased their target price on shares of AECOM from $73.00 to $65.00 and set a "neutral" rating for the company in a research report on Friday, August 14th. Royal Bank Of Canada dropped their target price on AECOM from $105.00 to $90.00 and set an "outperform" rating on the stock in a research report on Thursday, August 13th. Finally, Wall Street Zen downgraded shares of AECOM from a "buy" rating to a "hold" rating in a research note on Monday, July 6th. Nine equities 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. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $89.58.

Insider Transactions at AECOM

In other news, President Lara Poloni bought 4,224 shares of AECOM stock in a transaction on Tuesday, June 16th. The shares were bought at an average cost of $70.63 per share, for a total transaction of $298,341.12. Following the acquisition, the president 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 transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Insiders own 0.46% of the company's stock.

Institutional Investors Weigh In On AECOM

Institutional investors have recently bought and sold shares of the stock. Towarzystwo Funduszy Inwestycyjnych PZU SA increased its stake in AECOM by 86.7% in the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company's stock worth $27,000 after purchasing an additional 130 shares in the last quarter. Caitong International Asset Management Co. Ltd grew its stake in shares of AECOM by 95.4% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company's stock worth $28,000 after acquiring an additional 144 shares during the last quarter. EverSource Wealth Advisors LLC increased its stake in AECOM by 189.3% during the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company's stock valued at $34,000 after acquiring an additional 195 shares during the period. Western Wealth Management LLC acquired a new position in AECOM in the first quarter worth about $36,000. Finally, Compass Financial Management LLC acquired a new position in AECOM in the second quarter valued at about $36,000. Institutional investors and hedge funds own 85.41% of the company's stock.

AECOM Price Performance

The stock's 50-day moving average price is $68.96 and its 200-day moving average price is $78.91. 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 company has a market capitalization of $8.00 billion, a price-to-earnings ratio of 28.54, a price-to-earnings-growth ratio of 4.37 and a beta of 0.93.

AECOM (NYSE:ACM - Get Free Report) last announced its quarterly earnings results on Monday, August 10th. The construction company reported ($0.50) earnings per share for the quarter, missing analysts' consensus estimates of $1.46 by ($1.96). AECOM had a net margin of 1.87% and a return on equity of 19.72%. The firm had revenue of $3.59 billion during the quarter, compared to analyst estimates of $2.01 billion. During the same quarter in the prior year, the business earned $1.34 earnings per share. The business's revenue was down 14.2% on a year-over-year basis. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. Equities research analysts anticipate that AECOM will post 3.98 earnings per share for the current year.

AECOM Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Wednesday, July 1st were paid a $0.31 dividend. This represents a $1.24 annualized dividend and a dividend yield of 2.0%. The ex-dividend date was Wednesday, July 1st. AECOM's payout ratio is 56.88%.

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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