What is KeyCorp's Estimate for AECOM FY2027 Earnings?

Key Points

• KeyCorp lowered its FY2027 EPS estimate for AECOM to $6.95 from $7.00, while maintaining an “Overweight” rating and a $101 price target.
• AECOM reported a quarterly EPS loss of $0.50, missing the $1.46 consensus estimate, amid a $337 million pretax project charge and a 14.2% year-over-year revenue decline.
• Management guided to FY2026 adjusted EPS of $3.95–$4.15, while the company’s record $27.8 billion backlog and recent insider purchases provided some positive signals.

AECOM (NYSE:ACM - Free Report) - Equities research analysts at KeyCorp cut their FY2027 earnings per share estimates for shares of AECOM in a report released on Friday, August 7th. KeyCorp analyst S. Jain now anticipates that the construction company will earn $6.95 per share for the year, down from their prior forecast of $7.00. KeyCorp 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.

ACM has been the subject of a number of other research reports. Barclays reduced their price target on AECOM from $110.00 to $90.00 and set an "equal weight" rating for the company in a research report on Tuesday, May 19th. Royal Bank Of Canada lowered their price objective on shares of AECOM from $111.00 to $105.00 and set an "outperform" rating on the stock in a research note on Wednesday, July 22nd. Weiss Ratings cut AECOM from a "hold (c)" rating to a "hold (c-)" rating in a research report on Tuesday, May 26th. Robert W. Baird dropped their price target on shares of AECOM from $87.00 to $73.00 and set a "neutral" rating on the stock in a research report on Tuesday. Finally, Citigroup reissued a "buy" rating on shares of AECOM in a research note on Thursday, July 23rd. Nine equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $113.18.

AECOM Price Performance

Shares of NYSE:ACM opened at $73.00 on Tuesday. The firm's 50 day moving average is $70.35 and its two-hundred day moving average is $81.23. The firm has a market capitalization of $9.38 billion, a P/E ratio of 19.06, a PEG ratio of 0.92 and a beta of 0.93. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.07. AECOM has a 52 week low of $66.28 and a 52 week high of $135.52.

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 (EPS) for the quarter, missing the consensus estimate of $1.46 by ($1.96). AECOM had a net margin of 3.16% and a return on equity of 28.52%. The firm had revenue of $3.59 billion for the quarter, compared to analyst estimates of $2.01 billion. During the same period last year, the firm posted $1.34 EPS. The business's revenue was down 14.2% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS.

AECOM Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st were given a $0.31 dividend. This represents a $1.24 annualized dividend and a yield of 1.7%. The ex-dividend date of this dividend was Wednesday, July 1st. AECOM's dividend payout ratio is presently 32.38%.

Insiders Place Their Bets

In other news, President Lara Poloni purchased 4,224 shares of the business's stock in a transaction dated Tuesday, June 16th. The stock was bought at an average cost of $70.63 per share, with a total value of $298,341.12. Following the purchase, the president directly owned 153,446 shares of the company's stock, valued at approximately $10,837,890.98. This trade represents a 2.83% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CEO Troy Rudd purchased 4,225 shares of AECOM stock in a transaction dated Thursday, May 14th. The shares were purchased at an average price of $71.02 per share, with a total value of $300,059.50. Following the completion of the acquisition, the chief executive officer 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 disclosure for this purchase is available in the SEC filing. Insiders have bought a total of 9,869 shares of company stock valued at $699,391 in the last three months. Insiders own 0.46% of the company's stock.

Hedge Funds Weigh In On AECOM

Several hedge funds and other institutional investors have recently added to or reduced their stakes in ACM. Towarzystwo Funduszy Inwestycyjnych PZU SA increased its stake in shares of AECOM by 86.7% during 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 during the last quarter. Caitong International Asset Management Co. Ltd lifted its stake in shares of AECOM by 95.4% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company's stock valued at $28,000 after purchasing an additional 144 shares during the last quarter. EverSource Wealth Advisors LLC boosted its holdings in AECOM by 189.3% in the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company's stock worth $34,000 after purchasing an additional 195 shares in the last quarter. First Horizon Corp increased its position in AECOM by 129.1% during the fourth quarter. First Horizon Corp now owns 362 shares of the construction company's stock worth $35,000 after buying an additional 204 shares during the last quarter. Finally, Western Wealth Management LLC acquired a new position in AECOM during the first quarter worth $36,000. Institutional investors own 85.41% of the company's stock.

Key Stories Impacting AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: AECOM reported record backlog of $27.8 billion, up 13% year over year, following $4.2 billion in wins and a 1.6 book-to-burn ratio. Operating cash flow was $95 million and free cash flow was $55 million for the quarter. AECOM reports third quarter fiscal 2026 results
• Positive Sentiment: AECOM’s CEO, president and CFO bought company shares during the past six months, potentially signaling management confidence after the selloff. Institutional investors also received approximately $419 million in government-award payments over the past year.
• Neutral Sentiment: Analysts’ median price target is approximately $99.50, well above the recent trading level, although targets may be revised after the earnings update. Brokers Set Expectations for AECOM's Q3 Earnings
• Negative Sentiment: AECOM posted an adjusted loss of $0.50 per share, versus the $1.49 consensus estimate and $1.34 earned a year earlier. GAAP results also showed a loss, while revenue fell 14.2% to $3.59 billion. AECOM Reports Q3 Loss, Lags Revenue Estimates
• Negative Sentiment: The quarter included a $337 million pretax charge tied to a Construction Management project, pushing the company to a net loss and causing a significant deterioration in operating margins.
• Negative Sentiment: Fiscal 2026 adjusted EPS guidance was lowered to $3.95–$4.15, substantially below the prior analyst consensus of $5.97. Management also reduced expectations for net service revenue growth and expects about $300 million in full-year free cash flow. AECOM misses sales expectations
• Negative Sentiment: Investors remain concerned about project claims, collection timing and balance-sheet quality. Recent institutional filings also showed sizable reductions by several large holders, including BlackRock, State Street and Pictet.

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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