Qsemble Capital Management LP Buys New Stake in AECOM $ACM

Qsemble Capital Management LP purchased a new position in shares of AECOM (NYSE:ACM) during the 4th quarter, Holdings Channel.com reports. The fund purchased 46,712 shares of the construction company’s stock, valued at approximately $4,453,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. increased its stake in AECOM by 1.8% during the 3rd quarter. JPMorgan Chase & Co. now owns 731,321 shares of the construction company’s stock worth $95,419,000 after buying an additional 12,664 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in AECOM by 11.3% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 129,432 shares of the construction company’s stock worth $16,887,000 after buying an additional 13,127 shares during the period. Leuthold Group LLC purchased a new stake in AECOM during the 3rd quarter worth $3,427,000. Barclays PLC increased its stake in AECOM by 103.8% during the 3rd quarter. Barclays PLC now owns 490,826 shares of the construction company’s stock worth $64,038,000 after buying an additional 250,043 shares during the period. Finally, Retirement Systems of Alabama increased its stake in AECOM by 8.9% during the 4th quarter. Retirement Systems of Alabama now owns 339,765 shares of the construction company’s stock worth $32,390,000 after buying an additional 27,750 shares during the period. Hedge funds and other institutional investors own 85.41% of the company’s stock.

Insider Activity

In other AECOM news, CFO Gaurav Kapoor purchased 1,420 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was acquired at an average cost of $71.12 per share, with a total value of $100,990.40. Following the acquisition, the chief financial officer owned 88,053 shares of the company’s stock, valued at approximately $6,262,329.36. This represents a 1.64% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Troy Rudd purchased 4,225 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was acquired at an average cost of $71.02 per share, with a total value of $300,059.50. Following the completion of the acquisition, the chief executive officer directly owned 142,207 shares in the company, valued at approximately $10,099,541.14. This trade represents a 3.06% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 0.46% of the company’s stock.

AECOM Price Performance

Shares of ACM stock opened at $71.21 on Friday. The firm has a market cap of $9.15 billion, a P/E ratio of 18.59, a P/E/G ratio of 0.86 and a beta of 1.00. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.10. AECOM has a 1-year low of $67.64 and a 1-year high of $135.52. The firm has a fifty day moving average of $84.92 and a two-hundred day moving average of $97.71.

AECOM (NYSE:ACM) last announced its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 earnings per share for the quarter, topping the consensus estimate of $1.58 by $0.01. The company had revenue of $3.80 billion during the quarter, compared to analyst estimates of $1.94 billion. AECOM had a net margin of 3.16% and a return on equity of 28.52%. The firm’s revenue for the quarter was up 4.4% compared to the same quarter last year. During the same period last year, the business earned $1.25 EPS. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. As a group, research analysts anticipate that AECOM will post 5.99 earnings per share for the current fiscal year.

AECOM Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, April 17th. Stockholders of record on Wednesday, April 1st were issued a $0.31 dividend. The ex-dividend date of this dividend was Wednesday, April 1st. This represents a $1.24 annualized dividend and a dividend yield of 1.7%. AECOM’s payout ratio is 32.38%.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of AECOM in a research note on Tuesday. KeyCorp dropped their price target on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a research note on Wednesday. Truist Financial reaffirmed a “buy” rating and set a $109.00 price target (down from $116.00) on shares of AECOM in a research note on Wednesday. Barclays lifted their price target on shares of AECOM from $100.00 to $110.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 11th. Finally, Royal Bank Of Canada dropped their price target on shares of AECOM from $142.00 to $111.00 and set an “outperform” rating on the stock in a research note on Wednesday. Nine investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, AECOM currently has an average rating of “Moderate Buy” and a consensus target price of $117.82.

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.