AECOM (NYSE:ACM) Releases FY 2026 Earnings Guidance

AECOM (NYSE:ACM) issued an update on its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 3.950-4.150 for the period, compared to the consensus earnings per share estimate of 5.970. The company issued revenue guidance of -.

Analyst Ratings Changes

ACM has been the subject of several research reports. Royal Bank Of Canada cut their price objective on AECOM from $111.00 to $105.00 and set an “outperform” rating for the company in a research note on Wednesday, July 22nd. KeyCorp reduced their price objective on AECOM from $115.00 to $101.00 and set an “overweight” rating for the company in a research note on Wednesday, May 13th. Wall Street Zen cut shares of AECOM from a “buy” rating to a “hold” rating in a research note on Monday, July 6th. Weiss Ratings lowered shares of AECOM from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, May 26th. Finally, Truist Financial reduced their target price on shares of AECOM from $109.00 to $102.00 and set a “buy” rating for the company in a research report on Thursday, July 2nd. Nine 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 currently has an average rating of “Moderate Buy” and a consensus price target of $114.82.

AECOM Trading Down 3.7%

Shares of NYSE ACM traded down $2.84 during trading on Monday, hitting $73.00. 3,324,746 shares of the company were exchanged, compared to its average volume of 1,676,241. The company has a fifty day moving average price of $70.34 and a 200-day moving average price of $81.40. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.11 and a current ratio of 1.11. The firm has a market capitalization of $9.38 billion, a PE ratio of 19.06, a P/E/G ratio of 0.92 and a beta of 0.93. AECOM has a 12-month low of $66.28 and a 12-month high of $135.52.

AECOM (NYSE:ACM) last announced its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $2.01 billion. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. As a group, equities research analysts expect that AECOM will post 5.97 EPS for the current year.

AECOM Dividend Announcement

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

Insider Transactions at AECOM

In other AECOM news, CEO Troy Rudd acquired 4,225 shares of the firm’s stock in a transaction that occurred 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 acquisition, the chief executive officer owned 142,207 shares of the company’s stock, valued at approximately $10,099,541.14. The trade was a 3.06% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Gaurav Kapoor acquired 1,420 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was acquired at an average price of $71.12 per share, with a total value of $100,990.40. Following the completion of the transaction, the chief financial officer directly owned 88,053 shares of the company’s stock, valued at $6,262,329.36. This trade represents a 1.64% increase in their position. The SEC filing for this purchase provides additional information. Insiders bought 9,869 shares of company stock worth $699,391 in the last 90 days. Insiders own 0.46% of the company’s stock.

Institutional Investors Weigh In On AECOM

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Orion Porfolio Solutions LLC lifted its stake in 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 worth $602,183,000 after acquiring an additional 5,316,844 shares in the last quarter. Invesco Ltd. grew its position in AECOM by 14.2% in the 3rd quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock valued at $649,735,000 after acquiring an additional 618,205 shares in the last quarter. Marshall Wace LLP grew its position in AECOM by 13,673.1% in the 4th quarter. Marshall Wace LLP now owns 461,674 shares of the construction company’s stock valued at $44,011,000 after acquiring an additional 458,322 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in AECOM by 17.2% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,773,910 shares of the construction company’s stock worth $264,437,000 after purchasing an additional 407,622 shares during the period. Finally, Millennium Management LLC increased its stake in AECOM by 1,029.5% during the fourth quarter. Millennium Management LLC now owns 378,523 shares of the construction company’s stock worth $36,085,000 after purchasing an additional 345,012 shares during the period. Hedge funds and other institutional investors own 85.41% of the company’s stock.

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.