Lombard Odier Asset Management USA Corp Invests $842,000 in AECOM $ACM

Lombard Odier Asset Management USA Corp bought a new position in shares of AECOM (NYSE:ACM) during the 1st quarter, according to its most recent 13F filing with the SEC. The fund bought 9,924 shares of the construction company’s stock, valued at approximately $842,000.

Several other hedge funds also recently added to or reduced their stakes in the business. Northwestern Mutual Investment Management Company LLC grew its stake in shares of AECOM by 0.4% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 29,634 shares of the construction company’s stock worth $2,825,000 after acquiring an additional 113 shares during the last quarter. Bank Julius Baer & Co. Ltd Zurich raised its position in shares of AECOM by 12.3% in the 4th quarter. Bank Julius Baer & Co. Ltd Zurich now owns 1,089 shares of the construction company’s stock valued at $104,000 after purchasing an additional 119 shares during the last quarter. HB Wealth Management LLC raised its position in shares of AECOM by 3.3% in the 4th quarter. HB Wealth Management LLC now owns 3,860 shares of the construction company’s stock valued at $368,000 after purchasing an additional 125 shares during the last quarter. Ashton Thomas Private Wealth LLC boosted its stake in AECOM by 4.3% in the 4th quarter. Ashton Thomas Private Wealth LLC now owns 3,128 shares of the construction company’s stock worth $298,000 after purchasing an additional 129 shares in the last quarter. Finally, Towarzystwo Funduszy Inwestycyjnych PZU SA boosted 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. 85.41% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, President Lara Poloni purchased 4,224 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were purchased at an average cost of $70.63 per share, with a total value of $298,341.12. Following the completion of the acquisition, the president owned 153,446 shares of the company’s stock, valued at approximately $10,837,890.98. This represents a 2.83% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Gaurav Kapoor purchased 1,420 shares of the stock in a transaction on Thursday, May 14th. The shares were acquired at an average price of $71.12 per share, for a total transaction of $100,990.40. Following the transaction, the chief financial officer directly owned 88,053 shares of the company’s stock, valued at $6,262,329.36. This represents a 1.64% increase in their position. The SEC filing for this purchase provides additional information. Insiders purchased a total of 9,869 shares of company stock valued at $699,391 in the last quarter. 0.46% of the stock is currently owned by company insiders.

AECOM Stock Performance

ACM opened at $70.68 on Friday. 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 12-month low of $66.28 and a 12-month high of $135.52. The firm has a 50 day moving average of $69.80 and a two-hundred day moving average of $83.25. The firm has a market capitalization of $9.08 billion, a PE ratio of 18.45, a P/E/G ratio of 0.86 and a beta of 0.93.

AECOM (NYSE:ACM) last released its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 EPS 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 the consensus estimate of $1.94 billion. AECOM had a net margin of 3.16% and a return on equity of 28.52%. The business’s revenue for the quarter was up 4.4% on a year-over-year basis. During the same period in the prior year, the firm earned $1.25 EPS. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. On average, analysts anticipate that AECOM will post 5.97 EPS for the current year.

AECOM Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st were paid a dividend of $0.31 per share. The ex-dividend date was Wednesday, July 1st. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.8%. AECOM’s dividend payout ratio (DPR) is presently 32.38%.

Analyst Upgrades and Downgrades

ACM has been the topic of a number of recent analyst reports. Truist Financial cut their price target on shares of AECOM from $109.00 to $102.00 and set a “buy” rating on the stock in a research note on Thursday, July 2nd. Wall Street Zen downgraded shares of AECOM from a “buy” rating to a “hold” rating in a research note on Monday, July 6th. Royal Bank Of Canada dropped their price objective on shares of AECOM from $111.00 to $105.00 and set an “outperform” rating on the stock in a report on Wednesday. Barclays cut their target price on AECOM from $110.00 to $90.00 and set an “equal weight” rating on the stock in a research report on Tuesday, May 19th. Finally, KeyCorp reduced their target price on AECOM from $115.00 to $101.00 and set an “overweight” rating for the company in a research note on Wednesday, May 13th. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, AECOM has a consensus rating of “Moderate Buy” and a consensus target price of $114.82.

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.