KeyCorp Has Negative Estimate for AECOM FY2027 Earnings

AECOM (NYSE:ACM) – KeyCorp dropped their FY2027 earnings per share (EPS) estimates for AECOM in a note issued to investors on Friday, August 7th. KeyCorp analyst S. Jain now forecasts that the construction company will post earnings per share of $6.95 for the year, down from their previous forecast of $7.00. KeyCorp has a “Overweight” rating and a $101.00 price objective on the stock. The consensus estimate for AECOM’s current full-year earnings is $5.97 per share.

A number of other research firms have also weighed in on ACM. Royal Bank Of Canada cut their target price on shares of AECOM from $111.00 to $105.00 and set an “outperform” rating for the company in a research report on Wednesday, July 22nd. Barclays lowered their price target 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. Citigroup reiterated a “buy” rating on shares of AECOM in a research note on Thursday, July 23rd. Truist Financial cut their price objective on AECOM from $109.00 to $102.00 and set a “buy” rating for the company in a research report on Thursday, July 2nd. Finally, Robert W. Baird decreased their target price on AECOM from $87.00 to $73.00 and set a “neutral” rating for the company in a research note on Tuesday. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $113.18.

AECOM Stock Performance

NYSE:ACM opened at $73.00 on Tuesday. AECOM has a 1 year low of $66.28 and a 1 year high of $135.52. The firm’s fifty day simple moving average is $70.35 and its 200 day simple moving average is $81.23. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.07. The firm has a market capitalization of $9.38 billion, a PE ratio of 19.06, a PEG ratio of 0.92 and a beta of 0.93.

AECOM (NYSE:ACM) last released its quarterly earnings results on Monday, August 10th. The construction company reported ($0.50) 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 the consensus estimate of $2.01 billion. During the same period in the prior year, the business earned $1.34 EPS. The company’s revenue for the quarter 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 Announces Dividend

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

Insider Activity at AECOM

In other AECOM news, CFO Gaurav Kapoor purchased 1,420 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The stock was purchased 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 approximately $6,262,329.36. This trade represents a 1.64% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, President Lara Poloni purchased 4,224 shares of the business’s stock in a transaction on Tuesday, June 16th. The shares were acquired at an average price of $70.63 per share, with a total value of $298,341.12. Following the purchase, the president 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 SEC filing for this purchase provides additional information. Insiders have acquired a total of 9,869 shares of company stock valued at $699,391 over the last quarter. 0.46% of the stock is owned by company insiders.

Institutional Investors Weigh In On AECOM

A number of hedge funds have recently made changes to their positions in the company. Towarzystwo Funduszy Inwestycyjnych PZU SA boosted its position in AECOM by 86.7% in the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock valued at $27,000 after buying an additional 130 shares in the last quarter. Caitong International Asset Management Co. Ltd boosted its stake in 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 purchasing an additional 144 shares in the last quarter. EverSource Wealth Advisors LLC increased its stake in shares of AECOM by 189.3% in the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock valued at $34,000 after buying an additional 195 shares in the last quarter. First Horizon Corp raised its holdings in shares of AECOM by 129.1% in the fourth quarter. First Horizon Corp now owns 362 shares of the construction company’s stock valued at $35,000 after buying an additional 204 shares during the last quarter. Finally, Intesa Sanpaolo Wealth Management bought a new stake in AECOM during the 4th quarter worth about $38,000. Institutional investors and hedge funds own 85.41% of the company’s stock.

More AECOM News

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.