AECOM (NYSE:ACM) Sets New 1-Year Low Following Weak Earnings

AECOM (NYSE:ACM) reached a new 52-week low on Tuesday following a weaker than expected earnings announcement. The stock traded as low as $63.67 and last traded at $66.2740, with a volume of 987785 shares trading hands. The stock had previously closed at $73.30.

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 business had revenue of $3.59 billion for the quarter, compared to the consensus estimate of $2.01 billion. During the same period in the previous year, the firm earned $1.34 EPS. The company’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 Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Wednesday, July 1st were issued a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend was Wednesday, July 1st. AECOM’s dividend payout ratio is 32.38%.

AECOM News Roundup

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Backlog increased 13% to a record $27.8 billion, supported by $4.2 billion in wins and a 1.6 book-to-burn ratio, indicating solid future demand. Management also reported $95 million in operating cash flow and $55 million in free cash flow for the quarter. AECOM reports third quarter fiscal 2026 results
• Positive Sentiment: KeyCorp maintained its Overweight rating and $101 price target, while trimming its fiscal 2027 EPS forecast only modestly to $6.95 from $7.00. This remains above the current full-year consensus estimate of $5.97. KeyCorp estimate update
• Neutral Sentiment: Recent insider activity has been supportive, with the CEO, president and CFO purchasing AECOM shares during the past six months. However, institutional positioning has been mixed, with several large investors reducing their holdings.
• Negative Sentiment: AECOM reported an adjusted loss of $0.50 per share, versus analyst expectations for approximately $1.46–$1.49 of earnings. Revenue totaled $3.59 billion, down 14.2% year over year, although it exceeded the cited revenue consensus estimate. AECOM reports Q3 loss
• Negative Sentiment: Results included a $337 million pretax charge tied to a Construction Management project. The charge contributed to a reported net loss of roughly $87 million, compared with net income of $131 million in the prior-year quarter.
• Negative Sentiment: Management lowered fiscal 2026 adjusted EPS guidance to $3.95–$4.15, well below the prior consensus estimate of $5.97, citing the project charge and weaker expected net service revenue growth. Robert W. Baird consequently cut its price target from $87 to $73 and downgraded ACM to Neutral. Baird target and rating change

Analyst Ratings Changes

A number of brokerages recently issued reports on ACM. Citigroup reiterated a “buy” rating on shares of AECOM in a research report on Thursday, July 23rd. Barclays reduced their target price 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. Wall Street Zen lowered AECOM from a “buy” rating to a “hold” rating in a research note on Monday, July 6th. Truist Financial lowered their price target on AECOM from $109.00 to $102.00 and set a “buy” rating on the stock in a report on Thursday, July 2nd. Finally, Royal Bank Of Canada dropped their price target on AECOM from $111.00 to $105.00 and set an “outperform” rating for the company in a research report on Wednesday, July 22nd. Nine investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, AECOM presently has an average rating of “Moderate Buy” and a consensus price target of $113.18.

Insider Buying and Selling at AECOM

In other news, President Lara Poloni acquired 4,224 shares of the business’s stock in a transaction dated Tuesday, June 16th. The stock was purchased at an average cost of $70.63 per share, for a total transaction of $298,341.12. Following the acquisition, the president owned 153,446 shares of the company’s stock, valued at $10,837,890.98. This trade represents a 2.83% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Gaurav Kapoor acquired 1,420 shares of AECOM stock in a transaction dated Thursday, May 14th. The shares were purchased at an average price of $71.12 per share, for a total transaction of $100,990.40. Following the completion of the transaction, the chief financial officer directly owned 88,053 shares in the company, valued at approximately $6,262,329.36. The trade was a 1.64% increase in their position. The SEC filing for this purchase provides additional information. Insiders have bought 9,869 shares of company stock worth $699,391 over the last 90 days. Corporate insiders own 0.46% of the company’s stock.

Institutional Trading of AECOM

Several hedge funds and other institutional investors have recently bought and sold shares of ACM. BlackRock Inc. bought a new position in AECOM during the second quarter valued at approximately $1,003,699,000. Orion Porfolio Solutions LLC lifted its holdings in shares of AECOM by 28,246.5% in 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 during the last quarter. State Street Corp boosted its stake in shares of AECOM by 2.6% in the 3rd quarter. State Street Corp now owns 5,107,636 shares of the construction company’s stock valued at $666,393,000 after purchasing an additional 127,036 shares in the last quarter. Invesco Ltd. boosted its stake in shares of 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 purchasing an additional 618,205 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of AECOM by 17.2% during the 4th 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 valued at $264,437,000 after purchasing an additional 407,622 shares during the last quarter. Hedge funds and other institutional investors own 85.41% of the company’s stock.

AECOM Stock Performance

The company has a market cap of $8.69 billion, a P/E ratio of 17.47, a price-to-earnings-growth ratio of 0.92 and a beta of 0.93. The company’s fifty day moving average is $70.35 and its 200 day 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.

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.