154,553 Shares in AECOM $ACM Acquired by Value Holdings Management CO. LLC

Value Holdings Management CO. LLC acquired a new stake in AECOM (NYSE:ACM) during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 154,553 shares of the construction company’s stock, valued at approximately $10,788,000. AECOM makes up about 1.8% of Value Holdings Management CO. LLC’s portfolio, making the stock its 17th biggest position. Value Holdings Management CO. LLC owned 0.12% of AECOM at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Kingsview Wealth Management LLC purchased a new stake in AECOM in the fourth quarter worth approximately $2,057,000. Norges Bank bought a new stake in AECOM in the 4th quarter worth approximately $205,499,000. Intech Investment Management LLC raised its stake in AECOM by 39.5% during the 4th quarter. Intech Investment Management LLC now owns 154,065 shares of the construction company’s stock valued at $14,687,000 after buying an additional 43,600 shares during the last quarter. Legal & General Group Plc raised its stake in AECOM by 11.0% during the 4th quarter. Legal & General Group Plc now owns 463,295 shares of the construction company’s stock valued at $44,166,000 after buying an additional 46,006 shares during the last quarter. Finally, Eurizon Capital SGR S.p.A. bought a new position in shares of AECOM during the 4th quarter valued at $3,559,000. 85.41% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on ACM shares. Weiss Ratings downgraded AECOM from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Wednesday, August 12th. Piper Sandler set a $79.00 price objective on AECOM in a research report on Wednesday, August 12th. The Goldman Sachs Group set a $91.00 target price on AECOM in a report on Wednesday, August 12th. Zacks Research cut AECOM from a “hold” rating to a “strong sell” rating in a research report on Monday, August 10th. Finally, Truist Financial restated a “buy” rating and set a $85.00 price target (down from $102.00) on shares of AECOM in a research note on Wednesday, August 12th. Nine investment analysts have rated the stock with a Buy rating, two have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $94.58.

Insider Activity

In related news, President Lara Poloni acquired 4,224 shares of AECOM stock in a transaction dated Tuesday, June 16th. The shares were purchased at an average price of $70.63 per share, for a total transaction of $298,341.12. Following the completion of the transaction, the president directly owned 153,446 shares in the company, valued at approximately $10,837,890.98. This represents a 2.83% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.46% of the stock is currently owned by insiders.

AECOM Stock Performance

NYSE ACM opened at $65.23 on Friday. The firm has a market cap of $8.40 billion, a price-to-earnings ratio of 29.92, a price-to-earnings-growth ratio of 4.38 and a beta of 0.93. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 1.11. The business has a 50-day moving average price of $69.16 and a 200-day moving average price of $79.35. AECOM has a twelve month low of $60.35 and a twelve month high of $135.52.

AECOM (NYSE:ACM) last issued its earnings results on Monday, August 10th. The construction company reported ($0.50) earnings per share (EPS) for the quarter, missing the consensus estimate of $1.46 by ($1.96). AECOM had a net margin of 1.87% and a return on equity of 19.72%. The business had revenue of $3.59 billion for the quarter, compared to the consensus estimate of $2.01 billion. During the same period last year, the business posted $1.34 EPS. The firm’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. As a group, equities research analysts predict that AECOM will post 3.98 EPS for the current fiscal 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 issued a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend was Wednesday, July 1st. AECOM’s dividend payout ratio (DPR) is 56.88%.

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.