Rothschild Investment LLC Increases Stock Position in AECOM $ACM

Rothschild Investment LLC increased its holdings in shares of AECOM (NYSE:ACM) by 409.7% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,015 shares of the construction company’s stock after purchasing an additional 4,835 shares during the period. Rothschild Investment LLC’s holdings in AECOM were worth $679,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Hantz Financial Services Inc. grew its stake in AECOM by 604.6% in the second quarter. Hantz Financial Services Inc. now owns 458 shares of the construction company’s stock valued at $52,000 after purchasing an additional 393 shares during the last quarter. Brookstone Capital Management bought a new stake in shares of AECOM in the 2nd quarter valued at about $219,000. Goldman Sachs Group Inc. grew its position in shares of AECOM by 3.5% in the 1st quarter. Goldman Sachs Group Inc. now owns 1,080,814 shares of the construction company’s stock worth $100,224,000 after buying an additional 36,804 shares during the last quarter. Boston Partners grew its position in shares of AECOM by 7.6% in the 2nd quarter. Boston Partners now owns 115,593 shares of the construction company’s stock worth $13,047,000 after buying an additional 8,161 shares during the last quarter. Finally, R Squared Ltd bought a new position in shares of AECOM during the 2nd quarter worth approximately $272,000. 85.41% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the stock. KeyCorp raised their target price on shares of AECOM from $131.00 to $144.00 and gave the company an “overweight” rating in a research note on Monday, October 20th. National Bank Financial began coverage on AECOM in a research report on Wednesday, October 8th. They issued an “outperform” rating and a $151.00 price objective for the company. Truist Financial boosted their target price on AECOM from $128.00 to $146.00 and gave the stock a “buy” rating in a research note on Wednesday, October 8th. UBS Group increased their price target on AECOM from $126.00 to $139.00 and gave the company a “buy” rating in a research note on Wednesday, August 6th. Finally, Barclays boosted their price target on AECOM from $130.00 to $145.00 and gave the stock an “overweight” rating in a research note on Monday, October 20th. Eleven research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $137.30.

AECOM Price Performance

Shares of NYSE ACM opened at $127.06 on Wednesday. AECOM has a 52 week low of $85.00 and a 52 week high of $135.52. The business’s 50 day moving average price is $130.92 and its 200 day moving average price is $120.10. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 0.91. The firm has a market cap of $16.83 billion, a P/E ratio of 27.68, a P/E/G ratio of 1.96 and a beta of 1.06.

AECOM (NYSE:ACM) last posted its quarterly earnings results on Tuesday, November 18th. The construction company reported $1.36 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.34 by $0.02. The company had revenue of $4.18 billion during the quarter, compared to analyst estimates of $4.31 billion. AECOM had a net margin of 3.82% and a return on equity of 27.87%. AECOM’s revenue for the quarter was up 1.6% compared to the same quarter last year. During the same period last year, the firm posted $1.27 EPS. AECOM has set its FY 2026 guidance at 5.650-5.850 EPS. On average, sell-side analysts expect that AECOM will post 5.1 earnings per share for the current year.

AECOM Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Investors of record on Wednesday, January 7th will be given a dividend of $0.31 per share. This is a boost from AECOM’s previous quarterly dividend of $0.26. This represents a $1.24 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Wednesday, January 7th. AECOM’s payout ratio is presently 22.66%.

About AECOM

AECOM, together with its subsidiaries, provides professional infrastructure consulting services worldwide. It operates in three segments: Americas, International, and AECOM Capital. The company offers planning, consulting, architectural and engineering design, construction and program management, and investment and development services to public and private clients.