Impact Partnership Wealth LLC Invests $750,000 in AECOM $ACM

Impact Partnership Wealth LLC bought a new position in AECOM (NYSE:ACM) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 7,870 shares of the construction company’s stock, valued at approximately $750,000.

A number of other large investors have also added to or reduced their stakes in the company. Orion Porfolio Solutions LLC raised its holdings in AECOM by 28,246.5% in the second quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock worth $602,183,000 after purchasing an additional 5,316,844 shares in the last quarter. State Street Corp raised its holdings in AECOM by 2.6% in the third quarter. State Street Corp now owns 5,107,636 shares of the construction company’s stock worth $666,393,000 after purchasing an additional 127,036 shares in the last quarter. Invesco Ltd. raised its holdings in AECOM by 14.2% in the third quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock worth $649,735,000 after purchasing an additional 618,205 shares in the last quarter. First Trust Advisors LP raised its holdings in AECOM by 105.3% in the third quarter. First Trust Advisors LP now owns 4,216,372 shares of the construction company’s stock worth $550,110,000 after purchasing an additional 2,162,158 shares in the last quarter. Finally, Geode Capital Management LLC raised its holdings in AECOM by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 2,444,275 shares of the construction company’s stock worth $232,359,000 after purchasing an additional 25,929 shares in the last quarter. 85.41% of the stock is currently owned by institutional investors.

AECOM Price Performance

Shares of NYSE ACM opened at $69.65 on Friday. The business’s 50 day moving average price is $80.88 and its 200 day moving average price is $93.44. The firm has a market cap of $8.95 billion, a P/E ratio of 18.19, a P/E/G ratio of 0.84 and a beta of 1.00. AECOM has a 52 week low of $67.64 and a 52 week high of $135.52. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.07.

AECOM (NYSE:ACM) last issued its earnings results on Monday, May 11th. The construction company reported $1.59 EPS for the quarter, beating analysts’ consensus estimates of $1.58 by $0.01. The firm had revenue of $3.80 billion for the quarter, compared to analyst estimates of $1.94 billion. AECOM had a return on equity of 28.52% and a net margin of 3.16%.AECOM’s revenue for the quarter was up 4.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.25 earnings per share. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. On average, sell-side analysts expect that AECOM will post 5.97 earnings per share for the current year.

AECOM Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 17th. Shareholders of record on Wednesday, April 1st were given a $0.31 dividend. This represents a $1.24 annualized dividend and a yield of 1.8%. The ex-dividend date was Wednesday, April 1st. AECOM’s dividend payout ratio is currently 32.38%.

Insider Activity at AECOM

In related news, CEO Troy Rudd acquired 4,225 shares of the stock in a transaction on Thursday, May 14th. The shares were acquired at an average price of $71.02 per share, for a total transaction of $300,059.50. Following the transaction, the chief executive officer owned 142,207 shares in the company, valued at approximately $10,099,541.14. This trade represents a 3.06% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Gaurav Kapoor acquired 1,420 shares of the stock in a transaction on Thursday, May 14th. The stock was bought at an average price of $71.12 per share, for a total transaction of $100,990.40. Following the transaction, the chief financial officer owned 88,053 shares in the company, valued at approximately $6,262,329.36. This represents a 1.64% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.46% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on ACM. Robert W. Baird reduced their target price on shares of AECOM from $98.00 to $91.00 and set a “neutral” rating for the company in a report on Tuesday, May 12th. UBS Group boosted their target price on shares of AECOM from $143.00 to $145.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Royal Bank Of Canada reduced their target price on shares of AECOM from $142.00 to $111.00 and set an “outperform” rating for the company in a report on Wednesday, May 13th. Bank of America boosted their target price on shares of AECOM from $117.00 to $118.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Finally, Weiss Ratings downgraded shares of AECOM from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday. Nine equities 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, AECOM has an average rating of “Moderate Buy” and an average target price of $116.00.

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.