California State Teachers Retirement System Lowers Stake in AECOM $ACM

California State Teachers Retirement System lowered its holdings in shares of AECOM (NYSE:ACM) by 3.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 241,001 shares of the construction company’s stock after selling 8,080 shares during the period. California State Teachers Retirement System’s holdings in AECOM were worth $20,442,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of ACM. Orion Porfolio Solutions LLC increased its stake in shares of AECOM by 28,246.5% during the second quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock valued at $602,183,000 after purchasing an additional 5,316,844 shares in the last quarter. State Street Corp boosted its position 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 worth $666,393,000 after purchasing an additional 127,036 shares in the last quarter. Invesco Ltd. boosted its position 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 worth $649,735,000 after purchasing an additional 618,205 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of AECOM by 17.2% in 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 worth $264,437,000 after buying an additional 407,622 shares during the last quarter. Finally, Geode Capital Management LLC grew its stake in shares of AECOM by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 2,444,275 shares of the construction company’s stock worth $232,359,000 after buying an additional 25,929 shares during the last quarter. Hedge funds and other institutional investors own 85.41% of the company’s stock.

AECOM Trading Up 1.1%

NYSE:ACM opened at $72.54 on Friday. The stock has a market cap of $9.32 billion, a price-to-earnings ratio of 18.94, a PEG ratio of 0.88 and a beta of 0.93. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.07. The company’s 50 day moving average price is $69.94 and its 200-day moving average price is $82.32. AECOM has a 52 week low of $66.28 and a 52 week high of $135.52.

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

AECOM Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st were issued a $0.31 dividend. The ex-dividend date of this dividend was Wednesday, July 1st. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.7%. AECOM’s dividend payout ratio (DPR) is presently 32.38%.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on ACM. Royal Bank Of Canada reduced their price objective on AECOM from $111.00 to $105.00 and set an “outperform” rating for the company in a research report on Wednesday, July 22nd. Wall Street Zen downgraded AECOM from a “buy” rating to a “hold” rating in a report on Monday, July 6th. Robert W. Baird cut their target price on AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 12th. Barclays reduced their price target on AECOM from $110.00 to $90.00 and set an “equal weight” rating for the company in a report on Tuesday, May 19th. Finally, Citigroup reaffirmed a “buy” rating on shares of AECOM in a research report on Thursday, July 23rd. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $114.82.

Insiders Place Their Bets

In other AECOM news, CFO Gaurav Kapoor purchased 1,420 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was purchased at an average price of $71.12 per share, for a total transaction of $100,990.40. Following the completion of the purchase, the chief financial officer directly owned 88,053 shares of the company’s stock, valued at $6,262,329.36. This trade represents a 1.64% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, President Lara Poloni purchased 4,224 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The stock was acquired at an average price of $70.63 per share, with a total value of $298,341.12. Following the purchase, the president directly owned 153,446 shares of the company’s stock, valued at approximately $10,837,890.98. The trade was a 2.83% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders acquired 9,869 shares of company stock valued at $699,391. Corporate insiders own 0.46% of the company’s stock.

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.