AECOM (NYSE:ACM) Downgraded to Strong Sell Rating by Zacks Research

Zacks Research cut shares of AECOM (NYSE:ACM) from a hold rating to a strong sell rating in a report released on Monday,Zacks.com reports.

Several other brokerages have also weighed in on ACM. Weiss Ratings lowered AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, May 26th. Barclays lowered their price target on shares of 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 cut shares of AECOM from a “buy” rating to a “hold” rating in a report on Monday, July 6th. Royal Bank Of Canada cut their price objective on shares of AECOM from $111.00 to $105.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 22nd. Finally, Truist Financial reduced their target price on shares of AECOM from $109.00 to $102.00 and set a “buy” rating for the company in a research note on Thursday, July 2nd. Nine research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, AECOM currently has an average rating of “Moderate Buy” and an average target price of $113.18.

AECOM Stock Performance

Shares of NYSE ACM opened at $67.09 on Monday. 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 firm’s 50-day moving average price is $70.25 and its two-hundred day moving average price is $81.03. AECOM has a 52-week low of $63.67 and a 52-week high of $135.52. The stock has a market capitalization of $8.62 billion, a P/E ratio of 30.78, a P/E/G ratio of 0.89 and a beta of 0.93.

AECOM (NYSE:ACM) last posted its earnings results on Monday, August 10th. The construction company reported ($0.50) EPS for the quarter, missing the consensus estimate of $1.46 by ($1.96). The company had revenue of $3.59 billion for the quarter, compared to the consensus estimate of $2.01 billion. AECOM had a net margin of 1.87% and a return on equity of 19.45%. The firm’s revenue for the quarter was down 14.2% compared to the same quarter last year. During the same period last year, the company posted $1.34 earnings per share. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. As a group, sell-side analysts forecast that AECOM will post 5.97 earnings per share for the current year.

AECOM Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Wednesday, July 1st were paid a $0.31 dividend. The ex-dividend date of this dividend was Wednesday, July 1st. This represents a $1.24 annualized dividend and a dividend yield of 1.8%. AECOM’s dividend payout ratio is presently 32.38%.

Insider Activity

In related news, CEO Troy Rudd bought 4,225 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was purchased at an average price of $71.02 per share, for a total transaction of $300,059.50. Following the transaction, the chief executive officer directly owned 142,207 shares of the company’s stock, valued at approximately $10,099,541.14. This represents a 3.06% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, President Lara Poloni bought 4,224 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was bought at an average price of $70.63 per share, with a total value of $298,341.12. Following the transaction, the president directly owned 153,446 shares in the company, valued at $10,837,890.98. This represents a 2.83% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders have acquired 9,869 shares of company stock valued at $699,391. Company insiders own 0.46% of the company’s stock.

Institutional Trading of AECOM

A number of institutional investors have recently made changes to their positions in ACM. Northwestern Mutual Investment Management Company LLC lifted its holdings in AECOM by 0.4% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 29,634 shares of the construction company’s stock worth $2,825,000 after buying an additional 113 shares in the last quarter. Bank Julius Baer & Co. Ltd Zurich boosted its position in AECOM by 12.3% in the 4th quarter. Bank Julius Baer & Co. Ltd Zurich now owns 1,089 shares of the construction company’s stock valued at $104,000 after buying an additional 119 shares during the last quarter. HB Wealth Management LLC increased its stake in shares of AECOM by 3.3% in the 4th quarter. HB Wealth Management LLC now owns 3,860 shares of the construction company’s stock valued at $368,000 after buying an additional 125 shares during the period. Ashton Thomas Private Wealth LLC increased its stake in shares of AECOM by 4.3% in the 4th quarter. Ashton Thomas Private Wealth LLC now owns 3,128 shares of the construction company’s stock valued at $298,000 after buying an additional 129 shares during the period. Finally, Towarzystwo Funduszy Inwestycyjnych PZU SA raised its position in shares of AECOM by 86.7% during the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock worth $27,000 after acquiring an additional 130 shares during the last quarter. 85.41% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: AECOM reported record backlog of approximately $27.8 billion, up 13% year over year, after $4.2 billion in wins and a 1.6 book-to-burn ratio. The company also generated $95 million of operating cash flow and $55 million of free cash flow during the quarter. AECOM reports third quarter fiscal 2026 results
• Positive Sentiment: Recent insider activity showed purchases by Chief Executive Officer Troy Rudd, President Lara Poloni and CFO Gaurav Kapoor, which may signal management confidence following the selloff.
• Neutral Sentiment: KeyCorp trimmed its FY2027 EPS estimate modestly to $6.95 from $7.00 but maintained an Overweight rating and a $101 price target. Benzinga
• Negative Sentiment: AECOM reported a fiscal Q3 adjusted loss of $0.50 per share, versus analyst expectations for roughly $1.46–$1.49 of earnings. Revenue of $3.59 billion was down 14.2% year over year, despite exceeding the provided revenue estimate. AECOM Reports Q3 Loss, Lags Revenue Estimates
• Negative Sentiment: The quarter included a $337 million pretax charge tied to a Construction Management project, producing a GAAP diluted loss of $0.65 per share versus $1.34 of EPS a year earlier. Management also cited lower net service revenue growth expectations.
• Negative Sentiment: Fiscal 2026 adjusted EPS guidance was reduced to $3.95–$4.15, well below the roughly $5.97 consensus estimate. Robert W. Baird consequently lowered its price target to $73 from $87 and assigned a neutral rating. The Fly
• Negative Sentiment: A law firm announced a securities-fraud investigation concerning AECOM, citing potential federal securities-law violations related to prior financial disclosures. The announcement is an allegation, not a finding of wrongdoing, but adds legal and reputational risk. Securities Fraud Investigation Into AECOM Announced

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.