AECOM $ACM Shares Sold by Royal Bank of Canada

Royal Bank of Canada lessened its position in shares of AECOM (NYSE:ACM) by 39.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 49,515 shares of the construction company’s stock after selling 31,591 shares during the period. Royal Bank of Canada’s holdings in AECOM were worth $4,201,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Towarzystwo Funduszy Inwestycyjnych PZU SA grew its holdings in shares of AECOM by 86.7% during the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock worth $27,000 after purchasing an additional 130 shares during the period. Caitong International Asset Management Co. Ltd lifted its position in AECOM by 95.4% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company’s stock valued at $28,000 after buying an additional 144 shares in the last quarter. EverSource Wealth Advisors LLC lifted its position in AECOM by 189.3% during the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock valued at $34,000 after buying an additional 195 shares in the last quarter. First Horizon Corp grew its stake in AECOM by 129.1% during the fourth quarter. First Horizon Corp now owns 362 shares of the construction company’s stock worth $35,000 after buying an additional 204 shares during the period. Finally, Intesa Sanpaolo Wealth Management purchased a new stake in AECOM during the fourth quarter worth approximately $38,000. 85.41% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at AECOM

In other AECOM news, President Lara Poloni bought 4,224 shares of the stock in a transaction dated Tuesday, June 16th. The stock was bought at an average cost of $70.63 per share, for a total transaction of $298,341.12. Following the completion of 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 acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 0.46% of the stock is owned by corporate insiders.

AECOM News Summary

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Royal Bank of Canada maintained an “outperform” rating despite cutting its price target to $90 from $105. The new target still implies roughly 41.5% upside from the current share price, signaling that RBC views the recent selloff as excessive. Benzinga analyst update
• Positive Sentiment: KeyCorp retained an “overweight” rating, while Truist reaffirmed its “buy” rating. Although both firms reduced their price targets—to $79 and $85, respectively—the targets remain meaningfully above the current price and provide some support for the stock. Benzinga analyst updates
• Neutral Sentiment: Analyst commentary is focused on AECOM’s future earnings outlook, including FY2027 expectations and the company’s backlog. These factors could help determine whether current infrastructure demand and project execution can offset near-term earnings pressure. KeyCorp comments on AECOM’s FY2027 earnings
• Negative Sentiment: AECOM’s latest quarterly results were weak: the company reported a loss of $0.50 per share versus consensus expectations for $1.46 in earnings, while revenue declined 14.2% year over year. The earnings disappointment pushed the stock to a new 12-month low and remains the primary reason for investor caution. AECOM hits new 12-month low on disappointing earnings
• Negative Sentiment: Robert W. Baird lowered its expectations for AECOM’s stock, adding to the broader pattern of reduced analyst targets. Zacks Research also downgraded the shares from “hold” to “strong sell,” increasing negative sentiment despite the more constructive views from RBC, KeyCorp and Truist. Baird lowers AECOM expectations

AECOM Trading Up 4.2%

ACM opened at $63.59 on Friday. The firm has a market capitalization of $8.18 billion, a P/E ratio of 29.17, a P/E/G ratio of 1.88 and a beta of 0.93. The firm’s 50 day moving average is $69.85 and its 200-day moving average is $80.53. AECOM has a 52-week low of $60.35 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 announced its earnings results on Monday, August 10th. The construction company reported ($0.50) earnings per share for the quarter, missing the consensus estimate of $1.46 by ($1.96). The firm had revenue of $3.59 billion during the quarter, compared to analysts’ expectations of $2.01 billion. AECOM had a net margin of 1.87% and a return on equity of 19.45%. AECOM’s revenue for the quarter was down 14.2% compared to the same quarter last year. During the same quarter last year, the company posted $1.34 earnings per share. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. Analysts expect that AECOM will post 5.95 EPS for the current fiscal year.

AECOM Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st were given a $0.31 dividend. 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 is presently 56.88%.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. UBS Group set a $85.00 target price on shares of AECOM in a research note on Wednesday. Truist Financial reaffirmed a “buy” rating and set a $85.00 price target (down from $102.00) on shares of AECOM in a research report on Wednesday. Zacks Research downgraded AECOM from a “hold” rating to a “strong sell” rating in a report on Monday. Weiss Ratings lowered AECOM from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday. Finally, Royal Bank Of Canada reduced their price objective on AECOM from $105.00 to $90.00 and set an “outperform” rating on the stock in a research note on Thursday. Nine equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $95.25.

About AECOM

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.