AECOM $ACM Shares Bought by Varma Mutual Pension Insurance Co

Varma Mutual Pension Insurance Co boosted its stake in shares of AECOM (NYSE:ACM) by 8.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 98,700 shares of the construction company’s stock after buying an additional 7,400 shares during the period. Varma Mutual Pension Insurance Co owned 0.08% of AECOM worth $9,409,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in ACM. JPMorgan Chase & Co. lifted its stake in shares of AECOM by 1.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 731,321 shares of the construction company’s stock valued at $95,419,000 after purchasing an additional 12,664 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in shares of AECOM by 11.3% in the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 129,432 shares of the construction company’s stock valued at $16,887,000 after purchasing an additional 13,127 shares during the last quarter. Leuthold Group LLC acquired a new position in shares of AECOM in the 3rd quarter valued at $3,427,000. Barclays PLC lifted its stake in shares of AECOM by 103.8% in the 3rd quarter. Barclays PLC now owns 490,826 shares of the construction company’s stock valued at $64,038,000 after purchasing an additional 250,043 shares during the last quarter. Finally, Nordea Investment Management AB lifted its stake in shares of AECOM by 10.5% in the 3rd quarter. Nordea Investment Management AB now owns 792,378 shares of the construction company’s stock valued at $103,279,000 after purchasing an additional 75,108 shares during the last quarter. Institutional investors and hedge funds own 85.41% of the company’s stock.

AECOM Stock Up 0.6%

Shares of NYSE ACM opened at $84.58 on Wednesday. The stock has a market cap of $10.93 billion, a PE ratio of 24.03, a price-to-earnings-growth ratio of 1.04 and a beta of 1.00. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.08. AECOM has a 52-week low of $79.01 and a 52-week high of $135.52. The business has a 50-day moving average price of $88.13 and a 200 day moving average price of $100.63.

AECOM (NYSE:ACM) last posted its quarterly earnings data on Monday, February 9th. The construction company reported $1.29 earnings per share for the quarter, missing analysts’ consensus estimates of $1.41 by ($0.12). AECOM had a return on equity of 27.05% and a net margin of 2.94%.The company had revenue of $3.83 billion for the quarter, compared to analyst estimates of $3.33 billion. The firm’s revenue for the quarter was down 4.6% on a year-over-year basis. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. Equities research analysts forecast 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 dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend was Wednesday, April 1st. AECOM’s dividend payout ratio (DPR) is presently 35.23%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on ACM shares. UBS Group upped their price target on AECOM from $143.00 to $145.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. The Goldman Sachs Group cut their price target on AECOM from $148.00 to $127.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Weiss Ratings cut AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 29th. Bank of America upped their price objective on AECOM from $117.00 to $118.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Finally, Truist Financial set a $116.00 target price on AECOM in a research report on Monday, April 20th. Nine analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $128.55.

AECOM 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.