Intech Investment Management LLC Has $14.69 Million Holdings in AECOM $ACM

Intech Investment Management LLC raised its position in shares of AECOM (NYSE:ACM) by 39.5% in the fourth quarter, HoldingsChannel.com reports. The firm owned 154,065 shares of the construction company’s stock after purchasing an additional 43,600 shares during the quarter. Intech Investment Management LLC’s holdings in AECOM were worth $14,687,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in ACM. Kingsview Wealth Management LLC bought a new position in shares of AECOM during the 4th quarter worth approximately $2,057,000. Geode Capital Management LLC boosted its holdings in shares of AECOM by 1.1% during 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 in the last quarter. Expressive Wealth LLC bought a new position in shares of AECOM during the 4th quarter worth approximately $240,000. Kestra Investment Management LLC boosted its holdings in shares of AECOM by 10.6% during the 4th quarter. Kestra Investment Management LLC now owns 23,881 shares of the construction company’s stock worth $2,277,000 after buying an additional 2,283 shares in the last quarter. Finally, Allstate Corp boosted its holdings in shares of AECOM by 155.6% during the 4th quarter. Allstate Corp now owns 9,467 shares of the construction company’s stock worth $902,000 after buying an additional 5,763 shares in the last quarter. Institutional investors and hedge funds own 85.41% of the company’s stock.

Insiders Place Their Bets

In other news, CFO Gaurav Kapoor bought 1,420 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were bought at an average cost of $71.12 per share, for a total transaction of $100,990.40. Following the acquisition, the chief financial officer directly owned 88,053 shares in the company, valued at approximately $6,262,329.36. This trade represents a 1.64% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Troy Rudd bought 4,225 shares of the business’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 completion of the acquisition, the chief executive officer owned 142,207 shares in the company, valued at $10,099,541.14. This represents a 3.06% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.46% of the stock is owned by company insiders.

AECOM Price Performance

Shares of ACM opened at $69.65 on Friday. AECOM has a 12-month low of $67.64 and a 12-month high of $135.52. The business’s fifty day moving average is $80.88 and its 200 day moving average is $93.44. 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 stock has a market cap of $8.95 billion, a P/E ratio of 18.19, a P/E/G ratio of 0.86 and a beta of 1.00.

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

AECOM Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, April 17th. Investors of record on Wednesday, April 1st were issued a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Wednesday, April 1st. AECOM’s dividend payout ratio (DPR) is currently 32.38%.

Analyst Ratings Changes

ACM has been the topic of a number of research analyst reports. Bank of America increased their price target on AECOM from $117.00 to $118.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Barclays cut their price target on AECOM from $110.00 to $90.00 and set an “equal weight” rating on the stock in a report on Tuesday, May 19th. Citigroup cut their price target on AECOM from $130.00 to $98.00 and set a “buy” rating on the stock in a report on Wednesday, May 13th. Truist Financial restated a “buy” rating and set a $109.00 price target (down from $116.00) on shares of AECOM in a report on Wednesday, May 13th. Finally, Wall Street Zen upgraded AECOM from a “hold” rating to a “buy” rating in a report on Saturday, May 16th. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus 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.