Caxton Associates LLP Has $6.72 Million Stock Position in AECOM $ACM

Caxton Associates LLP grew its stake in AECOM (NYSE:ACM) by 1,377.9% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 79,230 shares of the construction company’s stock after purchasing an additional 73,869 shares during the quarter. Caxton Associates LLP’s holdings in AECOM were worth $6,720,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ACM. Towarzystwo Funduszy Inwestycyjnych PZU SA lifted its stake 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 valued at $27,000 after buying an additional 130 shares in the last quarter. Caitong International Asset Management Co. Ltd raised its holdings in shares of AECOM by 95.4% during the 4th 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 holdings in shares of AECOM by 189.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock worth $34,000 after acquiring an additional 195 shares during the last quarter. First Horizon Corp boosted its stake in AECOM by 129.1% in the 4th quarter. First Horizon Corp now owns 362 shares of the construction company’s stock worth $35,000 after purchasing an additional 204 shares in the last quarter. Finally, Intesa Sanpaolo Wealth Management purchased a new stake in shares of AECOM during the fourth quarter valued at approximately $38,000. 85.41% of the stock is owned by hedge funds and other institutional investors.

AECOM Price Performance

Shares of ACM opened at $67.52 on Friday. The business’s 50-day moving average is $69.81 and its two-hundred day moving average is $83.34. The company has a market capitalization of $8.68 billion, a P/E ratio of 17.63, a P/E/G ratio of 0.82 and a beta of 0.93. AECOM has a fifty-two week low of $66.28 and a fifty-two week high of $135.52. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.11 and a current ratio of 1.11.

AECOM (NYSE:ACM) last announced its quarterly earnings results on Monday, May 11th. The construction company reported $1.59 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to analysts’ expectations of $1.94 billion. During the same period last year, the business earned $1.25 earnings per share. AECOM’s quarterly revenue was up 4.4% on a year-over-year basis. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. Research analysts predict that AECOM will post 5.97 earnings per share for the current year.

AECOM Announces Dividend

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

Insider Activity at AECOM

In other AECOM news, CEO Troy Rudd acquired 4,225 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was acquired at an average cost of $71.02 per share, for a total transaction of $300,059.50. Following the completion of the transaction, the chief executive officer directly owned 142,207 shares of the company’s stock, valued at $10,099,541.14. This represents a 3.06% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, President Lara Poloni purchased 4,224 shares of the company’s stock in a transaction that occurred on 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 purchase, the president directly owned 153,446 shares in the company, valued at $10,837,890.98. This trade represents a 2.83% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders acquired a total of 9,869 shares of company stock worth $699,391 in the last 90 days. Corporate insiders own 0.46% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on ACM shares. Robert W. Baird cut their price objective on shares of AECOM from $98.00 to $91.00 and set a “neutral” rating for the company in a research report on Tuesday, May 12th. Citigroup reaffirmed a “buy” rating on shares of AECOM in a research report on Thursday. Wall Street Zen cut AECOM from a “buy” rating to a “hold” rating in a research note on Monday, July 6th. KeyCorp cut their price target on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a research note on Wednesday, May 13th. Finally, Barclays lowered their price objective on shares of AECOM from $110.00 to $90.00 and set an “equal weight” rating for the company in a research note on Tuesday, May 19th. 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.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $114.82.

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.