KLP Kapitalforvaltning AS Grows Stock Holdings in AECOM $ACM

KLP Kapitalforvaltning AS lifted its holdings in AECOM (NYSE:ACM) by 10.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 100,000 shares of the construction company’s stock after acquiring an additional 9,600 shares during the period. KLP Kapitalforvaltning AS owned approximately 0.08% of AECOM worth $13,047,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Hennion & Walsh Asset Management Inc. acquired a new stake in AECOM in the 3rd quarter valued at $394,000. Robeco Institutional Asset Management B.V. boosted its position in shares of AECOM by 5.2% in the third quarter. Robeco Institutional Asset Management B.V. now owns 113,238 shares of the construction company’s stock worth $14,774,000 after buying an additional 5,576 shares during the period. Longboard Asset Management LP purchased a new stake in shares of AECOM in the third quarter worth about $240,000. CWA Asset Management Group LLC acquired a new stake in shares of AECOM in the third quarter valued at about $2,247,000. Finally, Asset Management One Co. Ltd. raised its holdings in shares of AECOM by 42.6% during the 3rd quarter. Asset Management One Co. Ltd. now owns 167,723 shares of the construction company’s stock valued at $21,880,000 after buying an additional 50,086 shares during the period. Institutional investors and hedge funds own 85.41% of the company’s stock.

AECOM Price Performance

Shares of ACM stock opened at $98.97 on Friday. The firm has a market cap of $13.11 billion, a P/E ratio of 23.51, a P/E/G ratio of 1.43 and a beta of 1.08. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.14 and a quick ratio of 1.14. AECOM has a 1-year low of $85.00 and a 1-year high of $135.52. The firm has a fifty day moving average of $108.44 and a two-hundred day moving average of $117.78.

AECOM (NYSE:ACM) last issued its earnings results on Tuesday, November 18th. The construction company reported $1.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.34 by $0.02. The business had revenue of $4.18 billion for the quarter, compared to analyst estimates of $4.31 billion. AECOM had a net margin of 3.48% and a return on equity of 27.35%. The company’s revenue for the quarter was up 1.6% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.27 EPS. AECOM has set its FY 2026 guidance at 5.650-5.850 EPS. As a group, research analysts anticipate that AECOM will post 5.1 earnings per share for the current fiscal year.

AECOM Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, January 23rd. Investors of record on Wednesday, January 7th will be given a dividend of $0.31 per share. The ex-dividend date of this dividend is Wednesday, January 7th. This represents a $1.24 annualized dividend and a dividend yield of 1.3%. This is an increase from AECOM’s previous quarterly dividend of $0.26. AECOM’s dividend payout ratio is currently 29.45%.

Analyst Ratings Changes

Several analysts have issued reports on the stock. UBS Group lowered their price objective on shares of AECOM from $153.00 to $148.00 and set a “buy” rating for the company in a research report on Wednesday, November 19th. Royal Bank Of Canada decreased their target price on shares of AECOM from $142.00 to $139.00 and set an “outperform” rating for the company in a research note on Thursday, November 20th. KeyCorp reaffirmed an “overweight” rating and set a $115.00 price target on shares of AECOM in a research note on Wednesday. Truist Financial decreased their price objective on shares of AECOM from $148.00 to $126.00 and set a “buy” rating for the company in a research report on Thursday, December 18th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of AECOM in a research note on Monday, December 29th. Nine equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, AECOM presently has a consensus rating of “Moderate Buy” and an average price target of $133.30.

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.