Strs Ohio Sells 116,851 Shares of AECOM $ACM

Strs Ohio reduced its stake in AECOM (NYSE:ACM) by 43.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 154,464 shares of the construction company’s stock after selling 116,851 shares during the period. Strs Ohio’s holdings in AECOM were worth $20,153,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in ACM. Orion Porfolio Solutions LLC grew its stake in shares of AECOM by 28,246.5% during the second quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock worth $602,183,000 after buying an additional 5,316,844 shares during the last quarter. Invesco Ltd. lifted its stake in shares of AECOM by 79.1% in the 2nd quarter. Invesco Ltd. now owns 4,361,755 shares of the construction company’s stock valued at $492,268,000 after acquiring an additional 1,926,466 shares during the last quarter. Amundi boosted its holdings in shares of AECOM by 9.7% during the 2nd quarter. Amundi now owns 1,846,136 shares of the construction company’s stock valued at $208,355,000 after acquiring an additional 162,870 shares in the last quarter. Norges Bank bought a new stake in AECOM during the 2nd quarter worth $200,879,000. Finally, Impax Asset Management Group plc increased its holdings in AECOM by 0.9% in the 2nd quarter. Impax Asset Management Group plc now owns 1,516,823 shares of the construction company’s stock worth $171,189,000 after purchasing an additional 13,453 shares in the last quarter. 85.41% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Robert W. Baird lowered AECOM from a “strong-buy” rating to a “hold” rating in a research note on Friday, November 21st. UBS Group dropped their price objective on shares of AECOM from $148.00 to $143.00 and set a “buy” rating for the company in a report on Wednesday. Barclays lowered shares of AECOM from a “positive” rating to a “hold” rating in a report on Friday, December 19th. National Bank Financial started coverage on shares of AECOM in a research note on Wednesday, October 8th. They set an “outperform” rating and a $151.00 price target for the company. Finally, Wall Street Zen cut shares of AECOM from a “buy” rating to a “hold” rating in a research note on Saturday, October 11th. Nine investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, AECOM presently has a consensus rating of “Moderate Buy” and an average target price of $132.80.

AECOM Stock Down 1.2%

AECOM stock opened at $97.03 on Friday. The company has a debt-to-equity ratio of 0.98, a quick ratio of 1.14 and a current ratio of 1.14. AECOM has a 52-week low of $85.00 and a 52-week high of $135.52. The firm has a 50 day moving average price of $100.93 and a two-hundred day moving average price of $116.60. The firm has a market cap of $12.54 billion, a price-to-earnings ratio of 23.05, a PEG ratio of 1.23 and a beta of 1.08.

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

AECOM Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Wednesday, January 7th were given a $0.31 dividend. This is a boost from AECOM’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Wednesday, January 7th. This represents a $1.24 annualized dividend and a dividend yield of 1.3%. AECOM’s dividend payout ratio is 29.45%.

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.