AECOM (NYSE:ACM) Issues FY 2026 Earnings Guidance

AECOM (NYSE:ACM) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided EPS guidance of 5.900-6.100 for the period, compared to the consensus EPS estimate of 5.950. The company issued revenue guidance of -.

AECOM Stock Down 1.2%

Shares of AECOM stock opened at $79.66 on Tuesday. The company has a market cap of $10.30 billion, a P/E ratio of 22.63, a PEG ratio of 1.00 and a beta of 1.00. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.10 and a current ratio of 1.10. AECOM has a one year low of $79.01 and a one year high of $135.52. The firm has a fifty day moving average of $87.00 and a two-hundred day moving average of $99.19.

AECOM (NYSE:ACM) last announced its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 EPS for the quarter, topping analysts’ consensus estimates of $1.58 by $0.01. The company had revenue of $3.80 billion during the quarter, compared to the consensus estimate of $1.94 billion. AECOM had a net margin of 2.94% and a return on equity of 27.05%. AECOM’s quarterly revenue was up 4.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.25 EPS. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. On average, analysts forecast that AECOM will post 5.97 earnings per share for the current year.

AECOM Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, April 17th. Stockholders of record on Wednesday, April 1st were paid a dividend of $0.31 per share. The ex-dividend date of this dividend was Wednesday, April 1st. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.6%. AECOM’s dividend payout ratio is 35.23%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on ACM shares. Weiss Ratings cut shares of AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 29th. Zacks Research raised shares of AECOM from a “strong sell” rating to a “hold” rating in a research note on Tuesday, February 10th. Truist Financial set a $116.00 price target on shares of AECOM in a research note on Monday, April 20th. Barclays upped their price target on shares of AECOM from $100.00 to $110.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 11th. Finally, The Goldman Sachs Group lowered their price target on shares of AECOM from $148.00 to $127.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Nine equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $128.55.

Institutional Investors Weigh In On AECOM

A number of large investors have recently added to or reduced their stakes in the business. Orion Porfolio Solutions LLC grew its stake in AECOM by 28,246.5% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock valued at $602,183,000 after acquiring an additional 5,316,844 shares during the last quarter. State Street Corp grew its stake in AECOM by 2.6% in the 3rd quarter. State Street Corp now owns 5,107,636 shares of the construction company’s stock valued at $666,393,000 after acquiring an additional 127,036 shares during the last quarter. Invesco Ltd. grew its stake in AECOM by 14.2% in the 3rd quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock valued at $649,735,000 after acquiring an additional 618,205 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in AECOM by 17.2% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,773,910 shares of the construction company’s stock valued at $264,437,000 after acquiring an additional 407,622 shares during the last quarter. Finally, Northern Trust Corp grew its stake in AECOM by 0.9% in the 3rd quarter. Northern Trust Corp now owns 2,118,149 shares of the construction company’s stock valued at $276,355,000 after acquiring an additional 19,414 shares during the last quarter. 85.41% of the stock is owned by institutional investors and hedge funds.

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.