Fjarde AP Fonden Fourth Swedish National Pension Fund Has $6.02 Million Holdings in AECOM $ACM

Fjarde AP Fonden Fourth Swedish National Pension Fund lessened its holdings in shares of AECOM (NYSE:ACM) by 19.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 63,191 shares of the construction company’s stock after selling 15,400 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in AECOM were worth $6,024,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the business. Orion Porfolio Solutions LLC raised its stake in AECOM by 28,246.5% during the 2nd 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 period. State Street Corp raised its stake in shares of 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 purchasing an additional 127,036 shares during the period. Invesco Ltd. raised its stake in shares of 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 purchasing an additional 618,205 shares during the period. First Trust Advisors LP raised its stake in shares of AECOM by 105.3% in the 3rd quarter. First Trust Advisors LP now owns 4,216,372 shares of the construction company’s stock valued at $550,110,000 after purchasing an additional 2,162,158 shares during the period. Finally, Geode Capital Management LLC raised its stake in shares of AECOM by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 2,444,275 shares of the construction company’s stock valued at $232,359,000 after purchasing an additional 25,929 shares during the period. Institutional investors and hedge funds own 85.41% of the company’s stock.

Insider Activity

In related news, CFO Gaurav Kapoor acquired 1,420 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was bought at an average price 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 of the company’s stock, valued at approximately $6,262,329.36. The trade was a 1.64% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Troy Rudd acquired 4,225 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was bought at an average price of $71.02 per share, with a total value of $300,059.50. Following the acquisition, the chief executive officer directly 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. The SEC filing for this purchase provides additional information. 0.46% of the stock is owned by company insiders.

AECOM Price Performance

Shares of NYSE ACM opened at $71.22 on Monday. The stock has a market capitalization of $9.15 billion, a price-to-earnings ratio of 18.59, a PEG ratio of 0.86 and a beta of 0.93. The business has a 50-day moving average of $79.16 and a 200-day moving average of $91.05. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.11. AECOM has a fifty-two week low of $67.64 and a fifty-two week high of $135.52.

AECOM (NYSE:ACM) last announced its quarterly earnings data 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. The company had revenue of $3.80 billion during the quarter, compared to analysts’ expectations of $1.94 billion. AECOM had a return on equity of 28.52% and a net margin of 3.16%.AECOM’s revenue for the quarter was up 4.4% compared to the same quarter last year. During the same quarter last year, the company earned $1.25 EPS. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. As a group, sell-side analysts predict that AECOM will post 5.97 earnings per share for the current fiscal year.

AECOM Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 17th. Stockholders of record on Wednesday, July 1st will be issued a $0.31 dividend. The ex-dividend date is Wednesday, July 1st. This represents a $1.24 annualized dividend and a dividend yield of 1.7%. AECOM’s dividend payout ratio (DPR) is presently 32.38%.

Analysts Set New Price Targets

Several analysts have issued reports on the company. Bank of America lifted their price target on AECOM from $117.00 to $118.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Robert W. Baird dropped their price target on AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 12th. Zacks Research raised AECOM from a “strong sell” rating to a “hold” rating in a research note on Tuesday, February 10th. Truist Financial reissued a “buy” rating and issued a $109.00 price target (down from $116.00) on shares of AECOM in a research note on Wednesday, May 13th. Finally, Wall Street Zen raised AECOM from a “hold” rating to a “buy” rating in a research note on Saturday, May 16th. Nine equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $116.00.

AECOM 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.