The Manufacturers Life Insurance Company Grows Position in AECOM $ACM

The Manufacturers Life Insurance Company boosted its position in AECOM (NYSE:ACM) by 18.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,221,349 shares of the construction company’s stock after acquiring an additional 189,261 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in AECOM were worth $103,595,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the company. Orion Porfolio Solutions LLC grew its holdings 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 acquiring an additional 5,316,844 shares in the last quarter. Norges Bank purchased a new stake in shares of AECOM in the 4th quarter valued at approximately $205,499,000. PFA Pension Forsikringsaktieselskab acquired a new stake in shares of AECOM in the 4th quarter valued at $67,553,000. Lazard Asset Management LLC acquired a new stake in shares of AECOM in the 1st quarter valued at $54,686,000. Finally, Invesco Ltd. lifted its position in shares of AECOM by 14.2% during the 3rd quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock worth $649,735,000 after purchasing an additional 618,205 shares during the last quarter. Hedge funds and other institutional investors own 85.41% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently commented on the stock. Wall Street Zen downgraded shares of AECOM from a “buy” rating to a “hold” rating in a research note on Monday, July 6th. KeyCorp cut their price target on AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a research note on Wednesday, May 13th. Citigroup reaffirmed a “buy” rating on shares of AECOM in a report on Thursday, July 23rd. Barclays lowered their price objective on AECOM from $110.00 to $90.00 and set an “equal weight” rating for the company in a research report on Tuesday, May 19th. Finally, Royal Bank Of Canada cut their target price on AECOM from $111.00 to $105.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 22nd. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $114.82.

Insider Transactions at AECOM

In other news, CEO Troy Rudd bought 4,225 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was purchased at an average cost of $71.02 per share, with a total value of $300,059.50. Following the transaction, the chief executive officer directly owned 142,207 shares in the company, valued at $10,099,541.14. This trade represents a 3.06% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Gaurav Kapoor purchased 1,420 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were purchased at an average price of $71.12 per share, for a total transaction of $100,990.40. Following the purchase, the chief financial officer directly owned 88,053 shares in the company, valued at $6,262,329.36. The trade was a 1.64% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders have bought 9,869 shares of company stock worth $699,391. Corporate insiders own 0.46% of the company’s stock.

AECOM Trading Up 5.0%

Shares of AECOM stock opened at $74.48 on Wednesday. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.07. The company has a fifty day simple moving average of $69.86 and a 200-day simple moving average of $82.76. The stock has a market cap of $9.57 billion, a price-to-earnings ratio of 19.45, a PEG ratio of 0.86 and a beta of 0.93. AECOM has a 12-month low of $66.28 and a 12-month high of $135.52.

AECOM (NYSE:ACM) last announced its quarterly earnings results on Monday, May 11th. The construction company reported $1.59 EPS for the quarter, topping the consensus estimate of $1.58 by $0.01. AECOM had a net margin of 3.16% and a return on equity of 28.52%. The firm had revenue of $3.80 billion for the quarter, compared to analyst estimates of $1.94 billion. During the same period last year, the business earned $1.25 EPS. AECOM’s revenue for the quarter was up 4.4% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. On average, equities analysts forecast that AECOM will post 5.97 EPS for the current fiscal year.

AECOM Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st were issued a dividend of $0.31 per share. The ex-dividend date of this dividend was 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%.

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.