Sei Investments Co. Has $5.95 Million Stock Position in AECOM $ACM

Sei Investments Co. lifted its stake in AECOM (NYSE:ACM) by 71.0% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 70,198 shares of the construction company’s stock after purchasing an additional 29,152 shares during the period. Sei Investments Co.’s holdings in AECOM were worth $5,954,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the stock. Northwestern Mutual Investment Management Company LLC increased its holdings in AECOM by 0.4% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 29,634 shares of the construction company’s stock valued at $2,825,000 after purchasing an additional 113 shares during the last quarter. Bank Julius Baer & Co. Ltd Zurich boosted its holdings in AECOM by 12.3% during the fourth quarter. Bank Julius Baer & Co. Ltd Zurich now owns 1,089 shares of the construction company’s stock worth $104,000 after buying an additional 119 shares during the last quarter. HB Wealth Management LLC grew its position in shares of AECOM by 3.3% during the 4th quarter. HB Wealth Management LLC now owns 3,860 shares of the construction company’s stock worth $368,000 after buying an additional 125 shares during the period. Ashton Thomas Private Wealth LLC grew its position in shares of AECOM by 4.3% during the 4th quarter. Ashton Thomas Private Wealth LLC now owns 3,128 shares of the construction company’s stock worth $298,000 after buying an additional 129 shares during the period. Finally, Towarzystwo Funduszy Inwestycyjnych PZU SA increased its stake in shares of AECOM by 86.7% in the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock valued at $27,000 after acquiring an additional 130 shares during the last quarter. 85.41% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts recently weighed in on ACM shares. Royal Bank Of Canada reduced their price objective on shares of AECOM from $111.00 to $105.00 and set an “outperform” rating on the stock in a research note on Wednesday, July 22nd. Weiss Ratings downgraded shares of AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday, May 26th. KeyCorp cut their target price on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a report on Wednesday, May 13th. Wall Street Zen lowered shares of AECOM from a “buy” rating to a “hold” rating in a report on Monday, July 6th. Finally, Truist Financial lowered their price objective on shares of AECOM from $109.00 to $102.00 and set a “buy” rating for the company in a research report on Thursday, July 2nd. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $114.82.

Insider Transactions at AECOM

In other news, CFO Gaurav Kapoor bought 1,420 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were acquired at an average price of $71.12 per share, with a total value of $100,990.40. Following the transaction, the chief financial officer owned 88,053 shares in the company, valued at $6,262,329.36. This represents a 1.64% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, President Lara Poloni bought 4,224 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The stock was purchased at an average cost of $70.63 per share, for a total transaction of $298,341.12. Following the transaction, the president owned 153,446 shares in the company, valued at $10,837,890.98. The trade was a 2.83% increase in their position. The SEC filing for this purchase provides additional information. Insiders bought 9,869 shares of company stock valued at $699,391 over the last three months. Company insiders own 0.46% of the company’s stock.

AECOM Stock Performance

Shares of ACM stock opened at $75.87 on Wednesday. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.11 and a current ratio of 1.11. AECOM has a 52 week low of $66.28 and a 52 week high of $135.52. The company’s 50 day moving average price is $70.07 and its two-hundred day moving average price is $81.89. The company has a market capitalization of $9.75 billion, a P/E ratio of 19.81, a price-to-earnings-growth ratio of 0.91 and a beta of 0.93.

AECOM (NYSE:ACM) last issued its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 earnings per share (EPS) for the quarter, topping the consensus estimate 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 3.16% and a return on equity of 28.52%. The firm’s revenue was up 4.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.25 earnings per share. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. On average, analysts expect that AECOM will post 5.97 earnings per share for the current fiscal year.

AECOM Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Wednesday, July 1st were issued a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date was Wednesday, July 1st. AECOM’s payout ratio is 32.38%.

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.