AECOM (NYSE:ACM) Issues Earnings Results

AECOM (NYSE:ACM) released its quarterly earnings data on Monday. The construction company reported ($0.50) earnings per share for the quarter, missing analysts’ consensus estimates of $1.46 by ($1.96), FiscalAI reports. The firm had revenue of $3.59 billion during the quarter, compared to analysts’ expectations of $2.01 billion. AECOM had a net margin of 3.16% and a return on equity of 28.52%. The firm’s quarterly revenue was down 14.2% on a year-over-year basis. During the same period in the previous year, the firm posted $1.34 EPS. AECOM updated its FY 2026 guidance to 3.950-4.150 EPS.

AECOM Trading Down 3.7%

Shares of ACM opened at $73.00 on Tuesday. AECOM has a 52-week low of $66.28 and a 52-week high of $135.52. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.07. The firm’s fifty day moving average is $70.35 and its two-hundred day moving average is $81.23. The stock has a market cap of $9.38 billion, a PE ratio of 19.06, a price-to-earnings-growth ratio of 0.92 and a beta of 0.93.

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 $0.31 dividend. The ex-dividend date was Wednesday, July 1st. This represents a $1.24 dividend on an annualized basis and a yield of 1.7%. AECOM’s dividend payout ratio (DPR) is presently 32.38%.

Insider Transactions at AECOM

In other AECOM news, President Lara Poloni bought 4,224 shares of AECOM stock in a transaction dated Tuesday, June 16th. The stock was acquired at an average cost of $70.63 per share, for a total transaction of $298,341.12. Following the completion of the transaction, the president directly owned 153,446 shares of the company’s stock, valued at approximately $10,837,890.98. This represents a 2.83% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Gaurav Kapoor purchased 1,420 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was acquired at an average cost of $71.12 per share, for a total transaction of $100,990.40. Following the completion of the purchase, the chief financial officer owned 88,053 shares of the company’s stock, valued at approximately $6,262,329.36. This represents a 1.64% increase in their position. The SEC filing for this purchase provides additional information. Insiders acquired 9,869 shares of company stock valued at $699,391 over the last 90 days. 0.46% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Orion Porfolio Solutions LLC boosted its holdings in shares of 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 purchasing an additional 5,316,844 shares during the last quarter. Invesco Ltd. increased its holdings in shares of AECOM by 14.2% in the third 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 last quarter. Marshall Wace LLP increased its holdings in shares of AECOM by 13,673.1% in the fourth quarter. Marshall Wace LLP now owns 461,674 shares of the construction company’s stock valued at $44,011,000 after purchasing an additional 458,322 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in AECOM by 17.2% during the fourth 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 worth $264,437,000 after buying an additional 407,622 shares in the last quarter. Finally, Millennium Management LLC lifted its position in AECOM by 1,029.5% during the fourth quarter. Millennium Management LLC now owns 378,523 shares of the construction company’s stock worth $36,085,000 after buying an additional 345,012 shares in the last quarter. 85.41% of the stock is owned by hedge funds and other institutional investors.

More AECOM News

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: AECOM reported record backlog of $27.8 billion, up 13% year over year, following $4.2 billion in wins and a 1.6 book-to-burn ratio. Operating cash flow was $95 million and free cash flow was $55 million for the quarter. AECOM reports third quarter fiscal 2026 results
• Positive Sentiment: AECOM’s CEO, president and CFO bought company shares during the past six months, potentially signaling management confidence after the selloff. Institutional investors also received approximately $419 million in government-award payments over the past year.
• Neutral Sentiment: Analysts’ median price target is approximately $99.50, well above the recent trading level, although targets may be revised after the earnings update. Brokers Set Expectations for AECOM’s Q3 Earnings
• Negative Sentiment: AECOM posted an adjusted loss of $0.50 per share, versus the $1.49 consensus estimate and $1.34 earned a year earlier. GAAP results also showed a loss, while revenue fell 14.2% to $3.59 billion. AECOM Reports Q3 Loss, Lags Revenue Estimates
• Negative Sentiment: The quarter included a $337 million pretax charge tied to a Construction Management project, pushing the company to a net loss and causing a significant deterioration in operating margins.
• Negative Sentiment: Fiscal 2026 adjusted EPS guidance was lowered to $3.95–$4.15, substantially below the prior analyst consensus of $5.97. Management also reduced expectations for net service revenue growth and expects about $300 million in full-year free cash flow. AECOM misses sales expectations
• Negative Sentiment: Investors remain concerned about project claims, collection timing and balance-sheet quality. Recent institutional filings also showed sizable reductions by several large holders, including BlackRock, State Street and Pictet.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. Barclays dropped their target price on AECOM from $110.00 to $90.00 and set an “equal weight” rating on the stock in a research report on Tuesday, May 19th. Weiss Ratings downgraded AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, May 26th. Robert W. Baird dropped their price objective on AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a report on Tuesday, May 12th. KeyCorp dropped their price objective on AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a report on Wednesday, May 13th. Finally, Royal Bank Of Canada cut their price objective on AECOM from $111.00 to $105.00 and set an “outperform” rating for the company in a research report on Wednesday, July 22nd. Nine equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $114.82.

About AECOM

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.