23,396 AECOM $ACM Shares Sold by Ninety One North America Inc.

Ninety One North America Inc. cut its holdings in shares of AECOM (NYSE:ACM) by 22.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 80,870 shares of the construction company’s stock after selling 23,396 shares during the quarter. Ninety One North America Inc.’s holdings in AECOM were worth $4,767,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in ACM. Perpetual Ltd lifted its stake in shares of AECOM by 12.3% during the 3rd quarter. Perpetual Ltd now owns 544,353 shares of the construction company’s stock valued at $32,090,000 after buying an additional 59,631 shares in the last quarter. GAMMA Investing LLC boosted its holdings in AECOM by 147.4% in the 3rd quarter. GAMMA Investing LLC now owns 1,378 shares of the construction company’s stock worth $81,000 after buying an additional 821 shares during the period. Farther Finance Advisors LLC grew its stake in AECOM by 89.0% in the 3rd quarter. Farther Finance Advisors LLC now owns 2,417 shares of the construction company’s stock valued at $142,000 after buying an additional 1,138 shares in the last quarter. Tidal Investments LLC grew its stake in AECOM by 61.5% in the 2nd quarter. Tidal Investments LLC now owns 29,580 shares of the construction company’s stock valued at $2,056,000 after buying an additional 11,259 shares in the last quarter. Finally, Engineers Gate Manager LP grew its stake in AECOM by 18.2% in the 2nd quarter. Engineers Gate Manager LP now owns 129,355 shares of the construction company’s stock valued at $9,029,000 after buying an additional 19,883 shares in the last quarter. Institutional investors own 85.41% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have issued reports on ACM. The Goldman Sachs Group set a $91.00 target price on shares of AECOM in a report on Wednesday, August 12th. KeyCorp cut their price target on AECOM from $79.00 to $78.00 and set an “overweight” rating for the company in a report on Thursday. Wall Street Zen lowered AECOM from a “buy” rating to a “hold” rating in a report on Monday, July 6th. Weiss Ratings cut AECOM from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday, August 12th. Finally, UBS Group decreased their price objective on AECOM from $106.00 to $103.00 and set a “buy” rating on the stock in a research note on Thursday, October 8th. Eight analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $81.18.

AECOM Price Performance

Shares of AECOM stock traded up $0.54 on Thursday, reaching $58.89. The stock had a trading volume of 381,061 shares, compared to its average volume of 1,761,903. The business’s 50 day moving average is $63.55 and its two-hundred day moving average is $70.80. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 1.11. AECOM has a 1 year low of $56.39 and a 1 year high of $135.52. The company has a market cap of $7.58 billion, a P/E ratio of 27.00, a price-to-earnings-growth ratio of 1.06 and a beta of 0.93.

AECOM (NYSE:ACM) last issued its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) EPS for the quarter, missing the consensus estimate of $1.46 by ($1.96). The firm had revenue of $3.59 billion for the quarter, compared to analysts’ expectations of $2.01 billion. AECOM had a net margin of 1.87% and a return on equity of 19.72%. AECOM’s revenue was down 14.2% on a year-over-year basis. During the same period in the prior year, the firm posted $1.34 EPS. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. As a group, research analysts anticipate that AECOM will post 3.98 EPS for the current year.

AECOM Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Wednesday, October 14th will be issued a $0.31 dividend. This represents a $1.24 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Wednesday, October 14th. AECOM’s dividend payout ratio (DPR) is presently 56.88%.

AECOM Profile

AECOM (NYSE: ACM) is a global infrastructure consulting firm that provides professional services across the project lifecycle. Its activities include planning, design, engineering, architecture, program and construction management, environmental services, and operations support.

The company serves public- and private-sector clients in areas such as transportation, water, buildings, energy, environmental remediation, and government infrastructure. Its work includes roads and transit systems, airports, water and wastewater facilities, commercial and civic buildings, and large-scale urban development programs.

AECOM operates internationally, serving clients across North America, Europe, the Middle East, Asia-Pacific, and other global markets.