Sharpepoint LLC Cuts Position in AECOM $ACM

Sharpepoint LLC lessened its position in AECOM (NYSE:ACM) by 39.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,538 shares of the construction company’s stock after selling 8,021 shares during the quarter. Sharpepoint LLC’s holdings in AECOM were worth $1,636,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Brown Brothers Harriman & Co. boosted its holdings in shares of AECOM by 48.2% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 1,162 shares of the construction company’s stock worth $152,000 after purchasing an additional 378 shares in the last quarter. Vise Technologies Inc. raised its holdings in shares of AECOM by 5.2% during the 3rd quarter. Vise Technologies Inc. now owns 3,310 shares of the construction company’s stock valued at $432,000 after buying an additional 163 shares in the last quarter. SeaCrest Wealth Management LLC bought a new stake in AECOM in the 3rd quarter worth approximately $531,000. Invesco Ltd. lifted its position in AECOM by 14.2% in the 3rd quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock worth $649,735,000 after buying an additional 618,205 shares during the last quarter. Finally, Sei Investments Co. boosted its stake in AECOM by 16.1% in the third quarter. Sei Investments Co. now owns 107,984 shares of the construction company’s stock worth $14,089,000 after buying an additional 15,003 shares in the last quarter. Hedge funds and other institutional investors own 85.41% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have commented on ACM. KeyCorp reiterated an “overweight” rating and set a $115.00 price target on shares of AECOM in a research report on Wednesday, January 7th. UBS Group boosted their price objective on shares of AECOM from $143.00 to $145.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Zacks Research raised shares of AECOM from a “strong sell” rating to a “hold” rating in a research note on Tuesday, February 10th. Barclays increased their target price on shares of AECOM from $100.00 to $110.00 and gave the company an “equal weight” rating in a report on Wednesday, February 11th. Finally, Citigroup lowered their price target on shares of AECOM from $152.00 to $131.00 and set a “buy” rating for the company in a research note on Monday, January 26th. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $130.09.

AECOM Price Performance

Shares of AECOM stock opened at $91.07 on Friday. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.10 and a quick ratio of 1.10. AECOM has a one year low of $85.00 and a one year high of $135.52. The business’s 50 day simple moving average is $96.29 and its two-hundred day simple moving average is $111.49. The stock has a market capitalization of $11.77 billion, a P/E ratio of 25.87, a price-to-earnings-growth ratio of 1.11 and a beta of 1.06.

AECOM (NYSE:ACM) last released its quarterly earnings data on Monday, February 9th. The construction company reported $1.29 earnings per share for the quarter, missing analysts’ consensus estimates of $1.41 by ($0.12). AECOM had a net margin of 2.94% and a return on equity of 27.05%. The company had revenue of $3.83 billion for the quarter, compared to analysts’ expectations of $3.33 billion. AECOM’s revenue was down 4.6% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. Analysts forecast that AECOM will post 5.1 EPS for the current year.

AECOM Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Wednesday, April 1st will be given a dividend of $0.31 per share. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $1.24 annualized dividend and a yield of 1.4%. AECOM’s dividend payout ratio is presently 35.23%.

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.