Thematics Asset Management Has $14.62 Million Position in AECOM $ACM

Thematics Asset Management lessened its holdings in shares of AECOM (NYSE:ACM) by 5.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 112,081 shares of the construction company’s stock after selling 6,000 shares during the period. Thematics Asset Management’s holdings in AECOM were worth $14,623,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in AECOM by 11.3% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 129,432 shares of the construction company’s stock valued at $16,887,000 after buying an additional 13,127 shares in the last quarter. Leuthold Group LLC bought a new stake in shares of AECOM during the third quarter worth $3,427,000. Barclays PLC increased its position in shares of AECOM by 103.8% during the third quarter. Barclays PLC now owns 490,826 shares of the construction company’s stock worth $64,038,000 after acquiring an additional 250,043 shares in the last quarter. Nordea Investment Management AB raised its holdings in shares of AECOM by 10.5% during the third quarter. Nordea Investment Management AB now owns 792,378 shares of the construction company’s stock worth $103,279,000 after acquiring an additional 75,108 shares during the period. Finally, Asset Management One Co. Ltd. lifted its position in AECOM by 42.6% in the 3rd quarter. Asset Management One Co. Ltd. now owns 167,723 shares of the construction company’s stock valued at $21,880,000 after acquiring an additional 50,086 shares in the last quarter. 85.41% of the stock is currently owned by institutional investors and hedge funds.

AECOM Price Performance

NYSE:ACM opened at $91.07 on Friday. The stock has a market capitalization of $11.77 billion, a PE ratio of 25.87, a P/E/G ratio of 1.11 and a beta of 1.06. AECOM has a 1-year low of $85.00 and a 1-year high of $135.52. The firm has a fifty day simple moving average of $96.29 and a 200 day simple moving average of $111.49. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 1.08.

AECOM (NYSE:ACM) last announced its quarterly earnings results on Monday, February 9th. The construction company reported $1.29 EPS for the quarter, missing analysts’ consensus estimates of $1.41 by ($0.12). The firm had revenue of $3.83 billion during the quarter, compared to analyst estimates of $3.33 billion. AECOM had a net margin of 2.94% and a return on equity of 27.05%. The company’s quarterly 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. On average, research analysts expect that AECOM will post 5.1 EPS for the current fiscal year.

AECOM Dividend Announcement

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

Wall Street Analysts Forecast Growth

ACM has been the subject of a number of research analyst reports. KeyCorp reaffirmed an “overweight” rating and issued a $115.00 target price on shares of AECOM in a research note on Wednesday, January 7th. Bank of America lifted their price target on AECOM from $117.00 to $118.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Barclays upped their price objective on AECOM from $100.00 to $110.00 and gave the stock an “equal weight” rating in a research report on Wednesday, February 11th. Citigroup decreased their price objective on AECOM from $152.00 to $131.00 and set a “buy” rating for the company in a report on Monday, January 26th. Finally, UBS Group lifted their target price on AECOM from $143.00 to $145.00 and gave the company a “buy” rating in a research report on Tuesday, February 10th. Nine equities 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 stock currently has a consensus rating of “Moderate Buy” and an average price target of $130.09.

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.