Louisiana State Employees Retirement System Buys New Stake in AECOM $ACM

Louisiana State Employees Retirement System bought a new stake in AECOM (NYSE:ACM) in the 1st quarter, HoldingsChannel reports. The fund bought 37,500 shares of the construction company’s stock, valued at approximately $3,181,000.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Towarzystwo Funduszy Inwestycyjnych PZU SA lifted its holdings in shares of AECOM by 86.7% during the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock valued at $27,000 after purchasing an additional 130 shares during the last quarter. Central Pacific Bank Trust Division purchased a new position in AECOM during the 4th quarter worth $27,000. Ameriflex Group Inc. grew its stake in AECOM by 100.0% during the 3rd quarter. Ameriflex Group Inc. now owns 294 shares of the construction company’s stock worth $38,000 after buying an additional 147 shares during the last quarter. Caitong International Asset Management Co. Ltd increased its position in AECOM by 95.4% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company’s stock valued at $28,000 after buying an additional 144 shares in the last quarter. Finally, EverSource Wealth Advisors LLC increased its position in AECOM by 189.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock valued at $34,000 after buying an additional 195 shares in the last quarter. 85.41% of the stock is owned by hedge funds and other institutional investors.

AECOM Stock Performance

Shares of ACM opened at $71.01 on Friday. The stock has a 50-day moving average of $74.58 and a two-hundred day moving average of $87.34. AECOM has a one year low of $67.27 and a one year high of $135.52. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.11 and a current ratio of 1.11. The stock has a market cap of $9.13 billion, a P/E ratio of 18.54, a P/E/G ratio of 0.86 and a beta of 0.93.

AECOM (NYSE:ACM) last announced its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 earnings per share for the quarter, beating analysts’ consensus estimates of $1.58 by $0.01. The business had revenue of $3.80 billion for the quarter, compared to analyst estimates of $1.94 billion. AECOM had a return on equity of 28.52% and a net margin of 3.16%.The company’s revenue was up 4.4% on a year-over-year basis. During the same period in the prior year, the company earned $1.25 earnings per share. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. As a group, research analysts predict that AECOM will post 5.98 EPS for the current year.

AECOM Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 17th. Investors of record on Wednesday, July 1st will be given a $0.31 dividend. The ex-dividend date is Wednesday, July 1st. This represents a $1.24 dividend on an annualized basis and a yield of 1.7%. AECOM’s dividend payout ratio is currently 32.38%.

Insider Activity at AECOM

In other AECOM news, CFO Gaurav Kapoor purchased 1,420 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were bought at an average price of $71.12 per share, for a total transaction of $100,990.40. Following the acquisition, 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 acquisition was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, President Lara Poloni purchased 4,224 shares of AECOM stock in a transaction on Tuesday, June 16th. The shares were acquired at an average cost of $70.63 per share, with a total value of $298,341.12. Following the completion of the transaction, the president directly 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 have bought a total of 9,869 shares of company stock worth $699,391 over the last quarter. Insiders own 0.46% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on ACM shares. KeyCorp lowered their price target on AECOM from $115.00 to $101.00 and set an “overweight” rating for the company in a report on Wednesday, May 13th. Robert W. Baird cut their price objective on shares of AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a report on Tuesday, May 12th. Weiss Ratings lowered shares of AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, May 26th. Wall Street Zen upgraded shares of AECOM from a “hold” rating to a “buy” rating in a research note on Sunday. Finally, Barclays dropped their target price on shares of AECOM from $110.00 to $90.00 and set an “equal weight” rating on the stock in a research report on Tuesday, May 19th. Nine equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $116.00.

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.