Quantinno Capital Management LP Boosts Holdings in AECOM $ACM

Quantinno Capital Management LP increased its stake in shares of AECOM (NYSE:ACM) by 152.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 240,942 shares of the construction company’s stock after acquiring an additional 145,344 shares during the quarter. Quantinno Capital Management LP’s holdings in AECOM were worth $20,437,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Great Lakes Advisors LLC boosted its position in shares of AECOM by 14.9% in the 1st quarter. Great Lakes Advisors LLC now owns 2,366 shares of the construction company’s stock valued at $219,000 after purchasing an additional 306 shares during the period. Empowered Funds LLC increased its position in AECOM by 62.6% during the first quarter. Empowered Funds LLC now owns 14,266 shares of the construction company’s stock worth $1,323,000 after buying an additional 5,493 shares during the period. Focus Partners Wealth increased its position in AECOM by 6.9% during the first quarter. Focus Partners Wealth now owns 4,150 shares of the construction company’s stock worth $385,000 after buying an additional 269 shares during the period. EverSource Wealth Advisors LLC lifted its stake in AECOM by 189.3% in the second 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 during the last quarter. Finally, Cresset Asset Management LLC lifted its stake in AECOM by 13.7% in the second quarter. Cresset Asset Management LLC now owns 2,935 shares of the construction company’s stock valued at $331,000 after buying an additional 353 shares during the last quarter. 85.41% of the stock is owned by hedge funds and other institutional investors.

AECOM Stock Up 1.1%

Shares of NYSE:ACM opened at $72.54 on Friday. The company has a market cap of $9.32 billion, a price-to-earnings ratio of 18.94, a PEG ratio of 0.88 and a beta of 0.93. The firm’s 50-day simple moving average is $69.94 and its 200-day simple moving average is $82.32. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.07. AECOM has a fifty-two week low of $66.28 and a fifty-two week high of $135.52.

AECOM (NYSE:ACM) last posted its quarterly earnings results on Monday, May 11th. The construction company reported $1.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.58 by $0.01. AECOM had a net margin of 3.16% and a return on equity of 28.52%. The firm had revenue of $3.80 billion during the quarter, compared to analysts’ expectations of $1.94 billion. During the same period in the prior year, the company posted $1.25 earnings per share. The firm’s revenue for the quarter was up 4.4% on a year-over-year basis. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. As a group, equities research analysts predict that AECOM will post 5.97 earnings per share for the current year.

AECOM Dividend Announcement

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

Insider Buying and Selling

In other AECOM news, CFO Gaurav Kapoor acquired 1,420 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were purchased at an average price of $71.12 per share, with a total value of $100,990.40. Following the completion of the acquisition, the chief financial officer directly owned 88,053 shares of the company’s stock, valued at approximately $6,262,329.36. The trade was a 1.64% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Troy Rudd acquired 4,225 shares of the business’s stock in a transaction on Thursday, May 14th. The stock was acquired at an average price of $71.02 per share, with a total value of $300,059.50. Following the transaction, the chief executive officer directly owned 142,207 shares of the company’s stock, valued at $10,099,541.14. This represents a 3.06% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have acquired 9,869 shares of company stock valued at $699,391 over the last quarter. Company insiders own 0.46% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on ACM. Royal Bank Of Canada lowered their target price on shares of AECOM from $111.00 to $105.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 22nd. Wall Street Zen downgraded shares of AECOM from a “buy” rating to a “hold” rating in a research report on Monday, July 6th. Weiss Ratings cut shares of AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday, May 26th. Robert W. Baird lowered their price objective on shares of AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 12th. Finally, KeyCorp dropped their price objective on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a research note on Wednesday, May 13th. Nine equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $114.82.

AECOM 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.