AECOM (NYSE:ACM) Upgraded by Zacks Research to Hold Rating

AECOM (NYSE:ACM) was upgraded by equities research analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a research report issued to clients and investors on Tuesday,Zacks.com reports.

A number of other equities research analysts have also recently weighed in on ACM. Robert W. Baird set a $125.00 price target on shares of AECOM in a research report on Tuesday. Truist Financial reaffirmed a “buy” rating and set a $132.00 price objective (up previously from $126.00) on shares of AECOM in a research report on Wednesday. KeyCorp reissued an “overweight” rating and issued a $115.00 target price on shares of AECOM in a research report on Wednesday, January 7th. The Goldman Sachs Group decreased their price target on AECOM from $148.00 to $127.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Finally, UBS Group raised their price target on AECOM from $143.00 to $145.00 and gave the stock a “buy” rating in a research report on Tuesday. Nine analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $130.09.

AECOM Stock Performance

Shares of AECOM stock opened at $100.95 on Tuesday. The firm has a market cap of $13.05 billion, a PE ratio of 28.68, a price-to-earnings-growth ratio of 1.27 and a beta of 1.08. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.98. AECOM has a 52 week low of $85.00 and a 52 week high of $135.52. The business’s fifty day simple moving average is $98.32 and its 200-day simple moving average is $115.20.

AECOM (NYSE:ACM) last issued its quarterly earnings data on Monday, February 9th. The construction company reported $1.29 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.41 by ($0.12). The business had revenue of $3.83 billion for the quarter, compared to analyst estimates of $3.33 billion. AECOM had a return on equity of 26.60% and a net margin of 2.94%.AECOM’s revenue for the quarter was down 4.6% on a year-over-year basis. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. Equities analysts forecast that AECOM will post 5.1 earnings per share for the current year.

Hedge Funds Weigh In On AECOM

Several institutional investors have recently modified their holdings of ACM. Orion Porfolio Solutions LLC raised its stake in shares of AECOM by 28,246.5% in the second quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock valued at $602,183,000 after acquiring an additional 5,316,844 shares in the last quarter. State Street Corp grew its stake in AECOM by 2.6% during the 3rd quarter. State Street Corp now owns 5,107,636 shares of the construction company’s stock worth $666,393,000 after purchasing an additional 127,036 shares in the last quarter. Invesco Ltd. increased its holdings in AECOM by 14.2% during the 3rd quarter. Invesco Ltd. now owns 4,979,960 shares of the construction company’s stock worth $649,735,000 after purchasing an additional 618,205 shares during the period. First Trust Advisors LP raised its position in AECOM by 105.3% in the 3rd quarter. First Trust Advisors LP now owns 4,216,372 shares of the construction company’s stock valued at $550,110,000 after purchasing an additional 2,162,158 shares in the last quarter. Finally, Geode Capital Management LLC raised its position in AECOM by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 2,444,275 shares of the construction company’s stock valued at $232,359,000 after purchasing an additional 25,929 shares in the last quarter. Institutional investors and hedge funds own 85.41% of the company’s stock.

AECOM News Roundup

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Q1 results beat and management raised EPS guidance and backlog outlook, which fueled the recent rally. This is the main fundamental driver supporting higher forward earnings expectations. AECOM Is Up 7.5% After Raising EPS Guidance And Backlog Outlook
• Positive Sentiment: Contract win: AECOM was selected (in a JV with WSP) to deliver detailed design services for the Sydney Metro West Line Wide Systems package — a large, multi-year infrastructure program that supports backlog and revenue visibility. AECOM to provide detailed design services to support delivery of Sydney Metro West
• Positive Sentiment: Analyst support: Bank of America raised its price target to $118 and maintains a Buy rating, signaling institutional confidence in upside after the quarter. Bank of America raises AECOM price target to $118
• Neutral Sentiment: Barclays raised its price target from $100 to $110 but left an “equal weight”/hold recommendation — a mixed signal that tempers some of the bullish momentum. Barclays raises AECOM price target to $110, keeps hold
• Neutral Sentiment: Zacks notes the mean analyst price target implies roughly ~25.7% upside — useful context for longer-term upside but not a short-term catalyst by itself. Wall Street Analysts Think Aecom Could Surge 25.65%
• Negative Sentiment: Market reaction / profit-taking: after the earnings-driven run and multiple target changes, shares have pulled back on above-average volume — a typical short-term rotation even when fundamentals improve (investors may be locking in gains).

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.