Lombard Odier Asset Management USA Corp Takes Position in AECOM $ACM

Lombard Odier Asset Management USA Corp purchased a new position in AECOM (NYSE:ACM) during the 1st quarter, HoldingsChannel reports. The fund purchased 9,924 shares of the construction company’s stock, valued at approximately $842,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of ACM. Towarzystwo Funduszy Inwestycyjnych PZU SA boosted 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 worth $27,000 after purchasing an additional 130 shares during the last quarter. Caitong International Asset Management Co. Ltd boosted its stake in AECOM by 95.4% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company’s stock worth $28,000 after buying an additional 144 shares during the last quarter. EverSource Wealth Advisors LLC grew its holdings in AECOM by 189.3% in 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. First Horizon Corp grew its holdings in AECOM by 129.1% in the 4th quarter. First Horizon Corp now owns 362 shares of the construction company’s stock valued at $35,000 after buying an additional 204 shares in the last quarter. Finally, Intesa Sanpaolo Wealth Management acquired a new stake in shares of AECOM in the 4th quarter worth $38,000. 85.41% of the stock is currently owned by institutional investors and hedge funds.

AECOM Stock Performance

Shares of ACM stock opened at $70.68 on Friday. The company has a market cap of $9.08 billion, a price-to-earnings ratio of 18.45, a price-to-earnings-growth ratio of 0.86 and a beta of 0.93. The stock has a 50 day simple moving average of $69.80 and a 200-day simple moving average of $83.25. AECOM has a 12-month low of $66.28 and a 12-month high of $135.52. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.07.

AECOM (NYSE:ACM) last released its earnings results on Monday, May 11th. The construction company reported $1.59 EPS for the quarter, beating analysts’ consensus estimates of $1.58 by $0.01. The company had revenue of $3.80 billion during the quarter, compared to the consensus estimate of $1.94 billion. AECOM had a return on equity of 28.52% and a net margin of 3.16%.AECOM’s quarterly revenue was up 4.4% compared to the same quarter last year. During the same quarter last year, the company earned $1.25 earnings per share. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. On average, equities analysts forecast that AECOM will post 5.97 EPS for the current year.

AECOM Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Wednesday, July 1st were issued a dividend of $0.31 per share. The ex-dividend date of this dividend was Wednesday, July 1st. This represents a $1.24 dividend on an annualized basis and a yield of 1.8%. AECOM’s payout ratio is currently 32.38%.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Citigroup reiterated a “buy” rating on shares of AECOM in a report on Thursday. Royal Bank Of Canada decreased their price objective on shares of AECOM from $111.00 to $105.00 and set an “outperform” rating on the stock in a report on Wednesday. Barclays lowered their price objective on shares of AECOM from $110.00 to $90.00 and set an “equal weight” rating for the company in a research report on Tuesday, May 19th. Robert W. Baird cut their price objective on AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a report on Tuesday, May 12th. Finally, Truist Financial dropped their price objective on shares of AECOM from $109.00 to $102.00 and set a “buy” rating for the company in a report on Thursday, July 2nd. Nine equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $114.82.

Insider Buying and Selling

In other news, CFO Gaurav Kapoor bought 1,420 shares of the firm’s stock in a transaction on Thursday, May 14th. The shares were bought at an average cost of $71.12 per share, for a total transaction of $100,990.40. Following the completion of the transaction, the chief financial officer owned 88,053 shares in the company, valued at $6,262,329.36. This trade represents a 1.64% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, President Lara Poloni bought 4,224 shares of the stock in a transaction on Tuesday, June 16th. The stock was purchased at an average cost of $70.63 per share, for a total transaction of $298,341.12. Following the acquisition, the president directly owned 153,446 shares of the company’s stock, valued at $10,837,890.98. The trade was a 2.83% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders have purchased 9,869 shares of company stock valued at $699,391. Corporate insiders own 0.46% of the company’s stock.

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.