AECOM (NYSE:ACM) Given New $90.00 Price Target at Royal Bank Of Canada

AECOM (NYSE:ACM) had its price target lowered by Royal Bank Of Canada from $105.00 to $90.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has an “outperform” rating on the construction company’s stock. Royal Bank Of Canada’s price objective indicates a potential upside of 47.74% from the stock’s current price.

A number of other research analysts have also recently issued reports on ACM. Zacks Research cut AECOM from a “hold” rating to a “strong sell” rating in a research report on Monday. Barclays dropped their target price on shares of AECOM from $90.00 to $73.00 and set an “equal weight” rating for the company in a report on Wednesday. Truist Financial restated a “buy” rating and issued a $85.00 price target (down from $102.00) on shares of AECOM in a research note on Wednesday. Piper Sandler set a $79.00 price target on shares of AECOM in a report on Wednesday. Finally, UBS Group set a $85.00 price objective on shares of AECOM in a research report on Wednesday. Nine investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $95.25.

AECOM Price Performance

NYSE ACM traded down $0.12 on Thursday, hitting $60.92. 405,184 shares of the company’s stock were exchanged, compared to its average volume of 1,713,990. The stock has a 50-day moving average of $70.03 and a 200-day moving average of $80.77. 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 has a 52 week low of $60.35 and a 52 week high of $135.52. The stock has a market cap of $7.83 billion, a price-to-earnings ratio of 27.87, a P/E/G ratio of 0.82 and a beta of 0.93.

AECOM (NYSE:ACM) last issued its quarterly earnings results on Monday, August 10th. The construction company reported ($0.50) earnings per share (EPS) for the quarter, missing the consensus estimate of $1.46 by ($1.96). AECOM had a net margin of 1.87% and a return on equity of 19.45%. The business had revenue of $3.59 billion during the quarter, compared to the consensus estimate of $2.01 billion. During the same quarter in the previous year, the business posted $1.34 EPS. The company’s revenue for the quarter was down 14.2% on a year-over-year basis. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. Analysts expect that AECOM will post 5.97 earnings per share for the current year.

Insider Activity at AECOM

In related news, President Lara Poloni acquired 4,224 shares of the stock in a transaction dated Tuesday, June 16th. The stock was bought at an average price of $70.63 per share, for a total transaction of $298,341.12. Following the purchase, 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. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.46% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On AECOM

Large investors have recently bought and sold shares of the stock. Connor Clark & Lunn Investment Management Ltd. bought a new position in shares of AECOM during the 2nd quarter worth about $4,864,000. Meiji Yasuda Asset Management Co Ltd. acquired a new position in AECOM during the 2nd quarter worth approximately $208,000. Barrow Hanley Mewhinney & Strauss LLC acquired a new position in AECOM during the 2nd quarter worth approximately $383,701,000. Bank of Nova Scotia bought a new position in AECOM in the second quarter worth approximately $22,706,000. Finally, Compass Financial Management LLC bought a new position in AECOM in the second quarter worth approximately $36,000. 85.41% of the stock is currently owned by institutional investors and hedge funds.

AECOM News Summary

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Truist Financial reaffirmed its “buy” rating and set an $85 price target, while KeyCorp maintained an “overweight” rating with a $79 target. Both targets imply substantial potential upside from recent trading levels, suggesting some analysts still see long-term value in AECOM.
• Positive Sentiment: AECOM reported quarterly revenue of $3.59 billion, well above the $2.01 billion consensus estimate. Analysts are also evaluating the company’s future earnings potential, including fiscal 2027 expectations.
• Neutral Sentiment: Recent coverage has focused on AECOM’s backlog and infrastructure exposure, which could support future revenue visibility, but investors are seeking evidence that this pipeline can translate into improved profitability.
• Neutral Sentiment: AECOM’s fiscal 2026 earnings guidance is $3.95–$4.15 per share, compared with analyst expectations of approximately $5.97 per share for the current fiscal year, highlighting a notable difference between company guidance and Wall Street forecasts.
• Negative Sentiment: AECOM posted a quarterly loss of $0.50 per share, missing the $1.46 consensus estimate by $1.96 and falling from $1.34 per share in the year-earlier period. Revenue also declined 14.2% year over year, adding to concerns about earnings quality and operating performance. AECOM slumps after Q3 earnings miss
• Negative Sentiment: Robert W. Baird lowered its expectations for AECOM, while KeyCorp cut its price target from $101 to $79 and Truist reduced its target from $102 to $85. Although the firms retained constructive ratings, the cuts signal reduced confidence in near-term upside.
• Negative Sentiment: Zacks Research downgraded AECOM from “hold” to “strong sell,” reinforcing the broader concern following the earnings miss.
• Negative Sentiment: A securities-fraud investigation announced by the Law Offices of Frank R. Cruz may add legal and reputational risk, although the announcement does not establish wrongdoing.

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.