Rose Capital Advisors LLC Invests $611,000 in AECOM $ACM

Rose Capital Advisors LLC acquired a new position in AECOM (NYSE:ACM) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 8,756 shares of the construction company’s stock, valued at approximately $611,000.

Other large investors have also recently added to or reduced their stakes in the company. Towarzystwo Funduszy Inwestycyjnych PZU SA boosted its position in 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 acquiring an additional 130 shares during the period. Caitong International Asset Management Co. Ltd grew its stake in shares of AECOM by 95.4% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company’s stock worth $28,000 after purchasing an additional 144 shares in the last quarter. EverSource Wealth Advisors LLC increased its holdings in shares of AECOM by 189.3% during the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock valued at $34,000 after purchasing an additional 195 shares during the period. Western Wealth Management LLC acquired a new position in shares of AECOM during the first quarter valued at $36,000. Finally, Compass Financial Management LLC bought a new stake in shares of AECOM during the second quarter valued at about $36,000. 85.41% of the stock is currently owned by institutional investors and hedge funds.

AECOM Price Performance

NYSE ACM opened at $66.57 on Friday. The stock has a market capitalization of $8.57 billion, a P/E ratio of 30.54, a P/E/G ratio of 1.79 and a beta of 0.91. AECOM has a 1 year low of $60.35 and a 1 year high of $135.52. The business’s fifty day moving average is $68.39 and its two-hundred day moving average is $77.09. The company has a debt-to-equity ratio of 1.11, a quick ratio of 1.06 and a current ratio of 1.06.

AECOM (NYSE:ACM) last released its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) earnings per share for the quarter, missing the consensus estimate of $1.46 by ($1.96). The company had revenue of $3.59 billion for the quarter, compared to the consensus estimate of $2.01 billion. AECOM had a return on equity of 19.72% and a net margin of 1.87%.The business’s revenue was down 14.2% compared to the same quarter last year. During the same period in the prior year, the business earned $1.34 earnings per share. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. On average, research analysts forecast that AECOM will post 3.98 earnings per share for the current fiscal year.

Insider Activity at AECOM

In related news, President Lara Poloni purchased 4,224 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was acquired at an average price of $70.63 per share, for a total transaction of $298,341.12. Following the transaction, the president directly owned 153,446 shares of the company’s stock, valued at $10,837,890.98. This trade represents a 2.83% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. 0.46% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms recently weighed in on ACM. Truist Financial reaffirmed a “buy” rating and issued a $85.00 price objective (down from $102.00) on shares of AECOM in a report on Wednesday, August 12th. Zacks Research cut shares of AECOM from a “hold” rating to a “strong sell” rating in a research note on Monday, August 10th. Robert W. Baird dropped their price target on shares of AECOM from $73.00 to $65.00 and set a “neutral” rating on the stock in a research report on Friday, August 14th. Wall Street Zen lowered shares of AECOM from a “buy” rating to a “hold” rating in a research note on Monday, July 6th. Finally, Barclays decreased their price objective on shares of AECOM from $90.00 to $73.00 and set an “equal weight” rating for the company in a report on Wednesday, August 12th. Nine analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $88.25.

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.