AECOM $ACM Shares Sold by Nordea Investment Management AB

Nordea Investment Management AB trimmed its position in shares of AECOM (NYSE:ACM) by 19.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 634,791 shares of the construction company’s stock after selling 157,587 shares during the quarter. Nordea Investment Management AB’s holdings in AECOM were worth $61,203,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Orion Porfolio Solutions LLC lifted its holdings in AECOM by 28,246.5% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 5,335,667 shares of the construction company’s stock valued at $602,183,000 after purchasing an additional 5,316,844 shares in the last quarter. First Trust Advisors LP raised its position in shares of AECOM by 105.3% in the third quarter. First Trust Advisors LP now owns 4,216,372 shares of the construction company’s stock valued at $550,110,000 after buying an additional 2,162,158 shares during the last quarter. Invesco Ltd. raised its position in shares of AECOM by 79.1% in the second quarter. Invesco Ltd. now owns 4,361,755 shares of the construction company’s stock valued at $492,268,000 after buying an additional 1,926,466 shares during the last quarter. Norges Bank acquired a new position in shares of AECOM in the second quarter valued at approximately $200,879,000. Finally, Hennessy Advisors Inc. purchased a new position in shares of AECOM during the third quarter valued at approximately $43,473,000. Institutional investors and hedge funds own 85.41% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on ACM. Weiss Ratings lowered shares of AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 29th. Truist Financial reiterated a “buy” rating and issued a $132.00 price target (up from $126.00) on shares of AECOM in a report on Wednesday, February 11th. Royal Bank Of Canada increased their price target on AECOM from $139.00 to $142.00 and gave the stock an “outperform” rating in a research note on Wednesday, February 11th. Zacks Research upgraded AECOM from a “strong sell” rating to a “hold” rating in a report on Tuesday, February 10th. Finally, The Goldman Sachs Group lowered their price objective on AECOM from $148.00 to $127.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $130.09.

AECOM Stock Up 1.8%

ACM opened at $90.14 on Tuesday. The firm has a 50 day moving average price of $95.14 and a 200 day moving average price of $109.79. The company has a market cap of $11.65 billion, a PE ratio of 25.61, a price-to-earnings-growth ratio of 1.09 and a beta of 1.06. AECOM has a 1 year low of $85.00 and a 1 year high of $135.52. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.10 and a current ratio of 1.10.

AECOM (NYSE:ACM) last announced its quarterly earnings results on Monday, February 9th. The construction company reported $1.29 earnings per share for the quarter, missing analysts’ consensus estimates of $1.41 by ($0.12). AECOM had a net margin of 2.94% and a return on equity of 27.05%. The business had revenue of $3.83 billion for the quarter, compared to analyst estimates of $3.33 billion. The firm’s revenue for the quarter was down 4.6% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. Sell-side analysts expect that AECOM will post 5.1 earnings per share for the current year.

AECOM Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Wednesday, April 1st will be issued a dividend of $0.31 per share. The ex-dividend date is Wednesday, April 1st. This represents a $1.24 annualized dividend and a dividend yield of 1.4%. AECOM’s payout ratio is presently 35.23%.

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.