AECOM (NYSE:ACM) Issues FY 2026 Earnings Guidance

AECOM (NYSE:ACM) updated its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 4.180-4.890 for the period, compared to the consensus EPS estimate of 5.420. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

ACM has been the topic of a number of recent research reports. Weiss Ratings cut shares of AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 29th. Argus reduced their target price on shares of AECOM from $155.00 to $135.00 and set a “buy” rating on the stock in a report on Thursday, November 20th. KeyCorp reiterated an “overweight” rating and issued a $115.00 target price on shares of AECOM in a research report on Wednesday, January 7th. Robert W. Baird set a $125.00 price target on shares of AECOM in a research note on Tuesday. Finally, Truist Financial reduced their price objective on AECOM from $148.00 to $126.00 and set a “buy” rating on the stock in a research note on Thursday, December 18th. Nine research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $128.36.

AECOM Trading Up 0.9%

Shares of ACM opened at $103.67 on Wednesday. The stock has a market capitalization of $13.40 billion, a P/E ratio of 29.45, a PEG ratio of 1.32 and a beta of 1.08. AECOM has a twelve month low of $85.00 and a twelve month high of $135.52. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.98. The firm has a fifty day simple moving average of $98.37 and a two-hundred day simple moving average of $115.30.

AECOM (NYSE:ACM) last issued its quarterly earnings data on Monday, February 9th. The construction company reported $1.29 EPS for the quarter, missing the consensus estimate of $1.41 by ($0.12). AECOM had a net margin of 2.94% and a return on equity of 26.60%. The firm had revenue of $3.83 billion for the quarter, compared to the consensus estimate 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. On average, research analysts anticipate that AECOM will post 5.1 EPS for the current year.

AECOM Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Wednesday, January 7th were given a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend was Wednesday, January 7th. This is an increase from AECOM’s previous quarterly dividend of $0.26. AECOM’s payout ratio is presently 35.23%.

AECOM News Roundup

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Q1 results showed revenue above expectations ($3.83B) with gross-profit and operating cash flow improvements, supporting the company’s operational momentum. Q1 Press Release
• Positive Sentiment: Management raised its FY‑2026 EPS guidance and highlighted backlog growth and a stronger outlook for bidding/awards — a catalyst cited by coverage noting an upbeat market reaction. Guidance & Backlog Article
• Positive Sentiment: Contract win: AECOM (in JV with WSP) will deliver detailed design services for the large Sydney Metro West program — a high‑profile, multi‑year infrastructure award that adds backlog and international revenue visibility. Sydney Metro West
• Positive Sentiment: Analyst support: Bank of America nudged its price target higher and several firms maintain buy/overweight ratings, helping sentiment around the name. Analyst Note
• Neutral Sentiment: Some analysts are mixed — Barclays put a hold on ACM, reflecting differing views on valuation vs. execution risks. Barclays Hold
• Negative Sentiment: Earnings detail is mixed: while revenue topped estimates, EPS missed some analyst views and net income declined year‑over‑year — raising questions about margin leverage and near‑term profitability. Earnings Summary
• Negative Sentiment: Insider selling has been notable in recent months, which some investors view as a cautionary signal despite institutional buying in other pockets. Insider Activity & Q1 Recap

Hedge Funds Weigh In On AECOM

Several hedge funds and other institutional investors have recently modified their holdings of ACM. CIBC Private Wealth Group LLC increased its stake in shares of AECOM by 287.5% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 3,495 shares of the construction company’s stock worth $456,000 after acquiring an additional 2,593 shares in the last quarter. CIBC Bancorp USA Inc. purchased a new stake in AECOM in the third quarter worth about $619,000. Coldstream Capital Management Inc. increased its stake in shares of AECOM by 2.9% during the third quarter. Coldstream Capital Management Inc. now owns 8,870 shares of the construction company’s stock valued at $1,157,000 after purchasing an additional 248 shares in the last quarter. Danske Bank A S purchased a new position in shares of AECOM during the third quarter valued at approximately $21,977,000. Finally, Advisory Services Network LLC bought a new stake in shares of AECOM in the 3rd quarter worth approximately $222,000. Hedge funds and other institutional investors own 85.41% 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.