AECOM (NYSE:ACM) Shares Down 11.5% – Here’s Why

AECOM (NYSE:ACM) shares traded down 11.5% during mid-day trading on Thursday . The company traded as low as $89.32 and last traded at $89.3160. 2,497,663 shares traded hands during trading, an increase of 65% from the average session volume of 1,518,237 shares. The stock had previously closed at $100.87.

Trending Headlines about AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: TomTom partnership: AECOM announced a global partnership to integrate TomTom’s historical and real‑time traffic data into AECOM’s mobility, transport modeling and traffic‑management offerings — potentially expanding higher‑margin services and strengthening bids for public/private infrastructure projects. TomTom and AECOM partnership
• Positive Sentiment: Bank of America raised its price target on AECOM to $118, signaling stronger analyst conviction that shares have upside versus current levels. That PT hike can drive positive flow and re‑rating by investors. BofA raises price target
• Positive Sentiment: Seeking Alpha highlights a “beat and raise” quarter narrative and initiated a Buy rating, citing margin expansion and raised EPS guidance — a fundamental takeaway likely supporting investor optimism. Seeking Alpha beat-and-raise analysis
• Positive Sentiment: Consensus/Street tone: Brokerages now show an average “Moderate Buy” stance on ACM, reinforcing demand from institutional investors and suggesting more bullish coverage. Brokerage consensus
• Positive Sentiment: Zacks published a piece framing AECOM as a strong value stock, which may attract value‑oriented buyers given the company’s improving margin profile and backlog visibility. Zacks value stock article
• Neutral Sentiment: Zacks upgraded AECOM from “strong sell” to “hold,” an improvement in tone but a modest change that signals some remaining caution among certain sell‑side analysts. Zacks upgrade report
• Negative Sentiment: Technical/valuation and guidance caveats: AECOM still trades below its 50‑ and 200‑day moving averages and faces a mixed earnings backdrop (company FY‑2026 guidance of $4.18–$4.89 vs. some analyst estimates nearer $5.10). Revenue has shown near‑term pressure, and leverage remains above 1x equity — factors that limit upside until consistent top‑line growth and margin trends are sustained.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on ACM shares. Weiss Ratings downgraded shares of AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 29th. UBS Group raised their price objective on shares of AECOM from $143.00 to $145.00 and gave the company a “buy” rating in a research report on Tuesday. Zacks Research raised shares of AECOM from a “strong sell” rating to a “hold” rating in a report on Tuesday. Argus reduced their target price on AECOM from $155.00 to $135.00 and set a “buy” rating on the stock in a research note on Thursday, November 20th. Finally, Truist Financial restated a “buy” rating and set a $132.00 price target (up previously from $126.00) on shares of AECOM in a research report on Wednesday. Nine investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, AECOM currently has a consensus rating of “Moderate Buy” and a consensus target price of $130.09.

AECOM Stock Performance

The firm has a market capitalization of $11.43 billion, a PE ratio of 25.12, a price-to-earnings-growth ratio of 1.03 and a beta of 1.08. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.14 and a current ratio of 1.10. The business’s fifty day simple moving average is $97.70 and its 200-day simple moving average is $114.84.

AECOM (NYSE:ACM) last issued its 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). The company had revenue of $3.83 billion for the quarter, compared to the consensus estimate of $3.33 billion. AECOM had a return on equity of 27.05% and a net margin of 2.94%.The business’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. As a group, equities research analysts expect that AECOM will post 5.1 EPS for the current year.

AECOM Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Wednesday, January 7th were given a $0.31 dividend. This is an increase from AECOM’s previous quarterly dividend of $0.26. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Wednesday, January 7th. AECOM’s dividend payout ratio (DPR) is presently 35.23%.

Institutional Trading of AECOM

Large investors have recently added to or reduced their stakes in the company. Leuthold Group LLC purchased a new stake in shares of AECOM during the third quarter valued at $3,427,000. Nordea Investment Management AB grew its stake in AECOM by 10.5% during the 3rd quarter. Nordea Investment Management AB now owns 792,378 shares of the construction company’s stock valued at $103,279,000 after purchasing an additional 75,108 shares during the last quarter. Asset Management One Co. Ltd. increased its holdings in shares of AECOM by 42.6% in the third quarter. Asset Management One Co. Ltd. now owns 167,723 shares of the construction company’s stock valued at $21,880,000 after purchasing an additional 50,086 shares during the period. Generali Asset Management SPA SGR purchased a new position in shares of AECOM in the third quarter worth about $1,092,000. Finally, Global Retirement Partners LLC acquired a new stake in shares of AECOM during the second quarter worth about $251,000. Institutional investors own 85.41% of the company’s stock.

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.