De Lisle Partners LLP Takes $2.39 Million Position in AECOM $ACM

De Lisle Partners LLP acquired a new stake in shares of AECOM (NYSE:ACM) during the 4th quarter, HoldingsChannel.com reports. The firm acquired 25,068 shares of the construction company’s stock, valued at approximately $2,389,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Central Pacific Bank Trust Division bought a new stake in AECOM in the fourth quarter worth $27,000. EverSource Wealth Advisors LLC increased its position in AECOM by 189.3% in the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock worth $34,000 after purchasing an additional 195 shares during the last quarter. First Horizon Corp increased its position in AECOM by 129.1% in the fourth quarter. First Horizon Corp now owns 362 shares of the construction company’s stock worth $35,000 after purchasing an additional 204 shares during the last quarter. Ameriflex Group Inc. increased its position in AECOM by 100.0% in the third quarter. Ameriflex Group Inc. now owns 294 shares of the construction company’s stock worth $38,000 after purchasing an additional 147 shares during the last quarter. Finally, Intesa Sanpaolo Wealth Management bought a new stake in AECOM in the fourth quarter worth $38,000. Institutional investors own 85.41% of the company’s stock.

Analysts Set New Price Targets

ACM has been the topic of several research reports. Royal Bank Of Canada reduced their price target on shares of AECOM from $142.00 to $111.00 and set an “outperform” rating on the stock in a research report on Wednesday, May 13th. KeyCorp reduced their price target on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 13th. Robert W. Baird reduced their price target on shares of AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 12th. Weiss Ratings cut shares of AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, May 26th. Finally, Citigroup reduced their price target on shares of AECOM from $130.00 to $98.00 and set a “buy” rating on the stock in a research report on Wednesday, May 13th. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $116.00.

Insider Buying and Selling at AECOM

In other news, CFO Gaurav Kapoor acquired 1,420 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was bought at an average cost of $71.12 per share, with a total value of $100,990.40. Following the completion of the purchase, the chief financial officer directly owned 88,053 shares of the company’s stock, valued at $6,262,329.36. This represents a 1.64% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Troy Rudd acquired 4,225 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were purchased at an average cost of $71.02 per share, with a total value of $300,059.50. Following the completion of the purchase, the chief executive officer directly owned 142,207 shares of the company’s stock, valued at $10,099,541.14. This trade represents a 3.06% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 0.46% of the stock is owned by insiders.

AECOM Stock Up 0.7%

NYSE ACM opened at $70.06 on Friday. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.07. The company has a fifty day moving average of $77.66 and a two-hundred day moving average of $89.72. The firm has a market capitalization of $9.00 billion, a price-to-earnings ratio of 18.29, a PEG ratio of 0.85 and a beta of 0.93. AECOM has a 52 week low of $67.64 and a 52 week high of $135.52.

AECOM (NYSE:ACM) last posted its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 EPS for the quarter, topping the consensus estimate of $1.58 by $0.01. The company had revenue of $3.80 billion during the quarter, compared to analyst estimates of $1.94 billion. AECOM had a net margin of 3.16% and a return on equity of 28.52%. AECOM’s quarterly revenue was up 4.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.25 earnings per share. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. On average, analysts predict that AECOM will post 5.97 earnings per share for the current year.

AECOM Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st will be paid a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend is Wednesday, July 1st. AECOM’s payout ratio is presently 32.38%.

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.