Havemeyer Place LP Purchases Shares of 10,472 AECOM $ACM

Havemeyer Place LP purchased a new stake in AECOM (NYSE:ACM) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 10,472 shares of the construction company’s stock, valued at approximately $998,000.

Other hedge funds also recently bought and sold shares of the company. JPMorgan Chase & Co. grew its stake in AECOM by 1.8% during the 3rd quarter. JPMorgan Chase & Co. now owns 731,321 shares of the construction company’s stock worth $95,419,000 after buying an additional 12,664 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in AECOM by 11.3% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 129,432 shares of the construction company’s stock worth $16,887,000 after buying an additional 13,127 shares during the last quarter. Leuthold Group LLC purchased a new position in AECOM during the 3rd quarter worth approximately $3,427,000. Barclays PLC grew its stake in AECOM by 103.8% during the 3rd quarter. Barclays PLC now owns 490,826 shares of the construction company’s stock worth $64,038,000 after buying an additional 250,043 shares during the last quarter. Finally, Kingsview Wealth Management LLC purchased a new position in AECOM during the 4th quarter worth approximately $2,057,000. Institutional investors and hedge funds own 85.41% of the company’s stock.

AECOM Trading Up 0.1%

NYSE:ACM opened at $71.22 on Monday. AECOM has a 12-month low of $67.64 and a 12-month high of $135.52. The stock’s 50 day simple moving average is $79.16 and its 200-day simple moving average is $91.05. The firm has a market cap of $9.15 billion, a P/E ratio of 18.59, a PEG ratio of 0.86 and a beta of 0.93. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.07.

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

AECOM Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 17th. Investors of record on Wednesday, July 1st will be paid a $0.31 dividend. The ex-dividend date is Wednesday, July 1st. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.7%. AECOM’s payout ratio is 32.38%.

Insider Buying and Selling

In other AECOM news, CFO Gaurav Kapoor purchased 1,420 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The shares were purchased at an average cost of $71.12 per share, for a total transaction of $100,990.40. Following the completion of the purchase, the chief financial officer directly owned 88,053 shares in the company, valued at $6,262,329.36. This represents a 1.64% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Troy Rudd purchased 4,225 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was acquired at an average price of $71.02 per share, for a total transaction of $300,059.50. Following the completion of the purchase, the chief executive officer owned 142,207 shares of the company’s stock, valued at approximately $10,099,541.14. This 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.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on ACM shares. Zacks Research upgraded AECOM from a “strong sell” rating to a “hold” rating in a research note on Tuesday, February 10th. Wall Street Zen upgraded AECOM from a “hold” rating to a “buy” rating in a research note on Saturday, May 16th. Royal Bank Of Canada dropped their price target on AECOM from $142.00 to $111.00 and set an “outperform” rating on the stock in a research note on Wednesday, May 13th. KeyCorp dropped their target price on AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a report on Wednesday, May 13th. Finally, Weiss Ratings lowered AECOM from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, May 26th. Nine research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $116.00.

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.