KeyCorp Brokers Decrease Earnings Estimates for AECOM

AECOM (NYSE:ACM) – Equities research analysts at KeyCorp cut their Q3 2026 earnings per share estimates for AECOM in a research note issued on Friday, August 7th. KeyCorp analyst S. Jain now anticipates that the construction company will post earnings per share of $1.42 for the quarter, down from their previous forecast of $1.56. KeyCorp has a “Overweight” rating and a $101.00 price objective on the stock. The consensus estimate for AECOM’s current full-year earnings is $5.97 per share. KeyCorp also issued estimates for AECOM’s Q4 2026 earnings at $1.71 EPS.

AECOM (NYSE:ACM) last announced its quarterly earnings results on Monday, August 10th. The construction company reported ($0.50) earnings per share for the quarter, missing analysts’ consensus estimates of $1.46 by ($1.96). The company had revenue of $3.59 billion during the quarter, compared to analyst estimates of $2.01 billion. AECOM had a return on equity of 28.52% and a net margin of 3.16%.AECOM’s quarterly revenue was down 14.2% on a year-over-year basis. During the same period in the prior year, the firm earned $1.34 EPS. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS.

A number of other equities research analysts have also recently issued reports on the company. Truist Financial decreased their target price on AECOM from $109.00 to $102.00 and set a “buy” rating for the company in a research report on Thursday, July 2nd. Barclays dropped their price target on shares of AECOM from $110.00 to $90.00 and set an “equal weight” rating on the stock in a research report on Tuesday, May 19th. Citigroup restated a “buy” rating on shares of AECOM in a research note on Thursday, July 23rd. Royal Bank Of Canada decreased their price objective on shares of AECOM from $111.00 to $105.00 and set an “outperform” rating for the company in a report on Wednesday, July 22nd. Finally, Wall Street Zen lowered shares of AECOM from a “buy” rating to a “hold” rating in a research note on Monday, July 6th. Nine equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, AECOM presently has a consensus rating of “Moderate Buy” and an average target price of $114.82.

AECOM Stock Down 3.7%

Shares of ACM stock opened at $73.00 on Monday. The stock’s 50 day simple moving average is $70.35 and its 200 day simple moving average is $81.23. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.11 and a current ratio of 1.11. AECOM has a twelve month low of $66.28 and a twelve month high of $135.52. The company has a market capitalization of $9.38 billion, a price-to-earnings ratio of 19.06, a PEG ratio of 0.92 and a beta of 0.93.

Hedge Funds Weigh In On AECOM

A number of institutional investors and hedge funds have recently bought and sold shares of ACM. Danske Bank A S acquired a new position in AECOM during the 2nd quarter valued at $3,922,000. First National Bank of Omaha acquired a new stake in AECOM in the 2nd quarter worth $729,000. Meeder Asset Management Inc. bought a new position in shares of AECOM during the 2nd quarter worth about $160,000. BlackRock Inc. bought a new position in shares of AECOM during the 2nd quarter worth about $1,003,699,000. Finally, Pallas Capital Advisors LLC bought a new position in shares of AECOM during the 2nd quarter worth about $217,000. Institutional investors own 85.41% of the company’s stock.

Insider Buying and Selling at AECOM

In other AECOM news, CEO Troy Rudd purchased 4,225 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was bought at an average cost of $71.02 per share, for a total transaction of $300,059.50. Following the completion of the acquisition, the chief executive officer directly owned 142,207 shares in the company, valued at $10,099,541.14. This represents a 3.06% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Gaurav Kapoor purchased 1,420 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were acquired at an average price of $71.12 per share, with a total value of $100,990.40. Following the completion of the acquisition, the chief financial officer owned 88,053 shares of the company’s stock, valued at approximately $6,262,329.36. The trade was a 1.64% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have acquired 9,869 shares of company stock valued at $699,391 in the last 90 days. 0.46% of the stock is currently owned by insiders.

AECOM Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Wednesday, July 1st were paid a dividend of $0.31 per share. The ex-dividend date was Wednesday, July 1st. This represents a $1.24 annualized dividend and a yield of 1.7%. AECOM’s dividend payout ratio is presently 32.38%.

Key Stories Impacting AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: AECOM reported record backlog of approximately $27.8 billion, up 13% year over year, supported by $4.2 billion in wins and a 1.6 book-to-burn ratio. AECOM reports third quarter fiscal 2026 results
• Positive Sentiment: Operating cash flow was $95 million and free cash flow was $55 million during the quarter, while management expects approximately $300 million of fiscal 2026 free cash flow.
• Positive Sentiment: Chief Executive Officer Troy Rudd, President Lara Poloni and CFO Gaurav Kapoor collectively purchased roughly $699,000 of AECOM shares over the past six months, a potential sign that management views the selloff as excessive. AECOM market analysis

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.