Squarepoint Ops LLC Grows Position in AECOM $ACM

Squarepoint Ops LLC increased its stake in shares of AECOM (NYSE:ACM) by 300.9% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 497,601 shares of the construction company’s stock after acquiring an additional 373,477 shares during the quarter. Squarepoint Ops LLC owned about 0.39% of AECOM worth $34,733,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of ACM. Towarzystwo Funduszy Inwestycyjnych PZU SA lifted its stake in AECOM by 86.7% in the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock worth $27,000 after purchasing an additional 130 shares in the last quarter. Caitong International Asset Management Co. Ltd increased its holdings in shares of AECOM by 95.4% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company’s stock worth $28,000 after purchasing an additional 144 shares during the last quarter. EverSource Wealth Advisors LLC increased its holdings in shares of 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. Western Wealth Management LLC purchased a new stake in shares of AECOM in the first quarter worth about $36,000. Finally, Compass Financial Management LLC purchased a new stake in shares of AECOM in the second quarter worth about $36,000. 85.41% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at AECOM

In related news, President Lara Poloni purchased 4,224 shares of the stock in a transaction that occurred on Tuesday, June 16th. The stock was bought at an average cost of $70.63 per share, for a total transaction of $298,341.12. Following the completion of the transaction, the president directly owned 153,446 shares in the company, valued at $10,837,890.98. This represents a 2.83% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 0.46% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms have weighed in on ACM. Robert W. Baird cut their price target on AECOM from $73.00 to $65.00 and set a “neutral” rating for the company in a report on Friday, August 14th. Barclays decreased their price objective on AECOM from $90.00 to $73.00 and set an “equal weight” rating on the stock in a report on Wednesday, August 12th. Argus lowered their target price on AECOM from $85.00 to $75.00 and set a “buy” rating for the company in a research report on Tuesday, August 25th. Zacks Research downgraded AECOM from a “hold” rating to a “strong sell” rating in a research report on Monday, August 10th. Finally, Piper Sandler set a $79.00 target price on shares of AECOM in a report on Wednesday, August 12th. Nine analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $88.25.

AECOM Trading Down 0.6%

Shares of NYSE ACM opened at $66.15 on Wednesday. The business’s 50 day moving average is $68.25 and its two-hundred day moving average is $76.63. The company has a debt-to-equity ratio of 1.11, a current ratio of 1.06 and a quick ratio of 1.06. AECOM has a 1-year low of $60.35 and a 1-year high of $135.52. The stock has a market capitalization of $8.51 billion, a P/E ratio of 30.34, a PEG ratio of 1.79 and a beta of 0.91.

AECOM (NYSE:ACM) last posted its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) earnings per share (EPS) for the quarter, missing the consensus estimate of $1.46 by ($1.96). The company had revenue of $3.59 billion during the quarter, compared to the consensus estimate of $2.01 billion. AECOM had a net margin of 1.87% and a return on equity of 19.72%. AECOM’s revenue for the quarter was down 14.2% on a year-over-year basis. During the same period in the previous year, the business earned $1.34 earnings per share. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. As a group, research analysts expect that AECOM will post 3.98 EPS for the current year.

AECOM 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.