Swiss Life Asset Management Ltd Decreases Stock Position in AECOM $ACM

Swiss Life Asset Management Ltd lessened its position in AECOM (NYSE:ACM) by 27.6% during the 4th quarter, HoldingsChannel.com reports. The fund owned 128,937 shares of the construction company’s stock after selling 49,073 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in AECOM were worth $12,292,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in ACM. Atlantic Union Bankshares Corp purchased a new position in shares of AECOM in the third quarter valued at approximately $26,000. Central Pacific Bank Trust Division acquired a new stake in shares of AECOM in the fourth quarter valued at approximately $27,000. 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 valued at $34,000 after purchasing an additional 195 shares during the last quarter. First Horizon Corp increased its holdings in shares of AECOM by 129.1% in the fourth quarter. First Horizon Corp now owns 362 shares of the construction company’s stock valued at $35,000 after purchasing an additional 204 shares during the last quarter. Finally, Ameriflex Group Inc. increased its holdings in shares of AECOM by 100.0% in the third quarter. Ameriflex Group Inc. now owns 294 shares of the construction company’s stock valued at $38,000 after purchasing an additional 147 shares during the last quarter. Hedge funds and other institutional investors own 85.41% of the company’s stock.

AECOM Price Performance

ACM stock opened at $69.95 on Wednesday. The business has a fifty day moving average of $86.44 and a two-hundred day moving average of $98.76. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.08. The stock has a market cap of $9.04 billion, a price-to-earnings ratio of 18.26, a price-to-earnings-growth ratio of 0.98 and a beta of 1.00. AECOM has a 52-week low of $68.94 and a 52-week high of $135.52.

AECOM (NYSE:ACM) last posted its earnings results on Monday, May 11th. The construction company reported $1.59 earnings per share (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 analysts’ expectations of $1.94 billion. AECOM had a return on equity of 28.15% and a net margin of 3.16%.The firm’s quarterly revenue was up 4.4% compared to the same quarter last year. During the same quarter last year, the firm earned $1.25 earnings per share. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. As a group, research analysts anticipate that AECOM will post 5.97 earnings per share for the current year.

AECOM Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, April 17th. Shareholders of record on Wednesday, April 1st were paid a dividend of $0.31 per share. The ex-dividend date of this dividend was Wednesday, April 1st. This represents a $1.24 annualized dividend and a yield of 1.8%. AECOM’s dividend payout ratio (DPR) is 32.38%.

More AECOM News

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: AECOM beat fiscal Q2 EPS estimates and reported revenue growth, with management also raising FY2026 EPS guidance to $5.90-$6.10, which signals continued operational strength and supports the bullish case. Article Title
• Positive Sentiment: Backlog increased year over year and reached record levels, suggesting healthier future revenue visibility and demand for AECOM’s services. Article Title
• Neutral Sentiment: Several reports highlighted that net income rose sharply year over year, but operating cash flow declined materially and capital spending increased, creating a mixed fundamental picture for investors. Article Title
• Neutral Sentiment: Robert W. Baird cut its price target on AECOM to $91 from $98 and kept a neutral rating, which may have added a bit of caution after the earnings release. Article Title
• Negative Sentiment: Some coverage noted that EPS and revenue were only modestly ahead of expectations or, in one snapshot, revenue missed estimates, which may have tempered enthusiasm around the quarter. Article Title

Analysts Set New Price Targets

Several equities research analysts recently commented on ACM shares. Citigroup cut their price target on AECOM from $131.00 to $130.00 and set a “buy” rating for the company in a report on Monday, April 27th. Truist Financial set a $116.00 price target on AECOM in a report on Monday, April 20th. Zacks Research raised AECOM from a “strong sell” rating to a “hold” rating in a report on Tuesday, February 10th. Barclays increased their price target on AECOM from $100.00 to $110.00 and gave the company an “equal weight” rating in a report on Wednesday, February 11th. Finally, The Goldman Sachs Group cut their target price on AECOM from $148.00 to $127.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. 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 an average target price of $125.45.

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.