Thematics Asset Management Sells 6,000 Shares of AECOM $ACM

Thematics Asset Management lessened its stake in AECOM (NYSE:ACM) by 5.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 112,081 shares of the construction company’s stock after selling 6,000 shares during the period. Thematics Asset Management owned 0.08% of AECOM worth $14,623,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the company. Westend Capital Management LLC acquired a new stake in shares of AECOM in the 3rd quarter valued at $26,000. Atlantic Union Bankshares Corp acquired a new position in shares of AECOM during the third quarter valued at $26,000. EverSource Wealth Advisors LLC lifted its stake in shares of AECOM by 189.3% during the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock valued at $34,000 after acquiring an additional 195 shares during the period. Ameriflex Group Inc. boosted its holdings in 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 acquiring an additional 147 shares during the last quarter. Finally, Optiver Holding B.V. increased its position in AECOM by 219.8% in the third quarter. Optiver Holding B.V. now owns 307 shares of the construction company’s stock worth $40,000 after purchasing an additional 211 shares during the period. Institutional investors and hedge funds own 85.41% of the company’s stock.

AECOM Stock Up 1.4%

AECOM stock opened at $91.07 on Friday. The firm has a market capitalization of $11.77 billion, a price-to-earnings ratio of 25.87, a PEG ratio of 1.11 and a beta of 1.06. The company’s 50 day simple moving average is $96.29 and its 200 day simple moving average is $111.49. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.10 and a quick ratio of 1.10. AECOM has a fifty-two week low of $85.00 and a fifty-two week high of $135.52.

AECOM (NYSE:ACM) last issued its earnings results on Monday, February 9th. The construction company reported $1.29 EPS for the quarter, missing the consensus estimate of $1.41 by ($0.12). The firm had revenue of $3.83 billion during the quarter, compared to the consensus estimate of $3.33 billion. AECOM had a net margin of 2.94% and a return on equity of 27.05%. The firm’s revenue was down 4.6% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. As a group, sell-side analysts anticipate that AECOM will post 5.1 EPS for the current year.

AECOM Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Wednesday, April 1st will be given a $0.31 dividend. The ex-dividend date is Wednesday, April 1st. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.4%. AECOM’s dividend payout ratio is currently 35.23%.

Wall Street Analyst Weigh In

Several analysts have weighed in on ACM shares. Barclays boosted their price objective on AECOM from $100.00 to $110.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 11th. The Goldman Sachs Group lowered their price target on shares of AECOM from $148.00 to $127.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Truist Financial reissued a “buy” rating and set a $132.00 price target (up from $126.00) on shares of AECOM in a research note on Wednesday, February 11th. Citigroup cut their price objective on shares of AECOM from $152.00 to $131.00 and set a “buy” rating on the stock in a report on Monday, January 26th. Finally, Bank of America raised their price objective on shares of AECOM from $117.00 to $118.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Nine investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, AECOM has a consensus rating of “Moderate Buy” and an average target price of $130.09.

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.