Value Holdings Management CO. LLC Invests $10.79 Million in AECOM $ACM

Value Holdings Management CO. LLC bought a new position in AECOM (NYSE:ACM) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 154,553 shares of the construction company’s stock, valued at approximately $10,788,000. AECOM makes up 1.8% of Value Holdings Management CO. LLC’s holdings, making the stock its 17th largest position.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Northwestern Mutual Investment Management Company LLC grew its holdings in AECOM by 0.4% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 29,634 shares of the construction company’s stock valued at $2,825,000 after buying an additional 113 shares in the last quarter. Bank Julius Baer & Co. Ltd Zurich raised its holdings in shares of AECOM by 12.3% during the 4th quarter. Bank Julius Baer & Co. Ltd Zurich now owns 1,089 shares of the construction company’s stock worth $104,000 after acquiring an additional 119 shares in the last quarter. HB Wealth Management LLC boosted its position in shares of AECOM by 3.3% during the 4th quarter. HB Wealth Management LLC now owns 3,860 shares of the construction company’s stock valued at $368,000 after acquiring an additional 125 shares during the last quarter. Ashton Thomas Private Wealth LLC grew its holdings in shares of AECOM by 4.3% in the fourth quarter. Ashton Thomas Private Wealth LLC now owns 3,128 shares of the construction company’s stock valued at $298,000 after purchasing an additional 129 shares in the last quarter. Finally, Towarzystwo Funduszy Inwestycyjnych PZU SA grew its holdings in shares of AECOM by 86.7% in the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock valued at $27,000 after purchasing an additional 130 shares in the last quarter. 85.41% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

ACM has been the topic of a number of recent research reports. KeyCorp decreased their price target on shares of AECOM from $101.00 to $79.00 and set an “overweight” rating on the stock in a research note on Wednesday, August 12th. Truist Financial reissued a “buy” rating and issued a $85.00 price objective (down from $102.00) on shares of AECOM in a research note on Wednesday, August 12th. Robert W. Baird reduced their target price on shares of AECOM from $73.00 to $65.00 and set a “neutral” rating on the stock in a report on Friday, August 14th. Weiss Ratings cut shares of AECOM from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday, August 12th. Finally, Zacks Research downgraded shares of AECOM from a “hold” rating to a “strong sell” rating in a report on Monday, August 10th. Nine analysts have rated the stock with a Buy rating, two have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $94.58.

Insiders Place Their Bets

In other news, President Lara Poloni acquired 4,224 shares of AECOM stock in a transaction that occurred on Tuesday, June 16th. The shares were bought at an average cost of $70.63 per share, with a total value of $298,341.12. Following the transaction, the president directly owned 153,446 shares of the company’s stock, valued at $10,837,890.98. This trade represents a 2.83% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this link. 0.46% of the stock is owned by company insiders.

AECOM Stock Up 0.3%

NYSE ACM opened at $65.23 on Friday. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 1.11. The company has a fifty day moving average of $69.16 and a two-hundred day moving average of $79.35. The firm has a market capitalization of $8.40 billion, a price-to-earnings ratio of 29.92, a PEG ratio of 4.38 and a beta of 0.93. AECOM has a 52 week low of $60.35 and a 52 week high of $135.52.

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

AECOM Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Wednesday, July 1st were issued a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 1.9%. The ex-dividend date was Wednesday, July 1st. AECOM’s dividend payout ratio is presently 56.88%.

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.