Wedge Capital Management L L P NC Boosts Holdings in AECOM $ACM

Wedge Capital Management L L P NC raised its stake in shares of AECOM (NYSE:ACM) by 23.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 70,142 shares of the construction company’s stock after buying an additional 13,195 shares during the quarter. Wedge Capital Management L L P NC owned about 0.05% of AECOM worth $6,687,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of ACM. Westend Capital Management LLC bought a new position in shares of AECOM during the third quarter worth $26,000. Atlantic Union Bankshares Corp purchased a new position in AECOM during the third quarter valued at $26,000. Central Pacific Bank Trust Division bought a new stake in AECOM in the 4th quarter valued at $27,000. Ameriflex Group Inc. increased its holdings in AECOM by 100.0% in the 3rd 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, EverSource Wealth Advisors LLC lifted its stake in AECOM by 189.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock worth $34,000 after purchasing an additional 195 shares in the last quarter. Institutional investors own 85.41% of the company’s stock.

Wall Street Analyst Weigh In

ACM has been the subject of several research reports. UBS Group increased their price objective on shares of AECOM from $143.00 to $145.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. Robert W. Baird set a $125.00 target price on AECOM in a research report on Tuesday, February 10th. Weiss Ratings lowered AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 29th. Royal Bank Of Canada raised their price target on AECOM from $139.00 to $142.00 and gave the company an “outperform” rating in a report on Wednesday, February 11th. Finally, KeyCorp reaffirmed an “overweight” rating and issued a $115.00 price objective on shares of AECOM in a research note on Wednesday, January 7th. Nine investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $130.09.

AECOM Stock Performance

Shares of NYSE:ACM opened at $85.36 on Friday. The firm has a fifty day simple moving average of $94.29 and a two-hundred day simple moving average of $108.82. AECOM has a 52 week low of $85.00 and a 52 week high of $135.52. 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 capitalization of $11.04 billion, a P/E ratio of 24.25, a PEG ratio of 1.06 and a beta of 1.06.

AECOM (NYSE:ACM) last announced its earnings results on Monday, February 9th. The construction company reported $1.29 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.41 by ($0.12). The business had revenue of $3.83 billion for the quarter, compared to analysts’ expectations of $3.33 billion. AECOM had a net margin of 2.94% and a return on equity of 27.05%. The business’s revenue for the quarter was down 4.6% on a year-over-year basis. AECOM has set its FY 2026 guidance at 4.180-4.890 EPS. On average, analysts expect that AECOM will post 5.1 earnings per share for the current fiscal year.

AECOM Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 17th. Stockholders of record on Wednesday, April 1st will be paid a $0.31 dividend. This represents a $1.24 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Wednesday, April 1st. AECOM’s dividend payout ratio (DPR) is presently 35.23%.

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.