AECOM (NYSE:ACM) Price Target Cut to $73.00 by Analysts at Robert W. Baird

AECOM (NYSE:ACM) had its target price dropped by Robert W. Baird from $87.00 to $73.00 in a note issued to investors on Tuesday,Benzinga reports. The firm currently has a “neutral” rating on the construction company’s stock.

A number of other brokerages have also issued reports on ACM. KeyCorp cut their price target on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a report on Wednesday, May 13th. Royal Bank Of Canada lowered their price objective on shares of AECOM from $111.00 to $105.00 and set an “outperform” rating for the company in a research note on Wednesday, July 22nd. Citigroup reiterated a “buy” rating on shares of AECOM in a report on Thursday, July 23rd. Truist Financial cut their target price on AECOM from $109.00 to $102.00 and set a “buy” rating on the stock in a research note on Thursday, July 2nd. Finally, Wall Street Zen downgraded AECOM from a “buy” rating to a “hold” rating in a report on Monday, July 6th. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $113.18.

AECOM Price Performance

Shares of AECOM stock opened at $73.00 on Tuesday. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.11 and a quick ratio of 1.11. The business’s 50 day simple moving average is $70.35 and its two-hundred day simple moving average is $81.23. The stock has a market capitalization of $9.38 billion, a P/E ratio of 19.06, a price-to-earnings-growth ratio of 0.92 and a beta of 0.93. AECOM has a one year low of $66.28 and a one year high of $135.52.

AECOM (NYSE:ACM) last released its quarterly earnings data on Monday, August 10th. The construction company reported ($0.50) earnings per share for the quarter, missing analysts’ consensus estimates of $1.46 by ($1.96). AECOM had a net margin of 3.16% and a return on equity of 28.52%. The company had revenue of $3.59 billion for the quarter, compared to analysts’ expectations of $2.01 billion. During the same period last year, the company posted $1.34 EPS. The business’s revenue for the quarter was down 14.2% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. Analysts forecast that AECOM will post 5.97 EPS for the current year.

Insider Activity at AECOM

In other AECOM news, CFO Gaurav Kapoor purchased 1,420 shares of the stock in a transaction dated Thursday, May 14th. The shares were purchased at an average cost of $71.12 per share, with a total value of $100,990.40. Following the completion of the acquisition, the chief financial officer directly owned 88,053 shares in the company, valued at $6,262,329.36. This trade represents a 1.64% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, President Lara Poloni acquired 4,224 shares of the firm’s stock in a transaction dated 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 completion of the acquisition, the president directly owned 153,446 shares of the company’s stock, valued at $10,837,890.98. The trade was a 2.83% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders have bought 9,869 shares of company stock valued at $699,391. 0.46% of the stock is owned by insiders.

Institutional Trading of AECOM

A number of hedge funds have recently bought and sold shares of ACM. Towarzystwo Funduszy Inwestycyjnych PZU SA increased its position in shares of AECOM by 86.7% during the 4th 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 during the last quarter. Caitong International Asset Management Co. Ltd raised its position in 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 acquiring an additional 144 shares during the period. EverSource Wealth Advisors LLC boosted its stake in shares of AECOM by 189.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock worth $34,000 after acquiring an additional 195 shares during the last quarter. First Horizon Corp grew its position in shares of AECOM by 129.1% during the 4th quarter. First Horizon Corp now owns 362 shares of the construction company’s stock valued at $35,000 after acquiring an additional 204 shares during the period. Finally, Western Wealth Management LLC bought a new position in AECOM in the 1st quarter worth $36,000. Hedge funds and other institutional investors own 85.41% of the company’s stock.

Key Headlines Impacting AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: AECOM reported record backlog of $27.8 billion, up 13% year over year, following $4.2 billion in wins and a 1.6 book-to-burn ratio. Operating cash flow was $95 million and free cash flow was $55 million for the quarter. AECOM reports third quarter fiscal 2026 results
• Positive Sentiment: AECOM’s CEO, president and CFO bought company shares during the past six months, potentially signaling management confidence after the selloff. Institutional investors also received approximately $419 million in government-award payments over the past year.
• Neutral Sentiment: Analysts’ median price target is approximately $99.50, well above the recent trading level, although targets may be revised after the earnings update. Brokers Set Expectations for AECOM’s Q3 Earnings
• Negative Sentiment: AECOM posted an adjusted loss of $0.50 per share, versus the $1.49 consensus estimate and $1.34 earned a year earlier. GAAP results also showed a loss, while revenue fell 14.2% to $3.59 billion. AECOM Reports Q3 Loss, Lags Revenue Estimates
• Negative Sentiment: The quarter included a $337 million pretax charge tied to a Construction Management project, pushing the company to a net loss and causing a significant deterioration in operating margins.
• Negative Sentiment: Fiscal 2026 adjusted EPS guidance was lowered to $3.95–$4.15, substantially below the prior analyst consensus of $5.97. Management also reduced expectations for net service revenue growth and expects about $300 million in full-year free cash flow. AECOM misses sales expectations
• Negative Sentiment: Investors remain concerned about project claims, collection timing and balance-sheet quality. Recent institutional filings also showed sizable reductions by several large holders, including BlackRock, State Street and Pictet.

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.