Arbejdsmarkedets Tillaegspension Takes Position in AECOM $ACM

Arbejdsmarkedets Tillaegspension bought a new stake in shares of AECOM (NYSE:ACM) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 231,986 shares of the construction company’s stock, valued at approximately $22,115,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. JPMorgan Chase & Co. grew its position in shares of AECOM by 1.8% in the third quarter. JPMorgan Chase & Co. now owns 731,321 shares of the construction company’s stock valued at $95,419,000 after purchasing an additional 12,664 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in AECOM by 11.3% in the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 129,432 shares of the construction company’s stock worth $16,887,000 after buying an additional 13,127 shares during the period. Leuthold Group LLC purchased a new position in shares of AECOM during the 3rd quarter worth approximately $3,427,000. Barclays PLC grew its stake in shares of AECOM by 103.8% in the 3rd quarter. Barclays PLC now owns 490,826 shares of the construction company’s stock worth $64,038,000 after buying an additional 250,043 shares during the last quarter. Finally, Retirement Systems of Alabama boosted its stake in AECOM by 8.9% during the 4th quarter. Retirement Systems of Alabama now owns 339,765 shares of the construction company’s stock valued at $32,390,000 after purchasing an additional 27,750 shares during the last quarter. Institutional investors and hedge funds own 85.41% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Robert W. Baird lowered their price target on AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a report on Tuesday. Bank of America lifted their price target on AECOM from $117.00 to $118.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Weiss Ratings reissued a “hold (c)” rating on shares of AECOM in a research note on Tuesday. Zacks Research raised shares of AECOM from a “strong sell” rating to a “hold” rating in a research note on Tuesday, February 10th. Finally, 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. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $117.82.

AECOM Stock Up 0.3%

ACM opened at $71.21 on Friday. AECOM has a twelve month low of $67.64 and a twelve month high of $135.52. The company has a market cap of $9.15 billion, a PE ratio of 18.59, a price-to-earnings-growth ratio of 0.86 and a beta of 1.00. The company has a quick ratio of 1.10, a current ratio of 1.11 and a debt-to-equity ratio of 1.07. The company has a 50-day moving average price of $84.92 and a 200 day moving average price of $97.71.

AECOM (NYSE:ACM) last announced its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.58 by $0.01. AECOM had a net margin of 3.16% and a return on equity of 28.52%. The company had revenue of $3.80 billion during the quarter, compared to analysts’ expectations of $1.94 billion. During the same quarter in the prior year, the company earned $1.25 EPS. AECOM’s revenue was up 4.4% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. Sell-side analysts expect that AECOM will post 5.99 earnings per share for the current fiscal year.

AECOM Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, April 17th. Shareholders of record on Wednesday, April 1st were given a $0.31 dividend. This represents a $1.24 annualized dividend and a yield of 1.7%. The ex-dividend date of this dividend was Wednesday, April 1st. AECOM’s dividend payout ratio (DPR) is currently 32.38%.

Insider Activity

In related news, CEO Troy Rudd purchased 4,225 shares of AECOM stock in a transaction that occurred on Thursday, May 14th. The stock was purchased at an average cost of $71.02 per share, with a total value of $300,059.50. Following the completion of the transaction, the chief executive officer directly owned 142,207 shares in the company, valued at approximately $10,099,541.14. The trade was a 3.06% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Gaurav Kapoor acquired 1,420 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was acquired at an average price of $71.12 per share, for a total transaction of $100,990.40. Following the completion of the purchase, the chief financial officer owned 88,053 shares of the company’s stock, valued at $6,262,329.36. This trade represents a 1.64% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 0.46% of the company’s stock.

About AECOM

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.