Vinva Investment Management Ltd Raises Stock Holdings in AECOM $ACM

Vinva Investment Management Ltd lifted its stake in shares of AECOM (NYSE:ACM) by 7.0% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 59,189 shares of the construction company’s stock after acquiring an additional 3,847 shares during the period. Vinva Investment Management Ltd’s holdings in AECOM were worth $6,676,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Northern Trust Corp grew its holdings in shares of AECOM by 33.2% during the first quarter. Northern Trust Corp now owns 2,218,412 shares of the construction company’s stock worth $205,713,000 after buying an additional 553,519 shares in the last quarter. Amundi raised its holdings in AECOM by 16.6% in the 1st quarter. Amundi now owns 1,683,266 shares of the construction company’s stock valued at $156,096,000 after acquiring an additional 239,608 shares during the last quarter. Impax Asset Management Group plc raised its holdings in AECOM by 0.9% in the 2nd quarter. Impax Asset Management Group plc now owns 1,516,823 shares of the construction company’s stock valued at $171,189,000 after acquiring an additional 13,453 shares during the last quarter. Dimensional Fund Advisors LP lifted its stake in shares of AECOM by 4.6% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,261,386 shares of the construction company’s stock worth $116,961,000 after purchasing an additional 55,466 shares during the period. Finally, Deutsche Bank AG boosted its holdings in shares of AECOM by 2.7% during the first quarter. Deutsche Bank AG now owns 1,144,329 shares of the construction company’s stock worth $106,114,000 after purchasing an additional 29,748 shares during the last quarter. Institutional investors and hedge funds own 85.41% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on ACM shares. UBS Group dropped their target price on AECOM from $153.00 to $148.00 and set a “buy” rating for the company in a research note on Wednesday, November 19th. KeyCorp upped their price objective on shares of AECOM from $131.00 to $144.00 and gave the company an “overweight” rating in a research note on Monday, October 20th. Bank of America increased their price objective on shares of AECOM from $112.50 to $124.00 and gave the stock a “buy” rating in a report on Tuesday, August 5th. Wall Street Zen downgraded shares of AECOM from a “buy” rating to a “hold” rating in a report on Saturday, October 11th. Finally, Baird R W lowered shares of AECOM from a “strong-buy” rating to a “hold” rating in a research report on Friday, November 21st. Ten research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $141.90.

AECOM Price Performance

AECOM stock opened at $105.59 on Friday. AECOM has a 52-week low of $85.00 and a 52-week high of $135.52. The firm has a fifty day moving average of $127.83 and a 200-day moving average of $120.00. The firm has a market capitalization of $13.99 billion, a P/E ratio of 23.00, a PEG ratio of 1.96 and a beta of 1.06. The company has a quick ratio of 1.17, a current ratio of 1.17 and a debt-to-equity ratio of 0.91.

AECOM (NYSE:ACM) last posted its earnings results on Tuesday, November 18th. The construction company reported $1.36 earnings per share for the quarter, beating the consensus estimate of $1.34 by $0.02. AECOM had a net margin of 3.82% and a return on equity of 27.87%. The business had revenue of $4.18 billion for the quarter, compared to analyst estimates of $4.31 billion. During the same quarter in the previous year, the business posted $1.27 EPS. The business’s quarterly revenue was up 1.6% on a year-over-year basis. AECOM has set its FY 2026 guidance at 5.650-5.850 EPS. As a group, analysts predict that AECOM will post 5.1 EPS for the current year.

AECOM Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Wednesday, January 7th will be given a $0.31 dividend. The ex-dividend date of this dividend is Wednesday, January 7th. This is a positive change from AECOM’s previous quarterly dividend of $0.26. This represents a $1.24 annualized dividend and a dividend yield of 1.2%. AECOM’s dividend payout ratio (DPR) is currently 29.45%.

AECOM Company Profile

AECOM, together with its subsidiaries, provides professional infrastructure consulting services worldwide. It operates in three segments: Americas, International, and AECOM Capital. The company offers planning, consulting, architectural and engineering design, construction and program management, and investment and development services to public and private clients.