Geode Capital Management LLC Purchases 25,929 Shares of AECOM $ACM

Posted by Brian Himes on Jun 3rd, 2026

Geode Capital Management LLC increased its position in AECOM (NYSE:ACM – Free Report) by 1.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,444,275 shares of the construction company’s stock after purchasing an additional 25,929 shares during the quarter. Geode Capital Management LLC’s holdings in AECOM were worth $232,359,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Atlantic Union Bankshares Corp bought a new position in AECOM in the third quarter worth $26,000. Central Pacific Bank Trust Division bought a new position in AECOM in the fourth quarter worth $27,000. Ameriflex Group Inc. lifted its position in AECOM by 100.0% in the third quarter. Ameriflex Group Inc. now owns 294 shares of the construction company’s stock worth $38,000 after purchasing an additional 147 shares during the period. EverSource Wealth Advisors LLC lifted its position in AECOM by 189.3% in the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock worth $34,000 after purchasing an additional 195 shares during the period. Finally, Optiver Holding B.V. lifted its position in AECOM by 219.8% in the third quarter. Optiver Holding B.V. now owns 307 shares of the construction company’s stock worth $40,000 after purchasing an additional 211 shares during the period. 85.41% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other AECOM news, CFO Gaurav Kapoor bought 1,420 shares of the stock in a transaction dated Thursday, May 14th. The stock was bought at an average cost 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 in the company, valued at $6,262,329.36. This represents a 1.64% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Troy Rudd bought 4,225 shares of the stock in a transaction dated Thursday, May 14th. The stock was acquired at an average price of $71.02 per share, with a total value of $300,059.50. Following the completion of the purchase, the chief executive officer owned 142,207 shares of the company’s stock, valued at $10,099,541.14. This represents a 3.06% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.46% of the company’s stock.

Analysts Set New Price Targets

ACM has been the subject of several research reports. Weiss Ratings cut AECOM from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, May 26th. KeyCorp reduced their target price on AECOM from $115.00 to $101.00 and set an “overweight” rating for the company in a research report on Wednesday, May 13th. Zacks Research upgraded AECOM from a “strong sell” rating to a “hold” rating in a research note on Tuesday, February 10th. Royal Bank Of Canada dropped their price objective on AECOM from $142.00 to $111.00 and set an “outperform” rating for the company in a research note on Wednesday, May 13th. Finally, Robert W. Baird dropped their price objective on AECOM from $98.00 to $91.00 and set a “neutral” rating for the company in a research note on Tuesday, May 12th. Nine investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, AECOM has an average rating of “Moderate Buy” and an average price target of $116.00.

Get Our Latest Stock Analysis on AECOM

AECOM Stock Performance

AECOM stock opened at $71.65 on Wednesday. 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 stock has a fifty day moving average price of $80.53 and a two-hundred day moving average price of $92.76. AECOM has a 52-week low of $67.64 and a 52-week high of $135.52. The firm has a market capitalization of $9.21 billion, a P/E ratio of 18.71, a P/E/G ratio of 0.88 and a beta of 0.93.

AECOM (NYSE:ACM – Get Free Report) last released its quarterly earnings data on Monday, May 11th. The construction company reported $1.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.58 by $0.01. AECOM had a return on equity of 28.52% and a net margin of 3.16%.The firm had revenue of $3.80 billion during the quarter, compared to analyst estimates of $1.94 billion. During the same period in the prior year, the company posted $1.25 earnings per share. The business’s revenue for the quarter was up 4.4% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. As a group, analysts anticipate that AECOM will post 5.97 EPS for the current fiscal year.

AECOM Announces Dividend

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

AECOM Company Profile

(Free Report)

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.