AECOM (NYSE:ACM – Free Report) – Stock analysts at KeyCorp reduced their Q3 2026 earnings per share (EPS) estimates for shares of AECOM in a report issued on Friday, August 7th. KeyCorp analyst S. Jain now forecasts that the construction company will earn $1.42 per share for the quarter, down from their prior forecast of $1.56. KeyCorp has a “Overweight” rating and a $101.00 price objective on the stock. The consensus estimate for AECOM’s current full-year earnings is $5.97 per share. KeyCorp also issued estimates for AECOM’s Q4 2026 earnings at $1.71 EPS.
AECOM (NYSE:ACM – Get Free Report) last announced its quarterly earnings results on Monday, August 10th. The construction company reported ($0.50) EPS for the quarter, missing analysts’ consensus estimates of $1.46 by ($1.96). The firm had revenue of $3.59 billion for the quarter, compared to analyst estimates of $2.01 billion. AECOM had a net margin of 1.87% and a return on equity of 19.45%. The business’s revenue for the quarter was down 14.2% compared to the same quarter last year. During the same period in the previous year, the business posted $1.34 earnings per share. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS.
Check Out Our Latest Stock Analysis on ACM
AECOM Stock Performance
AECOM stock opened at $67.09 on Monday. The business has a 50 day moving average of $70.25 and a 200-day moving average of $81.03. AECOM has a 1 year low of $63.67 and a 1 year high of $135.52. 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 company has a market capitalization of $8.62 billion, a P/E ratio of 30.78, a P/E/G ratio of 0.89 and a beta of 0.93.
AECOM Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Wednesday, July 1st were paid a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend was Wednesday, July 1st. AECOM’s payout ratio is currently 32.38%.
Insider Activity at AECOM
In other news, CFO Gaurav Kapoor bought 1,420 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was acquired at an average price of $71.12 per share, with a total value of $100,990.40. Following the transaction, 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. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, President Lara Poloni purchased 4,224 shares of the stock in a transaction on Tuesday, June 16th. The shares were purchased at an average price of $70.63 per share, with a total value of $298,341.12. Following the acquisition, the president owned 153,446 shares in the company, valued at approximately $10,837,890.98. The trade was a 2.83% increase in their position. The SEC filing for this purchase provides additional information. Insiders have purchased 9,869 shares of company stock worth $699,391 over the last ninety days. Insiders own 0.46% of the company’s stock.
Hedge Funds Weigh In On AECOM
Hedge funds and other institutional investors have recently bought and sold shares of the company. Towarzystwo Funduszy Inwestycyjnych PZU SA grew its holdings in AECOM by 86.7% during the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock worth $27,000 after acquiring an additional 130 shares during the period. Caitong International Asset Management Co. Ltd raised its position in shares of AECOM by 95.4% in the 4th 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 in the last quarter. EverSource Wealth Advisors LLC lifted its stake in shares of AECOM by 189.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock valued at $34,000 after purchasing an additional 195 shares during the period. First Horizon Corp lifted its stake in shares of AECOM by 129.1% in the 4th quarter. First Horizon Corp now owns 362 shares of the construction company’s stock valued at $35,000 after purchasing an additional 204 shares during the period. Finally, Intesa Sanpaolo Wealth Management bought a new stake in shares of AECOM during the 4th quarter valued at about $38,000. Institutional investors and hedge funds 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 approximately $27.8 billion, up 13% year over year, after $4.2 billion in wins and a 1.6 book-to-burn ratio. The company also generated $95 million of operating cash flow and $55 million of free cash flow during the quarter. AECOM reports third quarter fiscal 2026 results
- Positive Sentiment: Recent insider activity showed purchases by Chief Executive Officer Troy Rudd, President Lara Poloni and CFO Gaurav Kapoor, which may signal management confidence following the selloff.
- Neutral Sentiment: KeyCorp trimmed its FY2027 EPS estimate modestly to $6.95 from $7.00 but maintained an Overweight rating and a $101 price target. Benzinga
- Negative Sentiment: AECOM reported a fiscal Q3 adjusted loss of $0.50 per share, versus analyst expectations for roughly $1.46–$1.49 of earnings. Revenue of $3.59 billion was down 14.2% year over year, despite exceeding the provided revenue estimate. AECOM Reports Q3 Loss, Lags Revenue Estimates
- Negative Sentiment: The quarter included a $337 million pretax charge tied to a Construction Management project, producing a GAAP diluted loss of $0.65 per share versus $1.34 of EPS a year earlier. Management also cited lower net service revenue growth expectations.
- Negative Sentiment: Fiscal 2026 adjusted EPS guidance was reduced to $3.95–$4.15, well below the roughly $5.97 consensus estimate. Robert W. Baird consequently lowered its price target to $73 from $87 and assigned a neutral rating. The Fly
- Negative Sentiment: A law firm announced a securities-fraud investigation concerning AECOM, citing potential federal securities-law violations related to prior financial disclosures. The announcement is an allegation, not a finding of wrongdoing, but adds legal and reputational risk. Securities Fraud Investigation Into AECOM Announced
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.
Read More
- Five stocks we like better than AECOM
- Atlassian Just Pulled Off the Software Comeback Wall Street Wanted
- AST SpaceMobile Earnings Just Reminded Investors How Risky Space Can Be
- NVIDIA’s Rally Sets Up a Bigger Test Ahead of Earnings
- Apple’s Next iPhone Could Test How Much Pricing Power Is Left
Receive News & Ratings for AECOM Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for AECOM and related companies with MarketBeat.com's FREE daily email newsletter.
