Rothschild Investment LLC Increases Stake in AECOM $ACM

Rothschild Investment LLC raised its stake in AECOM (NYSE:ACM) by 409.7% in the second quarter, HoldingsChannel reports. The fund owned 6,015 shares of the construction company’s stock after purchasing an additional 4,835 shares during the period. Rothschild Investment LLC’s holdings in AECOM were worth $679,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Brookstone Capital Management acquired a new position in shares of AECOM in the 2nd quarter valued at $219,000. Hantz Financial Services Inc. increased its holdings in AECOM by 604.6% in the second quarter. Hantz Financial Services Inc. now owns 458 shares of the construction company’s stock valued at $52,000 after buying an additional 393 shares in the last quarter. Goldman Sachs Group Inc. raised its position in shares of AECOM by 3.5% in the first quarter. Goldman Sachs Group Inc. now owns 1,080,814 shares of the construction company’s stock worth $100,224,000 after acquiring an additional 36,804 shares during the period. Boston Partners boosted its stake in shares of AECOM by 7.6% during the 2nd quarter. Boston Partners now owns 115,593 shares of the construction company’s stock worth $13,047,000 after acquiring an additional 8,161 shares in the last quarter. Finally, R Squared Ltd acquired a new stake in shares of AECOM during the 2nd quarter valued at about $272,000. Institutional investors and hedge funds own 85.41% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of AECOM in a report on Wednesday, October 8th. KeyCorp boosted their price objective on AECOM from $131.00 to $144.00 and gave the company an “overweight” rating in a research report on Monday, October 20th. Bank of America increased their target price on AECOM from $112.50 to $124.00 and gave the company a “buy” rating in a research report on Tuesday, August 5th. Barclays lifted their price target on shares of AECOM from $130.00 to $145.00 and gave the company an “overweight” rating in a research note on Monday, October 20th. Finally, Wall Street Zen cut shares of AECOM from a “buy” rating to a “hold” rating in a research report on Saturday, October 11th. Eleven equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $137.30.

AECOM Stock Performance

NYSE ACM opened at $127.06 on Wednesday. The company has a market cap of $16.83 billion, a PE ratio of 27.68, a price-to-earnings-growth ratio of 1.96 and a beta of 1.06. The stock’s 50 day simple moving average is $130.92 and its 200-day simple moving average is $120.10. AECOM has a 1-year low of $85.00 and a 1-year high of $135.52. The company has a debt-to-equity ratio of 0.91, a current ratio of 1.17 and a quick ratio of 1.17.

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

AECOM Increases Dividend

The firm 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. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.0%. This is a positive change from AECOM’s previous quarterly dividend of $0.26. The ex-dividend date is Wednesday, January 7th. AECOM’s dividend payout ratio (DPR) is currently 22.66%.

AECOM 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.