AECOM’s (ACM) Buy Rating Reiterated at Truist Financial

Posted by Francis Steltz on May 16th, 2026

Truist Financial reissued their buy rating on shares of AECOM (NYSE:ACM – Free Report) in a research report report published on Wednesday, Marketbeat.com reports. They currently have a $109.00 price objective on the construction company’s stock, down from their previous price objective of $116.00.

Several other equities research analysts also recently commented on the stock. Robert W. Baird decreased their target price on shares of AECOM from $98.00 to $91.00 and set a “neutral” rating for the company in a research report on Tuesday. Citigroup reduced their price objective on shares of AECOM from $131.00 to $130.00 and set a “buy” rating for the company in a research report on Monday, April 27th. Barclays boosted their target price on shares of AECOM from $100.00 to $110.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 11th. UBS Group boosted their target price on shares of AECOM from $143.00 to $145.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Finally, Bank of America lifted their price objective on shares of AECOM from $117.00 to $118.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $117.82.

Check Out Our Latest Stock Report on ACM

AECOM Price Performance

ACM stock opened at $71.21 on Wednesday. The firm has a market cap of $9.15 billion, a price-to-earnings ratio of 18.59, a PEG 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. AECOM has a 12-month low of $67.64 and a 12-month high of $135.52. The company’s fifty day simple moving average is $84.92 and its 200 day simple moving average is $97.71.

AECOM (NYSE:ACM – Get Free Report) last released its earnings results 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 business had revenue of $3.80 billion for the quarter, compared to analyst estimates of $1.94 billion. During the same quarter in the previous year, the business earned $1.25 earnings per share. AECOM’s revenue for the quarter was up 4.4% on a year-over-year basis. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. On average, analysts expect that AECOM will post 5.99 earnings per share for the current year.

AECOM Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, April 17th. Stockholders of record on Wednesday, April 1st were issued a $0.31 dividend. The ex-dividend date of this dividend 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 is presently 32.38%.

Insiders Place Their Bets

In related news, CEO Troy Rudd purchased 4,225 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were purchased at an average price of $71.02 per share, with a total value of $300,059.50. Following the acquisition, the chief executive officer directly owned 142,207 shares of the company’s stock, valued at approximately $10,099,541.14. This represents a 3.06% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Gaurav Kapoor purchased 1,420 shares of the firm’s 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 acquisition, the chief financial officer directly owned 88,053 shares in the company, valued at approximately $6,262,329.36. The trade was a 1.64% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 0.46% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On AECOM

A number of institutional investors have recently made changes to their positions in the business. Lazard Asset Management LLC purchased a new stake in shares of AECOM in the 1st quarter valued at $54,686,000. Delta Global Management LP purchased a new stake in shares of AECOM in the 1st quarter valued at $1,797,000. OMERS ADMINISTRATION Corp boosted its stake in shares of AECOM by 398.4% in the 1st quarter. OMERS ADMINISTRATION Corp now owns 24,211 shares of the construction company’s stock valued at $2,054,000 after purchasing an additional 19,353 shares in the last quarter. Lombard Odier Asset Management Switzerland SA purchased a new stake in shares of AECOM in the 1st quarter valued at $530,000. Finally, Lombard Odier Asset Management USA Corp purchased a new stake in shares of AECOM in the 1st quarter valued at $842,000. Hedge funds and other institutional investors own 85.41% of the company’s stock.

About AECOM

(Get 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.