Zacks Research Downgrades AECOM (NYSE:ACM) to Strong Sell

Posted by Stanley Muller on Aug 12th, 2026

AECOM (NYSE:ACM – Get Free Report) was downgraded by analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a research report issued on Monday,Zacks.com reports.

A number of other brokerages have also recently weighed in on ACM. Robert W. Baird decreased their price objective on AECOM from $87.00 to $73.00 and set a “neutral” rating on the stock in a report on Tuesday. Barclays dropped their price objective on AECOM from $110.00 to $90.00 and set an “equal weight” rating for the company in a report on Tuesday, May 19th. Royal Bank Of Canada cut their price objective on AECOM from $111.00 to $105.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 22nd. Weiss Ratings cut shares of AECOM from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, May 26th. Finally, KeyCorp decreased their target price on shares of AECOM from $115.00 to $101.00 and set an “overweight” rating for the company in a report on Wednesday, May 13th. Nine investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $113.18.

Get Our Latest Research Report on AECOM

AECOM Trading Down 8.5%

AECOM stock opened at $67.09 on Monday. AECOM has a fifty-two week low of $63.67 and a fifty-two week high of $135.52. The firm’s fifty day moving average price is $70.25 and its 200-day moving average price is $81.03. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.11 and a current ratio of 1.11. The stock has a market cap of $8.62 billion, a P/E ratio of 30.78, a PEG ratio of 0.89 and a beta of 0.93.

AECOM (NYSE:ACM – Get Free Report) last released its quarterly earnings results on Monday, August 10th. The construction company reported ($0.50) earnings per share for the quarter, missing the consensus estimate of $1.46 by ($1.96). The business had revenue of $3.59 billion during the quarter, compared to analysts’ expectations of $2.01 billion. AECOM had a net margin of 1.87% and a return on equity of 19.45%. The business’s revenue was down 14.2% on a year-over-year basis. During the same period in the previous year, the business earned $1.34 EPS. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. Equities research analysts forecast that AECOM will post 5.97 earnings per share for the current fiscal year.

Insider Buying and Selling at AECOM

In related news, CEO Troy Rudd acquired 4,225 shares of the firm’s stock in a transaction on Thursday, May 14th. The shares were acquired at an average cost of $71.02 per share, for a total transaction of $300,059.50. Following the completion of the transaction, the chief executive officer directly owned 142,207 shares in the company, valued at approximately $10,099,541.14. This trade represents a 3.06% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, President Lara Poloni purchased 4,224 shares of the business’s stock in a transaction that occurred on Tuesday, June 16th. The shares were purchased at an average price of $70.63 per share, for a total transaction of $298,341.12. Following the completion of the acquisition, the president directly owned 153,446 shares in the company, valued at $10,837,890.98. The trade was a 2.83% increase in their position. The SEC filing for this purchase provides additional information. Insiders acquired 9,869 shares of company stock worth $699,391 over the last 90 days. 0.46% of the stock is owned by insiders.

Hedge Funds Weigh In On AECOM

A number of institutional investors have recently modified their holdings of ACM. Northwestern Mutual Investment Management Company LLC raised its holdings in shares of AECOM by 0.4% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 29,634 shares of the construction company’s stock valued at $2,825,000 after acquiring an additional 113 shares in the last quarter. Bank Julius Baer & Co. Ltd Zurich boosted its stake in AECOM by 12.3% in the fourth quarter. Bank Julius Baer & Co. Ltd Zurich now owns 1,089 shares of the construction company’s stock valued at $104,000 after acquiring an additional 119 shares in the last quarter. HB Wealth Management LLC boosted its position in shares of AECOM by 3.3% in the 4th quarter. HB Wealth Management LLC now owns 3,860 shares of the construction company’s stock worth $368,000 after purchasing an additional 125 shares in the last quarter. Ashton Thomas Private Wealth LLC boosted its holdings in AECOM by 4.3% in the fourth quarter. Ashton Thomas Private Wealth LLC now owns 3,128 shares of the construction company’s stock worth $298,000 after acquiring an additional 129 shares in the last quarter. Finally, Towarzystwo Funduszy Inwestycyjnych PZU SA grew its position 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 purchasing an additional 130 shares during the last quarter. 85.41% of the stock is owned by hedge funds and other institutional investors.

AECOM News Roundup

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

AECOM Company Profile

(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.