ACM

AECOM

NYSE · Services-Engineering Services · Inc. DE · CIK 0000868857
$70.12 +0.76% $9.0B
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)31 New Institutional Positions19 Institutional Exits
Vol
Market Cap$9.0B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders50 funds
Inst. Value$6.0B
Inst. Activity31 buys / 19 sells
Insider Activity2B / 0S
Insider Net $$401.0K
Reddit Sentiment42° Neutral
SEC Reports4
Exchange NYSE·Sector Services-Engineering Services·Inc. DE·CIK 0000868857·Prev Close $69.59

Recent Activity

Jun 11, 2026 SEC
AECOM entered into a new $500 million revolving credit facility on June 10, 2026, replacing its prior credit agreement.
8-K — Impact 3/10
Jun 3, 2026 SEC
AECOM declared a quarterly cash dividend of $0.31 per share, payable on July 17, 2026 to holders of record as of July 1,
8-K — Impact 3/10
May 29, 2026 short_volume
Short Volume: ACM — 56.8% short (0.6M / 1.0M)
Short: 587,260 | Exempt: 400 | TRF Vol: 1,033,043 | Short Ratio: 56.8% | Off-exchange volume (dark p
May 14, 2026 Insider
Kapoor Gaurav bought 1,420 shares
CHIEF FINANCIAL OFFICER (PAO) @ $71.12 ($101.0K)
May 14, 2026 Insider
Rudd Troy bought 4,225 shares
CHIEF EXECUTIVE OFFICER @ $71.02 ($300.1K)
May 11, 2026 SEC
AECOM reported Q2 fiscal 2026 results with GAAP diluted EPS of $1.42 (up 22% YoY) and adjusted EPS of $1.59 (up 27% YoY)
8-K — Impact 7/10
Mar 3, 2026 Insider
Pipes Kristy was granted 2,002 shares
Director
Inst.
FIRST TRUST ADVISORS LP — TRIM
3,026,446 shares ($256.7M)

Price Targets

$106.88 +52.4% upside Strong Buy
Current $70.12 Low $90.00 Median $105.00 High $145.00 12 analysts
$90.00 $145.00

Analyst Ratings

Strong Buy83% buy · 18 analysts
4Strong Buy
11Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 19, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 13, 2026 Citigroup MAINTAIN Buy → Buy
May 13, 2026 RBC Capital MAINTAIN Outperform → Outperform
May 13, 2026 Truist Securities REITERATE Buy → Buy
May 13, 2026 Keybanc MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.54 ▼ -1.4% $1.49 — $1.57 15% YoY 9
Next Q $1.58 ▲ +2.9% $1.50 — $1.64 16% YoY 9
Current FY $5.99 $5.91 — $6.15 14% YoY 13
Next FY $6.72 $6.37 — $7.04 12% YoY 13

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.3B
VANGUARD CAPITAL MANAGEMENT LLC$492.0M
VANGUARD PORTFOLIO MANAGEMENT LLC$467.0M
STATE STREET CORP$427.6M
Invesco Ltd.$303.3M

Recent Insider Trades

DateInsiderTypeValue
May 14, 2026Kapoor GauravBUY$101.0K
May 14, 2026Rudd TroyBUY$300.1K
Mar 3, 2026Pipes KristyA$0.00
Mar 3, 2026Buss BradA$0.00
Mar 3, 2026Stotlar DouglasA$0.00

Reddit Sentiment

42°
Neutral
Bearish Neutral Bullish
8 mentions 0 bullish 2 bearish
50 institutional holders with $6.0B total value (70,862,759 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 31 institutions added/increased vs 19 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.15,760,364$1.3B22.2%
2VANGUARD CAPITAL MANAGEMENT LLC5,800,366$492.0M8.2%
3VANGUARD PORTFOLIO MANAGEMENT LLC5,506,279$467.0M7.8%
4STATE STREET CORP5,041,460$427.6M7.1%
5Invesco Ltd.3,575,351$303.3M5.0%
6FIRST TRUST ADVISORS LP3,026,446$256.7M4.3%TRIM -25.8%
7BARROW HANLEY MEWHINNEY & STRAUSS LLC2,852,722$242.0M4.0%ADD +44.9%
8Pictet Asset Management Holding SA2,128,362$180.5M3.0%TRIM -27.2%
9FMR LLC2,108,080$178.8M3.0%ADD +77.7%
10MORGAN STANLEY1,679,469$142.5M2.4%
11DIMENSIONAL FUND ADVISORS LP1,387,535$117.7M2.0%
12Amundi1,226,006$104.0M1.7%
13MANUFACTURERS LIFE INSURANCE COMPANY, THE1,221,349$103.6M1.7%
14D. E. Shaw & Co., Inc.1,062,228$90.1M1.5%
15MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.969,025$82.2M1.4%
16Ninety One UK Ltd962,363$81.6M1.4%TRIM -25.6%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC928,854$78.8M1.3%
18VANGUARD FIDUCIARY TRUST CO802,679$68.1M1.1%
19GOLDMAN SACHS GROUP INC797,664$67.7M1.1%
20AMERIPRISE FINANCIAL INC732,234$62.1M1.0%ADD +31.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FIRST TRUST ADVISORS LPTRIM4,080,1403,026,446-25.8%$256.7M2026-Q1
BARROW HANLEY MEWHINNEY & STRAUSS LLCADD1,969,4182,852,722+44.9%$242.0M2026-Q1
Pictet Asset Management Holding SATRIM2,922,3282,128,362-27.2%$180.5M2026-Q1
FMR LLCADD1,186,4292,108,080+77.7%$178.8M2026-Q1
Ninety One UK LtdTRIM1,292,712962,363-25.6%$81.6M2026-Q1
AMERIPRISE FINANCIAL INCADD557,718732,234+31.3%$62.1M2026-Q1
LAZARD ASSET MANAGEMENT LLCNEW644,734$54.7M2026-Q1
BANK OF AMERICA CORP /DE/TRIM1,282,846620,589-51.6%$52.6M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCDOUBLED259,842564,598+117.3%$47.9M2026-Q1
Nuveen, LLCADD339,326508,337+49.8%$43.1M2026-Q1
Allianz Asset Management GmbHDOUBLED38,366415,286+982.4%$35.2M2026-Q1
Russell Investments Group, Ltd.ADD281,364368,589+31.0%$30.8M2026-Q1
PANAGORA ASSET MANAGEMENT INCTRIM1,281,656344,372-73.1%$29.2M2026-Q1
Verition Fund Management LLCADD209,451339,600+62.1%$28.8M2026-Q1
FIL LtdTRIM459,403317,188-31.0%$26.9M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED40,625312,881+670.2%$26.5M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEW267,610$22.7M2026-Q1
FRANKLIN RESOURCES INCDOUBLED82,483244,814+196.8%$20.8M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED19,660238,580+1113.5%$20.2M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED94,016232,079+146.9%$19.7M2026-Q1
DANSKE BANK A/SADD174,743225,819+29.2%$19.2M2026-Q1
Mariner, LLCNEAR_EXIT1,221,815205,670-83.2%$17.4M2026-Q1
Swiss Life Asset Management LtdADD128,937192,987+49.7%$16.4M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM297,615148,040-50.3%$12.6M2026-Q1
STRS OHIOTRIM154,47099,984-35.3%$8.5M2026-Q1
9 unique insiders with 9 transactions. Net insider value: $401.0K ($401.0K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 14, 2026Kapoor GauravCHIEF FINANCIAL OFFICER (PAO)BUY1,420$71.12$101.0K
May 14, 2026Rudd TroyCHIEF EXECUTIVE OFFICERBUY4,225$71.02$300.1K
Mar 3, 2026Pipes KristyDirectorAWARD2,002
Mar 3, 2026Buss Brad WDirectorAWARD2,002
Mar 3, 2026Stotlar DouglasDirectorAWARD2,236
Mar 3, 2026Wolfenbarger Janet CarolDirectorAWARD2,002
Mar 3, 2026Tishman Daniel R.DirectorAWARD2,002
Mar 3, 2026van 't Noordende Alexander MDirectorAWARD2,002
Mar 3, 2026KERR DEREK JDirectorAWARD2,002

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (83% buy). Based on 18 analysts: 4 strong buy, 11 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$106.88 mean target +52.4% upside Strong Buy (1.46)
$90.00 Low $145.00 High
MetricValue
Current Price$70.12
Target Low$90.00
Target Mean$106.88
Target Median$105.00
Target High$145.00
# Analysts12
RecommendationStrong Buy (1.46)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.54 $1.49 $1.57 14.8% -1.4% 3↑ 4↓ $4.4B 5.4% 9
Next Q
2026-09-30
$1.58 $1.50 $1.64 15.9% +2.9% 5↑ 3↓ $4.4B 5.2% 9
Current FY
2026-09-30
$5.99 $5.91 $6.15 13.9% +0.0% 9↑ 2↓ $16.4B 1.8% 13
Next FY
2027-09-30
$6.72 $6.37 $7.04 12.1% +0.2% 7↑ 4↓ $17.4B 5.7% 13

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.538
7d ago$1.539-0.002
30d ago$1.560-0.022
60d ago$1.567-0.029
90d ago$1.565-0.028
9 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 19, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 13, 2026 Citigroup MAINTAIN Buy Buy
May 13, 2026 RBC Capital MAINTAIN Outperform Outperform
May 13, 2026 Truist Securities REITERATE Buy Buy
May 13, 2026 Keybanc MAINTAIN Overweight Overweight
May 12, 2026 Baird MAINTAIN Neutral Neutral
Apr 27, 2026 Citigroup MAINTAIN Buy Buy
Apr 20, 2026 Truist Securities MAINTAIN Buy Buy
Feb 11, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 11, 2026 Truist Securities REITERATE Buy Buy
Feb 11, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 10, 2026 UBS MAINTAIN Buy Buy
Feb 10, 2026 B of A Securities MAINTAIN Buy Buy
Jan 28, 2026 Goldman Sachs MAINTAIN Buy Buy
Jan 26, 2026 Citigroup MAINTAIN Buy Buy
Jan 21, 2026 UBS MAINTAIN Buy Buy
Dec 22, 2025 Barclays DOWNGRADE Overweight Equal-Weight
Dec 18, 2025 Truist Securities MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202641130083%
May 1, 202641130083%
Apr 1, 202641130083%
Mar 1, 202641130083%
Feb 1, 202641130083%
Jan 1, 202641130083%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

42°
Neutral
Bearish Neutral Bullish
8 mentions 0 bullish 2 bearish 8 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 12, 2026150° Neutral001
May 12, 2026150° Neutral001
Apr 21, 2026150° Neutral001
Apr 21, 2026150° Neutral001
Apr 20, 2026140° Cool011
Apr 20, 2026140° Cool011
Mar 2, 2026150° Neutral001
Mar 2, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 1mo ago
$ACM yolo (98% cash flow burn) business is booming otherwise
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
$ACM 🚀🚀
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 1mo ago
$ACM - massive mispricing compared to peer set as the market leader
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 3mo ago
ACM Research, Inc. (ACMR)
▲ 1 💬 1 ⚡ 0.5
May 29, 2026
short_volume
Short Volume: ACM — 56.8% short (0.6M / 1.0M)
Short: 587,260 | Exempt: 400 | TRF Vol: 1,033,043 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: ACM — 2.5M shares, 47,170 trades
Week starting 2026-05-25. Total ATS volume: 2,455,436 shares across 47,170 trades.
May 18, 2026
dark_pool
Dark Pool: ACM — 3.6M shares, 65,303 trades
Week starting 2026-05-18. Total ATS volume: 3,640,827 shares across 65,303 trades.
May 15, 2026
short_volume
Short Volume: ACM — 60.1% short (0.3M / 0.5M)
Short: 313,086 | Exempt: 5,337 | TRF Vol: 520,573 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: ACM — 69.1% short (0.4M / 0.6M)
Short: 420,308 | Exempt: 0 | TRF Vol: 608,411 | Short Ratio: 69.1% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ACM — 56.2% short (0.7M / 1.2M)
Short: 663,274 | Exempt: 9,813 | TRF Vol: 1,179,579 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: ACM — 57.7% short (1.0M / 1.7M)
Short: 1,007,389 | Exempt: 25,984 | TRF Vol: 1,747,115 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
earnings_calendar
ACM Q2 2026 Earnings Scheduled — 2026-05-11
May 11, 2026
dark_pool
Dark Pool: ACM — 3.8M shares, 67,640 trades
Week starting 2026-05-11. Total ATS volume: 3,824,438 shares across 67,640 trades.
May 4, 2026
dark_pool
Dark Pool: ACM — 1.7M shares, 45,588 trades
Week starting 2026-05-04. Total ATS volume: 1,714,295 shares across 45,588 trades.
Apr 30, 2026
Enforcement
Polinder v. Aecom Energy & Constr., Inc.
Court ruling from Washington Supreme Court. Docket: 102,782-6
Apr 29, 2026
short_volume
Short Volume: ACM — 57.0% short (0.3M / 0.5M)
Short: 291,902 | Exempt: 3 | TRF Vol: 512,003 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: ACM — 1.4M shares, 41,783 trades
Week starting 2026-04-27. Total ATS volume: 1,411,712 shares across 41,783 trades.
Apr 20, 2026
dark_pool
Dark Pool: ACM — 1.7M shares, 37,735 trades
Week starting 2026-04-20. Total ATS volume: 1,675,904 shares across 37,735 trades.
Apr 15, 2026
short_volume
Short Volume: ACM — 60.6% short (0.3M / 0.5M)
Short: 304,010 | Exempt: 0 | TRF Vol: 501,760 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: ACM — 1.5M shares, 37,462 trades
Week starting 2026-04-13. Total ATS volume: 1,451,814 shares across 37,462 trades.