ACM

AECOM

NYSE · Services-Engineering Services · Inc. DE · CIK 0000868857
$71.14 -2.12% $9.3B
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$9.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders9 funds
Inst. Value$2.0B
Inst. Activity3 buys / 1 sells
Insider Activity2B / 0S
Insider Net $$401.0K
Reddit Sentiment42° Neutral
SEC Reports3
Exchange NYSE·Sector Services-Engineering Services·Inc. DE·CIK 0000868857·Prev Close $72.68

Recent Activity

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 5, 2026 SEC
AECOM held its 2026 annual shareholder meeting on March 3, 2026, where shareholders elected eight directors, ratified Er
8-K — Impact 3/10
Mar 3, 2026 Insider
Pipes Kristy sold 2,002 shares
Director @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
2,155,657 shares ($205.5M)

Price Targets

$106.88 +50.2% upside Strong Buy
Current $71.14 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#
Next Q $1.58 ▲ +2.9% $1.50 — $1.64 16% YoY 9
Current FY $5.99 ▲ +0.9% $5.91 — $6.15 14% YoY 13
Current Q $1.54 ▼ -1.4% $1.49 — $1.57 15% YoY 9
Next FY $6.72 ▲ +1.6% $6.37 — $7.04 12% YoY 13

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.2B
NORGES BANK$205.5MNEW
MORGAN STANLEY$147.0M
BANK OF AMERICA CORP$122.3M
FMR LLC$113.1MTRIM

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
9 institutional holders with $2.0B total value (20,518,984 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, MORGAN. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC12,285,802$1.2B59.9%
2NORGES BANK2,155,657$205.5M10.5%NEW
3MORGAN STANLEY1,542,289$147.0M7.5%
4BANK OF AMERICA CORP /DE/1,282,846$122.3M6.3%
5FMR LLC1,186,429$113.1M5.8%TRIM -34.7%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC908,189$86.6M4.4%NEW
7RENAISSANCE TECHNOLOGIES LLC637,577$60.8M3.1%ADD +41.7%
8TWO SIGMA INVESTMENTS, LP387,207$36.9M1.9%DOUBLED +129.4%
9WELLS FARGO & COMPANY/MN132,988$12.7M0.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW2,155,657$205.5M2025-Q4
FMR LLCTRIM1,816,4231,186,429-34.7%$113.1M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD449,977637,577+41.7%$60.8M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED168,807387,207+129.4%$36.9M2025-Q4
UBS Group AGADD942,8281,615,209+71.3%$210.7M2025-Q3
RENAISSANCE TECHNOLOGIES LLCADD262,727449,977+71.3%$58.7M2025-Q3
TWO SIGMA INVESTMENTS, LPADD109,255168,807+54.5%$22.0M2025-Q3
NORGES BANKEXIT1,779,8990-100.0%$0.002025-Q3
FMR LLCADD1,383,5411,933,709+39.8%$218.2M2025-Q2
NORGES BANKNEW1,779,899$200.9M2025-Q2
UBS Group AGTRIM1,624,674942,828-42.0%$106.4M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM272,284109,255-59.9%$12.3M2025-Q2
UBS Group AGADD1,002,8411,624,674+62.0%$150.7M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM468,580272,284-41.9%$25.2M2025-Q1
CITADEL ADVISORS LLCTRIM303,171168,610-44.4%$15.6M2025-Q1
NORGES BANKEXIT1,783,3290-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM525,177326,477-37.8%$34.9M2024-Q4
CITADEL ADVISORS LLCADD165,118303,171+83.6%$32.4M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW887,390$91.6M2024-Q3
9 unique insiders with 2 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 KristyDirectorA2,002$0.00$0.00
Mar 3, 2026Buss Brad WDirectorA2,002$0.00$0.00
Mar 3, 2026Stotlar DouglasDirectorA2,236$0.00$0.00
Mar 3, 2026Wolfenbarger Janet CarolDirectorA2,002$0.00$0.00
Mar 3, 2026Tishman Daniel R.DirectorA2,002$0.00$0.00
Mar 3, 2026van 't Noordende Alexander MDirectorA2,002$0.00$0.00
Mar 3, 2026KERR DEREK JDirectorA2,002$0.00$0.00

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 +50.2% upside Strong Buy (1.46)
$90.00 Low $145.00 High
MetricValue
Current Price$71.14
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
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% +0.9% 9↑ 2↓ $16.4B 1.8% 13
Current Q
2026-06-30
$1.54 $1.49 $1.57 14.8% -1.4% 3↑ 4↓ $4.4B 5.4% 9
Next FY
2027-09-30
$6.72 $6.37 $7.04 12.1% +1.6% 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
10 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 1 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
Nov 21, 2025 Truist Securities MAINTAIN Buy Buy
Nov 21, 2025 Baird DOWNGRADE Outperform Neutral
Nov 20, 2025 Barclays MAINTAIN Overweight Overweight
Nov 20, 2025 RBC Capital MAINTAIN Outperform Outperform
Nov 20, 2025 Argus Research MAINTAIN Buy Buy
Nov 19, 2025 Citigroup MAINTAIN Buy Buy
Nov 19, 2025 UBS MAINTAIN Buy Buy
Nov 19, 2025 Baird MAINTAIN Outperform Outperform
Oct 20, 2025 Citigroup MAINTAIN Buy Buy
Oct 20, 2025 Barclays MAINTAIN Overweight Overweight
Oct 20, 2025 Keybanc MAINTAIN Overweight Overweight
Oct 8, 2025 Truist Securities MAINTAIN Buy Buy
Aug 12, 2025 Barclays MAINTAIN Overweight Overweight
Aug 6, 2025 UBS MAINTAIN Buy Buy
Aug 6, 2025 Keybanc MAINTAIN Overweight Overweight
Aug 5, 2025 B of A Securities MAINTAIN Buy Buy
Jul 28, 2025 Citigroup MAINTAIN Buy Buy
Jul 16, 2025 Keybanc MAINTAIN Overweight Overweight
May 7, 2025 RBC Capital MAINTAIN Outperform Outperform
May 7, 2025 Citigroup MAINTAIN Buy Buy
May 6, 2025 Baird MAINTAIN Outperform Outperform
Apr 25, 2025 Citigroup MAINTAIN Buy Buy
Apr 16, 2025 Keybanc MAINTAIN Overweight Overweight
Apr 8, 2025 Truist Securities MAINTAIN Buy Buy
Feb 6, 2025 Barclays MAINTAIN Overweight Overweight
Feb 4, 2025 Baird MAINTAIN Outperform Outperform
Jan 29, 2025 Citigroup MAINTAIN Buy Buy
Jan 8, 2025 Keybanc MAINTAIN Overweight Overweight
Nov 22, 2024 Truist Securities MAINTAIN Buy Buy
Nov 22, 2024 Goldman Sachs INITIATE Buy
Nov 19, 2024 Baird MAINTAIN Outperform Outperform
Nov 7, 2024 Keybanc MAINTAIN Overweight Overweight

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 🚀🚀
▲ 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
r/wallstreetbets Neutral 24d 5h ago
$ACM yolo (98% cash flow burn) business is booming otherwise
▲ 1 💬 0 ⚡ 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 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.
Apr 10, 2026
short_interest
FTD: ACM — 7,810 shares ($0.7M) failed to deliver
Settlement: 20260410, Price: $85.52, FTD Value: $667,911.2, AECOM COM STK (DE)
Apr 6, 2026
dark_pool
Dark Pool: ACM — 1.3M shares, 34,959 trades
Week starting 2026-04-06. Total ATS volume: 1,313,252 shares across 34,959 trades.