Market Cap
$7.6B
ACM
AECOM
$59.66 ▲ +0.10%
Prev close $59.60Market cap$7.6B
ConsensusBuy
12-mo target$86.92 (+45.7%)
▲ Bullish
Analyst conviction 8/10
Insider Buying Cluster (2 insiders)High Impact Filing (8/10)32 New Institutional Positions18 Institutional Exits Services
Snapshot
The big-picture read on ACM right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (78%)
Inst. Holders
50 funds
Inst. Value
$6.9B
Inst. Activity
32 buys / 18 sells
Insider Activity
$699.4K buy / $0.00 sell
Insider Net $
$699.4K
Social Sentiment
36° Cool
SEC Reports
8
Price chart 30d -10.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 10, 2026 short_volume
Aug 14, 2026 SEC Short Volume: ACM — 60.5% short (0.3M / 0.5M)
Short: 327,428 | Exempt: 70 | TRF Vol: 540,955 | Short Ratio: 60.5% | Off-exchange volume (dark pool
AECOM faces a securities investigation following its disastrous Q3 fiscal 2026 earnings, which featured a $337M pre-tax
PRESS-RELEASE — Impact 6/10
AECOM reported a disastrous Q3 fiscal 2026, with a $337M pre-tax charge on a legacy Construction Management project driv
8-K — Impact 8/10
A significant institutional cluster in AECOM (ACM) shows a strong bearish divergence: 15 sellers reducing holdings by $2
INST-CLUSTER — Impact 6/10
Jun 30, 2026 Inst.
BARROW HANLEY MEWHINNEY & — ADD
5,497,153 shares ($383.7M)
Jun 30, 2026 Inst.
FMR LLC — ADD
3,758,192 shares ($262.3M)
Jun 30, 2026 Event
Exxon Mobil Corporation v. Aecom Energy & Construction, Inc.
Court ruling from Court of Appeals for the Ninth Circuit. Docket: 25-4597
Jun 16, 2026 Insider
Poloni Lara bought 4,224 shares
PRESIDENT @ $70.63 ($298.3K)
Analyst ratings buy % -6.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
78% rate it Buy or better · 18 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 25, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Aug 14, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Aug 13, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 12, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 12, 2026 | Truist Securities | REITERATE | Buy | 55% |
| Aug 12, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Aug 12, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 11, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Jul 22, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 2, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 10 | 4 | 0 | 0 | 78% | |
| Aug 1, 2026 | 4 | 11 | 3 | 0 | 0 | 83% | |
| Jul 1, 2026 | 4 | 11 | 3 | 0 | 0 | 83% | |
| Jun 1, 2026 | 4 | 11 | 3 | 0 | 0 | 83% | |
| May 1, 2026 | 4 | 11 | 3 | 0 | 0 | 83% | |
| Apr 1, 2026 | 4 | 11 | 3 | 0 | 0 | 83% | |
| Mar 1, 2026 | 4 | 11 | 3 | 0 | 0 | 83% | |
| Feb 1, 2026 | 4 | 11 | 3 | 0 | 0 | 83% |
Price targets
Where 12 covering analysts think ACM trades over the next 12 months.
$86.92 +45.7% upside Strong Buy
Current$59.66 Low$65.00 Median$87.50 High$106.00 12 analysts
$65.00$106.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood -20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
36°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 1 bullish, 3 bearish, 0 mixed, 4 neutral · avg impact 4.8/10.
BEARISHPRESS-RELEASE6/10
AECOM faces a securities investigation following its disastrous Q3 fiscal 2026 earnings, which featu
Aug 14, 2026
BEARISH8-K8/10
AECOM reported a disastrous Q3 fiscal 2026, with a $337M pre-tax charge on a legacy Construction Man
Aug 11, 2026
BEARISHINST-CLUSTER6/10
A significant institutional cluster in AECOM (ACM) shows a strong bearish divergence: 15 sellers red
Aug 7, 2026
NEUTRALCOURT-RULING2/10
The Ninth Circuit affirmed district court rulings in the contract dispute between Exxon Mobil and AE
Jun 30, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 10, 2026
short_volume
Short Volume: ACM — 60.5% short (0.3M / 0.5M)
Short: 327,428 | Exempt: 70 | TRF Vol: 540,955 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
short_volume
Short Volume: ACM — 69.7% short (0.4M / 0.6M)
Short: 418,213 | Exempt: 7 | TRF Vol: 600,018 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
ftd
FTD: ACM — 49,290 shares ($3.3M) failed to deliver
Settlement: 20260909, Price: $66.04, FTD Value: $3,255,111.6, AECOM COM STK (DE)
Sep 7, 2026
dark_pool
Dark Pool: ACM — 1.5M shares, 34,965 trades
Week starting 2026-09-07. Total ATS volume: 1,538,982 shares across 34,965 trades.
Sep 3, 2026
short_volume
Short Volume: ACM — 57.3% short (0.3M / 0.5M)
Short: 286,596 | Exempt: 36 | TRF Vol: 500,500 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.59 | $1.51–$1.66 | 16.6% | -1.8% | 5↑ 4↓ | $4.1B | 10 |
| Next Q | $1.41 | $1.28–$1.61 | 9.2% | -1.9% | 0↑ 5↓ | $3.9B | 6 |
| Current FY | $4.00 | $3.95–$4.20 | -23.9% | +0.6% | 0↑ 9↓ | $15.3B | 10 |
| Next FY | $6.40 | $5.91–$7.00 | 59.8% | -0.4% | 1↑ 11↓ | $16.9B | 12 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.586 | — |
| 7d ago | $1.586 | — |
| 30d ago | $1.615 | -0.029 |
| 60d ago | $1.576 | +0.010 |
| 90d ago | $1.571 | +0.015 |
Institutional ownership
Which big funds own ACM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.9B total value (98,337,115 shares) as of 2026-Q2. Top holders: BlackRock,, PRIMECAP, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 14,379,638 | $1.0B | 14.6% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 8,787,043 | $613.3M | 8.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,808,042 | $405.4M | 5.9% | — |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 5,497,153 | $383.7M | 5.6% | ADD +92.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,486,637 | $383.0M | 5.6% | — |
| STATE STREET CORP | 4,106,098 | $286.6M | 4.2% | — |
| FMR LLC | 3,758,192 | $262.3M | 3.8% | ADD +78.3% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,565,323 | $248.9M | 3.6% | — |
| Invesco Ltd. | 3,191,873 | $222.8M | 3.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,445,738 | $170.8M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | ADD | 2,852,722 | 5,497,153 | +92.7% | $383.7M |
| FMR LLC | ADD | 2,108,080 | 3,758,192 | +78.3% | $262.3M |
| Impax Asset Management Group plc | ADD | 1,382,667 | 2,128,339 | +53.9% | $148.6M |
| Qube Research & Technologies Ltd | DOUBLED | 441,873 | 2,119,499 | +379.7% | $147.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 238,580 | 2,096,935 | +778.9% | $146.4M |
| NORGES BANK | NEW | — | 1,853,035 | — | $129.3M |
| D. E. Shaw & Co., Inc. | ADD | 1,062,228 | 1,711,157 | +61.1% | $119.4M |
| MILLENNIUM MANAGEMENT LLC | ADD | 784,028 | 1,321,296 | +68.5% | $92.2M |
| NORTHERN TRUST CORP | TRIM | 1,964,760 | 1,125,934 | -42.7% | $78.6M |
| CIBC Bancorp USA Inc. | DOUBLED | 8,197 | 925,183 | +11186.8% | $64.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 10 transactions. Net $699.4K — $699.4K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 16, 2026 | Poloni Lara | PRESIDENT | BUY | 4,224 | $70.63 | $298.3K |
| May 14, 2026 | Kapoor Gaurav | CHIEF FINANCIAL OFFICER (PAO) | BUY | 1,420 | $71.12 | $101.0K |
| May 14, 2026 | Rudd Troy | CHIEF EXECUTIVE OFFICER | BUY | 4,225 | $71.02 | $300.1K |
| Mar 3, 2026 | Wolfenbarger Janet Carol | Director | AWARD | 2,002 | — | — |
| Mar 3, 2026 | KERR DEREK J | Director | AWARD | 2,002 | — | — |
| Mar 3, 2026 | Tishman Daniel R. | Director | AWARD | 2,002 | — | — |
| Mar 3, 2026 | Stotlar Douglas | Director | AWARD | 2,236 | — | — |
| Mar 3, 2026 | van 't Noordende Alexander M | Director | AWARD | 2,002 | — | — |
| Mar 3, 2026 | Buss Brad W | Director | AWARD | 2,002 | — | — |
| Mar 3, 2026 | Pipes Kristy | Director | AWARD | 2,002 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ACM.
Shares short
6,336,477
Settlement Sep 15, 2026
Change vs prior
+10.2%
Semi-monthly cycle
Days to cover
4.1
At avg daily volume
Of shares outstanding
≈4.9%
Estimate — not % of float
All ACM filing & press-release reports (8)
- PRESS-RELEASE reportAug 14, 2026
- 8-K reportAug 11, 2026
- INST-CLUSTER reportAug 7, 2026
- COURT-RULING reportJun 30, 2026
- 8-K reportJun 11, 2026
- 8-K reportJun 3, 2026
- 8-K reportMay 11, 2026
- 8-K reportMar 5, 2026