AECOM (ACM) reported second-quarter 2026 results with revenue of $3.8 billion (+0.78% year-over-year), gross profit of $296.5 million (+1.97% YoY), and operating profit of $247.8 million (-1.18% YoY). Net income attributable to common shareholders rose to $179.9 million (+25.43% YoY). Diluted earnings per share were 1.39 (+28.7% YoY), versus an EPS estimate of 1.5661.
Cash flow and balance-sheet highlights show a meaningful decline in operating cash generation and higher capital spending alongside a lower cash balance and modestly higher liabilities.
Overall, AECOM (ACM) delivered an earnings quarter marked by higher net income and EPS growth despite a slight decline in operating profit and a sharp reduction in operating cash flow, while capital spending increased and the balance sheet shows a modest rise in liabilities.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
AECOM Insider Trading Activity
AECOM insiders have traded $ACM stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $ACM stock by insiders over the last 6 months:
- LARA POLONI (PRESIDENT) has made 0 purchases and 2 sales selling 17,533 shares for an estimated $1,701,134.
- DAVID Y. GAN (CHIEF LEGAL OFFICER) has made 0 purchases and 2 sales selling 15,502 shares for an estimated $1,514,889.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
AECOM Hedge Fund Activity
We have seen 280 institutional investors add shares of AECOM stock to their portfolio, and 380 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 6,691,242 shares (-70.7%) from their portfolio in Q4 2025, for an estimated $637,876,099
- ALLIANCEBERNSTEIN L.P. removed 1,090,671 shares (-41.8%) from their portfolio in Q4 2025, for an estimated $103,973,666
- CI INVESTMENTS INC. removed 846,658 shares (-73.2%) from their portfolio in Q4 2025, for an estimated $80,711,907
- PICTET ASSET MANAGEMENT HOLDING SA removed 793,966 shares (-27.2%) from their portfolio in Q1 2026, for an estimated $66,327,919
- INVESCO LTD. removed 663,317 shares (-13.3%) from their portfolio in Q4 2025, for an estimated $63,234,009
- FMR LLC removed 629,994 shares (-34.7%) from their portfolio in Q4 2025, for an estimated $60,057,328
- BLACKROCK, INC. added 521,689 shares (+3.6%) to their portfolio in Q4 2025, for an estimated $49,732,612
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
AECOM Government Contracts
We have seen $251,386,791 of award payments to $ACM over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- REFS/CEIC/INFRASTRUCTURE (I): NEW TASK ORDER (TO) CALLED "PARTNERSHIP FOR GLOBAL INFRASTRUCTURE AND INVEST...: $31,277,080
- FY25 MARINE CORPS INSTALLATION GEOSPATIAL INFORMATION AND SERVICES (IGI AND S) DATA MANAGEMENT SUPPORT ON-S...: $21,965,503
- RES - OLD WILMINGTON ROAD: $10,382,394
- RED HILL ADIT 3 PILOT STUDIES: $8,983,559
- TITLE II SERVICES FOR REPAIR CADET CHAPEL AT UNITE STATES AIR FORCE ACADEMY, COLORADO.: $8,410,978
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
AECOM Analyst Ratings
Wall Street analysts have issued reports on $ACM in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 01/21/2026
- Truist Securities issued a "Buy" rating on 11/21/2025
- Argus Research issued a "Buy" rating on 11/20/2025
- RBC Capital issued a "Outperform" rating on 11/20/2025
- Barclays issued a "Overweight" rating on 11/20/2025
- Citigroup issued a "Buy" rating on 11/19/2025
To track analyst ratings and price targets for AECOM, check out Quiver Quantitative's $ACM forecast page.
AECOM Price Targets
Multiple analysts have issued price targets for $ACM recently. We have seen 9 analysts offer price targets for $ACM in the last 6 months, with a median target of $130.0.
Here are some recent targets:
- Andrew Kaplowitz from Citigroup set a target price of $130.0 on 04/27/2026
- Jamie Cook from Truist Securities set a target price of $119.0 on 04/20/2026
- Adam Seiden from Barclays set a target price of $110.0 on 02/11/2026
- Sabahat Khan from RBC Capital set a target price of $142.0 on 02/11/2026
- Michael Feniger from B of A Securities set a target price of $118.0 on 02/10/2026
- Steven Fisher from UBS set a target price of $145.0 on 02/10/2026
- Adam Bubes from Goldman Sachs set a target price of $127.0 on 01/28/2026
