AECOM (ACM)

AECOM's stock price has declined, hitting a new 52-week low in late March 2026. As of March 24, 2026, the stock was down 4.75% over the past 30 days and 7.27% over the past 12 months. On February 9, 2026, AECOM released its quarterly earnings results, reporting an EPS of $1.29, which missed the consensus estimate of $1.41, but revenue of $3.83 billion exceeded analyst estimates. The company announced a quarterly dividend of $0.31 per share, payable on April 17, 2026, to stockholders of record on April 1, 2026. Analyst sentiment remains cautiously positive, with a "Moderate Buy" average rating and an average price target of approximately $130.09.

While specific details on demand seasonality for AECOM's products and services are not explicitly provided, the nature of its business in infrastructure consulting suggests a degree of stability. Infrastructure projects tend to be long-term and are often supported by government funding, contributing to a stable investment environment. AECOM's record project backlog indicates strong and sustained demand for its services.

AECOM is a global infrastructure consulting firm providing professional services throughout the lifecycle of assets, including planning, design, engineering, construction management, and operations support. It operates in infrastructure, transportation, environmental, water, energy, and government services, serving public and private sector clients. AECOM's major products and services include advisory, planning, engineering, architectural design, program management, and environmental services. The company has shifted its focus towards higher-margin advisory and design-led work and offers digital consulting services.

Headquartered in Dallas, Texas, AECOM operates across North America, Europe, the Middle East, Asia-Pacific, and Latin America. The United States is its largest single market. AECOM maintains substantial operations in the United Kingdom, Australia, Canada, India, and key Middle Eastern markets. Approximately 53% of AECOM's revenue is generated from the Americas, with the remaining 47% distributed across its international segments.

AECOM has consistently maintained a strong brand reputation. The company was recognized on Fortune magazine's list of the World's Most Admired Companies for the twelfth consecutive year in January 2026, securing the No. 1 ranking in its industry. AECOM has also achieved the No. 1 ranking as a Water design firm and holds top positions as a design firm in key markets. Furthermore, AECOM was recognized as one of the 2026 World's Most Ethical Companies by Ethisphere for the sixth consecutive year and tenth time overall.

AECOM has a substantial institutional ownership base, with 785 institutional owners and shareholders holding a total of 122,853,807 shares as of March 20, 2026. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Primecap Management Co/ca/, State Street Corp, Invesco Ltd., First Trust Advisors Lp, Pictet Asset Management Holding SA, UBS Asset Management Americas Inc, Geode Capital Management, LLC, and Norges Bank. Institutional ownership accounts for approximately 74.41% of the company's shares.