Aecom (ACM) Stock Price & Analysis
ACM$63.21+0.94 +1.51%
$8.13B
Market Cap
28.18
P/E
10.20
Forward P/E
58
Score
Aecom (ACM) Stock Price & Analysis
ACM price $63.21 +0.94 +1.51%
- Ticker
- ACM
- Price
- $63.21
- Change
- +0.94 +1.51%
- Market cap ?
- $8.13B
- P/E ?
- 28.18
- Forward P/E ?
- 10.20
- Dividend yield ?
- 1.99%
- Beta ?
- 0.93
- Sector
- Industrials
- Industry
- Engineering & Construction
- Stocklytics score
- 58
- Value
- 75
- Quality
- 48
- Growth
- 51
Stocklytics score rationale: value 75, quality 48, growth 51.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 17410825000 | 18203402000 | 13878316000 | 13642455000 | 13239976000 | 13340852000 | 13148182000 | 14378461000 | 16105498000 | 16139622000 |
AECOM, along with its affiliated entities, delivers specialized infrastructure consulting services to public sector bodies, private businesses, and various organizations across the globe, with operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. The company manages its extensive operations through three distinct segments: Americas, International, and AECOM Capital. For its…
Fair value
ACM fair value $189.35. Price $63.21. Price is 67% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 98% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 661.07M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 9.41% (beta 0.9). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 128.70M. Net debt 1.78B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Model uncertainty high for this stock
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-16 | — | 1.57 | — | 1.92B |
| 2026-08-10 | -0.50 | 1.46 | 1.61B | 2.01B |
| 2026-05-11 | 1.59 | 1.55 | 1.95B | 1.94B |
| 2026-02-09 | 1.29 | 1.41 | 1.85B | 1.76B |
| 2025-11-18 | 1.36 | 1.34 | 4.18B | 1.95B |
| 2025-08-04 | 1.34 | 1.26 | 4.18B | 1.93B |
| 2025-05-05 | 1.25 | 1.19 | 3.77B | 1.90B |
| 2025-02-03 | 1.31 | 1.10 | 4.01B | 4.18B |
| 2024-11-18 | 1.27 | 1.24 | 4.11B | 1.86B |
| 2024-08-05 | 1.16 | 1.13 | 4.15B | 1.85B |
| 2024-05-06 | 1.04 | 1.05 | 3.94B | 1.80B |
| 2024-02-05 | 1.05 | 0.92 | 3.90B | 3.66B |
| 2023-11-13 | 1.01 | 1.01 | 3.84B | 3.69B |
| 2023-08-07 | 0.94 | 0.95 | 3.66B | 3.62B |
| 2023-05-08 | 0.92 | 0.90 | 3.49B | 3.40B |
| 2023-02-06 | 0.86 | 0.82 | 3.38B | 1.57B |
| 2022-11-14 | 0.89 | 0.82 | 3.43B | 1.59B |
| 2022-08-08 | 0.86 | 0.82 | 3.24B | 1.56B |
| 2022-05-09 | 0.83 | 0.78 | 3.21B | 1.63B |
| 2022-02-07 | 0.89 | 0.77 | 3.27B | 1.56B |
| 2021-11-15 | 0.81 | 0.77 | 3.35B | 3.45B |
| 2021-08-09 | 0.73 | 0.73 | 3.41B | 3.23B |
| 2021-05-10 | 0.67 | 0.63 | 3.27B | 3.24B |
| 2021-02-08 | 0.62 | 0.57 | 3.31B | 3.21B |
| 2020-11-16 | 0.60 | 0.57 | 3.57B | 11.41B |
| 2020-08-04 | 0.55 | 0.49 | 3.19B | 2.84B |
| 2020-05-05 | 0.55 | 0.53 | 3.25B | 2.95B |
| 2020-02-03 | 0.46 | 0.67 | 3.24B | 4.71B |
| 2019-11-12 | 0.79 | 0.81 | 5.12B | 5.18B |
| 2019-08-06 | 0.72 | 0.71 | 3.36B | 3.45B |
| 2019-05-08 | 0.69 | 0.61 | 3.41B | 3.12B |
| 2019-02-05 | 0.56 | 0.52 | 3.36B | 3.18B |
| 2018-11-12 | 0.83 | 0.81 | 5.31B | 5.24B |
| 2018-08-07 | 0.62 | 0.61 | 5.15B | 5.15B |
| 2018-05-08 | 0.67 | 0.65 | 4.79B | 4.72B |
| 2018-02-06 | 0.57 | 0.54 | 4.91B | 4.65B |
| 2017-11-13 | 0.74 | 0.71 | 4.86B | 4.79B |
| 2017-08-08 | 0.78 | 0.78 | 4.56B | 4.56B |
| 2017-05-09 | 0.89 | 0.55 | 4.43B | 2.93B |
| 2017-02-07 | 0.53 | 0.53 | 4.36B | 4.19B |
Dividends
Yield 1.96%. Payout ratio 52.04%. Frequency Quarterly.
Safety score 88/100 · Safe. Payout ratio is 52% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 5 separate years. Yield is 2.0%, in a range that is usually sustainable.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-10-14 | $0.31 | 2026-10-14 | 2026-10-30 | Quarterly |
| 2026-07-01 | $0.31 | 2026-07-01 | 2026-07-17 | Quarterly |
| 2026-04-01 | $0.31 | 2026-04-01 | 2026-04-17 | Irregular |
| 2026-01-07 | $0.31 | 2026-01-07 | 2026-01-23 | Quarterly |
| 2025-10-01 | $0.26 | 2025-10-01 | 2025-10-17 | Irregular |
| 2025-07-02 | $0.26 | 2025-07-02 | 2025-07-18 | Quarterly |
| 2025-04-02 | $0.26 | 2025-04-02 | 2025-04-17 | Quarterly |
| 2025-01-02 | $0.26 | 2025-01-02 | 2025-01-17 | Quarterly |
| 2024-10-02 | $0.22 | 2024-10-02 | 2024-10-18 | Quarterly |
| 2024-07-03 | $0.22 | 2024-07-03 | 2024-07-19 | Quarterly |
| 2024-04-23 | $0.22 | 2024-04-24 | 2024-05-10 | Quarterly |
| 2024-01-03 | $0.22 | 2024-01-04 | 2024-01-19 | Quarterly |
| 2023-10-04 | $0.18 | 2023-10-05 | 2023-10-20 | Quarterly |
| 2023-07-05 | $0.18 | 2023-07-06 | 2023-07-21 | Quarterly |
| 2023-04-04 | $0.18 | 2023-04-05 | 2023-04-21 | Quarterly |
| 2023-01-03 | $0.18 | 2023-01-04 | 2023-01-20 | Quarterly |
| 2022-10-04 | $0.15 | 2022-10-05 | 2022-10-21 | Quarterly |
| 2022-07-05 | $0.15 | 2022-07-06 | 2022-07-22 | Quarterly |
| 2022-04-05 | $0.15 | 2022-04-06 | 2022-04-22 | Quarterly |
| 2022-01-04 | $0.15 | 2022-01-05 | 2022-01-21 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-03 | Kumar Manav | Other | 0 | — | — |
| 2026-10-03 | Kumar Manav | Other | 0 | — | — |
| 2026-06-16 | Poloni Lara | Buy | 4.22K | $70.63 | 298.34K |
| 2026-05-14 | Kapoor Gaurav | Buy | 1.42K | $71.12 | 100.99K |
| 2026-05-14 | Rudd Troy | Buy | 4.22K | $71.02 | 300.06K |
| 2026-03-03 | Wolfenbarger Janet Carol | Buy | 2.00K | — | — |
| 2026-03-03 | van 't Noordende Alexander M | Buy | 2.00K | — | — |
| 2026-03-03 | Tishman Daniel R. | Buy | 2.00K | — | — |
| 2026-03-03 | Stotlar Douglas | Buy | 2.24K | — | — |
| 2026-03-03 | KERR DEREK J | Buy | 2.00K | — | — |
| 2026-03-03 | Pipes Kristy | Buy | 2.00K | — | — |
| 2026-03-03 | Buss Brad W | Buy | 2.00K | — | — |
| 2025-12-23 | Rudd Troy | Sell | 600 | — | — |
| 2025-12-17 | Gan David Y. | Sell | 9.50K | $97.01 | 921.79K |
| 2025-12-17 | Poloni Lara | Sell | 17.34K | $97.01 | 1.68M |
| 2025-12-17 | Poloni Lara | Sell | 193 | $98.35 | 18.98K |
| 2025-12-15 | Gan David Y. | Buy | 14.06K | — | — |
| 2025-12-15 | Gan David Y. | Sell | 10.53K | $97.96 | 1.03M |
| 2025-12-15 | Gan David Y. | Buy | 6.53K | — | — |
| 2025-12-15 | Gan David Y. | Sell | 6.00K | $98.85 | 593.10K |
| 2025-12-15 | Gan David Y. | Buy | 5.98K | — | — |
| 2025-12-15 | Gan David Y. | Sell | 5.98K | — | — |
| 2025-12-15 | Kapoor Gaurav | Buy | 22.49K | — | — |
| 2025-12-15 | Kapoor Gaurav | Sell | 16.94K | $97.96 | 1.66M |
| 2025-12-15 | Kapoor Gaurav | Buy | 15.11K | — | — |
| 2025-12-15 | Kapoor Gaurav | Buy | 9.56K | — | — |
| 2025-12-15 | Kapoor Gaurav | Sell | 9.56K | — | — |
| 2025-12-15 | Poloni Lara | Buy | 23.61K | — | — |
| 2025-12-15 | Poloni Lara | Sell | 13.43K | $97.96 | 1.32M |
| 2025-12-15 | Poloni Lara | Buy | 16.33K | — | — |
| 2025-12-15 | Poloni Lara | Buy | 10.04K | — | — |
| 2025-12-15 | Poloni Lara | Sell | 10.04K | — | — |
| 2025-12-15 | Rudd Troy | Buy | 86.58K | — | — |
| 2025-12-15 | Rudd Troy | Sell | 48.56K | $97.96 | 4.76M |
| 2025-12-15 | Rudd Troy | Buy | 49.00K | — | — |
| 2025-12-15 | Rudd Troy | Buy | 36.81K | — | — |
| 2025-12-15 | Rudd Troy | Sell | 36.81K | — | — |
| 2025-09-05 | Tishman Daniel R. | Sell | 27.93K | — | — |
| 2025-08-15 | Rudd Troy | Buy | 53.10K | $38.72 | 2.06M |
| 2025-08-15 | Rudd Troy | Sell | 42.00K | $119.41 | 5.01M |
| 2025-08-15 | Rudd Troy | Sell | 53.10K | $38.72 | 2.06M |
| 2025-08-15 | Rudd Troy | Sell | 11.10K | $120.12 | 1.33M |
| 2025-02-28 | Wolfenbarger Janet Carol | Buy | 1.68K | — | — |
| 2025-02-28 | van 't Noordende Alexander M | Buy | 1.68K | — | — |
| 2025-02-28 | Tishman Daniel R. | Buy | 1.68K | — | — |
| 2025-02-28 | Stotlar Douglas | Buy | 1.90K | — | — |
| 2025-02-28 | Pipes Kristy | Buy | 1.68K | — | — |
| 2025-02-28 | KERR DEREK J | Buy | 1.68K | — | — |
| 2025-02-28 | Buss Brad W | Buy | 1.68K | — | — |
| 2024-12-18 | Gan David Y. | Sell | 3.04K | $111.00 | 337.00K |
| 2024-12-17 | Gan David Y. | Sell | 6.36K | $110.19 | 701.03K |
| 2024-12-16 | Gan David Y. | Sell | 3.95K | $111.05 | 438.76K |
| 2024-12-16 | Gan David Y. | Sell | 7.55K | $111.67 | 843.00K |
| 2024-12-15 | Poloni Lara | Buy | 21.32K | — | — |
| 2024-12-15 | Poloni Lara | Sell | 4.01K | $111.51 | 447.60K |
| 2024-12-15 | Poloni Lara | Buy | 12.55K | — | — |
| 2024-12-15 | Poloni Lara | Buy | 10.18K | — | — |
| 2024-12-15 | Poloni Lara | Sell | 10.18K | — | — |
| 2024-12-15 | Kapoor Gaurav | Buy | 19.64K | — | — |
| 2024-12-15 | Kapoor Gaurav | Sell | 15.30K | $111.51 | 1.71M |
| 2024-12-15 | Kapoor Gaurav | Buy | 11.48K | — | — |
| 2024-12-15 | Kapoor Gaurav | Buy | 9.37K | — | — |
| 2024-12-15 | Kapoor Gaurav | Sell | 9.37K | — | — |
| 2024-12-15 | Gan David Y. | Buy | 13.47K | — | — |
| 2024-12-15 | Gan David Y. | Sell | 10.49K | $111.51 | 1.17M |
| 2024-12-15 | Gan David Y. | Buy | 5.38K | — | — |
| 2024-12-15 | Gan David Y. | Buy | 6.43K | — | — |
| 2024-12-15 | Gan David Y. | Sell | 6.43K | — | — |
| 2024-12-15 | Rudd Troy | Buy | 64.83K | — | — |
| 2024-12-15 | Rudd Troy | Sell | 37.69K | $111.51 | 4.20M |
| 2024-12-15 | Rudd Troy | Buy | 39.46K | — | — |
| 2024-12-15 | Rudd Troy | Buy | 30.94K | — | — |
| 2024-12-15 | Rudd Troy | Sell | 30.94K | — | — |
| 2024-12-13 | Rudd Troy | Sell | 600 | — | — |
| 2024-11-06 | Kapoor Gaurav | Sell | 42.40K | $115.34 | 4.89M |
| 2024-10-03 | Rudd Troy | Sell | 4.42K | $101.44 | 448.36K |
| 2024-10-03 | Rudd Troy | Sell | 10.49K | $102.26 | 1.07M |
| 2024-10-03 | Rudd Troy | Sell | 18.42K | $103.03 | 1.90M |
| 2024-10-02 | Rudd Troy | Sell | 32.43K | $102.06 | 3.31M |
| 2024-10-02 | Rudd Troy | Sell | 901 | $102.46 | 92.32K |
| 2024-10-01 | Rudd Troy | Sell | 6.34K | $102.15 | 647.73K |
| 2024-10-01 | Rudd Troy | Sell | 26.99K | $102.84 | 2.78M |
| 2024-08-15 | Rudd Troy | Buy | 53.10K | $38.72 | 2.06M |
| 2024-08-15 | Rudd Troy | Sell | 6.99K | $95.82 | 669.59K |
| 2024-08-15 | Rudd Troy | Sell | 27.72K | $96.49 | 2.67M |
| 2024-08-15 | Rudd Troy | Sell | 53.10K | $38.72 | 2.06M |
| 2024-05-10 | Stotlar Douglas | Sell | 7.18K | $93.51 | 671.31K |
| 2024-03-19 | Wolfenbarger Janet Carol | Buy | 1.79K | — | — |
| 2024-03-19 | van 't Noordende Alexander M | Buy | 1.79K | — | — |
| 2024-03-19 | Tishman Daniel R. | Buy | 1.79K | — | — |
| 2024-03-19 | Stotlar Douglas | Buy | 2.03K | — | — |
| 2024-03-19 | Pipes Kristy | Buy | 1.79K | — | — |
| 2024-03-19 | KERR DEREK J | Buy | 1.79K | — | — |
| 2024-03-19 | KENNARD LYDIA H | Buy | 1.79K | — | — |
| 2024-03-19 | Buss Brad W | Buy | 1.79K | — | — |
| 2024-02-06 | van 't Noordende Alexander M | Sell | 2.25K | $85.54 | 192.89K |
| 2023-12-15 | Rudd Troy | Buy | 101.31K | — | — |
| 2023-12-15 | Rudd Troy | Sell | 42.82K | $92.28 | 3.95M |
| 2023-12-15 | Rudd Troy | Sell | 24.87K | $92.76 | 2.31M |
| 2023-12-15 | Rudd Troy | Sell | 126 | $93.19 | 11.74K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 589, holders -48 vs prior quarter. Ownership 93.54%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 14.38M | -1.38M | -8.76% | 1.00B |
| PRIMECAP MANAGEMENT CO/CA/ | 8.79M | 139.97K | +1.62% | 613.34M |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.81M | 7.68K | +0.13% | 405.40M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 5.50M | 2.64M | +92.70% | 383.70M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.49M | -19.64K | -0.36% | 382.97M |
| STATE STREET CORP | 4.11M | -935.36K | -18.55% | 286.61M |
| FMR LLC | 3.76M | 1.65M | +78.28% | 262.32M |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 3.57M | 83.36K | +2.39% | 248.86M |
| INVESCO LTD. | 3.19M | -383.48K | -10.73% | 222.79M |
| GEODE CAPITAL MANAGEMENT, LLC | 2.45M | -23.71K | -0.96% | 170.75M |
| FIRST TRUST ADVISORS LP | 2.45M | -580.35K | -19.18% | 170.74M |
| IMPAX ASSET MANAGEMENT GROUP PLC | 2.13M | 745.67K | +53.93% | 148.56M |
| QUBE RESEARCH & TECHNOLOGIES LTD | 2.12M | 1.68M | +379.66% | 147.94M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.10M | 1.86M | +778.92% | 146.37M |
| NORGES BANK | 1.85M | 1.85M | New | 129.34M |
| AQR CAPITAL MANAGEMENT LLC | 1.80M | 734.16K | +69.18% | 124.01M |
| D. E. SHAW & CO., INC. | 1.71M | 648.93K | +61.09% | 119.44M |
| UBS GROUP AG | 1.70M | 269.80K | +18.93% | 118.34M |
| DIMENSIONAL FUND ADVISORS LP | 1.64M | 253.22K | +18.25% | 114.53M |
| MORGAN STANLEY | 1.64M | -41.04K | -2.44% | 114.36M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.35M | 131.50K | +10.77% | 94.43M |
| MILLENNIUM MANAGEMENT LLC | 1.32M | 537.27K | +68.53% | 92.23M |
| AMUNDI | 1.31M | 86.23K | +7.03% | 91.67M |
| BANK OF NEW YORK MELLON CORP | 1.14M | -159.24K | -12.26% | 79.52M |
| NORTHERN TRUST CORP | 1.13M | -838.83K | -42.69% | 78.59M |
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