Intech Investment Management 13F: Adds $7.2M to Aecom (ACM) Stake

Intech Investment Management recently boosted its stake in AECOM (NYSE:ACM) by 68%, according to its latest 13F filing with the SEC. The firm added 104,877 shares, bringing its total holdings to 258,942 shares, valued at about $18 million as of the reporting period.

What Changed in Intech Investment Management's AECOM Position

Intech Investment Management's recent filing shows a significant increase in its AECOM position. The firm previously held 154,065 shares and added 104,877 shares, marking a 68% increase. This brings its total to 258,942 shares with a reported value of approximately $18 million.

Other Institutional Activity in AECOM

Other institutional investors have also been active in AECOM. BlackRock, Inc. increased its holdings by 553,385 shares, ending with 15,760,364 shares valued at about $1.34 billion. Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both acquired significant stakes, ending with 5,800,366 and 5,506,279 shares, respectively. Primecap Management Co/CA/ slightly trimmed its position by 20,210 shares, holding 8,647,073 shares worth around $733 million. Invesco Ltd. reduced its stake by 741,292 shares, now holding 3,575,351 shares valued at $303 million.

Aecom Stock Up 11.0%

Shares of AECOM (NYSE:ACM) traded near $69.60. The company has a market capitalization of approximately $9 billion, with a P/E ratio of 14.6 and a forward P/E of 10.4. AECOM's stock has seen a 52-week low of $67.64 and a high of $135.52. The 50-day moving average stands at $77.86, while the 200-day moving average is $101.77. The firm's beta is 0.928, and it has a current ratio of 1.105 and a quick ratio of 0.986.

Recent Earnings

AECOM reported revenue of $15.99 billion with a slight growth of 0.8%. The company's earnings per share (EPS) was $4.79, and it maintained a net margin of 3.16%, with a return on equity (ROE) of 28.61%. The next earnings report is expected on May 11, 2026.

Dividend

AECOM offers an annual dividend rate of $1.19, yielding 1.7%. The dividend payout ratio stands at 23.8%.

Insider Buying and Selling at Aecom

Several insiders have made recent stock purchases. CEO Troy Rudd bought 4,225 shares at an average price of $71.02 on May 14, 2026. CFO Gaurav Kapoor also acquired 1,420 shares at $71.12 on the same day. Other insiders, including Derek Kerr and Kristy Pipes, made purchases on March 3, 2026.

Analysts Set New Price Targets

On May 19, 2026, Barclays maintained a 'hold' rating with a $90 price target. Citigroup, on May 13, reiterated its 'buy' rating, setting a target of $98. RBC Capital maintained a 'buy' with a $111 target, while Truist Securities reiterated a 'buy' with a $109 target. The consensus among analysts is a 'strong buy' with an average target price of $106.88 from 12 opinions.

About AECOM

AECOM is a global infrastructure consulting firm headquartered in Dallas, Texas. It provides a range of professional services, including planning, consulting, engineering design, and construction management. The company serves public and private clients across various sectors such as transportation, water, energy, and environmental services. AECOM employs around 51,000 people and is led by CEO W. Troy Rudd.

Bottom Line

Intech Investment Management's substantial increase in AECOM shares reflects confidence in the company's prospects. Investors track such filings to gauge institutional sentiment, although 13F filings are retrospective and may not indicate current positions. AECOM's solid fundamentals, insider buying, and positive analyst coverage make it a company to watch.