Moran Wealth Management 13F: Adds $2.5M to Aecom (ACM) Stake

Moran Wealth Management grew its stake in Aecom ACM by 52.6% during the period, adding 43,166 shares to its portfolio. According to a Form 13F filed with the SEC on October 22, 2026, the firm's investment was worth about $7.4 million based on a total of 125,177 shares at the close of the quarter.

ACM Aecom

$60.83 ▼ -35.85% year to date

1M 3M YTD

Daily close · Oct 22, 2026

Other Institutional Activity in Aecom

Other large investors adjusted their positions in the engineering firm during recent reporting cycles. Intech Investment Management grew its holdings by 104,877 shares, ending with 258,942 shares worth about $17.8 million. Verition Fund Management added 130,149 shares, bringing its total holding to 339,600 shares valued at about $23.4 million. Primecap Management Company increased its stake by 1.6% to 8,787,043 shares worth $534.5 million. Barrow, Hanley Mewhinney & Strauss, LLC lifted its holdings by 92.7% to 5,497,153 shares valued at about $334.4 million. On the other side, First Trust Advisors LP trimmed its position by 19.2%, reducing its holding by 580,500 shares to 2,446,092 shares worth $148.8 million.

Aecom Stock Up 2.3%

Aecom shares closed at $60.83 on October 22, 2026, and recently traded right around that exact level. The stock sits below its 50-day moving average of $62.25 and well under its 200-day moving average of $77.24. It trades closer to its 52-week low of $56.39 than its 52-week high of $135.52.

Recent Earnings

Aecom reported trailing twelve-month revenue of $15.4 billion and basic earnings of $2.84 per share. The company operates with a net profit margin of 1.9% and posts a return on equity of 16.6%. The next earnings report is scheduled for release on November 17, 2026.

Dividend

Aecom pays an annual dividend of $1.24 per share, translating to a dividend yield of 2.04% with a payout ratio of 41.9%.

Insider Buying and Selling at Aecom

Company insiders were active buyers earlier in the year. Chief Financial Officer Gaurav Kapoor bought 1,420 shares on May 14, 2026, at an average price of $71.12 for a total value of $100,990. Chief Executive Officer Troy William Rudd picked up 4,225 shares on the same day at $71.02 per share, spending $300,060. President Lara Poloni acquired 4,224 shares on June 16, 2026, at $70.63 for a total of $298,341.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock through the late summer and fall. On August 25, 2026, Argus Research maintained its buy rating while lowering its price target from $85.00 to $75.00. Truist Securities maintained a buy rating on October 5, 2026, also moving its target from $85.00 to $75.00. UBS maintained a buy rating on October 8, 2026, adjusting its target down from $106.00 to $103.00. RBC Capital maintained an outperform rating on October 15, 2026, lowering its target from $90.00 to $89.00, while Keybanc maintained an overweight rating on the same day with a target moved from $79.00 to $78.00. Overall, the stock carries a consensus recommendation of strong buy with a mean price target of $84.33 across 12 analyst opinions.

About Aecom

AECOM provides professional infrastructure consulting services for governments, businesses, and organizations internationally. The firm operates across the Americas, international markets, and capital projects, advising clients on complex engineering and construction needs.

Bottom Line

Investors will watch the company's upcoming earnings release on November 17, 2026, for updates on profit margins and project pipelines. Future institutional filings will show whether firms like Moran Wealth continue adding to their positions at current share levels.