ACMIndustrials · Engineering & ConstructionThe 13 Wall Street analysts covering AECOM hold a median 12-month price target of $80 — +32.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 37 of 100 as at 23 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores AECOM on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (95): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Momentum (10): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ACM, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +32.3% from it.
Of the 20 most recent actions, 0 moved their price target up and 12 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Oct 2026 | Keybanc | Maintains | Overweight | $79 → $78 |
| 15 Oct 2026 | RBC Capital | Maintains | Outperform | $90 → $89 |
| 8 Oct 2026 | UBS | Maintains | Buy | $106 → $103 |
| 5 Oct 2026 | Truist Securities | Maintains | Buy | $85 → $75 |
| 5 Oct 2026 | Truist Securities | Maintains | Buy | — |
| 25 Aug 2026 | Argus Research | Maintains | Buy | $85 → $75 |
| 25 Aug 2026 | Argus Research | Maintains | Buy | — |
| 14 Aug 2026 | Baird | Maintains | Neutral | — |
| 14 Aug 2026 | Baird | Maintains | Neutral | $73 → $65 |
| 13 Aug 2026 | RBC Capital | Maintains | Outperform | $105 → $90 |
| 13 Aug 2026 | RBC Capital | Maintains | Outperform | — |
| 12 Aug 2026 | Barclays | Maintains | Equal-Weight | — |
| 12 Aug 2026 | Barclays | Maintains | Equal-Weight | $90 → $73 |
| 12 Aug 2026 | Citigroup | Maintains | Buy | — |
| 12 Aug 2026 | Citigroup | Maintains | Buy | $97 → $84 |
| 12 Aug 2026 | Keybanc | Maintains | Overweight | — |
| 12 Aug 2026 | Keybanc | Maintains | Overweight | $101 → $79 |
| 12 Aug 2026 | Truist Securities | Reiterates | Buy | — |
| 12 Aug 2026 | Truist Securities | Reiterates | Buy | $102 → $85 |
| 11 Aug 2026 | Baird | Maintains | Neutral | $87 → $73 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
ACM appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Oct 2026, AECOM returned −53.6% against +14.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 35% of US stocks
Cheaper than 81% of US stocks
Cheaper than 26% of US stocks
Cheaper than 34% of US stocks
Higher than 13% of US stocks
Higher than 24% of US stocks
Higher than 4% of US stocks
Higher than 30% of US stocks
Higher than 52% of US stocks
Higher than 77% of US stocks
Higher than 70% of US stocks
Higher than 79% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
AECOM has a market value of $7.8B and an enterprise value of $10.3B.
Revenue in the twelve months to 30 June 2026: $15.4B. The latest quarter shrank 14.2% year on year.
Net income over the same four quarters: $338.6M, a 2.2% net margin.
Diluted earnings per share, trailing twelve months: $2.18.
Free cash flow in the twelve months to 30 June 2026: $203.4M, after $161.9M of capital spending.
AECOM spent $691.9M on share buybacks and $149.9M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 21.3×; forward P/E: 9.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.05%, paying out 42% of earnings.
AECOM employs 51,000 people — $302K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own AECOM — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Seeking Alpha’s weekly roundup covers dividend activity among Dividend Champions, Contenders, and Challengers, including companies that changed dividends and those with upcoming ex-dividend dates.
Why it matters — The excerpt does not specify whether AECOM is included or describe any AECOM dividend change, so it provides no company-specific dividend update for ACM watchers.
AECOM appointed Dwight Pullen as Transportation Global Business Line Chief Executive, effective immediately. He will lead its global Transportation business as the company pursues a growing pipeline of projects.
Why it matters — The appointment puts a new leader in charge of a major AECOM business line amid stated growth prospects in several markets.
Seeking Alpha introduced 38 new analysts in September 2026 and featured their top stock picks and investment strategies. Highlighted ideas included Qualcomm, Teladoc, NewLake Capital Partners, and the TDAQ ETF.
Why it matters — The excerpt does not mention AECOM, so it offers no company-specific information for ACM watchers.
AECOM announced that its joint venture, 413 Continuity Partners, was awarded the Ontario Ministry of Transportation’s Highway 413 Program Management Consultant contract. The planned corridor is approximately 59 kilometers long, with extensions to Highways 410 and 427.
Why it matters — The contract award is relevant to ACM watchers because it gives AECOM a program management role on a major Ontario transportation project.
AECOM's Q3 weakness stemmed from a $337 million charge on a legacy 2019 Construction Management project rather than deterioration in its core Design business, which remains healthy with record backlog and continued Design NSR growth. Excluding the charge, FY26 guidance calls for adjusted EPS of $5.90-$6.10, adjusted EBITDA of $1.275-$1.305 billion, and a 17.4% adjusted EBITDA margin.
Why it matters — For AECOM watchers, the report indicates the company's Design franchise remains intact and that the quarterly miss was an isolated legacy contract charge, not a sign of underlying business weakness.
The 13 Wall Street analysts covering AECOM have a median 12-month price target of $80, with estimates ranging from $65 to $104. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 13 analysts covering AECOM, 11 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks AECOM 37 out of 100 across roughly 4,600 US stocks as at 23 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 23 Oct 2026, AECOM ranks 37 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (95 of 100).
No one can know that. What the data says: the median 12-month target from 13 analysts implies +32.3% from the last close, and Ticker Nerd's factor model ranks AECOM 37 out of 100 as at 23 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering AECOM publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ACM are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $65 to $104 over the next 12 months.
AECOM returned -53.6% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
AECOM is a global infrastructure consulting company that provides advisory, planning, engineering, architectural, construction management, and program management services. AECOM works with public and private clients across transportation, water, environmental, facilities, government, and energy markets, helping design and manage complex infrastructure assets and projects.
The most recent item we track (Seeking Alpha, 24 Oct 2026): "Dividend Champion, Contender, And Challenger Highlights: Week October 25". Seeking Alpha’s weekly roundup covers dividend activity among Dividend Champions, Contenders, and Challengers, including companies that changed dividends and those with upcoming ex-dividend dates.
AECOM is a global infrastructure consulting company that provides advisory, planning, engineering, architectural, construction management, and program management services. AECOM works with public and private clients across transportation, water, environmental, facilities, government, and energy markets, helping design and manage complex infrastructure assets and projects. The company also offers investment and development services through AECOM Capital, including real estate project development. AECOM operates through three segments: Americas, International, and AECOM Capital, serving organizations in multiple regions worldwide. Headquartered in Dallas, Texas, AECOM focuses on delivering technical and management expertise for large-scale infrastructure and development needs.
CEO Mr. W. Troy Rudd · 51,000 employees · United States · https://www.aecom.com
