Update shared on 20 Nov 2025
Fair value Increased 1.18%Analysts have modestly increased their price target for AECOM from $141.75 to $143.42, citing improved profit margin forecasts even though revenue growth is expected to slow.
What's in the News
- AECOM provided earnings guidance for fiscal year 2026, projecting net income from continuing operations between $599 million and $710 million, and EPS between $4.01 and $4.84 (Corporate Guidance).
- The company announced a 19% increase to its quarterly per share dividend, raising it to $0.31. This dividend will be paid on January 23, 2026, to stockholders of record as of January 7, 2026 (Dividend Increases).
- AECOM has initiated a review of strategic alternatives for its Construction Management business, including a possible sale. The company is seeking to focus on high-growth markets and investments in AI and advisory services (Considering Multiple Strategic Alternatives).
- In a joint venture, Jacobs and AECOM were appointed to provide design services for The Mukaab, the centerpiece of Riyadh's New Murabba development. This contribution supports Saudi Arabia's Vision 2030 (Client Announcements).
- AECOM, in a consortium with Arup, secured a place on National Highways' SPaTS3 framework in the UK, a six-year initiative aimed at improving England's strategic road network (Client Announcements).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, moving from $141.75 to $143.42.
- Discount Rate increased modestly from 8.73% to 8.91%.
- Revenue Growth expectations have fallen significantly. The projection shifted from 5.66% to -8.14%.
- Net Profit Margin is projected to improve, rising from 5.04% to 7.75%.
- Future P/E ratio has edged down slightly, moving from 25.18x to 25.03x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.