ACMNYSEServices-Engineering ServicesFiscal year ends September 30
AECOM
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$58.02−0.92 (-1.56%)
Close on Oct 19, 2026
- Market cap
- $7.46B
- P/E (TTM)
- 26.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.9%
120M of 129M shares
Institutional holders
573
85 new, 127 sold out
Net institutional buying
6M
In Q2 2026
Insider trades, 12 months
3 buys · 4 sales
Net sold $2.52M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Primecap Management Co/Ca/ | 9,580,852 | 7.24% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Capital Management | 6,750,177 | 5.22% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 13,088,821 | 10.10% | 13G (passive) amendment | Jan 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ACM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14,379,638 | 11.17% | $1.00B | −1,380,726 | 0.01% |
| Primecap Management Co/Ca/ | 8,787,043 | 6.83% | $613.34M | +139,970 | 0.36% |
| Vanguard Capital Management LLC | 5,808,042 | 4.51% | $405.40M | +7,676 | 0.01% |
| Barrow Hanley Mewhinney & Strauss LLC | 5,497,153 | 4.27% | $383.70M | +2,644,431 | 1.16% |
| Vanguard Portfolio Management LLC | 5,486,637 | 4.26% | $382.97M | −19,642 | 0.02% |
| State Street Corp | 4,106,098 | 3.19% | $286.61M | −935,362 | 0.01% |
| FMR LLC | 3,758,192 | 2.92% | $262.32M | +1,650,112 | 0.01% |
| UBS Asset Management Americas Inc | 3,565,323 | 2.77% | $248.86M | +83,360 | 0.05% |
| Invesco Ltd. | 3,191,873 | 2.48% | $222.79M | −383,478 | 0.02% |
| First Trust Advisors LP | 2,446,092 | 1.90% | $170.74M | −580,354 | 0.10% |
| Geode Capital Management, LLC | 2,445,738 | 1.90% | $170.75M | −23,711 | 0.01% |
| Impax Asset Management Group plc | 2,128,339 | 1.65% | $148.56M | +745,672 | 0.97% |
| Qube Research & Technologies Ltd | 2,119,499 | 1.65% | $147.94M | +1,677,626 | 0.14% |
| Arrowstreet Capital, Limited Partnership | 2,096,935 | 1.63% | $146.37M | +1,858,355 | 0.06% |
| Norges Bank | 1,853,035 | 1.44% | $129.34M | New | 0.01% |
| Aqr Capital Management LLC | 1,795,383 | 1.40% | $124.01M | +734,156 | 0.04% |
| D. E. Shaw & Co., Inc. | 1,711,157 | 1.33% | $119.44M | +648,929 | 0.06% |
| UBS Group AG | 1,695,404 | 1.32% | $118.34M | +269,798 | 0.02% |
| Dimensional Fund Advisors LP | 1,640,760 | 1.27% | $114.53M | +253,225 | 0.02% |
| Morgan Stanley | 1,638,429 | 1.27% | $114.36M | −41,040 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 573 | 120M | 92.9% | 85 / 185 | 235 / 127 | 24M | 18M |
| Q1 2026 | 623 | 114M | 88.3% | 105 / 231 | 204 / 117 | 26M | 16M |
| Q4 2025 | 643 | 116M | 90.1% | 115 / 183 | 250 / 102 | 12M | 14M |
| Q3 2025 | 639 | 118M | 91.7% | 88 / 217 | 224 / 72 | 11M | 11M |
| Q2 2025 | 632 | 118M | 92.1% | 110 / 226 | 196 / 37 | 11M | 9M |
| Q1 2025 | 568 | 117M | 91.1% | 79 / 215 | 199 / 65 | 10M | 8M |
| Q4 2024 | 567 | 116M | 90.2% | 91 / 214 | 176 / 39 | 7M | 9M |
| Q3 2024 | 525 | 117M | 91.1% | 71 / 179 | 190 / 50 | 25M | 8M |
| Q2 2024 | 510 | 117M | 91.1% | 63 / 199 | 163 / 59 | 8M | 10M |
| Q1 2024 | 516 | 120M | 92.9% | 68 / 199 | 159 / 55 | 10M | 12M |
| Q4 2023 | 507 | 121M | 94.2% | 87 / 158 | 171 / 31 | 12M | 8M |
| Q3 2023 | 455 | 117M | 91.2% | 55 / 140 | 177 / 45 | 10M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ACM | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 4,398,359 | 3.42% | $307.01M | 0.25% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,076,847 | 3.17% | $284.56M | 0.01% | Jun 30, 2026 |
| Vanguard Capital Opportunity Fund | 3,434,156 | 2.67% | $239.70M | 0.73% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,946,414 | 2.29% | $205.66M | 0.11% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,867,149 | 1.45% | $130.33M | 0.19% | Jun 30, 2026 |
| Vanguard Primecap Core Fund | 1,831,510 | 1.42% | $127.84M | 0.71% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,473,986 | 1.15% | $102.88M | 0.11% | Jun 30, 2026 |
| Fidelity Value Fund | 1,295,500 | 1.01% | $93.78M | 0.89% | Jul 31, 2026 |
| PRIMECAP Odyssey Aggressive Growth Fund | 1,103,670 | 0.86% | $79.89M | 1.08% | Jul 31, 2026 |
| PRIMECAP Odyssey Stock Fund | 1,076,350 | 0.84% | $77.92M | 1.69% | Jul 31, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 985,056 | 0.77% | $68.76M | 0.61% | Jun 30, 2026 |
| Global X U.S. Infrastructure Development ETF | 964,824 | 0.75% | $66.93M | 0.49% | May 31, 2026 |
| Bridge Builder Large Cap Value Fund | 835,791 | 0.65% | $58.34M | 0.20% | Jun 30, 2026 |
| Invesco Water Resources ETF | 828,500 | 0.64% | $59.98M | 3.00% | Jul 31, 2026 |
| First Trust Rising Dividend Achievers ETF | 786,337 | 0.61% | $54.89M | 0.22% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Troy Rudd | CHIEF EXECUTIVE OFFICER, Director | 403,439 | 0.31% | May 14, 2026 |
| Lara Poloni | PRESIDENT | 153,617 | 0.12% | Jun 16, 2026 |
| Gaurav Kapoor | CHIEF FINANCIAL OFFICER (PAO) | 88,224 | 0.07% | May 14, 2026 |
| David Y. Gan | CHIEF LEGAL OFFICER | 42,126 | 0.03% | Dec 17, 2025 |
| Douglas Stotlar | Director | 38,804 | 0.03% | Mar 5, 2026 |
| Janet Carol Wolfenbarger | Director | 38,822 | 0.03% | Mar 5, 2026 |
| 't Noordende Alexander M. van | Director | 12,423 | 0.01% | Mar 5, 2026 |
| Kristy Pipes | Director | 8,623 | 0.01% | Mar 5, 2026 |
| Brad W. Buss | Director | 28,513 | 0.02% | Mar 5, 2026 |
| Daniel R. Tishman | Director | 24,035 | 0.02% | Mar 5, 2026 |
| Derek J. Kerr | Director | 6,108 | 0.00% | Mar 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lara Poloni PRESIDENT | Jun 16, 2026 | Buy | +4,224 | $70.63 | $298.34K | 153,446 |
| Gaurav Kapoor CHIEF FINANCIAL OFFICER (PAO) | May 14, 2026 | Buy | +1,420 | $71.12 | $100.99K | 88,053 |
| Troy Rudd CHIEF EXECUTIVE OFFICER, Director | May 14, 2026 | Buy | +4,225 | $71.02 | $300.06K | 142,207 |
| Douglas Stotlar Director | Mar 3, 2026 | Award | +2,236 | – | – | 38,804 |
| Daniel R. Tishman Director | Mar 3, 2026 | Award | +2,002 | – | – | 23,677 |
| Derek J. Kerr Director | Mar 3, 2026 | Award | +2,002 | – | – | 3,677 |
| Brad W. Buss Director | Mar 3, 2026 | Award | +2,002 | – | – | 28,513 |
| Janet Carol Wolfenbarger Director | Mar 3, 2026 | Award | +2,002 | – | – | 38,822 |
| Kristy Pipes Director | Mar 3, 2026 | Award | +2,002 | – | – | 8,623 |
| 't Noordende Alexander M. van Director | Mar 3, 2026 | Award | +2,002 | – | – | 12,423 |
| Troy Rudd CHIEF EXECUTIVE OFFICER, Director | Dec 23, 2025 | Gift | −600 | – | – | 259,756 |
| David Y. Gan CHIEF LEGAL OFFICER | Dec 17, 2025 | Sale(10b5-1 plan) | −9,502 | $97.01 | $921.79K | 41,549 |
| Lara Poloni PRESIDENT | Dec 17, 2025 | Sale(10b5-1 plan) | −17,340 | $97.01 | $1.68M | 149,415 |
| Lara Poloni PRESIDENT | Dec 17, 2025 | Sale(10b5-1 plan) | −193 | $98.35 | $18.98K | 149,222 |
| David Y. Gan CHIEF LEGAL OFFICER | Dec 15, 2025 | Option exercise | +5,976 | – | – | 46,991 |
| David Y. Gan CHIEF LEGAL OFFICER | Dec 15, 2025 | Award | +6,534 | – | – | 53,525 |
| David Y. Gan CHIEF LEGAL OFFICER | Dec 15, 2025 | Award | +14,056 | – | – | 67,581 |
| David Y. Gan CHIEF LEGAL OFFICER | Dec 15, 2025 | Tax withholding | −10,530 | $97.96 | $1.03M | 57,051 |
| David Y. Gan CHIEF LEGAL OFFICER | Dec 15, 2025 | Sale(10b5-1 plan) | −6,000 | $98.85 | $593.10K | 51,051 |
| Lara Poloni PRESIDENT | Dec 15, 2025 | Option exercise | +10,040 | – | – | 140,231 |
| Lara Poloni PRESIDENT | Dec 15, 2025 | Award | +16,334 | – | – | 156,565 |
| Lara Poloni PRESIDENT | Dec 15, 2025 | Award | +23,615 | – | – | 180,180 |
| Lara Poloni PRESIDENT | Dec 15, 2025 | Tax withholding | −13,425 | $97.96 | $1.32M | 166,755 |
| Troy Rudd CHIEF EXECUTIVE OFFICER, Director | Dec 15, 2025 | Option exercise | +36,812 | – | – | 36,812 |
| Troy Rudd CHIEF EXECUTIVE OFFICER, Director | Dec 15, 2025 | Tax withholding | −48,556 | $97.96 | $4.76M | 123,837 |
| Troy Rudd CHIEF EXECUTIVE OFFICER, Director | Dec 15, 2025 | Award | +86,581 | – | – | 172,393 |
| Troy Rudd CHIEF EXECUTIVE OFFICER, Director | Dec 15, 2025 | Award | +49,000 | – | – | 85,812 |
| Gaurav Kapoor CHIEF FINANCIAL OFFICER (PAO) | Dec 15, 2025 | Award | +22,490 | – | – | 103,573 |
| Gaurav Kapoor CHIEF FINANCIAL OFFICER (PAO) | Dec 15, 2025 | Tax withholding | −16,940 | $97.96 | $1.66M | 86,633 |
| Gaurav Kapoor CHIEF FINANCIAL OFFICER (PAO) | Dec 15, 2025 | Option exercise | +9,562 | – | – | 65,974 |
| Gaurav Kapoor CHIEF FINANCIAL OFFICER (PAO) | Dec 15, 2025 | Award | +15,109 | – | – | 81,083 |
| Daniel R. Tishman Director | Sep 5, 2025 | Gift | −27,935 | – | – | 21,675 |
| Troy Rudd CHIEF EXECUTIVE OFFICER, Director | Aug 15, 2025 | Sale(10b5-1 plan) | −11,100 | $120.12 | $1.33M | 0 |
| Troy Rudd CHIEF EXECUTIVE OFFICER, Director | Aug 15, 2025 | Option exercise | +53,097 | $38.72 | $2.06M | 53,097 |
| Troy Rudd CHIEF EXECUTIVE OFFICER, Director | Aug 15, 2025 | Sale(10b5-1 plan) | −41,997 | $119.41 | $5.01M | 11,100 |
| Douglas Stotlar Director | Feb 28, 2025 | Award | +1,900 | – | – | 36,567 |
| Janet Carol Wolfenbarger Director | Feb 28, 2025 | Award | +1,675 | – | – | 36,820 |
| Brad W. Buss Director | Feb 28, 2025 | Award | +1,675 | – | – | 26,511 |
| Daniel R. Tishman Director | Feb 28, 2025 | Award | +1,675 | – | – | 49,610 |
| Derek J. Kerr Director | Feb 28, 2025 | Award | +1,675 | – | – | 4,106 |
| 't Noordende Alexander M. van Director | Feb 28, 2025 | Award | +1,675 | – | – | 10,421 |
| Kristy Pipes Director | Feb 28, 2025 | Award | +1,675 | – | – | 6,621 |
| David Y. Gan CHIEF LEGAL OFFICER | Dec 18, 2024 | Sale(10b5-1 plan) | −3,036 | $111.00 | $337.00K | 41,015 |
| David Y. Gan CHIEF LEGAL OFFICER | Dec 17, 2024 | Sale(10b5-1 plan) | −6,362 | $110.19 | $701.03K | 44,051 |
| David Y. Gan CHIEF LEGAL OFFICER | Dec 16, 2024 | Sale(10b5-1 plan) | −7,549 | $111.67 | $843.00K | 50,413 |
| David Y. Gan CHIEF LEGAL OFFICER | Dec 16, 2024 | Sale(10b5-1 plan) | −3,951 | $111.05 | $438.76K | 57,962 |
| David Y. Gan CHIEF LEGAL OFFICER | Dec 15, 2024 | Tax withholding | −10,494 | $111.51 | $1.17M | 61,913 |
| David Y. Gan CHIEF LEGAL OFFICER | Dec 15, 2024 | Award | +13,466 | – | – | 72,407 |
| David Y. Gan CHIEF LEGAL OFFICER | Dec 15, 2024 | Award | +5,381 | – | – | 58,941 |
| David Y. Gan CHIEF LEGAL OFFICER | Dec 15, 2024 | Option exercise | +6,426 | – | – | 53,560 |
| Lara Poloni PRESIDENT | Dec 15, 2024 | Tax withholding | −4,014 | $111.51 | $447.60K | 130,191 |
| Lara Poloni PRESIDENT | Dec 15, 2024 | Option exercise | +10,175 | – | – | 100,328 |
| Lara Poloni PRESIDENT | Dec 15, 2024 | Award | +12,555 | – | – | 112,883 |
| Lara Poloni PRESIDENT | Dec 15, 2024 | Award | +21,322 | – | – | 134,205 |
| Gaurav Kapoor CHIEF FINANCIAL OFFICER (PAO) | Dec 15, 2024 | Tax withholding | −15,304 | $111.51 | $1.71M | 56,412 |
| Gaurav Kapoor CHIEF FINANCIAL OFFICER (PAO) | Dec 15, 2024 | Option exercise | +9,371 | – | – | 40,599 |
| Gaurav Kapoor CHIEF FINANCIAL OFFICER (PAO) | Dec 15, 2024 | Award | +11,479 | – | – | 52,078 |
| Gaurav Kapoor CHIEF FINANCIAL OFFICER (PAO) | Dec 15, 2024 | Award | +19,638 | – | – | 71,716 |
| Troy Rudd CHIEF EXECUTIVE OFFICER, Director | Dec 15, 2024 | Award | +39,459 | – | – | 247,354 |
| Troy Rudd CHIEF EXECUTIVE OFFICER, Director | Dec 15, 2024 | Option exercise | +30,940 | – | – | 207,895 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Poloni Lara OFFICER | Dec 17, 2025 | 17,533 | $1.70M | Dec 17, 2025 | RESTRICTED STOCK UNIT VEST |
| Gan David OFFICER | Dec 17, 2025 | 9,502 | $921.79K | Dec 17, 2025 | RESTRICTED STOCK UNIT VEST |
| Gan David OFFICER | Dec 15, 2025 | 6,000 | $593.10K | Dec 15, 2025 | RESTRICTED STOCK UNIT VEST |
| Troy Rudd Officer | Aug 15, 2025 | 53,097 | $6.35M | Aug 15, 2025 | EXERCISE OF STOCK OPTIONS |
| David Y. Gan Officer | Dec 17, 2024 | 9,398 | $1.04M | Dec 17, 2024 | PERFORMANCE STOCK UNIT VEST |
| David Y. Gan Officer | Dec 16, 2024 | 11,500 | $1.28M | Dec 16, 2024 | PERFORMANCE STOCK UNIT VEST |
| Gaurav Kapoor Officer | Nov 6, 2024 | 42,400 | $4.89M | Nov 6, 2024 | RESTRICTED STOCK UNIT VEST |
| Troy Rudd Officer | Oct 1, 2024 | 100,000 | $10.27M | Oct 1, 2024 | PERFORMANCE STOCK UNIT VEST |
| Troy Rudd Officer | Aug 15, 2024 | 34,710 | $3.35M | Aug 15, 2024 | EXERCISE OF STOCK OPTIONS |
| Douglas Stotlar Director | May 10, 2024 | 7,179 | $671.31K | May 10, 2024 | VESTING OF A STOCK AWARD |
| Troy Rudd Officer | Dec 15, 2023 | 25,000 | $2.32M | Dec 15, 2023 | RESTRICTED STOCK UNIT VEST |
| Lara Poloni Officer | Dec 14, 2023 | 30,692 | $2.84M | Dec 14, 2023 | Vesting of a Stock Award |
| Douglas Stotlar Director | Nov 16, 2023 | 9,641 | $836.45K | Nov 16, 2023 | VESTING OF A STOCK AWARD |
| Troy Rudd Officer | Aug 15, 2023 | 78,097 | $6.89M | Aug 15, 2023 | EXERCISE OF NQ STOCK OPTIONS |