Lara Poloni, president of AECOM (NASDAQ: ACM), moved to increase her direct equity stake in the firm by acquiring 4,224 shares of common stock on June 16, 2026. The transaction, valued at $298,341, was executed at a per-share price of $70.63. This acquisition takes place against a backdrop of significant price depreciation for the stock, which has fallen 29% over the preceding six months and is currently trading near its 52-week low of $67.64.
Following the completion of this transaction, Ms. Poloni's direct holding in AECOM common stock stands at 153,446 shares. Her indirect ownership through the AECOM Retirement & Savings Plan, held via Merrill Lynch, consists of 170.81 shares.
The insider activity follows the release of AECOM's second-quarter financial results, which demonstrated a modest beat against consensus estimates. Net service revenue and adjusted operating income for the quarter aligned with market expectations, while adjusted earnings per share slightly exceeded analyst forecasts. Performance data indicated robust momentum within the Americas region, contrasting with operational challenges in international markets attributed to the ongoing conflict in the Middle East.
On the corporate development front, AECOM has been selected to deliver architecture and engineering services for the U.S. Department of Homeland Security's infrastructure modernization initiatives. This engagement covers various facility types across multiple regions. Additionally, the company secured the top position on Defence Construction Canada's National Architecture & Engineering Source List, a program offering potential value up to C$270 million. In Singapore, AECOM is part of a joint venture appointed to provide consultancy services for Phase 2 of the Integrated Waste Management Facility.
Financial analysts at RBC Capital have adjusted their price target for AECOM to $111 from $142, while maintaining an Outperform rating on the stock. The company also announced a quarterly cash dividend of $0.31 per share, continuing its established dividend program.