Are ACM insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies ACM leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

Stock Ratings / Consumer Discretionary / ACM / insiders

STN (57) TTEK (79) VSEC (52) WLDN (64) ⌘ Pro Terminal →

AECOM (ACM) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$65.68 +3.69% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $65.99

AECOM (ACM) carries a Roarable Rating of D+ (Sell) with 58/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D+ • SELL / AVOID Cap $8.15B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on ACM Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is ACM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, AECOM (NYSE: ACM) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 58/100 at a spot price of $65.68 (+3.69% 1D, market cap $8.15B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 12/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 17/20. Across 1009 tracked Consumer Discretionary issuers, ACM ranks #363 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does ACM compare to STN and TTEK in the Consumer Discretionary sector?

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Within the Consumer Discretionary sector (Military/Government/Technical), ACM carries a Roarable D+ (58/100 RQD), trailing P/E of 14.5x, gross margin of 7.5%, and ROIC of 16.3%. By comparison, STN (Stantec Inc) holds a D+ grade (57/100 RQD, P/E 32.8x, ROIC 9.9%, cap $8.13B) and TTEK (Tetra Tech Inc.) posts a B+ grade (79/100 RQD, P/E 30.6x, ROIC 13.4%, cap $9.90B). Among the 5-stock peer group, ACM leads on earnings multiple (14.5x) while ACM leads on capital efficiency (16.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for ACM?

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Per ACM's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-09-30, CIK 0000868857), AECOM generated $16.14B in revenue (+0.2% YoY), $561.8M in net income, and $684.9M in free cash flow against $11.94B in total assets and $4.27B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $65.99 (+0.47%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 13/20 (C) • 4.2% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 58/100 (D+) historically posted market-perform odds over rolling 90-day windows (+0.0% avg 90D alpha vs SPY • 52.7% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C · Rk D

Each axis scored 0–20

12M PRICE TARGET CONE+0% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for ACM)Realized 20D OHLCV Swing Band: ±5%

Deterministic 5-Pillar Attribution (58/100 Composite)

🔍 WHY ACM SCORES 58/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Insider Conviction & Share Dilution+17/20 pts (29% of score)

SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)

▲ #2 Bullish Driver: Cash Engine Quality+13/20 pts (22% of score)

SEC XBRL FY 2025 (10-K): 4.2% FCF Margin ($684.9M FCF) & 7.5% Gross Margin

▼ #1 Drag / Risk Factor: Macro Regime Fit7/20 pts (-13 pt drag)

Macro rate sensitivity & RSI-14 (61) create a -13 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C-$58.35+2% Next Q

Q2 (-2Q)

Grade C-$59.49+4.7% Next Q

Q3 (-1Q)

Grade C$62.27+5.5% Next Q

Current

Grade D+$65.68+0% Hist 90D α

Trajectory: C- (50) → D+ (58)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the ACM Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 58/100 (D+) score, ACM faces multiple-compression risk if 14.5x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($62.03) or 200D SMA ($75.62) invalidates the momentum regime and cuts Target Base ($65.68) toward Bear Floor ($51.23).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $ACM• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “ACM Beats Next Quarter EPS Consensus (Dec 29, 2026) & Holds Above 200D SMA”

YES 58%NO 42%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

ACM Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (ACM)

No recent open-market Form 4 cluster sales or emergency dumps flagged on ACM. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring ACM)

✓Walkthrough of ACM's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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Join Founding VIP Waitlist (No Card Required) →$100K Arena

ACM // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -21.84%▼ DESCENDING CHANNEL

2026-11-03O $63.51H $65.68L $63.34C $65.68VOL 827.1K

RES: $68.43SUP: $54.31SMA50: $62.03SMA200: $75.62

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

ACM Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 ACM Butterfly Map → + Track ACM →

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle

6.5%/yr Implied 5Y Growth

vs. +0.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on ACM today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for ACM. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for ACM today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (ACM)

Consumer Discretionary Rank #363 of 1009 ⚔️ STN vs ACM Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (ACM vs. STN, TTEK, VSEC, WLDN)

Industry: Military/Government/Technical (43 Tracked Issuers)

Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, AECOM (ACM) ranks #363 by composite RQD confidence (58/100, grade D+) and #190 by equity capitalization ($8.15B). Within this direct 5-issuer industry benchmark cohort, ACM leads on earnings valuation at 14.5x trailing P/E, while ACM leads on capital efficiency and profitability with 16.3% ROIC and 7.5% gross margin. TTEK currently holds the highest overall quantitative score in the immediate peer group at 79/100 (B+) compared with ACM at 58/100 (D+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
ACM ACTIVE AECOM	D+	58/100	14.5x	7.5%	16.3%	+3.69%	$8.15B	Benchmark Subject
STN Stantec Inc	D+	57/100	32.8x	—	9.9%	+5.49%	$8.13B	/stn-vs-acm →
TTEK Tetra Tech Inc.	B+	79/100	30.6x	17.7%	13.4%	+2.38%	$9.90B	/ttek-vs-acm →
VSEC VSE Corporation	D+	52/100	—	—	4.3%	+8.37%	$4.15B	/vsec-vs-acm →
WLDN Willdan Group Inc.	C	64/100	22.4x	37.5%	12.2%	-2.13%	$1.12B	/wldn-vs-acm →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-09-30 • CIK 0000868857 ↗

In its most recent audited fiscal period (FY2025, filed 2025-09-30), AECOM (ACM) reported GAAP revenue of $16.14B (+0.2% vs. FY2024 revenue of $16.11B , and +12.2% cumulative change since FY2023) , GAAP net income of $561.8M, operating cash flow of $821.6M, and free cash flow of $684.9M (-3.2% YoY). On the balance sheet, ACM closed FY2025 with $11.94B in total assets against $4.27B in total debt (Altman Z-Score: 2.04, Piotroski F-Score: 6/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-09-30	$16.14B	$561.8M	$821.6M	$684.9M	$11.94B	$4.27B
FY2024 (FY)	2024-09-30	$16.11B	$402.3M	$827.5M	$707.9M	$11.82B	$4.24B
FY2023 (FY)	2023-09-30	$14.38B	$55.3M	$696.0M	$48.9M	$17.25B	$4.04B

3. ACM Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is ACM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does ACM compare to STN and TTEK in the Consumer Discretionary sector?

What are the biggest fundamental strengths and SEC risk factors for ACM?

Where is ACM trading relative to its 50-day, 200-day, and 52-week technical levels?

ACM last traded at $65.68 (+3.69% on volume of 1,204,155 shares), positioning the stock +5.88% above its 50-day simple moving average ($62.03) and -13.14% below its 200-day simple moving average ($75.62). Across its 52-week range of $56.39 to $135.52, ACM sits at the 11.7% percentile with a 14-day RSI of 61.0 (BULLISH MOMENTUM) and an implied next-earnings move of ±5.0% ($62.40 to $68.96).

Direct Sub-Reports: ACM RQD Cockpit ACM 12M Forecast ACM Earnings & Move ACM Dividends & DRIP ACM Insiders & 13F ACM Whale Options ACM Profit Sankey ACM News & Why

ROARABLE RATING BRIEF • RQD 58/100 (D+) ✓ SEC XBRL & RQD VERIFIED

ACM — AECOM: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit

Updated: 2025-09-30

1. Roarable Rating Brief: What This Means to a Prospective Investor

AECOM (ACM) earns a live Roarable RQD composite score of 58/100, corresponding to a D+ letter grade (Roarable Sell) at a spot price of $65.68 (+3.69% 1D, market capitalization $8.15B).

Fundamental Cash Engine (13/20): Anchored by return on invested capital (ROIC) of 16.3%, gross margin of 7.5%, operating margin of 6.4%, and free cash flow yield of 8.38%.
Whale 13F & Options Flow (9/20) + Insider Conviction (17/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
Macro Regime Fit (7/20) + Forensic Balance Sheet (12/20): Incorporates a 0.99x equity beta, Altman Z-Score of 2.04, Piotroski F-Score of 6/9, and Debt/Equity of 1.79x.

2. Business Model, Unit Margins & SEC Financial Trajectory

AECOM (ACM) is a NYSE-listed issuer classified under the Consumer Discretionary sector and the Military/Government/Technical industry (and profile). The profile describes the company as operating in Military/Government/Technical with a market capitalization of $8.2B. —: specific product lines, customer base, or revenue-generation model beyond the sector and industry classification.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-09-30), AECOM (ACM) reported $16.14B in annual revenue (up from $16.11B in FY2024, +0.2% YoY) and $561.8M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($14.38B revenue, $55.3M net income) through FY2025, ACM scaled operating cash flow to $821.6M and free cash flow to $684.9M, backed by $11.94B in total assets against $4.27B in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case (D+ • RQD 58/100): Company leadership has skin in the game with net positive insider conviction. Free cash flow yield of 8.38% and institutional whale pillar of 9/20. With Fundamental Cash Engine at 13/20 and Institutional Whale Flow at 9/20, sustained execution supports upside toward the upper end of the $56.39 – $135.52 52-week range.
🐻 Primary Bear Case & Valuation Risk: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Investors must weigh 14.5x trailing P/E and 9.6x EV/EBITDA against 6.4% operating margins and a 0.99x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Accordingly, the dossier cannot document upstream suppliers, downstream customers, or specific second-order bottlenecks. —: sector correlation coefficients or named peer dependencies. A prospective investor should note that the news feed's references to peer stocks trading down (in a StockStory headline) and to transportation leadership changes are the only ripple-type information available, and neither is quantified in the source data.

Key Question #1: Can ACM sustain or expand its 6.4% operating margin and 16.3% ROIC against Military/Government/Technical peers over the next 4 quarters?
Key Question #2: Following FY2025 revenue of $16.14B and free cash flow of $684.9M, how will capital allocation balance growth reinvestment against $4.27B in total debt?
Key Question #3: How sensitive is ACM's 13.5x forward P/E multiple to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 0.99x)?

ACM Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for AECOM (ACM) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to ACM Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 1d ago

AECOM (ACM) Lowers Full-Year Guidance After Reporting a One-Off Charge

Yahoo Finance report covering AECOM (ACM) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Simply Wall St • 1d ago

AECOM (ACM) Stock May Be Undervalued Despite The Rail Leadership Appointment

Simply Wall St report covering AECOM (ACM) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 1d ago

RBC Trims Price Target on AECOM to $89 From $90, Keeps Outperform Rating

Yahoo Finance report covering AECOM (ACM) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE StockStory • 1d ago

Sanmina, Rocket Lab, Kratos, Advanced Energy, and AECOM Stocks Trade Down, What You Need To Know

StockStory report covering AECOM (ACM) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH ad-hoc-news.de • 1d ago

KeyBanc cuts AECOM stock target from USD 79 to USD 78

ad-hoc-news.de report covering AECOM (ACM) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Simply Wall St • 1d ago

AECOM (ACM) Names Transportation Leaders, Is The Stock A Bargain?

Simply Wall St report covering AECOM (ACM) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE https://www.dars.gov.et/ • 1d ago

AECOM (ACM) Edges Higher to $60.72 as Infrastructure Demand Supports the Advance - Wave Alternation

https://www.dars.gov.et/ report covering AECOM (ACM) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST ad-hoc-news.de • 1d ago

AECOM stock gets Zacks upgrade to Hold amid mixed analyst views

ad-hoc-news.de report covering AECOM (ACM) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

ACM Bull vs. Bear Conversation Board — What's Your Call at $65.68?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON ACM 🐻 33% BEARISH CONVICTION

MA MacroHawk_NYC RQD DEBATE OPENER • Cross-Asset Macro Desk 🐂 BULLISH 🎯 Target: $79.18 (+25.0%)

📌 Pinned Debate

Strong insider-conviction signal (17/20) alongside a 16.3% ROIC and 8.38% FCF yield.

Don't sleep on ACM's setup in Consumer Discretionary. Strong insider-conviction signal (17/20) alongside a 16.3% ROIC and 8.38% FCF yield.. Beta of 0.99 means it moves fast when momentum turns, and the 5-pillar RQD gauge (58/100) backs up the fundamental quality.

CapAlloc_Nerd 🐂 BULL

@MeanReversion_88 Fair point on 14.5x trailing P/E, but you're ignoring the forward operating leverage in Military/Government/Technical. If gross margin (7.5%) holds, EPS grows into the multiple faster than bears think.

ME MeanReversion_88 RQD DEBATE OPENER • Quantitative Statistical Arb 🐻 BEARISH 🎯 Target: $49.41 (-22.0%)

Spot @ $63.34

Weak macro-regime fit (7/20) and thin margins (3.5% net) leave the rating in Sell territory.

Here is the bear case nobody on the bull side wants to address on ACM: Weak macro-regime fit (7/20) and thin margins (3.5% net) leave the rating in Sell territory.. At 14.5x trailing P/E, even a small guidance miss in Military/Government/Technical triggers a 12-15% air pocket.