Aecom (ACM) DIvidends Date & History

Key Takeaways

• AECOM offers a forward dividend yield of approximately 1.41%, providing a modest income stream for investors.
• Quarterly dividend of $0.31 per share, with recent ex-dividend date of April 1, 2026, and payment on April 17, 2026.
• Dividend has grown at a 20% compound annual growth rate (CAGR) since initiation around 2022, with increases for 4 consecutive years.
• Payout ratio of 24-32%, indicating strong sustainability backed by earnings per share (EPS) of $4.52 (trailing twelve months, TTM).
• Free cash flow (FCF) of $622 million TTM amply covers annual dividends of about $147 million (based on ~129 million shares).
• Yield competitive in engineering and construction sector, outperforming non-payers like FLR.

Dividend Overview

AECOM (ACM), a leading global infrastructure consulting firm, maintains a quarterly dividend policy with a forward annual payout of $1.14 per share, yielding about 1.41% at recent prices around $80.59. The most recent quarterly dividend was $0.31 per share, declared as part of an ongoing program, with the ex-dividend date on April 1, 2026, and payment on April 17, 2026. This positions AECOM as a modest dividend stock rather than a high-yield play, emphasizing balanced capital returns alongside growth in its engineering and design services. The company's focus on infrastructure projects supports consistent cash generation for dividend continuity.

Dividend History and Growth

AECOM initiated its regular quarterly dividend program around 2022, following a period without payouts. Since then, the dividend per share has risen steadily: from $0.22 in early 2024 to $0.26 in 2025, and $0.31 in late 2025 and 2026, reflecting approximately 19-20% annual growth. This equates to a 20% CAGR since inception, with consecutive increases over 4 years. The board has committed to double-digit annual growth, as demonstrated by the recent 19% hike to $0.31. Payments have been consistent quarterly, with no cuts, aligning with AECOM's strategy to reward shareholders amid expanding backlog in infrastructure design.

Dividend Sustainability and Payout Ratio

AECOM's dividend is highly sustainable, with a payout ratio of 24.12% based on TTM EPS of $4.52, leaving ample room for growth and reinvestment. Levered free cash flow stands at $622.24 million TTM, far exceeding the approximate $147 million annual dividend obligation (assuming ~129 million shares outstanding). Total debt is $3.34 billion, with a manageable debt-to-equity ratio of 136.55% and strong interest coverage. Operating cash flow of $740.73 million TTM further bolsters coverage. Record backlog and margin expansion to 17%+ signal financial stability for ongoing payments.

Dividend Compared to Industry Peers

In the engineering and construction sector, AECOM's 1.41% yield is competitive. Peer Jacobs Solutions (J) offers around 1.1-1.2%, while KBR (KBR) yields higher at about 2.0%. Notably, Fluor (FLR) suspended dividends in 2020 and currently pays none (0% yield). AECOM's profile stands out for its growth trajectory and coverage versus peers focused on reinvestment or facing past challenges.

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Is This Stock Attractive for Dividend Investors?

AECOM may appeal to dividend growth investors seeking compounding payouts in a stable sector, given its 20% CAGR trajectory and low payout ratio. Income-oriented portfolios could value the consistent quarterly payments and superior coverage versus cyclical peers. Long-term holders might appreciate the blend of yield, share repurchases (over $3 billion returned since 2020), and exposure to infrastructure megatrends like transportation and energy transition. Conservative investors benefit from robust FCF and backlog records, though modest yield limits high-income appeal. The profile suits those prioritizing total return over ultra-high yields, balanced by sector risks like project delays. Recent margin gains and pipeline growth add analytical appeal without guaranteeing future performance.

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