Boardroom Alpha
Meeting calendar
ACM · Annual meeting · Tuesday, March 3, 2026

Aecom

8 nominees · 3 ballot items.

Elect eight directors to the Board, ratify Ernst & Young LLP as the independent registered public accounting firm for fiscal year 2026, and vote on an advisory resolution to approve the Company’s executive compensation (Say-on-Pay).

Market cap
$9.0B
1Y TSR
-38.7%
Board grade
C
Record date
Jan 9, 2026
Filing
DEF 14A
Meeting concluded · Mar 3, 2026

Follow how the vote landed and what changed on Aecom’s board — director track records, governance grades, and ongoing monitoring — on the Boardroom Alpha platform.

Proposals

On the ballot3

  1. 1

    Election of Directors

    ManagementBoard: FOR

    Elect each of the eight director nominees to serve until the 2027 Annual Meeting of Stockholders.

  2. 2

    Ratification of Selection of Independent Registered Public Accounting Firm

    ManagementBoard: FOR

    Ratify the Audit Committee’s selection of Ernst & Young LLP as AECOM’s independent registered public accounting firm for fiscal year 2026.

  3. 3

    Advisory Resolution to Approve Executive Compensation (Say-on-Pay

    ManagementBoard: FOR

    Advisory vote to approve, on a non-binding basis, the compensation of the Company’s Named Executive Officers as disclosed in the proxy statement.

    More detail

    This management-sponsored advisory proposal asks stockholders to approve the Company’s executive compensation as disclosed in the Compensation Discussion and Analysis and related tables in the proxy statement (a non-binding "Say-on-Pay" vote). Management is seeking shareholder approval to validate that its compensation design—comprised of a mix of base salary, performance-based annual cash incentives, time-vested RSUs, and multi-year Performance Earnings Program (PEP) awards—aligns executives’ interests with long-term shareholder value creation. The Company emphasizes that a majority of NEO pay is performance-based and equity-linked (e.g., PEP metrics include ROIC, Adjusted EPS growth and Relative TSR), and that annual and long-term incentive targets were set to be rigorous and tied to guidance and long-term plans. The proposal is contextualized by the Company’s strong fiscal 2025 results—record net service revenue, margin expansion, adjusted EBITDA and adjusted EPS growth—and substantial share repurchases and dividend increases, which management cites as evidence of pay-for-performance alignment. The vote is advisory and non-binding, but the Board and Compensation Committee state they will review and consider the voting outcome when evaluating future compensation decisions. Institutional engagement is highlighted; management notes it engages with holders representing over 50% of shares to solicit feedback and used an independent consultant in setting pay practices. Potential investor concerns include the quantum and structure of long-term awards (notably multi-year PEP grants and the mix between TSR-based market measures and financial metrics), the existence of change-in-control and severance protections, and disclosure of performance targets (some targets are omitted as competitively sensitive). The Board’s recommendation to vote FOR is grounded in its assessment that the program drives retention, incentivizes achievement of strategic objectives, and that compensation outcomes in 2025 were supported by strong operational and stock performance; however, because the vote is advisory, investors should weigh the non-binding nature, the specifics of incentive design, and the company’s responsiveness to stockholder feedback when assessing governance risk.

Director elections

Nominees on the ballot8

Independent
Tenure on this board
5.9 yrs
Also a director at
Marvell Technology Inc (MRVL)Quantumscape Corp (QS)
Independent
Tenure on this board
2.7 yrs
Also a director at
Standardaero Inc (SARO)Fifth Third Bancorp (FITB)
Independent
Tenure on this board
3.8 yrs
Also a director at
Public Storage (PSA)Exlservice Holdings Inc (EXLS)Savers Value Village Inc (SVV)
Not independent
Tenure on this board
5.9 yrs
Independent
Tenure on this board
11.4 yrs
Also a director at
Reliance Inc (RS)
Ownership

Top institutional holders10

Latest 13F quarter
1PRIMECAP MANAGEMENT CO/CA/6.7%8,647,073$733M
2BlackRock, Inc.5.5%7,125,361$604M
3VANGUARD CAPITAL MANAGEMENT LLC4.5%5,800,366$492M
4VANGUARD PORTFOLIO MANAGEMENT LLC4.3%5,506,279$467M
5STATE STREET CORP3.9%5,041,460$428M
6BlackRock, Inc.3.2%4,148,402$352M
7FIRST TRUST ADVISORS LP2.4%3,024,253$257M
8BARROW HANLEY MEWHINNEY STRAUSS LLC2.0%2,614,255$222M
9Invesco Ltd.1.7%2,159,061$183M
10Pictet Asset Management Holding SA1.7%2,128,362$181M
Filings

Recent key filings

Periodic reports
Definitive proxies
Reference

Frequently asked questions

When is the Aecom 2026 annual meeting?
Aecom (ACM) holds its 2026 annual shareholder meeting on Tuesday, March 3, 2026.
What is the record date for the Aecom 2026 meeting?
The record date for the Aecom 2026 meeting is Friday, January 9, 2026. Shareholders of record on or before that date are eligible to vote.
Who are the director nominees for Aecom's 2026 meeting?
The board is presenting 8 director nominees at the Aecom 2026 meeting, listed with their independence status and background.
What proposals will shareholders vote on at the Aecom 2026 meeting?
Shareholders will vote on 3 proposals at the Aecom 2026 meeting, each tagged with who proposed it and the board's recommendation.
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