Arcosa (ACA) Group President uses 50 shares to cover tax liability
Arcosa, Inc.'s Group President, Jesse E. Collins Jr., reported a tax-related disposition of 50 common shares valued at $107.70 each, which were used to cover tax obligations. This transaction is a routine compensation-related event rather than an open-market sale, and after the disposition, Collins directly holds 17,333 shares. The filing details are provided in the SEC Form 4, clarifying that the "F" transaction code indicates payment of tax liability by delivering securities.
Arcosa (ACA) Valuation Check After Strong Multi Year Shareholder Returns
Arcosa (ACA) has seen significant shareholder returns over the past few years, prompting a valuation check despite recent short-term volatility. While one narrative suggests Arcosa is 15.7% undervalued with a fair value of $127.83 due to infrastructure spending and earnings growth, a discounted cash flow (DCF) model indicates it may be overvalued at its current price of $107.70, suggesting mixed signals on its true value. Investors are encouraged to look beyond headline stories and consider various factors before making investment decisions.
ACA PE Ratio & Valuation, Is ACA Overvalued
This article analyzes Arcosa Inc (ACA)'s valuation, determining it is in the "Fair zone" with a forward PE ratio of 22.62, comparable to its five-year average. The fair price is estimated between $99.68 and $134.69 based on relative valuation. While ACA's P/B ratio and current P/S ratio are higher than its historical averages and industry competitors, its revenue growth suggests this premium might be unsustainable.
Arcosa Sells Inland Barge Unit to Refocus Portfolio
Arcosa has sold its inland barge business, Arcosa Marine Products, Inc., to Wynnchurch Capital, L.P. for $450 million in cash. This divestiture is part of Arcosa's strategy to simplify its portfolio, reduce debt, and focus on core growth platforms like construction materials and engineered structures. The company also recently acquired a natural aggregates operation and plans to update its full-year 2026 guidance, with results from the divested unit reported as discontinued operations.
Arcosa Sells Inland Barge Unit to Refocus Portfolio
Arcosa has sold its inland barge business, Arcosa Marine Products, Inc., for $450 million to refocus its portfolio on construction materials and engineered structures. This divestiture is part of a strategy to lower complexity, increase margins, and reduce debt, while the company also acquired a natural aggregates operation in Florida. Arcosa plans to update its financial guidance following these strategic moves.
Arcosa completes sale of inland barge business
Arcosa Inc. has completed the sale of its inland barge manufacturing business, Arcosa Marine Products Inc., to Wynnchurch Capital LP for $450 million in cash. This divestiture is part of Arcosa's strategy to simplify its portfolio and focus on core infrastructure-related businesses. The company plans to use the net proceeds to invest in construction materials and engineered structures and reduce debt.
Arcosa: $450 Million Sale Of Barge Business To Wynnchurch Capital Completed
Arcosa has finalized the sale of its inland barge business, Arcosa Marine Products, Inc., to Wynnchurch Capital, L.P. for $450 million in cash. This divestiture is part of Arcosa's strategy to simplify its portfolio and focus on higher-growth segments like construction materials and engineered structures, while the proceeds will be used for investments and debt reduction. The company will also revise its 2026 financial guidance and eliminate Transportation Products segment reporting.
Arcosa (NYSE: ACA) CEO receives cash-settled phantom stock award
Arcosa's President & CEO, Antonio Carrillo, was granted 3 Arcosa Phantom Stock Units on March 31, 2026. These units, valued at $106.14 each, are part of a deferred compensation plan and will be settled in cash upon his departure from the company, not in actual shares. Following this award, Carrillo now holds a total of 4,884 phantom stock units.
Arcosa Completes Sale Of Barge Business
Arcosa has announced the completion of the sale of its barge business. This brief report, sourced from Reuters and Refinitiv, indicates a significant business transaction for Arcosa (ACA). The article does not provide specific details about the terms of the sale.
Arcosa Sells Inland Barge Unit to Refocus Portfolio
Arcosa has sold its inland barge business for $450 million to Wynnchurch Capital. This divestiture is part of Arcosa's strategy to reduce debt, simplify its portfolio, and refocus on core growth platforms like construction materials and engineered structures. The company also acquired a central Florida natural aggregates operation for $60 million and will update its 2026 guidance, reporting the barge business results as discontinued operations.
Arcosa (NYSE: ACA) exits barge unit, adds $60M Florida aggregates deal
Arcosa (NYSE: ACA) has completed the sale of its inland barge business for $450 million in cash to Wynnchurch Capital, aiming to simplify its portfolio and focus on higher-margin construction materials and engineered structures. Simultaneously, Arcosa acquired a central Florida natural aggregates operation for $60 million to strengthen its presence in that market. The company plans to use the proceeds to reduce debt and invest in core growth platforms, and will update its 2026 guidance as a result of these strategic moves.
Arcosa, Inc. Completes Sale of Barge Business
Arcosa, Inc. (NYSE: ACA) has completed the sale of its inland barge business, Arcosa Marine Products, Inc., to Wynnchurch Capital, L.P. for $450 million in cash. This move is aimed at simplifying its portfolio, reducing cyclicality, and focusing on core growth platforms like construction materials and engineered structures. Concurrently, Arcosa acquired a central Florida natural aggregates operation for $60 million to enhance its presence in Florida.
Arcosa, Inc. (NYSE:ACA) Given Consensus Rating of "Buy" by Analysts
Analysts have given Arcosa, Inc. (NYSE:ACA) a consensus "Buy" rating with an average 12-month price target of $120.00. The company recently reported quarterly earnings of $1.15 EPS, beating consensus estimates, and declared a quarterly dividend of $0.05. Arcosa has a market cap of $5.01 billion and a P/E ratio of 24.08, with institutional investors owning 90.66% of its stock.
Pacific Capital Partners Ltd Cuts Stock Holdings in Arcosa, Inc. $ACA
Pacific Capital Partners Ltd significantly reduced its stake in Arcosa, Inc. (NYSE:ACA) by 76.6% in the fourth quarter, selling 32,000 shares and leaving them with 9,750 shares valued at $1.04 million. Despite this, institutional ownership of Arcosa remains high at 90.66%, with other major investors like Capital International and Norges Bank increasing their positions. Arcosa recently surpassed quarterly earnings expectations, reporting $1.15 EPS against an estimated $0.95, and analysts maintain a "Moderate Buy" rating with a target price of $120.
Arcosa, Inc. (NYSE:ACA) Short Interest Up 25.6% in March
Arcosa, Inc. (NYSE:ACA) saw a significant increase in short interest in March, rising 25.6% to 1,135,262 shares. Despite a slight revenue miss, the company beat EPS estimates for the quarter, and analysts currently rate the stock as a "Moderate Buy" with an average price target of $120. Institutional investors hold a substantial portion of the company's shares.
Arcosa Sells Barge Business for $450M: Analysts Set a $127 Price Target
Arcosa (ACA) sold its barge business for $450 million in cash, shifting its complete focus to construction materials and engineered structures. This strategic move, coupled with strong Q4 earnings and an expanded adjusted EBITDA margin, has led analysts to set a mean price target of $127.83, implying a significant upside for the stock. The company plans to convert wind tower facilities to utility pole production and target bolt-on aggregates acquisitions, leveraging infrastructure spending tailwinds.
Tudor Investment Corp ET AL Lowers Position in Arcosa, Inc. $ACA
Tudor Investment Corp ET AL significantly reduced its stake in Arcosa, Inc. (NYSE:ACA) by 74.5% during the third quarter, selling 60,770 shares. Despite this, other institutions like First Trust Advisors and Impax increased their positions, maintaining overall institutional ownership at 90.66%. Arcosa recently surpassed EPS estimates and reported 7.6% yearly revenue growth, with analysts giving it a "Moderate Buy" rating and a $120 target price.
ARCOSA Net Margin %: 7.27% — 15% Above Median
Arcosa Inc. (NYSE: ACA) reported a Net Margin of 7.27% as of December 2025, which is 15% above its 10-year median and significantly higher than the Construction industry median. Despite strong profitability metrics and a GF Score of 82/100, GuruFocus considers ACA to be "Fairly Valued," trading slightly above its estimated GF Value. Investors are advised to review the 4 warning signs associated with the stock and consider other metrics beyond just net margin.
ACA (Arcosa) Property, Plant and Equipment : $2,098 Mil (As of Dec. 2025)
Arcosa Inc's Property, Plant and Equipment stands at $2,098 Million as of December 2025. The company's GF Score is 82/100, and its stock is considered Fairly Valued with 4 warning signs. The article also provides historical data for ACA's PPE, an explanation of this financial metric, and frequently asked questions related to it.
ARCOSA Return-on-Tangible-Equity: 21.94% — 108% Above Medi
Arcosa Inc. (NYSE: ACA) reported a Return-on-Tangible-Equity (ROTE) of 21.94% as of December 2025, which is 108% above its 10-year median ROTE of 10.54%. This places Arcosa in the top 20% of 1,712 Construction companies for this metric. Despite warnings signs and its current price trading slightly above its estimated fair value of $101.86, GuruFocus considers Arcosa to be "Fairly Valued" with a GF Score of 82/100.
Technical Reactions to ACA Trends in Macro Strategies
This article from Stock Traders Daily provides a technical analysis of Arcosa Inc. (NYSE: ACA), highlighting a neutral price positioning signal and elevated downside risk despite prevailing positive sentiment. It outlines three distinct AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored for different risk profiles and holding periods, along with a multi-timeframe signal analysis for near-term, mid-term, and long-term trends.
ARCOSA Inventory-to-Revenue: 0.59 | Fairly Valued
This article analyzes Arcosa Inc.'s (NYSE:ACA) Inventory-to-Revenue ratio, which stood at 0.59 as of December 2025. GuruFocus rates ACA with a GF Score of 82/100 and considers the stock to be "Fairly Valued" at $101.85, trading slightly above its current price of $102.85. The article highlights that an increase in this ratio indicates a faster growth in inventory than revenue or a drop in revenue, potentially signaling a cash flow problem.
ACA (Arcosa) Additional Paid-In Capital : $1,710 Mil(As of Dec. 2025)
GuruFocus reports that Arcosa Inc. (ACA) had an Additional Paid-In Capital of $1,710 million as of December 2025. The company's GF Score is 83/100, and it is considered "Fairly Valued" with a GF Value of $101.83, trading slightly above its estimated fair value. Investors should be aware of four warning signs, and Arcosa's Additional Paid-In Capital has shown consistent growth from December 2023 to December 2025.
Arcosa (STU:EOB) NonCurrent Deferred Revenue : €0 Mil (As of Dec. 2025)
Arcosa Inc. (STU:EOB) reported a NonCurrent Deferred Revenue of €0 million as of December 2025. GuruFocus rates Arcosa with a GF Score™ of 83/100, considers it "Fairly Valued" with a GF Value™ of €89.48, and notes four warning signs for investors to review. The article provides an overview of what non-current deferred revenue signifies, historical data trends, and a comparison with other companies in the Construction industry.
Texas Capital Securities initiates Arcosa stock with buy rating
Texas Capital Securities has initiated coverage on Arcosa Inc. (NYSE:ACA) with a Buy rating and a price target of $125.00, aligning with a broader analyst consensus of Strong Buy. The firm highlights Arcosa's strategic positioning to drive revenue growth and expand profit margins, supported by infrastructure spending and growing electricity demand. Despite Arcosa reporting strong Q4 2025 EPS that beat expectations, revenue slightly missed forecasts, leading to mixed investor reactions regarding future guidance.
Vanguard disaggregates holdings; reports 0 shares of Arcosa (ACA)
Vanguard has filed an amended Schedule 13G/A report indicating zero beneficial ownership of Arcosa Inc. (ACA) common stock. This change is due to an internal realignment effective January 12, 2026, where Vanguard subsidiaries will now report their holdings separately, as per SEC Release No. 34-39538. The filing clarifies that Vanguard no longer aggregates these beneficial ownerships, not that they have sold their shares.
ARCOSA 14-Day RSI: 43.59 | Fairly Valued
Arcosa Inc (NYSE: ACA) has a 14-Day Relative Strength Index (RSI) of 43.59 as of March 26, 2026, indicating it is "Fairly Valued" based on GuruFocus' assessment, which assigns it a GF Score of 81/100 and a GF Value of $101.82 against a current price of $105.44. The company's RSI ranks better than 57.81% of its peers in the Construction industry, with its value slightly below the industry median. Investors are advised to consider other metrics and four identified "warning signs" in addition to RSI.
Arcosa Inc stock faces infrastructure headwinds amid steady industrials demand
Arcosa Inc, a key player in U.S. infrastructure products, is maintaining a steady performance despite mixed market signals, driven by stable operations in construction aggregates and engineered structures. The company's diversified business model shields it from single-sector downturns, and its focus on North American growth appeals to DACH investors looking for diversification and a hedge against euro weakness. While facing risks like commodity price spikes and competition, Arcosa's financial health and exposure to ongoing infrastructure, energy, and rail investments position it for continued relevance.
ACA SEC Filings - Arcosa Inc 10-K, 10-Q, 8-K Forms
This page provides access to Arcosa Inc.'s SEC filings, including annual 10-K reports, quarterly 10-Q statements, and 8-K material event disclosures. It highlights how these filings detail the company's financial and operational performance, segmented by Construction Products, Engineered Structures, and Transportation Products, and discusses specific 8-K disclosures related to earnings, credit facilities, and mine safety. Stock Titan also offers AI tools to analyze these regulatory documents.
[Form 4] Arcosa, Inc. Insider Trading Activity
Arcosa, Inc. VP Controller Eric D. Hurst reported compensation-related stock activity on March 15, 2026, receiving a grant of 1,797 common shares and having 975 shares withheld for tax obligations. This was a routine compensation event, not an open-market purchase or sale. Following these transactions, Hurst directly holds 5,518 shares of Arcosa common stock.
Arcosa (ACA) CLO Stevenson receives stock award and tax withholding adjustment
Arcosa, Inc.'s Chief Legal Officer, Bryan Stevenson, reported receiving a grant of 9,179 shares as an equity award and a simultaneous disposal of 4,773 shares at $105.68 each to cover tax obligations. This transaction resulted in a net increase in his direct holdings, bringing his total to 44,376 shares of Arcosa common stock. The filing clarifies that these were compensation-related adjustments and not open-market sales.
Arcosa (ACA) group president granted 11,260 shares, 5,750 withheld
Arcosa, Inc. Group President Kerry S. Cole was granted 11,260 shares of common stock as equity compensation on March 15, 2026. To cover tax obligations, 5,750 shares were withheld at $105.68 per share. Following these transactions, Cole directly owns 27,749 shares of Arcosa common stock.
Lombard Odier Asset Management USA Corp Takes Position in Arcosa, Inc. $ACA
Lombard Odier Asset Management USA Corp has acquired a new stake in Arcosa, Inc. (NYSE:ACA), purchasing 17,000 shares valued at approximately $1.593 million in Q3. This move contributes to institutional investors collectively owning 90.66% of the company. Analysts currently hold a "Moderate Buy" consensus rating with a target price of $120 for Arcosa, which recently exceeded EPS expectations.
Trading the Move, Not the Narrative: (ACA) Edition
This article analyzes Arcosa Inc. (NYSE: ACA) with a focus on trading strategies based on AI-generated signals rather than market narratives. It highlights weak near and mid-term sentiment but a strong long-term outlook, providing specific entry, target, and stop-loss levels for position trading, momentum breakout, and risk hedging strategies. The analysis emphasizes risk management and multi-timeframe signal analysis for informed decision-making.
Arcosa Sells Barge Unit for $450 Million: Here’s What It Means for the Stock
Arcosa (ACA) recently sold its barge-building unit for $450 million, aiming to simplify its business and enhance profit margins by focusing on construction materials and power infrastructure. This divestiture is expected to accelerate margin expansion already driven by growth in utility structures, with analysts projecting increased EBITDA and EPS. Wall Street maintains a positive outlook, with a consensus price target indicating significant upside, reflecting confidence in the company's refined business model.
Dynamic Technology Lab Private Ltd Decreases Position in Arcosa, Inc. $ACA
Dynamic Technology Lab Private Ltd significantly reduced its stake in Arcosa, Inc. (NYSE: ACA) by 80.7% in Q3, selling 11,195 shares and retaining 2,685 shares. Other institutional investors showed mixed activity in Arcosa, which reported Q3 EPS of $1.15, exceeding estimates, but revenue slightly missed expectations. The company also announced a quarterly dividend of $0.05 per share and carries a "Moderate Buy" consensus rating from analysts with a target price of $120.00.
The Bull Case For Arcosa (ACA) Could Change Following Profit Rebound And Upbeat 2026 Guidance - Learn Why
Arcosa (ACA) reported a strong Q4 2025 with sales of US$716.7 million and net income of US$52.1 million, rebounding from a net loss the previous year, and announced upbeat 2026 guidance. This improved profitability and positive outlook support a bullish investment case, though the company's reliance on government infrastructure spending remains a key risk. Investors should consider multiple perspectives on its earnings resilience and fair value, with some estimates suggesting a significant upside.
Capital International Investors Purchases 491,165 Shares of Arcosa, Inc. $ACA
Capital International Investors has increased its stake in Arcosa, Inc. (ACA) by 28.3% during the third quarter, acquiring an additional 491,165 shares to now own a total of 2,228,275 shares valued at $208.8 million. Arcosa reported strong quarterly results, beating EPS estimates and showing a 7.6% year-over-year revenue increase, alongside a quarterly dividend payment. Analyst sentiment for Arcosa is mixed, with two "Buy" and two "Hold" ratings, and a consensus price target of $120.00.
Dynamic Technology Lab Private Ltd Decreases Stake in Arcosa, Inc.
Dynamic Technology Lab Private Ltd has significantly reduced its stake in Arcosa, Inc. by over 80% during the third quarter, now owning 2,685 shares valued at $252,000. This institutional investor's activity could suggest a shift in sentiment regarding Arcosa's outlook, a diversified industrial company producing critical infrastructure components. Investors are advised to monitor further institutional trading and analyst commentary for more insights.
The Bull Case For Arcosa (ACA) Could Change Following Profit Rebound And Upbeat 2026 Guidance - Learn Why
Arcosa (ACA) reported strong Q4 2025 sales and net income, reversing a prior-year loss, and provided optimistic 2026 guidance expecting higher revenues and net income. This improved profitability and outlook enhance Arcosa's earnings-focused investment narrative, contingent on sustained U.S. infrastructure and grid-related spending. Despite a projected fair value of $127.83, investors are advised to consider the company's reliance on government funding.
ARCOSA PE Ratio: 25.57 — Near Median
Arcosa Inc.'s (NYSE:ACA) PE Ratio currently stands at 24.92 as of March 15, 2026, which is slightly below its 10-year median of 26.49, indicating it is near its historical median valuation. The company has a GF Score of 81/100 and is considered Fairly Valued by GuruFocus, despite having four warning signs for investors. The article details the calculation of the PE ratio, its historical trends for Arcosa, and provides context on how to interpret this key valuation metric.
Magnetar Financial LLC Takes $3.09 Million Position in Arcosa, Inc. $ACA
Magnetar Financial LLC has acquired a new position in Arcosa, Inc. (NYSE:ACA) by purchasing 32,961 shares valued at approximately $3.09 million. Other institutional investors have also adjusted their stakes in Arcosa, which currently holds a "Moderate Buy" rating from analysts with an average price target of $120.00. The company recently reported strong quarterly earnings, beating consensus EPS estimates, and announced a quarterly dividend.
First Trust Advisors LP Has $49.60 Million Stock Position in Arcosa, Inc. $ACA
First Trust Advisors LP trimmed its stake in Arcosa, Inc. (NYSE:ACA) by 14.2% in the third quarter, reducing its holdings to 529,328 shares valued at $49.60 million. Despite this, other institutional investors increased their positions in Arcosa, holding 90.66% of the stock. Arcosa recently announced a quarterly dividend of $0.05 per share and reported strong quarterly earnings, surpassing analyst estimates.
Dimensional Fund Advisors LP Has $216.45 Million Position in Arcosa, Inc. $ACA
Dimensional Fund Advisors LP recently reduced its stake in Arcosa, Inc. (NYSE:ACA) by 2.6%, yet still holds a significant position valued at approximately $216.45 million, representing 4.71% of the company's shares. Arcosa outperformed EPS estimates in its latest quarterly report and announced a quarterly dividend. Institutional investors collectively own about 90.66% of the company's stock, and analysts currently have a "Moderate Buy" rating with an average target price of $120.00.
Aptus Capital Advisors Increases Stake in Arcosa
Aptus Capital Advisors LLC has increased its stake in Arcosa, Inc. by 15.1% during the third quarter, bringing its total ownership to 130,520 shares valued at approximately $12.2 million. This move suggests the Dallas-based investment firm sees continued growth potential in Arcosa's diversified business model within the infrastructure sector. The increase was disclosed in a recent SEC filing.
Neuberger Berman Group LLC Lowers Holdings in Arcosa, Inc. $ACA
Neuberger Berman Group LLC reduced its stake in Arcosa, Inc. by 13.3% in the third quarter, selling 422,321 shares and now owning 2,750,373 shares valued at $257.68 million. Despite this, other institutional investors like AQR Capital Management and UBS AM increased their holdings. Arcosa reported strong quarterly earnings, beating estimates, and announced a quarterly dividend, while analysts maintain a "Moderate Buy" rating with a consensus target price of $120.00.
Aptus Capital Advisors LLC Increases Stock Position in Arcosa, Inc. $ACA
Aptus Capital Advisors LLC has increased its stake in Arcosa, Inc. (NYSE:ACA) by 15.1% in the third quarter, bringing its total holdings to 130,520 shares valued at approximately $12.23 million. Arcosa recently surpassed earnings expectations with $1.15 EPS against a $0.95 consensus, though revenue of $716.7 million slightly missed estimates despite a 7.6% year-over-year increase. The company also declared a quarterly dividend of $0.05 per share, and analysts currently have a "Moderate Buy" consensus rating with a target price of $120.00.
(ACA) Volatility Zones as Tactical Triggers
This article, featuring Arcosa Inc. (NYSE: ACA), analyzes volatility zones as tactical triggers for trading. It highlights a weak near and mid-term sentiment potentially challenging a long-term positive outlook, and details an exceptional 27.6:1 risk-reward setup. The analysis provides specific institutional trading strategies, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis generated by AI models.
Do Options Traders Have Insights on Arcosa Stock That We're Unaware Of?
Arcosa, Inc. (ACA) has shown unusual options activity, particularly with its April 17, 2026, $70.00 call option displaying high implied volatility, suggesting expectations of significant price movement. Despite this, analyst sentiment for Arcosa is bearish, with a Zacks Rank #4 (Sell) and recent downward revisions to earnings forecasts. This divergence might present a trading opportunity for experienced options traders who sell premium.
Do Options Traders Know Something About Arcosa Stock We Don't?
The article discusses unusual activity in Arcosa (ACA) options, specifically a call option with high implied volatility, suggesting that options traders might be anticipating a significant price movement. Despite this, Arcosa is currently a Zacks Rank #4 (Sell) with declining analyst earnings estimates, implying a potential divergence between options market sentiment and fundamental analysis. The piece suggests that this high implied volatility could indicate a developing trading opportunity for options traders to sell premium.
