Arcosa Inc (ACA) Shares Fall 4.0% -- What GF Score of 80 Tells I
Arcosa Inc (ACA) shares dropped 4.0% to $117.24, making the stock appear 16.9% overvalued according to GuruFocus' GF Value™ of $100.25. Despite a strong GF Score™ of 80/100, indicating potential for long-term returns, the lack of recent insider transactions combined with its overvaluation suggests investors should proceed with caution. The company's financial strength and growth scores are moderate, while profitability and momentum are strong.
Press Release: Arcosa, Inc. Declares Quarterly Dividend
Arcosa, Inc. (NYSE: ACA) announced that its Board of Directors has declared a quarterly cash dividend of $0.06 per share of common stock. This dividend is payable on July 31, 2024, to shareholders of record as of July 15, 2024. The company stated its commitment to returning capital to shareholders.
[Form 4] Arcosa, Inc. Insider Trading Activity
Arcosa, Inc. Group President Reid S. Essl reported a Form 4 transaction revealing the disposition of 2,206 shares of company common stock at $124.14 per share on May 15, 2026. This transaction was a tax-withholding disposition to cover tax obligations, rather than an open-market sale. After this transaction, Essl directly owns 99,214 shares of Arcosa common stock.
ACA insider files Form 144 listing Performance Shares, recent sale (ACA)
An insider at Arcosa, Inc. (ACA) has filed a Form 144 disclosing proposed sales of 1,408 and 5,429 Performance Shares, both dated May 15, 2025. The filing also reports a completed sale of 7,919 shares on April 8, 2026, for $884,648.12, with Morgan Stanley Smith Barney LLC identified as the broker. This is a routine administrative disclosure of intended and recent insider dispositions.
Arcosa (NYSE: ACA) executive withholds shares to cover tax obligations
Arcosa Group President Kerry S. Cole reported a tax-related share disposition. Cole had 262 shares of Arcosa common stock withheld at $124.14 per share to cover tax obligations linked to equity compensation. Following this transaction, Cole directly owns 27,487 Arcosa shares, and this action was not an open-market sale.
Arcosa (ACA) VP Controller reports 17-share tax-withholding disposition on Form 4
Arcosa, Inc.'s VP Controller, Eric D. Hurst, reported a tax-related disposition of 17 common shares on a Form 4. These shares, valued at $124.14 each, were used to cover tax obligations and not sold in a market transaction. After this disposition, Hurst directly owns 5,501 shares of Arcosa common stock.
Arcosa (ACA) CFO delivers 2,600 shares to cover equity tax obligations
Arcosa, Inc.'s Chief Financial Officer, Gail M. Peck, reported a routine tax-related transaction where she used 2,600 shares of common stock, valued at $124.14 per share, to cover tax obligations. This "tax-withholding disposition" involved delivering shares back to the company, rather than an open-market sale. Following this activity, Peck directly holds 85,692 shares of Arcosa common stock.
Arcosa (ACA) price target increased by 11.34% to 145.18
This article reports that the price target for Arcosa (ACA) has been increased by 11.34% to $145.18. No other details are provided from the content snippet.
Arcosa shareholders approve board nominees and executive pay at annual meeting
Arcosa, Inc. shareholders approved all nominated directors to serve until the 2027 annual meeting and advisory compensation for named executive officers at their 2026 Annual Meeting. They also ratified the appointment of Ernst & Young LLP as the independent public accounting firm for the year ending December 31, 2026. This follows Arcosa's strong Q1 2026 earnings, which surpassed analyst expectations, and a declared quarterly cash dividend.
Arcosa (NYSE: ACA) investors approve directors, executive pay and Ernst & Young
Arcosa, Inc. (NYSE: ACA) shareholders approved all management proposals at their 2026 Annual Meeting. This included the election of nine directors, the advisory approval of executive compensation, and the ratification of Ernst & Young LLP as their independent registered public accounting firm for the year ending December 31, 2026. All items passed with a majority of "For" votes.
Director at Arcosa (NYSE: ACA) granted 1,087 common shares
Arcosa, Inc. director Julie A. Piggott was granted 1,087 shares of common stock as a compensation-related award, increasing her direct holdings to 9,413 shares. The shares were acquired at a price of $0.00 per share, indicating it was an equity compensation grant rather than a market transaction. This transaction was reported on an SEC Form 4 filing alongside other insider trading activity for Arcosa.
Arcosa (NYSE: ACA) director receives 1,087-share stock award
Arcosa, Inc. director Joseph Alvarado was granted 1,087 shares of common stock on May 13, 2026, as a compensation-related award. The shares were valued at $0.00 each, indicating they were not a market purchase. Following this grant, Alvarado's direct ownership of Arcosa common stock totals 19,931 shares.
Arcosa (NYSE: ACA) director Kimberly Lubel awarded 1,087 common shares
Arcosa director Kimberly S. Lubel was granted 1,087 common shares as a compensation-related award, not through an open-market purchase. This transaction, reported on a Form 4 filing, brings her direct holdings to 9,627 Arcosa common shares. The shares were awarded at a price of $0.00 and are classified as an acquisition.
Arcosa (ACA) price target increased by 11.34% to 145.18
This article reports that the price target for Arcosa (ACA) has been increased by 11.34% to $145.18. This indicates a positive outlook from analysts or the market for the company's stock performance.
Arcosa, Inc. Declares Quarterly Cash Dividend, Payable on July 31, 2026
Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its common stock. This dividend is payable on July 31, 2026, to stockholders of record as of July 15, 2026. The company is a producer of infrastructure-related products and solutions, operating through Construction Products and Engineered Structures segments.
Arcosa Keeps Quarterly Dividend at $0.05 per Share, Payable July 31 to Holders of Record July 15
Arcosa, Inc. announced that it will maintain its quarterly dividend at $0.05 per share. The dividend is scheduled to be paid on July 31 to shareholders of record as of July 15. This news comes amidst recent financial updates from the company, including its Q1 2026 earnings report and the completion of its barge business sale.
Press Release: Arcosa, Inc. Declares Quarterly Dividend
Arcosa, Inc. has declared a quarterly dividend. The article also briefly mentions Unity Software's fourth-quarter financial results, including a 35% year-over-year revenue increase to $609 million, beating consensus estimates, and a quarterly loss of 66 cents per share.
Arcosa declares $0.05 quarterly dividend payable in July By Investing.com
Arcosa Inc. (NYSE:ACA) announced a quarterly cash dividend of $0.05 per share, payable on July 31, 2026, to shareholders of record as of July 15, 2026. The Dallas-based infrastructure products and solutions provider recently exceeded analyst expectations in its first quarter 2026 earnings, reporting $0.81 EPS on revenues of $663.3 million. This strong financial performance has drawn attention from the investment community.
Arcosa to pay $0.05 a share cash dividend to investors July 31
Arcosa, Inc. (NYSE: ACA) announced that its Board of Directors has declared a quarterly cash dividend of $0.05 per share. This dividend is payable on July 31, 2026, to stockholders of record as of July 15, 2026. Arcosa is a provider of infrastructure-related products and solutions, headquartered in Dallas, Texas.
Arcosa, Inc. Declares Quarterly Dividend
Arcosa, Inc. (NYSE: ACA) announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its common stock. The dividend is payable on July 31, 2026, to stockholders of record as of July 15, 2026. Arcosa is a provider of infrastructure-related products and solutions, headquartered in Dallas, Texas.
Arcosa, Inc. Declares Quarterly Dividend
Arcosa, Inc. (NYSE: ACA) announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share. This dividend is payable on July 31, 2026, to stockholders of record as of July 15, 2026. Arcosa is a provider of infrastructure-related products and solutions, headquartered in Dallas, Texas.
Arcosa's (NYSE:ACA) Solid Profits Have Weak Fundamentals
Arcosa (NYSE:ACA) recently reported strong earnings, but a detailed analysis suggests that investors might be overlooking the impact of a US$30m gain from "unusual items." The article cautions that such one-off gains are often not repeatable, implying that future profits could be weaker without significant business growth. While the company's EPS growth over the last year is commendable, its true underlying earnings power may be less than reported statutory profits.
Why Arcosa (ACA) Is Up 5.5% After Raising 2026 Revenue Guidance And Buying Back Shares
Arcosa, Inc. (ACA) saw its stock rise by 5.5% after reporting strong first-quarter sales and net income, alongside raising its full-year 2026 revenue guidance to between US$2.6 billion and US$2.7 billion. The company also demonstrated confidence in its future by completing a US$17.23 million share repurchase. This positive update reinforces Arcosa's position in the infrastructure sector, though its reliance on government-funded projects remains a key risk factor for investors.
What is Driving Arcosa's Strategic Transformation
Arcosa is undergoing a significant strategic transformation, divesting its highly cyclical barge business for $450 million to focus on higher-growth, infrastructure-led segments like Construction Products and Engineered Structures. This move aims to de-risk the company, strengthen its balance sheet, and enhance profitability by reducing cyclicality and funding further accretive acquisitions. The shift positions Arcosa to capitalize on long-term infrastructure spending and renewable energy trends.
Why Arcosa (ACA) Is Up 5.5% After Raising 2026 Revenue Guidance And Buying Back Shares
Arcosa Inc. (ACA) saw its stock rise 5.5% after reporting strong first-quarter 2026 results, including US$571.7 million in sales and US$37.8 million in net income. The company also raised its full-year 2026 revenue guidance to US$2.6 billion to US$2.7 billion and completed a US$17.23 million share repurchase. This positive outlook is primarily driven by anticipated steady demand in the U.S. infrastructure and construction sectors, with the company's long-term prospects tied to government spending on such projects.
Responsive Playbooks and the ACA Inflection
This article provides an in-depth AI-generated analysis of Arcosa Inc. (NYSE: ACA), indicating strong sentiment across all horizons and an overweight bias. It outlines three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles, along with multi-timeframe signal analysis for near-term, mid-term, and long-term horizons. The analysis highlights key support and resistance levels and risk-reward ratios for potential trades.
Number of shareholders of Arcosa, Inc. – NYSE:ACA
This article provides details on the number of shareholders for Arcosa, Inc. (NYSE: ACA). It is sparsely populated, with most of the content consisting of navigation, legal disclaimers, and links. The key financial data point, "Number of shareholders," is presented in a table format with columns for "Period," "Value," "Change," and "Change %," though no actual values are shown in the provided text.
Arcosa Q1 2026 Earnings Call: Complete Transcript
Arcosa reported strong first-quarter 2026 results, with a 10% growth in adjusted EBITDA from continuing operations and a 100 basis point margin expansion, leading to raised full-year guidance. The company completed a $450 million barge divestiture, focusing now on construction products and engineered structures, and is strategically reinvesting proceeds into growth platforms and debt management. Operational highlights include a record backlog for utility and related structures, along with progress in converting wind tower facilities to utility structure plants, positioning Arcosa to capitalize on U.S. infrastructure investments.
Arcosa Inc stock hits all-time high of 131.06 USD By Investing.com
Arcosa Inc (ACA) stock has reached an all-time high of $131.06, with a market capitalization of $6.42 billion, marking a significant 52.05% surge over the past year. This achievement follows strong first-quarter 2026 earnings, where the company surpassed analyst expectations for both earnings per share and revenue. Despite an InvestingPro analysis indicating the stock might be overvalued relative to its Fair Value, it maintains an attractive PEG ratio of 0.15, signaling robust performance and positive investor sentiment.
Arcosa Inc stock hits all-time high of 131.06 USD By Investing.com
Arcosa Inc. (ACA) stock reached an all-time high of $131.06, currently trading at $130.98. The company's stock has surged by 52.05% over the past year, reflecting strong investor confidence. This performance follows a strong first quarter where Arcosa Inc. surpassed analyst expectations for both earnings per share and revenue.
Horizon Investments LLC Takes Position in Arcosa, Inc. $ACA
Horizon Investments LLC has acquired a new stake in Arcosa, Inc. (NYSE:ACA) during the fourth quarter, purchasing 18,111 shares valued at approximately $1.925 million. Other institutional investors like Capital International Investors and Royce & Associates LP have also recently adjusted their holdings in the company. Arcosa (NYSE:ACA) reported strong first-quarter earnings, exceeding analyst estimates with $0.51 EPS and revenue of $571.70 million.
Arcosa Inc stock hits all-time high of 131.06 USD
Arcosa Inc (ACA) stock reached an all-time high of $131.06, closing at $130.98 with a market capitalization of $6.42 billion, marking a 52.05% increase over the past year. This performance follows strong Q1 2026 earnings, where EPS and revenue significantly surpassed analyst expectations. Despite being considered overvalued relative to its Fair Value by InvestingPro, the company maintains an attractive PEG ratio of 0.15.
Vanguard Group Inc. Sells 50,312 Shares of Arcosa, Inc. $ACA
Vanguard Group Inc. has reduced its stake in Arcosa, Inc. (NYSE:ACA) by 0.9% in the fourth quarter, selling 50,312 shares but still retaining over 5.3 million shares valued at approximately $568.7 million. Several other institutional investors increased their positions in Arcosa during the same period. The company's recent earnings topped EPS estimates but missed on revenue, and analyst sentiment remains generally positive with a "Moderate Buy" consensus rating and a target price of $132.50.
Stronger Q1 Results And Barge Exit Could Be A Game Changer For Arcosa (ACA)
Arcosa, Inc. (ACA) reported stronger Q1 2026 results with increased sales and net income, alongside raising its full-year revenue guidance to US$2.6 billion to US$2.7 billion. The company also divested its barge business for US$450 million, repositioning its portfolio towards higher-growth infrastructure-focused platforms. This strategic shift, emphasizing construction products and engineered structures, aims to leverage public spending and grid investment, creating a more focused infrastructure supplier.
Arcosa (NYSE:ACA) - Stock Analysis
Arcosa Inc. (NYSE: ACA) is currently trading at US$123.19 with a market cap of US$6.1 billion, and analysts have a consensus target indicating it is 4.1% undervalued with a fair value of US$128.4. The company shows strong past performance with earnings growing by 182.4% over the last year, although it carries a high level of debt. Recent news highlights increased price targets, margin growth, and updated earnings guidance for 2026, driven by infrastructure trends and strategic acquisitions.
Press Release: Arcosa, Inc. Announces First Quarter 2026 Results and Raises Full Year 2026 Guidance for Continuing Operations
Arcosa, Inc. has announced its first-quarter 2026 results, reporting strong performance that led to an increase in its full-year 2026 guidance for continuing operations. This positive financial update suggests a robust outlook for the company's future performance.
Utility demand lifts Arcosa (NYSE: ACA) Q1 2026 profit and backlog
Arcosa (NYSE: ACA) reported strong financial results for Q1 2026, with revenues reaching $571.7 million, a 4.4% increase year-over-year, and net income climbing to $37.8 million. This growth was primarily fueled by the Engineered Structures segment, particularly its utility structures business, which also saw a robust backlog of $557.6 million. The company strategically divested its barge business for approximately $450 million to focus on core growth platforms and reduce debt, while also engaging in share repurchases and dividend payouts.
Arcosa Q1 2026 Earnings Call: Complete Transcript
Arcosa reported strong first-quarter 2026 results with a 10% adjusted EBITDA growth from continuing operations and a 100 basis point margin expansion. The company completed a $450 million barge divestiture, now focusing on construction products and engineered structures, and raised its 2026 outlook with full-year adjusted EBITDA expected at $565 million. This growth is driven by robust utility structures demand and strategic capacity expansions, positioning Arcosa to capitalize on U.S. infrastructure investments.
Arcosa, Inc. 2026 Q1 - Results - Earnings Call Presentation (NYSE:ACA) 2026-05-01
Arcosa, Inc. published its Q1 2026 earnings call presentation, reporting an EPS of $0.81, beating estimates by $0.45, and revenue of $663.30 million, a 4.95% year-over-year increase that also surpassed expectations by $42.23 million. This information was released in conjunction with their earnings call on May 1, 2026.
Press Release: Arcosa, Inc. Announces First Quarter 2026 Results and Raises Full Year 2026 Guidance for Continuing Operations
Arcosa, Inc. (NYSE: ACA) announced its first quarter 2026 financial results, exceeding expectations. The company also raised its full-year 2026 guidance for continuing operations, reflecting strong performance and an optimistic outlook for the remainder of the year.
Short Interest in Arcosa, Inc. (NYSE:ACA) Grows By 15.6%
Short interest in Arcosa, Inc. (NYSE:ACA) increased by 15.6% in April, reaching 1,336,366 shares, representing 2.8% of its outstanding shares. This growth resulted in a days-to-cover ratio of 5.2 days based on average daily volume. Despite missing revenue estimates, the company's quarterly EPS beat expectations at $0.51, and it maintains a "Moderate Buy" consensus rating from analysts with significant institutional ownership.
Is Arcosa (ACA) Overvalued After Q1 2026 Earnings Beat? EPS $0.77 vs $0.31 est. (beat), Revenue $663.3M vs $623.38M est. (beat); GF Score 80/100, GF Value Says 24.8% Overvalued Raises 2026 guidance; utility structures momentum; barge divestiture completed
Arcosa Inc (ACA) reported strong Q1 2026 results, beating analyst expectations with diluted EPS of $0.77 and revenue of $663.3 million. The company raised its full-year 2026 guidance for continuing operations, driven by robust performance in utility structures and improving aggregates. Despite a strong GF Score of 80/100, GuruFocus's GF Value framework indicates that Arcosa's stock is currently overvalued by 24.8%.
Arcosa: Q1 Earnings Snapshot
Arcosa Inc. reported first-quarter earnings of $37.8 million, or 77 cents per share, with adjusted earnings of 51 cents per share. The company posted revenue of $571.7 million and expects full-year revenue between $2.6 billion and $2.7 billion. Arcosa's shares have risen 19% since the start of the year and 58% over the last 12 months.
Arcosa (NYSE: ACA) lifts 2026 guidance as EBITDA, utility backlog grow
Arcosa (NYSE: ACA) announced strong Q1 2026 results and raised its full-year 2026 guidance for continuing operations, projecting revenues of $2.6-$2.7 billion and Adjusted EBITDA of $545-$585 million. This positive outlook is primarily driven by robust growth in utility structures and the strategic divestiture of its barge business, which reduced debt and simplified its portfolio. The company reported a significant increase in its utility and related structures backlog, signaling continued strength in its core segments.
Earnings Flash (ACA) Arcosa, Inc. Reports Q1 Revenue $663.3M, vs. FactSet Est of $642.4M
Arcosa, Inc. (ACA) reported its Q1 revenue reached $663.3 million, surpassing FactSet's estimate of $642.4 million. This financial update indicates a stronger-than-expected performance for the company in the first quarter, exceeding analyst projections for its revenue. The news was published on April 30, 2026, at 04:48 pm EDT by MT Newswires.
Arcosa: Q1 Earnings Snapshot
Arcosa Inc. reported first-quarter earnings of $37.8 million, or 77 cents per share, with adjusted earnings of 51 cents per share. The company posted revenue of $571.7 million and expects full-year revenue between $2.6 billion and $2.7 billion. Arcosa's shares have increased by 19% since the beginning of the year and 58% over the last 12 months.
Vanguard (NYSE: ACA) reports 2.57M Arcosa shares; 5.24% stake
Vanguard Capital Management has reported a 5.24% stake in Arcosa Inc (NYSE: ACA), beneficially owning 2,573,967 shares of common stock, according to a recent Schedule 13G SEC filing. This institutional holding is passive, with Vanguard exercising sole voting power over 375,643 shares and sole dispositive power over the entire 2,573,967 shares. The filing, signed on April 29, 2026, aggregates holdings across various Vanguard affiliated entities.
Vanguard Portfolio Management takes 5.88% stake in Arcosa (NYSE: ACA)
Vanguard Portfolio Management has reported a 5.88% beneficial ownership stake in Arcosa Inc (NYSE: ACA), as disclosed in a Schedule 13G SEC filing. This represents 2,884,635 shares of common stock, with Vanguard holding sole dispositive power over all these shares and sole voting power over 26,812 shares. The filing indicates a passive investment across Vanguard funds and affiliated advisory divisions.
Arcosa Q1 2026 Earnings Preview — May 1, Street Expects $0.35 EPS
Analysts expect Arcosa, Inc. to report Q1 2026 earnings of $0.35 per share on revenue of $621.1 million, despite significant downward revisions to estimates over the past few months. This anticipated performance represents a year-over-year decline in both earnings and revenue, suggesting potential margin compression or operational challenges. The wide range of analyst estimates highlights considerable uncertainty regarding Arcosa's near-term outlook within the engineering and construction sector.
Q1 Earnings Forecast for Arcosa Issued By Sidoti (NYSE:ACA)
Sidoti has significantly lowered its Q1 2026 EPS estimate for Arcosa (NYSE:ACA) to $0.13 from $0.48, and cut its full-year 2026 outlook to $3.40 per share, well below the Street consensus. Despite this, Arcosa recently exceeded Q4 earnings expectations, reporting EPS of $1.15 on revenue of $716.7 million, and maintains a "Moderate Buy" consensus rating with a $120 price target. The company also announced a quarterly dividend of $0.05.
