Arcosa (ACA) Stock Price, News & Analysis

Company Overview

Arcosa, Inc. (NYSE: ACA) is an infrastructure products company that manufactures and sells products used in construction, utility and energy infrastructure, and transportation markets. The company serves contractors, utilities, infrastructure developers, original equipment manufacturers, and other industrial customers.

Arcosa’s Construction Products segment provides aggregates and specialty materials, concrete products, drainage and related infrastructure products, and other solutions used in commercial, residential, transportation, and industrial construction. Its Engineered Structures segment produces utility poles and other structures for electric transmission and distribution, as well as wind towers and related steel structures used in renewable energy and utility applications.

The company also operates in Transportation Products, supplying products such as inland barges and other equipment used in marine freight and industrial transportation. Arcosa serves customers across the United States and in selected international markets, with manufacturing and distribution operations positioned near its end markets.

Arcosa was established in 2018 when Trinity Industries separated its infrastructure-related businesses into an independent publicly traded company. The company is headquartered in Dallas, Texas, and trades on the New York Stock Exchange under the symbol ACA.

Key Stats

• Today's Range: $146.31 to $146.78
• 50-Day Range: $144.80 to $146.76
• 52-Week Range: $89.03 to $147.05
• Volume: 569,331 shs
• Average Volume: 735,570 shs
• Market Capitalization: $7.20 billion
• P/E Ratio: 14.69
• Dividend Yield: 0.14%
• Price Target: $141.25
• Consensus Rating: Hold

Arcosa Stock Analysis - MarketRank™

Arcosa scored higher than 60% of companies evaluated by MarketBeat, and ranked 132nd out of 228 stocks in the materials sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 1.4 / 5
• Analyst Rating: Hold

Consensus Rating

Arcosa has received a consensus rating of Hold. The company's average rating score is 2.43, and is based on no strong buy ratings, 3 buy ratings, 4 hold ratings, and no sell ratings.

Upside/Downside

The consensus price target for Arcosa is close to its current price, suggesting limited near-term upside or downside.

Amount of Analyst Coverage

Arcosa has only been the subject of 1 research reports in the past 90 days.

Earnings and Valuation

• Score: 3.1 / 5
• Proj. Earnings Growth: 18.03%

Earnings Growth

Earnings for Arcosa are expected to grow by 18.03% in the coming year, from $4.16 to $4.91 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Arcosa is 14.68, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 38.86.

Price to Earnings Ratio vs. Sector

The P/E ratio of Arcosa is 14.68, which means that it is trading at a less expensive P/E ratio than the Materials sector average P/E ratio of about 24.46.

Price to Earnings Growth Ratio

Arcosa has a PEG Ratio of 2.20. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

Arcosa has a P/B Ratio of 2.72. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

3.25% of the float of Arcosa has been sold short.

Short Interest Ratio / Days to Cover

Arcosa has a short interest ratio ("days to cover") of 2.48, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Arcosa has recently increased by 24.24%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

Arcosa has a dividend yield of 0.14%, which is in the bottom 25% of all stocks that pay dividends.

Dividend Growth

Arcosa does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of Arcosa is 2.00%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Arcosa will have a dividend payout ratio of 4.07% next year. This indicates that Arcosa will be able to sustain or increase its dividend.

News and Social Media

• Score: 3.5 / 5
• News Sentiment: 0.60

News Sentiment

Arcosa has a news sentiment score of 0.60. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.44 average news sentiment score of Materials companies.

News Coverage This Week

MarketBeat has tracked 2 news articles for Arcosa this week, compared to 3 articles on an average week.

Search Interest

3 people have searched for ACA on MarketBeat in the last 30 days. This is an increase of 50% compared to the previous 30 days.

MarketBeat Follows

2 people have added Arcosa to their MarketBeat watchlist in the last 30 days.

Company Ownership

• Score: 0.8 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Arcosa insiders have not sold or bought any company stock.

Percentage Held by Insiders

1.80% of the stock of Arcosa is held by insiders.

Percentage Held by Institutions

90.66% of the stock of Arcosa is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

Company Calendar

• Record date for 7/31 Dividend: 7/15/2026
• Ex-Dividend for 7/31 Dividend: 7/15/2026
• Dividend Payable: 7/31/2026
• Last Earnings: 8/05/2026
• Today: 10/08/2026
• Record date for 10/30 Dividend: 10/15/2026
• Ex-Dividend for 10/30 Dividend: 10/15/2026
• Next Earnings (Estimated): 10/29/2026
• Dividend Payable: 10/30/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Materials
• Industry: Construction Materials
• Sub-Industry: Construction Materials
• Current Symbol: NYSE:ACA
• CIK: 1739445
• Web: www.arcosa.com
• Phone: (972) 942-6500
• Fax: N/A
• Employees: 6,390
• Year Founded: 2018

Price Target and Rating

• Average Price Target for Arcosa: $141.25
• High Price Target: $150.00
• Low Price Target: $125.00
• Potential Upside/Downside: -3.6%
• Consensus Rating: Hold
• Rating Score (0-4): 2.43
• Research Coverage: 7 Analysts

Profitability

• EPS (Trailing Twelve Months): $9.98
• Trailing P/E Ratio: 14.68
• Forward P/E Ratio: 35.23
• P/E Growth: 2.2
• Net Income: $208.40 million
• Net Margins: 17.90%
• Pretax Margin: 9.36%
• Return on Equity: 7.90%
• Return on Assets: 4.22%

Debt

• Debt-to-Equity Ratio: 0.48
• Current Ratio: 3.12
• Quick Ratio: 2.31

Sales & Book Value

• Annual Sales: $2.88 billion
• Price / Sales: 2.50
• Cash Flow: $9.04 per share
• Price / Cash Flow: 16.21
• Book Value: $53.86 per share
• Price / Book: 2.72

Miscellaneous

• Outstanding Shares: 49,110,000
• Free Float: 48,223,000
• Market Cap: $7.20 billion
• Optionable: Not Optionable
• Beta: 1.08