Arcosa (ACA) Stock Price, News & Analysis

Company Overview

Arcosa, Inc. (NYSE: ACA) is a Dallas‐based industrial company that was formed through the spin‐off of Trinity Industries’ construction products business in 2018. Since its inception, Arcosa has focused on the manufacture and sale of critical infrastructure components, serving a diverse set of end markets including transportation, construction and energy.

The company’s Construction Products segment produces a broad range of highway safety products, such as guardrail systems, sign supports and crash cushions, as well as aggregates and ready‐mix concrete. Arcosa also manufactures specialty steel products used in building materials, including wire mesh for concrete reinforcement and steel components for roofing and siding applications.

Under its Transportation Products segment, Arcosa operates facilities that design, build and repair a wide spectrum of railcars, from tank cars to covered hoppers, supporting North America’s freight rail network. The company further offers portable building solutions for the construction and industrial markets, providing modular offices, storage units and field support structures.

Arcosa’s Energy and Infrastructure segment supplies wind towers and electrical transmission structures, alongside steel piling used in marine and foundation applications. The company primarily serves customers across the United States and Mexico. Led by Chairman, President and Chief Executive Officer Rick Fell, Arcosa maintains a focus on operational efficiency and safety, leveraging its manufacturing footprint to address infrastructure needs in North America.

Key Stats

• Today's Range: $115.59 to $120.96
• 50-Day Range: $100.69 to $131.29
• 52-Week Range: $81.91 to $135.58
• Volume: 264,273 shs
• Average Volume: 292,334 shs
• Market Capitalization: $5.77 billion
• P/E Ratio: 25.93
• Dividend Yield: 0.17%
• Price Target: $132.50
• Consensus Rating: Moderate Buy

Arcosa Stock Analysis - MarketRank™

Arcosa scored higher than 69% of companies evaluated by MarketBeat, and ranked 60th out of 101 stocks in the construction sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 3.3 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Arcosa has received a consensus rating of Moderate Buy. The company's average rating score is 2.60, and is based on 1 strong buy rating, 2 buy ratings, 1 hold rating, and 1 sell rating.

Upside Potential

Arcosa has a consensus price target of $132.50, representing about 12.8% upside from its current price of $117.45.

Amount of Analyst Coverage

Arcosa has been the subject of 5 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: 13.27%

Earnings Growth

Earnings for Arcosa are expected to grow by 13.27% in the coming year, from $4.22 to $4.78 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Arcosa is 25.93, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 38.65.

Price to Earnings Ratio vs. Sector

The P/E ratio of Arcosa is 25.93, which means that it is trading at a more expensive P/E ratio than the Construction sector average P/E ratio of about 17.15.

Price to Earnings Growth Ratio

Arcosa has a PEG Ratio of 1.84. 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 2.18. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

2.90% 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 4.94.

Change versus previous month

Short interest in Arcosa has recently increased by 4.75%, indicating that investor sentiment is decreasing.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

Arcosa has a dividend yield of 0.16%, 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 4.42%. 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 4.18% next year. This indicates that Arcosa will be able to sustain or increase its dividend.

News and Social Media

• Score: 2.7 / 5
• News Sentiment: 0.30

News Sentiment

Arcosa has a news sentiment score of 0.30. 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 lower news sentiment than the 0.45 average news sentiment score of Construction companies.

News Coverage This Week

MarketBeat has tracked 4 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 200% compared to the previous 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 4/30 Dividend: 4/15/2026
• Ex-Dividend for 4/30 Dividend: 4/15/2026
• Last Earnings: 4/30/2026
• Dividend Payable: 4/30/2026
• Today: 5/19/2026
• Next Earnings (Estimated): 8/06/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Construction
• Industry: BLDG&CONST - MISC
• 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: $132.50
• High Price Target: $140.00
• Low Price Target: $125.00
• Potential Upside/Downside: +12.8%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.60
• Research Coverage: 5 Analysts

Profitability

• EPS (Trailing Twelve Months): $4.53
• Trailing P/E Ratio: 25.93
• Forward P/E Ratio: 27.83
• P/E Growth: 1.84
• Net Income: $208.40 million
• Net Margins: 7.88%
• Pretax Margin: 8.91%
• Return on Equity: 8.52%
• Return on Assets: 4.41%

Debt

• Debt-to-Equity Ratio: 0.57
• Current Ratio: 2.32
• Quick Ratio: 1.60

Sales & Book Value

• Annual Sales: $2.88 billion
• Price / Sales: 2.00
• Cash Flow: $8.55 per share
• Price / Cash Flow: 13.74
• Book Value: $53.86 per share
• Price / Book: 2.18

Miscellaneous

• Outstanding Shares: 49,100,000
• Free Float: 48,212,000
• Market Cap: $5.77 billion
• Optionable: Not Optionable
• Beta: 1.08