Arcosa (ACA) Stock Price, News & Analysis

Company Overview

Arcosa, Inc. (NYSE: ACA) is a Dallas-based infrastructure company formed as a spin-off from TXI, Inc. in 2018. The company operates through three principal segments—Construction Products, Energy and Transportation Products, and Steel Products—focusing on the manufacture and distribution of materials and equipment used in critical infrastructure projects across North America. Its diversified portfolio spans aggregates, cement, concrete, steel and rail components, as well as electrical transmission products.

Through its Construction Products segment, Arcosa supplies ready-mix and precast concrete, asphalt, cement, and aggregates to highway, building, and water infrastructure projects. These offerings support public and private construction initiatives, including road resurfacing, bridge rehabilitation, and municipal waterworks. The division’s network of production facilities and distribution terminals enables timely delivery to urban and rural markets alike.

In its Energy and Transportation Products segment, Arcosa manufactures steel rail components, pre-stressed concrete ties, and related rail infrastructure products used by freight railroads and transit authorities. The company also produces wind towers, cellular towers, and poles for electric utilities, serving renewable energy developers and traditional power providers. Arcosa’s integrated capabilities in design, fabrication, and logistics facilitate large-scale project execution.

Arcosa’s Steel Products segment mills and processes flat-rolled steel products for industrial, construction, and consumer applications. Headquartered in Texas, the firm extends its reach through strategic manufacturing sites and sales offices across the United States and Mexico. Under the leadership of President and CEO James W. Newsome, Arcosa continues to pursue growth through targeted acquisitions and operational enhancements, positioning itself as a key supplier to North America’s infrastructure markets.

Key Stats

• Today's Range: $89.38 to $90.44
• 50-Day Range: $84.63 to $91.76
• 52-Week Range: $68.11 to $113.43
• Volume: 548,549 shs
• Average Volume: 275,340 shs
• Market Capitalization: $4.39 billion
• P/E Ratio: 56.56
• Dividend Yield: 0.22%
• Price Target: $104.00
• Consensus Rating: Buy

Arcosa Stock Analysis - MarketRank™

Arcosa scored higher than 81% of companies evaluated by MarketBeat, and ranked 36th out of 102 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: 2.5 / 5
• Analyst Rating: Buy

Consensus Rating

Arcosa has received a consensus rating of Buy. The company's average rating score is 3.00, and is based on 3 buy ratings, no hold ratings, and no sell ratings.

Amount of Analyst Coverage

Arcosa has received no research coverage in the past 90 days.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: 41.18%

Earnings Growth

Earnings for Arcosa are expected to grow by 41.18% in the coming year, from $3.23 to $4.56 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Arcosa is 32.52, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 26.51.

Price to Earnings Ratio vs. Sector

The P/E ratio of Arcosa is 32.52, which means that it is trading at a more expensive P/E ratio than the Construction sector average P/E ratio of about 16.11.

Price to Book Value per Share Ratio

Arcosa has a P/B Ratio of 1.81. 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

2.38% 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 4.3.

Change versus previous month

Short interest in Arcosa has recently decreased by 1.72%, indicating that investor sentiment is improving.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

Arcosa has a dividend yield of 0.22%, 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 12.58%. 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 4.39% next year. This indicates that Arcosa will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: 1.0 / 5
• Environmental Score: -4.59

Percentage of Shares Shorted

2.38% 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 4.3.

Change versus previous month

Short interest in Arcosa has recently decreased by 1.72%, indicating that investor sentiment is improving.

News and Social Media

• Score: 2.5 / 5
• News Sentiment: 1.51

News Sentiment

Arcosa has a news sentiment score of 1.51. 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 0.86 average news sentiment score of Construction companies.

News Coverage This Week

MarketBeat has tracked 5 news articles for Arcosa this week, compared to 5 articles on an average week.

Search Interest

Only 1 people have searched for ACA on MarketBeat in the last 30 days. This is a decrease of 0% compared to the previous 30 days.

Company Ownership

• Score: 2.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Arcosa insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $818,378.00 in company stock.

Percentage Held by Insiders

Only 2.00% 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.

ACA Stock Analysis - Frequently Asked Questions

How have ACA shares performed this year?

Arcosa's stock was trading at $96.74 at the beginning of the year. Since then, ACA shares have decreased by 7.0% and is now trading at $89.93.

How were Arcosa's earnings last quarter?

Arcosa, Inc. (NYSE:ACA) posted its earnings results on Tuesday, May, 6th. The company reported $0.49 earnings per share for the quarter, beating the consensus estimate of $0.29 by $0.20. The firm's revenue for the quarter was up 5.6% on a year-over-year basis.
Read the conference call transcript.

Who are Arcosa's major shareholders?

Arcosa's top institutional investors include Harbor Capital Advisors Inc. (0.44%), Pacific Capital Partners Ltd (0.12%), State of Alaska Department of Revenue (0.06%) and Peddock Capital Advisors LLC (0.03%). Insiders that own company stock include Antonio Carrillo, Mary E Henderson, Bryan Stevenson, Gail M Peck, Ronald J Gafford, Kerry S Cole, Jesse E Jr Collins, Steven J Demetriou and Eric D Hurst.
View institutional ownership trends.

How do I buy shares of Arcosa?

Shares of ACA stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Arcosa own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Arcosa investors own include American Water Works (AWK), Waste Connections (WCN), The RMR Group (RMR), DiamondRock Hospitality (DRH), Voyager Therapeutics (VYGR), iShares Micro-Cap ETF (IWC) and AU Optronics (AUOTY).

Company Calendar

• Record date for 4/30 Dividend: 4/15/2025
• Ex-Dividend for 4/30 Dividend: 4/15/2025
• Dividend Payable: 4/30/2025
• Last Earnings: 5/06/2025
• Record date for 7/31 Dividend: 7/15/2025
• Ex-Dividend for 7/31 Dividend: 7/15/2025
• Today: 7/18/2025
• Next Earnings (Estimated): 7/30/2025
• Dividend Payable: 7/31/2025
• Fiscal Year End: 12/31/2025

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: 6,250
• Year Founded: N/A

Price Target and Rating

• Average Price Target for Arcosa: $104.00
• High Price Target: $110.00
• Low Price Target: $96.00
• Potential Upside/Downside: +16.0%
• Consensus Rating: Buy
• Rating Score (0-4): 3.00
• Research Coverage: 3 Analysts

Profitability

• EPS (Trailing Twelve Months): $1.59
• Trailing P/E Ratio: 56.44
• Forward P/E Ratio: 27.77
• P/E Growth: N/A
• Net Income: $93.70 million
• Net Margins: 3.00%
• Pretax Margin: 4.30%
• Return on Equity: 5.59%
• Return on Assets: 3.02%

Debt

• Debt-to-Equity Ratio: 0.68
• Current Ratio: 1.98
• Quick Ratio: 1.27

Sales & Book Value

• Annual Sales: $2.57 billion
• Price / Sales: 1.70
• Cash Flow: $7.19 per share
• Price / Cash Flow: 12.47
• Book Value: $49.78 per share
• Price / Book: 1.80

Miscellaneous

• Outstanding Shares: 48,820,000
• Free Float: 47,840,000
• Market Cap: $4.38 billion
• Optionable: Not Optionable
• Beta: 0.99