JPMorgan Chase & Co. Boosts Holdings in Arcosa, Inc. $ACA

JPMorgan Chase & Co. grew its position in shares of Arcosa, Inc. (NYSE:ACA) by 1.8% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 376,794 shares of the company’s stock after buying an additional 6,713 shares during the quarter. JPMorgan Chase & Co. owned 0.77% of Arcosa worth $35,309,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in the company. Norges Bank purchased a new position in Arcosa during the second quarter worth about $49,475,000. Vaughan Nelson Investment Management L.P. acquired a new position in Arcosa during the 3rd quarter worth approximately $37,035,000. Bank of America Corp DE increased its position in Arcosa by 80.5% during the 2nd quarter. Bank of America Corp DE now owns 465,140 shares of the company’s stock worth $40,332,000 after purchasing an additional 207,457 shares during the period. The Manufacturers Life Insurance Company raised its stake in shares of Arcosa by 25.3% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 763,557 shares of the company’s stock worth $66,208,000 after buying an additional 154,172 shares in the last quarter. Finally, First Trust Advisors LP lifted its holdings in shares of Arcosa by 29.0% in the 2nd quarter. First Trust Advisors LP now owns 617,265 shares of the company’s stock valued at $53,523,000 after buying an additional 138,676 shares during the period. Institutional investors and hedge funds own 90.66% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on ACA. Wall Street Zen raised shares of Arcosa from a “hold” rating to a “buy” rating in a research note on Saturday, February 21st. Weiss Ratings reiterated a “buy (b-)” rating on shares of Arcosa in a research report on Monday, December 29th. Finally, Barclays boosted their price target on Arcosa from $106.00 to $115.00 and gave the stock an “overweight” rating in a research note on Monday, November 3rd. Three analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, Arcosa has an average rating of “Moderate Buy” and an average target price of $117.50.

Arcosa Stock Performance

Shares of ACA opened at $107.04 on Friday. Arcosa, Inc. has a 1 year low of $68.11 and a 1 year high of $131.00. The company’s 50 day simple moving average is $116.34 and its 200 day simple moving average is $104.79. The company has a market capitalization of $5.25 billion, a price-to-earnings ratio of 25.25, a PEG ratio of 1.72 and a beta of 1.00. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.30 and a current ratio of 2.02.

Arcosa (NYSE:ACA) last released its earnings results on Thursday, February 26th. The company reported $1.15 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.20. The firm had revenue of $716.70 million for the quarter, compared to the consensus estimate of $719.46 million. Arcosa had a return on equity of 8.75% and a net margin of 7.23%.The firm’s revenue for the quarter was up 7.6% compared to the same quarter last year. During the same period in the prior year, the business posted $0.46 earnings per share. On average, sell-side analysts predict that Arcosa, Inc. will post 3.23 EPS for the current year.

Arcosa Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Wednesday, April 15th will be issued a $0.05 dividend. The ex-dividend date is Wednesday, April 15th. This represents a $0.20 dividend on an annualized basis and a yield of 0.2%. Arcosa’s dividend payout ratio (DPR) is presently 4.72%.

Key Arcosa News

Here are the key news stories impacting Arcosa this week:

• Positive Sentiment: Q4 earnings beat expectations — Arcosa reported $1.15 EPS versus consensus ~$0.95 and swung to positive net income after a year-ago loss; adjusted metrics improved year-over-year. This beat helped show operating recovery. Read More.
• Positive Sentiment: Asset sale will generate cash — Arcosa agreed to sell its barge business to Wynnchurch Capital for $450M, which should boost liquidity and allow debt paydown or shareholder returns. Read More.
• Neutral Sentiment: Revenue performance mixed — Q4 revenue rose ~7.6% YoY to $716.7M but came in marginally below analysts’ ~$719.5M estimate, showing top-line growth but a slight miss versus expectations. Read More.
• Neutral Sentiment: FY2026 revenue guide roughly in line — management gave revenue guidance around $3.0–$3.1B (near Street estimates). The company said an EPS outlook was provided but the public release left limited detail, adding uncertainty to modeling. Read More.
• Negative Sentiment: Market reaction to guidance/metrics and trimmed clarity — despite the EPS beat, investors appear to have focused on the slight revenue miss, ambiguous/underwhelming FY26 outlook detail (EPS guidance not clearly spelled out in the release), and implication that growth will be modest — likely driving selling pressure. Read More.
• Negative Sentiment: Business mix change risk — selling the barge unit is cash-positive but removes a revenue stream; investors may discount near-term earnings stability or worry about organic demand in certain end markets despite strength in utilities. Read More.

Arcosa Profile

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.