Sidoti Comments on Arcosa’s Q2 Earnings (NYSE:ACA)

Arcosa, Inc. (NYSE:ACA) – Analysts at Sidoti lifted their Q2 2026 earnings per share (EPS) estimates for Arcosa in a note issued to investors on Monday, May 4th. Sidoti analyst J. Romero now expects that the company will earn $1.22 per share for the quarter, up from their prior forecast of $1.11. The consensus estimate for Arcosa’s current full-year earnings is $3.80 per share. Sidoti also issued estimates for Arcosa’s Q3 2026 earnings at $1.53 EPS, Q4 2026 earnings at $0.99 EPS, FY2026 earnings at $4.25 EPS, Q1 2027 earnings at $0.53 EPS, Q3 2027 earnings at $1.69 EPS, Q4 2027 earnings at $1.12 EPS and FY2027 earnings at $4.75 EPS.

Several other brokerages have also recently commented on ACA. Zacks Research cut shares of Arcosa from a “hold” rating to a “strong sell” rating in a research report on Tuesday, April 28th. DA Davidson raised their price objective on shares of Arcosa from $120.00 to $125.00 and gave the company a “buy” rating in a research report on Monday, March 2nd. Barclays boosted their target price on shares of Arcosa from $115.00 to $140.00 and gave the stock an “overweight” rating in a report on Monday. Wall Street Zen lowered shares of Arcosa from a “buy” rating to a “hold” rating in a research note on Sunday, March 1st. Finally, Weiss Ratings upgraded shares of Arcosa from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, April 27th. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Arcosa presently has a consensus rating of “Moderate Buy” and an average price target of $132.50.

Arcosa Trading Up 6.4%

Shares of Arcosa stock opened at $131.14 on Wednesday. The business has a fifty day simple moving average of $111.75 and a 200-day simple moving average of $109.77. Arcosa has a fifty-two week low of $81.59 and a fifty-two week high of $131.36. The firm has a market cap of $6.44 billion, a price-to-earnings ratio of 28.95, a price-to-earnings-growth ratio of 2.03 and a beta of 1.08. The company has a quick ratio of 1.60, a current ratio of 2.32 and a debt-to-equity ratio of 0.57.

Arcosa (NYSE:ACA) last issued its quarterly earnings results on Thursday, April 30th. The company reported $0.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.13 by $0.38. Arcosa had a return on equity of 8.52% and a net margin of 7.88%.The company had revenue of $571.70 million for the quarter, compared to analysts’ expectations of $642.40 million. During the same period last year, the firm earned $0.49 EPS. The firm’s revenue for the quarter was up 5.0% on a year-over-year basis.

Arcosa Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Wednesday, April 15th were given a $0.05 dividend. The ex-dividend date was Wednesday, April 15th. This represents a $0.20 dividend on an annualized basis and a dividend yield of 0.2%. Arcosa’s dividend payout ratio (DPR) is 4.42%.

Institutional Trading of Arcosa

Several institutional investors and hedge funds have recently bought and sold shares of the stock. AQR Capital Management LLC boosted its holdings in shares of Arcosa by 20.6% in the first quarter. AQR Capital Management LLC now owns 8,326 shares of the company’s stock worth $642,000 after buying an additional 1,423 shares during the period. United Services Automobile Association acquired a new stake in shares of Arcosa during the first quarter valued at approximately $256,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Arcosa by 11.5% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 143,244 shares of the company’s stock valued at $11,047,000 after acquiring an additional 14,723 shares during the period. Jane Street Group LLC lifted its position in shares of Arcosa by 193.8% in the 1st quarter. Jane Street Group LLC now owns 105,243 shares of the company’s stock valued at $8,116,000 after acquiring an additional 69,427 shares in the last quarter. Finally, American Century Companies Inc. boosted its stake in Arcosa by 1.4% in the 2nd quarter. American Century Companies Inc. now owns 12,690 shares of the company’s stock worth $1,100,000 after purchasing an additional 181 shares during the period. Institutional investors and hedge funds own 90.66% of the company’s stock.

About Arcosa

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.