Arcosa, Inc. $ACA Shares Purchased by JPMorgan Chase & Co.

JPMorgan Chase & Co. raised its holdings in shares of Arcosa, Inc. (NYSE:ACA) by 1.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 376,794 shares of the company’s stock after buying an additional 6,713 shares during the period. JPMorgan Chase & Co.’s holdings in Arcosa were worth $35,309,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the business. First Horizon Corp purchased a new position in shares of Arcosa in the 3rd quarter valued at $32,000. Salomon & Ludwin LLC purchased a new position in Arcosa in the third quarter valued at about $33,000. Bessemer Group Inc. lifted its stake in shares of Arcosa by 47.8% during the third quarter. Bessemer Group Inc. now owns 368 shares of the company’s stock worth $35,000 after purchasing an additional 119 shares in the last quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. purchased a new stake in shares of Arcosa in the second quarter worth about $51,000. Finally, EverSource Wealth Advisors LLC grew its stake in shares of Arcosa by 77.2% in the second quarter. EverSource Wealth Advisors LLC now owns 739 shares of the company’s stock valued at $64,000 after buying an additional 322 shares in the last quarter. Institutional investors and hedge funds own 90.66% of the company’s stock.

Arcosa Stock Performance

Arcosa stock opened at $107.04 on Friday. The stock has a market cap of $5.25 billion, a P/E ratio of 25.25, a price-to-earnings-growth ratio of 1.72 and a beta of 1.00. The company has a current ratio of 2.02, a quick ratio of 1.30 and a debt-to-equity ratio of 0.61. The stock has a 50 day moving average of $116.34 and a 200-day moving average of $104.79. Arcosa, Inc. has a 52 week low of $68.11 and a 52 week high of $131.00.

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

Arcosa Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Wednesday, April 15th will be given a dividend of $0.05 per share. The ex-dividend date of this dividend is Wednesday, April 15th. This represents a $0.20 annualized dividend and a dividend yield of 0.2%. Arcosa’s dividend payout ratio (DPR) is presently 4.72%.

Arcosa News Summary

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.

Wall Street Analyst Weigh In

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

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.