Sidoti Csr Issues Pessimistic Forecast for Arcosa Earnings

Arcosa, Inc. (NYSE:ACA) – Sidoti Csr reduced their Q1 2026 EPS estimates for shares of Arcosa in a note issued to investors on Monday, February 9th. Sidoti Csr analyst J. Romero now expects that the company will earn $0.49 per share for the quarter, down from their prior estimate of $0.50. The consensus estimate for Arcosa’s current full-year earnings is $3.23 per share. Sidoti Csr also issued estimates for Arcosa’s Q2 2026 earnings at $1.41 EPS, Q3 2026 earnings at $1.62 EPS, Q4 2026 earnings at $1.15 EPS and FY2026 earnings at $4.67 EPS.

ACA has been the topic of a number of other reports. Wall Street Zen lowered Arcosa from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Arcosa in a research report on Monday, December 29th. Finally, Barclays raised their price objective on shares of Arcosa from $106.00 to $115.00 and gave the stock an “overweight” rating in a research report on Monday, November 3rd. Three analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $117.50.

Arcosa Price Performance

NYSE:ACA opened at $127.65 on Wednesday. Arcosa has a 12-month low of $68.11 and a 12-month high of $131.00. The firm has a market capitalization of $6.26 billion, a price-to-earnings ratio of 42.27, a P/E/G ratio of 1.73 and a beta of 1.00. The stock’s 50 day moving average price is $112.84 and its two-hundred day moving average price is $101.85. The company has a quick ratio of 1.30, a current ratio of 2.02 and a debt-to-equity ratio of 0.61.

Arcosa Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Thursday, January 15th were given a dividend of $0.05 per share. The ex-dividend date was Thursday, January 15th. This represents a $0.20 annualized dividend and a dividend yield of 0.2%. Arcosa’s dividend payout ratio is 6.62%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in ACA. Commonwealth of Pennsylvania Public School Empls Retrmt SYS lifted its position in shares of Arcosa by 7.4% during the 2nd quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 12,533 shares of the company’s stock valued at $1,087,000 after acquiring an additional 860 shares during the period. Fisher Asset Management LLC bought a new stake in Arcosa in the second quarter valued at $7,884,000. First Trust Advisors LP raised its holdings in shares of Arcosa by 29.0% during the second quarter. First Trust Advisors LP now owns 617,265 shares of the company’s stock valued at $53,523,000 after purchasing an additional 138,676 shares during the period. AXQ Capital LP bought a new position in shares of Arcosa during the 2nd quarter worth about $421,000. Finally, Creative Planning grew its stake in shares of Arcosa by 72.6% in the 2nd quarter. Creative Planning now owns 31,229 shares of the company’s stock valued at $2,708,000 after buying an additional 13,131 shares during the period. 90.66% of the stock is owned by institutional investors and hedge funds.

Arcosa News Roundup

Here are the key news stories impacting Arcosa this week:

• Positive Sentiment: Short interest fell ~13.8% in January to ~769,642 shares (about 1.6% of float), reducing potential short-covering pressure and removing a layer of downside risk. Read More.
• Positive Sentiment: Sidoti nudged up a couple of quarter estimates (Q4 2026 to $1.15 from $1.14; small raises to Q1 and Q4 2027), signaling pockets of underlying strength in late‑cycle margins or seasonal demand. Read More.
• Neutral Sentiment: Sidoti’s updates are mixed and incremental — many moves are pennies per share and may have limited near-term impact absent broader guidance or macro news. The firm’s model still differs from the published consensus, which adds forecasting noise for investors. Read More.
• Negative Sentiment: Sidoti trimmed its FY2026 EPS view (to $4.67 from $4.77) and also lowered FY2027 slightly, indicating a modestly weaker multi-quarter outlook that pressures medium-term earnings expectations. Read More.
• Negative Sentiment: Several near-term quarter estimates were reduced (Q1, Q2, Q3 2026 and Q2/Q3 2027 down modestly), which could weigh on upcoming quarterly comparisons and investor sentiment if results follow the lower trajectory. Read More.

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.