Arcosa (NYSE:ACA) Downgraded to “Hold” Rating by Wall Street Zen

Arcosa (NYSE:ACA) was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued to investors on Sunday.

A number of other equities research analysts have also weighed in on ACA. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Arcosa in a report on Monday, December 29th. Barclays lifted their price target on Arcosa from $106.00 to $115.00 and gave the company an “overweight” rating in a research note on Monday, November 3rd. Three investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, Arcosa presently has a consensus rating of “Moderate Buy” and a consensus price target of $117.50.

Arcosa Stock Performance

Shares of ACA opened at $107.04 on Friday. The stock has a market capitalization of $5.25 billion, a P/E ratio of 25.25, a P/E/G ratio of 1.45 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 has a 1 year low of $68.11 and a 1 year high of $131.00. The company’s fifty day moving average is $116.34 and its two-hundred day moving average is $104.82.

Arcosa (NYSE:ACA) last issued its earnings results on Thursday, February 26th. The company reported $1.15 earnings per share 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 business had revenue of $716.70 million for the quarter, compared to the consensus estimate of $719.46 million. During the same quarter in the previous year, the firm earned $0.46 earnings per share. The business’s quarterly revenue was up 7.6% compared to the same quarter last year. On average, sell-side analysts predict that Arcosa will post 3.23 earnings per share for the current year.

Institutional Trading of Arcosa

A number of institutional investors have recently bought and sold shares of the company. Franklin Resources Inc. grew its holdings in Arcosa by 2,770.5% in the fourth quarter. Franklin Resources Inc. now owns 736,018 shares of the company’s stock valued at $78,253,000 after purchasing an additional 710,377 shares during the last quarter. Norges Bank acquired a new stake in Arcosa in the 4th quarter valued at about $68,225,000. Capital International Investors grew its stake in Arcosa by 28.3% in the 3rd quarter. Capital International Investors now owns 2,228,275 shares of the company’s stock valued at $208,812,000 after acquiring an additional 491,165 shares during the last quarter. Vaughan Nelson Investment Management L.P. purchased a new position in Arcosa during the 3rd quarter valued at about $37,035,000. Finally, T. Rowe Price Investment Management Inc. raised its position in Arcosa by 25.1% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 1,707,884 shares of the company’s stock worth $181,583,000 after acquiring an additional 342,242 shares during the last quarter. 90.66% of the stock is currently owned by hedge funds and other institutional investors.

Arcosa News Roundup

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.

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.