Impax Asset Management Group plc Buys 60,500 Shares of Arcosa, Inc. $ACA

Impax Asset Management Group plc boosted its position in Arcosa, Inc. (NYSE:ACA) by 74.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 141,500 shares of the company’s stock after purchasing an additional 60,500 shares during the period. Impax Asset Management Group plc owned about 0.29% of Arcosa worth $13,260,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. First Horizon Corp bought a new stake in shares of Arcosa in the third quarter valued at $32,000. Salomon & Ludwin LLC purchased a new stake in Arcosa in the 3rd quarter worth about $33,000. Bessemer Group Inc. increased its holdings in Arcosa by 47.8% in the 3rd quarter. Bessemer Group Inc. now owns 368 shares of the company’s stock worth $35,000 after acquiring an additional 119 shares during the last quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. bought a new stake in Arcosa in the 2nd quarter valued at about $51,000. Finally, EverSource Wealth Advisors LLC lifted its holdings in Arcosa by 77.2% during the second quarter. EverSource Wealth Advisors LLC now owns 739 shares of the company’s stock valued at $64,000 after purchasing an additional 322 shares during the last quarter. 90.66% of the stock is owned by hedge funds and other institutional investors.

Arcosa Trading Down 0.4%

Shares of ACA stock opened at $127.65 on Thursday. The company has a market capitalization of $6.26 billion, a PE ratio of 42.27, a price-to-earnings-growth ratio of 1.73 and a beta of 1.00. Arcosa, Inc. has a 52-week low of $68.11 and a 52-week high of $131.00. The business’s fifty day moving average is $112.84 and its 200 day moving average is $101.85. 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 Announces Dividend

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

Wall Street Analyst Weigh In

Several research firms have recently weighed in on ACA. Barclays lifted their target price on shares of Arcosa from $106.00 to $115.00 and gave the stock an “overweight” rating in a research note on Monday, November 3rd. Wall Street Zen lowered shares of Arcosa from a “buy” rating to a “hold” rating in a research note on Saturday, January 10th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Arcosa in a research report on Monday, December 29th. Three investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, Arcosa presently has an average rating of “Moderate Buy” and an average target price of $117.50.

Key Headlines Impacting Arcosa

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.

Arcosa Company 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.