Arcosa (ACA) Stock Price, News & Analysis

Company Overview

Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the United States. It operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and construction site support equipment, including trench shields and shoring products for residential and non-residential construction, and specialty/other products, as well as for infrastructure construction. The Engineered Structures segment offers utility structures, wind towers, traffic structures, and telecommunication structures for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets. The Transportation Products segment offers inland barges, fiberglass barge covers, winches, marine hardware, and steel components for railcars and transportation equipment; cast components for industrial and mining sectors; and axles, circular forgings, and coupling devices for freight, tank, locomotive, and passenger rail transportation equipment, as well as other industrial uses. Arcosa, Inc. was incorporated in 2018 and is headquartered in Dallas, Texas.

Key Stats

• Today's Range: $104.06 to $106.33
• 50-Day Range: $81.70 to $105.71
• 52-Week Range: $67.43 to $106.89
• Volume: 284,990 shs
• Average Volume: 248,178 shs
• Market Capitalization: $5.16 billion
• P/E Ratio: 40.20
• Dividend Yield: 0.19%
• Price Target: $104.25
• Consensus Rating: Buy

Arcosa Stock Analysis - MarketRank™

Arcosa scored higher than 80% of companies evaluated by MarketBeat, and ranked 41st out of 103 stocks in the construction sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 1.5 / 5
• Analyst Rating: Buy

Consensus Rating

Arcosa has received a consensus rating of Buy. The company's average rating score is 3.00, and is based on 4 buy ratings, no hold ratings, and no sell ratings.

Amount of Analyst Coverage

Arcosa has only been the subject of 2 research reports in the past 90 days.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: 38.46%

Earnings Growth

Earnings for Arcosa are expected to grow by 38.46% in the coming year, from $3.38 to $4.68 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Arcosa is 40.20, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 121.34.

Price to Earnings Ratio vs. Sector

The P/E ratio of Arcosa is 40.20, which means that it is trading at a more expensive P/E ratio than the Construction sector average P/E ratio of about 36.98.

Price to Book Value per Share Ratio

Arcosa has a P/B Ratio of 2.12. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

1.54% of the float of Arcosa has been sold short.

Short Interest Ratio / Days to Cover

Arcosa has a short interest ratio ("days to cover") of 2.9, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Arcosa has recently increased by 15.79%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

Arcosa has a dividend yield of 0.19%, which is in the bottom 25% of all stocks that pay dividends.

Dividend Growth

Arcosa does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of Arcosa is 7.60%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Arcosa will have a dividend payout ratio of 4.27% next year. This indicates that Arcosa will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: 1.0 / 5
• Environmental Score: -4.59

Percentage of Shares Shorted

1.54% of the float of Arcosa has been sold short.

Short Interest Ratio / Days to Cover

Arcosa has a short interest ratio ("days to cover") of 2.9, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Arcosa has recently increased by 15.79%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 2.6 / 5
• News Sentiment: 0.61

News Sentiment

Arcosa has a news sentiment score of 0.61. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This news sentiment score is similar to the average news sentiment of Construction companies.

News Coverage This Week

MarketBeat has tracked 3 news articles for Arcosa this week, compared to 4 articles on an average week.

Search Interest

4 people have searched for ACA on MarketBeat in the last 30 days. This is an increase of 100% compared to the previous 30 days.

MarketBeat Follows

4 people have added Arcosa to their MarketBeat watchlist in the last 30 days.

Company Ownership

• Score: 3.3 / 5
• Insider Trading: Acquiring Shares

Insider Buying vs. Insider Selling

In the past three months, Arcosa insiders have bought 57.02% more of their company's stock than they have sold. Specifically, they have bought $526,200.00 in company stock and sold $335,120.00 in company stock.

Percentage Held by Insiders

Only 1.30% of the stock of Arcosa is held by insiders.

Percentage Held by Institutions

90.66% of the stock of Arcosa is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

ACA Stock Analysis - Frequently Asked Questions

How have ACA shares performed this year?

Arcosa's stock was trading at $82.64 at the beginning of 2024. Since then, ACA stock has increased by 27.9% and is now trading at $105.72.
View the best growth stocks for 2024 here.

How were Arcosa's earnings last quarter?

Arcosa, Inc. (NYSE:ACA) posted its earnings results on Wednesday, October, 30th. The company reported $0.91 EPS for the quarter, beating the consensus estimate of $0.78 by $0.13. The firm's revenue was up 8.2% on a year-over-year basis.

Who are Arcosa's major shareholders?

Top institutional shareholders of Arcosa include Royce & Associates LP (2.80%), Principal Financial Group Inc. (0.47%), Harbor Capital Advisors Inc. (0.40%) and Swiss National Bank (0.19%). Insiders that own company stock include Antonio Carrillo, Mary E Henderson, Bryan Stevenson, Gail M Peck, Ronald J Gafford, Kerry S Cole, Jesse E Jr Collins and Steven J Demetriou.
View institutional ownership trends.

How do I buy shares of Arcosa?

Shares of ACA stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

What other stocks do shareholders of Arcosa own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Arcosa investors own include American Water Works (AWK), Waste Connections (WCN), The RMR Group (RMR), DiamondRock Hospitality (DRH), Voyager Therapeutics (VYGR), iShares Micro-Cap ETF (IWC) and AUO (AUOTY).

Company Calendar

• Ex-Dividend for 10/31 Dividend: 10/15/2024
• Last Earnings: 10/30/2024
• Dividend Payable: 10/31/2024
• Today: 11/09/2024
• Fiscal Year End: 12/31/2024
• Next Earnings (Estimated): 2/27/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Construction
• Industry: Fabricated structural metal products
• Sub-Industry: Construction Materials
• Current Symbol: NYSE:ACA
• CUSIP: 000833103
• CIK: 1304623
• Web: www.arcosa.com
• Phone: (972) 942-6500
• Fax: N/A
• Employees: 6,075
• Year Founded: N/A

Price Target and Rating

• Average Stock Price Target: $104.25
• High Stock Price Target: $110.00
• Low Stock Price Target: $96.00
• Potential Upside/Downside: -1.4%
• Consensus Rating: Buy
• Rating Score (0-4): 3.00
• Research Coverage: 4 Analysts

Profitability

• EPS (Most Recent Fiscal Year): $2.63
• Trailing P/E Ratio: 40.20
• Forward P/E Ratio: 29.37
• P/E Growth: N/A
• Net Income: $159.20 million
• Net Margins: 5.17%
• Pretax Margin: 6.28%
• Return on Equity: 6.64%
• Return on Assets: 4.11%

Debt

• Debt-to-Equity Ratio: 0.51
• Current Ratio: 3.61
• Quick Ratio: 2.77

Sales & Book Value

• Annual Sales: $2.31 billion
• Price / Sales: 2.23
• Cash Flow: $7.23 per share
• Price / Cash Flow: 14.63
• Book Value: $49.90 per share
• Price / Book: 2.12

Miscellaneous

• Outstanding Shares: 48,780,000
• Free Float: 48,192,000
• Market Cap: $5.16 billion
• Optionable: Not Optionable
• Beta: 0.71