Arcosa, Inc.
At today's price, Arcosa, Inc. (ACA) is priced for today's economics sustained for ~5.3 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
- Arcosa just completed a multi-year transformation, selling its cyclical inland-barge business for $450 million on April 1, 2026, to concentrate on higher-margin construction aggregates and infrastructure structures. The company the market is now valuing is more stable than the one the historical numbers describe. - The new core is performing: full-year 2026 guidance points to revenue near $2.65 billion (up 6%), adjusted EBITDA of $565 million (up 11%), and a record margin around 21.3%. Utility
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359 institutional managers reported holding ACA in 13F filings for the quarter ended 2026-03-31. Together they hold about 92% of the company; the top 10 hold 58%. 42 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 1.4M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ACA's share count grew 1.9% over the past five years even with $51.30M spent on repurchases. It pays a dividend, and has paid one every year in our records (8 and counting); the current rate is $0.20 a share annually. Cash returned over the past three years: $27.10M in dividends and $31.30M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ACA over the trailing three years: 2024: 4 buys totaling $1.52M; 2025: 3 buys totaling $618k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ACA's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | +2.5% | -8.4% |
| 2023-11-03 | -5.7% | +15.8% |
| 2024-02-24 | -0.0% | -4.9% |
| 2024-05-04 | +11.7% | -4.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ACA's latest 8-K filings: 2026-07-15 (items 1.04); 2026-06-22 (items 1.01, 7.01, 9.01); 2026-06-05 (items 7.01, 9.01); 2026-05-15 (items 5.07, 9.01); 2026-04-30 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.