ArcosaACA
Market Cap: 4.48B
About: Arcosa Inc is a manufacturer and producer of infrastructure-related products and services. It operates in three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment produces and sells construction aggregates and manufactures and sells trench shields and shoring products and services for infrastructure-related projects. The Transportation Products segment manufactures and sells products for the inland waterway and rail transportation industries. The Engineered Structures segment manufactures and sells products for energy-related businesses, including structural wind towers, telecommunication structures, steel utility structures for electricity transmission and distribution, and storage and distribution containers.
Employees: 6,075
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
3,390% more call options, than puts
Call options by funds: $8.69M | Put options by funds: $249K
78% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 27
7% more funds holding
Funds holding: 293 [Q4 2023] → 314 (+21) [Q1 2024]
1% more capital invested
Capital invested by funds: $3.64B [Q4 2023] → $3.68B (+$44.9M) [Q1 2024]
1.77% less ownership
Funds ownership: 90.21% [Q4 2023] → 88.44% (-1.77%) [Q1 2024]
21% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 111
33% less funds holding in top 10
Funds holding in top 10: 6 [Q4 2023] → 4 (-2) [Q1 2024]
Research analyst outlook
4 Wall Street Analysts provided 1 year price forecasts over the past 6 months
4 analyst ratings
DA Davidson Brent Thielman | 19%upside $110 | Buy Maintained | 17 May 2024 |
DA Davidson Brent Thielman | 14%upside $105 | Buy Maintained | 6 May 2024 |
DA Davidson Brent Thielman | 3%upside $95 | Buy Maintained | 28 Feb 2024 |
Oppenheimer Ian Zaffino | 2%downside $90 | Outperform Maintained | 23 Feb 2024 |