Arcosa
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 Q2 SEC filings by fund managers ($100M+ AUM)
2,274% more call options, than puts
Call options by funds: $6.31M | Put options by funds: $266K
41% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 27
10% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 105
3% more funds holding
Funds holding: 317 [Q1] → 328 (+11) [Q2]
0.52% more ownership
Funds ownership: 89.56% [Q1] → 90.09% (+0.52%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]
2% less capital invested
Capital invested by funds: $3.73B [Q1] → $3.65B (-$78.1M) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Oppenheimer Ian Zaffino 48% 1-year accuracy 10 / 21 met price target | 13%upside $105 | Outperform Maintained | 19 Aug 2024 |
Stephens & Co. Trey Grooms 57% 1-year accuracy 12 / 21 met price target | 3%upside $96 | Overweight Upgraded | 7 Aug 2024 |
Financial journalist opinion
Based on 3 articles about ACA published over the past 30 days