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: 6,250
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
74% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 27
44% more call options, than puts
Call options by funds: $1.81M | Put options by funds: $1.26M
10% more capital invested
Capital invested by funds: $3.61B [Q1] → $3.96B (+$346M) [Q2]
5% more funds holding
Funds holding: 308 [Q1] → 323 (+15) [Q2]
5% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 105
0.26% more ownership
Funds ownership: 93.2% [Q1] → 93.47% (+0.26%) [Q2]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q1] → 4 (-1) [Q2]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
|
DA Davidson
Brent Thielman
|
$120
|
Buy
Maintained
|
11 Aug 2025 |
Financial journalist opinion
