The merger is on track with a shareholder vote on September 4. The supplemental disclosures are unlikely to alter the outcome. Monitor the vote and any regulatory approvals; the stock should trade near the $150 offer price until closing.
Price Chart
Executive Summary
Arcosa filed a DEFA14A supplementing its definitive proxy statement for the pending merger with CRH Americas, Inc. The supplement adds disclosures from financial advisors' analyses and addresses stockholder litigation alleging inadequate disclosures. The merger consideration remains $150.00 per share, and the special meeting is scheduled for September 4, 2026.
Key Facts
- Special meeting to vote on merger with CRH Americas, Inc. set for September 4, 2026.
- Merger consideration: $150.00 per share.
- Two stockholder lawsuits filed in New York Supreme Court alleging inadequate proxy disclosures; company voluntarily supplements proxy statement.
- Supplemental disclosures include detailed financial analyses from Evercore and Goldman Sachs, including net debt of ~$1.026B and ~49.6M fully diluted shares.
- Analyst price targets as of June 18, 2026 ranged from $140 to $152 per share.
- No directors or executive officers have entered into new employment agreements with the company or parent in connection with the merger.
Financial Impact
Merger consideration of $150.00 per share; supplemental disclosures provide additional valuation context but do not change deal terms.
Risk Factors
- Shareholder vote could fail if sufficient opposition emerges.
- Regulatory approvals may be delayed or denied.
- Litigation could delay closing or result in additional costs.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001140361-26-034252 |
| Document: 0001140361-26-034252-index.html | 0001140361-26-034252 |
| Document: 0001140361-26-034252.txt | 0001140361-26-034252 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 25, 2026 5w ago | DEFA14A | $145.25 $145.48 | ▲ +0.16% | ▲ +0.70% | $146.57 (+0.91%) |
Aug 14, 2026 6w ago | Institutional Cluster | $145.01 $145.27 | ▲ +0.18% | ▲ +1.37% | $146.57 (+1.07%) |
Aug 5, 2026 8w ago | DEFA14A | $144.89 $144.96 | ▲ +0.05% | ▼ −1.16% | $146.57 (+1.16%) |
Jun 22, 2026 14w ago | DEFA14A | $144.92 $145.29 | ▲ +0.26% | ▼ −1.54% | $146.57 (+1.14%) |
Jun 22, 2026 14w ago | DEFA14A | $144.92 $144.62 | ▼ −0.21% | ▼ −1.22% | $146.57 (+1.14%) |
Jun 22, 2026 14w ago | DEFA14A | $144.92 $144.62 | ▼ −0.21% | ▼ −1.22% | $146.57 (+1.14%) |
Jun 22, 2026 14w ago | 8-K | $144.90 $144.50 | ▼ −0.28% | ▲ +1.79% | $146.57 (+1.15%) |
Jun 5, 2026 16w ago | 8-K | $123.54 $128.44 | ▲ +3.97% | ▲ +1.85% | $146.57 (+18.64%) |
May 18, 2026 19w ago | 144 | $117.24 $126.74 | ▲ +8.10% | ▲ +5.81% | $146.57 (+25.01%) |
Apr 8, 2026 25w ago | 144 | $111.96 $110.79 | ▼ −1.05% | ▼ −4.23% | $146.57 (+30.91%) |
US Market Status
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