The merger arbitrage spread between the current stock price and the $150 per share cash consideration is the key trading metric. Monitor for any regulatory hurdles or competing bids that could affect the deal timeline or closing probability. The September 4 special meeting is the next major catalyst.
Price Chart
Executive Summary
Arcosa filed this DEFA14A to provide an update on the pending all-cash acquisition by CRH for $150 per share. The filing confirms the special stockholder meeting is set for September 4, 2026, and that Arcosa has suspended quarterly earnings calls and financial guidance due to the pending merger. This is a routine procedural filing in the merger process, not a new event.
Key Facts
- CRH to acquire Arcosa for $150 per share in an all-cash transaction
- Special stockholder meeting scheduled for September 4, 2026 to vote on the merger
- Arcosa has suspended quarterly earnings calls and financial guidance due to the pending merger
- Transaction expected to close in Q1 2027, subject to stockholder approval and regulatory clearance
Financial Impact
All-cash acquisition of 100% of Arcosa at $150 per share, representing a fixed premium to the pre-announcement stock price. No new financial data provided in this filing.
Risk Factors
- Transaction may not close if stockholder approval is not obtained or regulatory clearance is denied
- Deal could be delayed or terminated, causing the stock to revert to pre-merger levels
- No competing bids have emerged, but the possibility exists and could alter terms
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001104659-26-091250 |
| Document: 0001104659-26-091250-index-headers.html | 0001104659-26-091250 |
| Document: 0001104659-26-091250-index.html | 0001104659-26-091250 |
| Document: 0001104659-26-091250.txt | 0001104659-26-091250 |
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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