Market Cap
$7.2B
ACA
Arcosa, Inc.
$146.68 ▲ +0.12%
Prev close $146.50Market cap$7.2B
12-mo target$146.67 (-0.0%)
High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on ACA right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$5.5B
Inst. Activity
33 buys / 17 sells
SEC Reports
11
Price chart 30d +0.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
LINDSAY JOHN W was granted 3 shares
Director @ $146.15 ($438.45)
Sep 30, 2026 Insider
Carrillo Antonio was granted 2 shares
President & CEO @ $146.15 ($292.30)
Sep 29, 2026 Insider
Lubel Kimberly S disposed of 2,398 shares
Director
Sep 15, 2026 short_interest_report
Aug 25, 2026 SEC Short Interest: ACA up 24% to 1.6M shares
Settlement 2026-09-15 | Days to cover: 2.48 | ≈3.19% of shares outstanding (est.)
Arcosa filed a DEFA14A supplementing its definitive proxy statement for the pending merger with CRH Americas, Inc. The s
DEFA14A — Impact 3/10
A mixed institutional cluster in ACA during 2026-Q2 shows $157.3M in net buying from 8 institutions (led by Norges Bank'
INST-CLUSTER — Impact 5/10
Arcosa filed this DEFA14A to provide an update on the pending all-cash acquisition by CRH for $150 per share. The filing
DEFA14A — Impact 4/10
Jun 30, 2026 Inst.
Neuberger Berman Group LLC — TRIM
1,579,472 shares ($229.4M)
Analyst ratings buy % -44.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| May 4, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 3 | 4 | 0 | 0 | 50% | |
| Aug 1, 2026 | 2 | 3 | 3 | 0 | 0 | 63% | |
| Jul 1, 2026 | 2 | 3 | 3 | 0 | 0 | 63% | |
| Jun 1, 2026 | 3 | 4 | 1 | 0 | 0 | 88% | |
| May 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Apr 1, 2026 | 3 | 6 | 1 | 0 | 0 | 90% | |
| Mar 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Feb 1, 2026 | 4 | 5 | 1 | 0 | 0 | 90% |
Price targets
Where 3 covering analysts think ACA trades over the next 12 months.
$146.67 -0.0% upside Hold
Current$146.68 Low$140.00 Median$150.00 High$150.00 3 analysts
$140.00$150.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 5 bullish, 0 bearish, 1 mixed, 5 neutral · avg impact 5.1/10.
NEUTRALDEFA14A3/10
Arcosa filed a DEFA14A supplementing its definitive proxy statement for the pending merger with CRH
Aug 25, 2026
MIXEDINST-CLUSTER5/10
A mixed institutional cluster in ACA during 2026-Q2 shows $157.3M in net buying from 8 institutions
Aug 14, 2026
NEUTRALDEFA14A4/10
Arcosa filed this DEFA14A to provide an update on the pending all-cash acquisition by CRH for $150 p
Aug 6, 2026
BULLISHDEFA14A7/10
CRH (NYSE: CRH) announced a definitive agreement to acquire Arcosa (ACA) for $150 per share in an al
Jul 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 15, 2026
short_interest_report
Short Interest: ACA up 24% to 1.6M shares
Settlement 2026-09-15 | Days to cover: 2.48 | ≈3.19% of shares outstanding (est.)
Aug 31, 2026
short_interest_report
Short Interest: ACA up 44% to 1.3M shares
Settlement 2026-08-31 | Days to cover: 2.38 | ≈2.57% of shares outstanding (est.)
Aug 11, 2026
ftd
FTD: ACA — 24,837 shares ($3.6M) failed to deliver
Settlement: 20260811, Price: $144.73, FTD Value: $3,594,659.01, ARCOSA INC COM
Aug 5, 2026
earnings_calendar
ACA Q2 2026 Earnings Scheduled — 2026-08-05
Apr 30, 2026
earnings_calendar
ACA Q1 2026 Earnings Scheduled — 2026-04-30
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.58 | $1.53–$1.59 | 1.0% | +1.0% | 2↑ 0↓ | $0.7B | 4 |
| Next Q | $1.01 | $0.93–$1.06 | -12.3% | +1.0% | 2↑ 0↓ | $0.6B | 4 |
| Current FY | $4.29 | $4.16–$4.46 | -4.0% | -2.1% | 0↑ 2↓ | $2.6B | 3 |
| Next FY | $5.12 | $4.75–$5.75 | 19.3% | +0.7% | 2↑ 0↓ | $2.8B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.576 | — |
| 7d ago | $1.570 | +0.006 |
| 30d ago | $1.561 | +0.015 |
| 60d ago | $1.561 | +0.015 |
| 90d ago | $1.561 | +0.015 |
Institutional ownership
Which big funds own ACA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.5B total value (37,822,305 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 8,414,107 | $1.2B | 22.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,817,292 | $409.3M | 7.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,351,171 | $341.6M | 6.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,210,245 | $321.1M | 5.8% | — |
| STATE STREET CORP | 2,078,928 | $302.0M | 5.5% | — |
| Neuberger Berman Group LLC | 1,579,472 | $229.4M | 4.2% | TRIM -40.9% |
| Capital International Investors | 1,360,133 | $197.6M | 3.6% | TRIM -30.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,285,641 | $186.8M | 3.4% | — |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,008,554 | $146.5M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | TRIM | 2,673,845 | 1,579,472 | -40.9% | $229.4M |
| Capital International Investors | TRIM | 1,952,826 | 1,360,133 | -30.4% | $197.6M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 838,952 | — | $121.9M |
| FIRST TRUST ADVISORS LP | ADD | 530,455 | 799,945 | +50.8% | $116.2M |
| Pentwater Capital Management LP | NEW | — | 660,000 | — | $95.9M |
| GOLDMAN SACHS GROUP INC | ADD | 435,101 | 604,993 | +39.0% | $87.9M |
| TUDOR INVESTMENT CORP ET AL | NEW | — | 582,018 | — | $84.6M |
| NORGES BANK | NEW | — | 581,400 | — | $84.5M |
| Capital World Investors | TRIM | 1,970,776 | 514,509 | -73.9% | $74.8M |
| Magnetar Financial LLC | NEW | — | 316,267 | — | $46.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 46 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | LINDSAY JOHN W | Director | AWARD | 3 | $146.15 | $438.45 |
| Sep 30, 2026 | Carrillo Antonio | President & CEO | AWARD | 2 | $146.15 | $292.30 |
| Sep 29, 2026 | Lubel Kimberly S | Director | J | 2,398 | — | — |
| Sep 25, 2026 | Lubel Kimberly S | Director | GIFT | 683 | — | — |
| Aug 26, 2026 | Trent Melanie Montague | Director | GIFT | 2,000 | — | — |
| Aug 26, 2026 | Carrillo Antonio | President & CEO | GIFT | 26,666 | — | — |
| Aug 25, 2026 | Hurst Eric D | VP Controller (PAO) | GIFT | 2,382 | — | — |
| Aug 25, 2026 | Essl Reid S | Group President | GIFT | 5,950 | — | — |
| Aug 25, 2026 | Stevenson Bryan | CLO & Asst Corp Sec. | GIFT | 6,900 | — | — |
| Jun 30, 2026 | Carrillo Antonio | President & CEO | AWARD | 1 | $145.29 | $145.29 |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ACA.
Shares short
1,564,980
Settlement Sep 15, 2026
Change vs prior
+24.2%
Semi-monthly cycle
Days to cover
2.5
At avg daily volume
Of shares outstanding
≈3.2%
Estimate — not % of float
All ACA filing & press-release reports (11)
- DEFA14A reportAug 25, 2026
- INST-CLUSTER reportAug 14, 2026
- DEFA14A reportAug 6, 2026
- DEFA14A reportJul 3, 2026
- DEFA14A reportJun 23, 2026
- DEFA14A reportJun 23, 2026
- 8-K reportJun 22, 2026
- 8-K reportJun 5, 2026
- 144 reportMay 18, 2026
- 144 reportApr 8, 2026
- 8-K reportFeb 25, 2026