Sidoti Has Pessimistic View of Arcosa FY2026 Earnings

Arcosa, Inc. (NYSE:ACA) – Analysts at Sidoti reduced their FY2026 EPS estimates for Arcosa in a research note issued to investors on Thursday, August 6th. Sidoti analyst J. Romero now anticipates that the company will post earnings per share of $4.16 for the year, down from their previous forecast of $4.25. The consensus estimate for Arcosa’s current full-year earnings is $4.25 per share.

A number of other research analysts also recently issued reports on the company. Citigroup downgraded Arcosa to a “hold” rating in a report on Tuesday, June 23rd. Zacks Research upgraded Arcosa from a “strong sell” rating to a “hold” rating in a report on Monday, June 22nd. Oppenheimer lowered Arcosa from an “outperform” rating to a “market perform” rating in a research report on Friday, June 26th. Barclays upped their target price on shares of Arcosa from $115.00 to $140.00 and gave the company an “overweight” rating in a research note on Monday, May 4th. Finally, Wall Street Zen raised shares of Arcosa from a “sell” rating to a “hold” rating in a report on Saturday, May 30th. Two research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $141.25.

Arcosa Stock Down 0.3%

Arcosa stock opened at $144.91 on Friday. The firm has a market cap of $7.12 billion, a price-to-earnings ratio of 14.52, a PEG ratio of 2.14 and a beta of 1.05. The stock has a fifty day simple moving average of $139.46 and a two-hundred day simple moving average of $124.62. Arcosa has a 12 month low of $84.96 and a 12 month high of $146.92. The company has a current ratio of 2.32, a quick ratio of 1.60 and a debt-to-equity ratio of 0.57.

Arcosa (NYSE:ACA) last released its quarterly earnings data on Wednesday, August 5th. The company reported $1.13 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.18 by ($0.05). Arcosa had a net margin of 17.90% and a return on equity of 8.17%. The business had revenue of $658.70 million during the quarter, compared to the consensus estimate of $687.50 million. During the same period last year, the company posted $1.27 earnings per share. The business’s revenue was down 10.6% compared to the same quarter last year.

Institutional Trading of Arcosa

Hedge funds have recently bought and sold shares of the company. PNC Financial Services Group Inc. grew its position in shares of Arcosa by 1.7% during the 1st quarter. PNC Financial Services Group Inc. now owns 5,268 shares of the company’s stock worth $559,000 after buying an additional 90 shares in the last quarter. CWM LLC raised its holdings in shares of Arcosa by 11.5% in the fourth quarter. CWM LLC now owns 923 shares of the company’s stock valued at $98,000 after acquiring an additional 95 shares in the last quarter. Oregon Public Employees Retirement Fund raised its holdings in shares of Arcosa by 0.9% in the fourth quarter. Oregon Public Employees Retirement Fund now owns 11,189 shares of the company’s stock valued at $1,190,000 after acquiring an additional 100 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH lifted its stake in Arcosa by 0.3% in the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 40,083 shares of the company’s stock worth $4,281,000 after acquiring an additional 107 shares during the period. Finally, Menard Financial Group LLC lifted its stake in Arcosa by 1.9% in the fourth quarter. Menard Financial Group LLC now owns 6,275 shares of the company’s stock worth $667,000 after acquiring an additional 117 shares during the period. Hedge funds and other institutional investors own 90.66% of the company’s stock.

Arcosa Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Wednesday, July 15th were issued a $0.05 dividend. The ex-dividend date of this dividend was Wednesday, July 15th. This represents a $0.20 annualized dividend and a dividend yield of 0.1%. Arcosa’s payout ratio is presently 4.42%.

Arcosa Company Profile

Arcosa, Inc (NYSE: ACA) is a Dallas‐based industrial company that was formed through the spin‐off of Trinity Industries’ construction products business in 2018. Since its inception, Arcosa has focused on the manufacture and sale of critical infrastructure components, serving a diverse set of end markets including transportation, construction and energy.

The company’s Construction Products segment produces a broad range of highway safety products, such as guardrail systems, sign supports and crash cushions, as well as aggregates and ready‐mix concrete.