Arcosa (NYSE:ACA) Hits New 12-Month High – What’s Next?

22 Jan 2026, 00:29 by Sarita Garza · The Markets Daily

Arcosa, Inc. (NYSE:ACA – Get Free Report) shares hit a new 52-week high during mid-day trading on Wednesday . The stock traded as high as $117.41 and last traded at $116.95, with a volume of 85314 shares trading hands. The stock had previously closed at $112.92.

Analysts Set New Price Targets

Several analysts recently weighed in on the stock. Weiss Ratings restated a “buy (b-)” rating on shares of Arcosa in a research report on Monday, December 29th. Barclays lifted their price objective on shares of Arcosa from $106.00 to $115.00 and gave the company an “overweight” rating in a research note on Monday, November 3rd. Wall Street Zen lowered shares of Arcosa from a “buy” rating to a “hold” rating in a research report on Saturday, January 10th. Finally, Zacks Research downgraded shares of Arcosa from a “strong-buy” rating to a “hold” rating in a research report on Friday, October 10th. Three research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $117.50.

Read Our Latest Report on Arcosa

Arcosa Trading Up 3.7%

The firm has a market capitalization of $5.74 billion, a price-to-earnings ratio of 38.77, a price-to-earnings-growth ratio of 1.50 and a beta of 0.99. The company has a quick ratio of 1.30, a current ratio of 2.02 and a debt-to-equity ratio of 0.61. The firm’s 50 day moving average is $107.88 and its 200 day moving average is $98.68.

Arcosa (NYSE:ACA – Get Free Report) last posted its quarterly earnings results on Thursday, October 30th. The company reported $1.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.33 by $0.23. Arcosa had a return on equity of 7.46% and a net margin of 5.25%.The company had revenue of $797.80 million for the quarter, compared to analysts’ expectations of $782.76 million. During the same quarter in the prior year, the company earned $0.91 earnings per share. The firm’s revenue was up 24.6% on a year-over-year basis. Equities analysts forecast that Arcosa, Inc. will post 3.23 earnings per share for the current year.

Arcosa Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, January 30th. Stockholders of record on Thursday, January 15th will be issued a dividend of $0.05 per share. The ex-dividend date is Thursday, January 15th. This represents a $0.20 dividend on an annualized basis and a dividend yield of 0.2%. Arcosa’s payout ratio is currently 6.62%.

Hedge Funds Weigh In On Arcosa

Institutional investors and hedge funds have recently bought and sold shares of the business. First Horizon Corp purchased a new stake in shares of Arcosa in the third quarter worth approximately $32,000. Salomon & Ludwin LLC purchased a new stake in Arcosa in the 3rd quarter worth approximately $33,000. Bessemer Group Inc. boosted its stake in shares of Arcosa by 47.8% during the 3rd quarter. Bessemer Group Inc. now owns 368 shares of the company’s stock valued at $35,000 after buying an additional 119 shares during the period. Quarry LP grew its holdings in shares of Arcosa by 160.0% during the 3rd quarter. Quarry LP now owns 403 shares of the company’s stock valued at $38,000 after acquiring an additional 248 shares in the last quarter. Finally, Trust Co. of Toledo NA OH acquired a new position in shares of Arcosa in the second quarter worth $40,000. Hedge funds and other institutional investors own 90.66% of the company’s stock.

About Arcosa

(Get Free Report)

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.