Arcosa (ACA) Projected to Post Quarterly Earnings on Thursday

Arcosa (NYSE:ACA) is expected to be releasing its Q4 2025 results after the market closes on Thursday, February 26th. Analysts expect Arcosa to post earnings of $0.95 per share and revenue of $719.46 million for the quarter. Parties can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Friday, February 27, 2026 at 8:30 AM ET.

Arcosa Price Performance

Shares of ACA opened at $123.07 on Thursday. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.30. Arcosa has a 1-year low of $68.11 and a 1-year high of $131.00. The stock has a market cap of $6.04 billion, a PE ratio of 40.75, a price-to-earnings-growth ratio of 1.69 and a beta of 1.00. The firm has a fifty day moving average price of $114.62 and a 200 day moving average price of $103.22.

Arcosa Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Thursday, January 15th were issued a $0.05 dividend. This represents a $0.20 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend was Thursday, January 15th. Arcosa’s payout ratio is presently 6.62%.

Hedge Funds Weigh In On Arcosa

A number of large investors have recently bought and sold shares of ACA. Dimensional Fund Advisors LP boosted its holdings in shares of Arcosa by 0.6% in the fourth quarter. Dimensional Fund Advisors LP now owns 2,322,901 shares of the company’s stock valued at $246,976,000 after acquiring an additional 13,059 shares in the last quarter. State Street Corp lifted its position in Arcosa by 1.9% in the fourth quarter. State Street Corp now owns 1,948,344 shares of the company’s stock valued at $207,148,000 after purchasing an additional 36,852 shares during the period. The Manufacturers Life Insurance Company boosted its holdings in Arcosa by 25.3% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 763,557 shares of the company’s stock valued at $66,208,000 after purchasing an additional 154,172 shares in the last quarter. Franklin Resources Inc. increased its position in Arcosa by 2,770.5% during the 4th quarter. Franklin Resources Inc. now owns 736,018 shares of the company’s stock worth $78,253,000 after purchasing an additional 710,377 shares during the period. Finally, Morgan Stanley raised its stake in shares of Arcosa by 1.2% during the 4th quarter. Morgan Stanley now owns 543,548 shares of the company’s stock worth $57,790,000 after buying an additional 6,219 shares in the last quarter. Hedge funds and other institutional investors own 90.66% of the company’s stock.

Wall Street Analysts Forecast Growth

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

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.