Arcosa
About: Arcosa Inc is a manufacturer and producer of infrastructure-related products and services. It operates in three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment produces and sells construction aggregates and manufactures and sells trench shields and shoring products and services for infrastructure-related projects. The Transportation Products segment manufactures and sells products for the inland waterway and rail transportation industries. The Engineered Structures segment manufactures and sells products for energy-related businesses, including structural wind towers, telecommunication structures, steel utility structures for electricity transmission and distribution, and storage and distribution containers.
Employees: 6,075
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
46% more call options, than puts
Call options by funds: $2.96M | Put options by funds: $2.02M
22% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 37
5% more capital invested
Capital invested by funds: $4.14B [Q3] → $4.36B (+$219M) [Q4]
2.84% more ownership
Funds ownership: 89.46% [Q3] → 92.3% (+2.84%) [Q4]
1% less funds holding
Funds holding: 320 [Q3] → 318 (-2) [Q4]
14% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 115
17% less funds holding in top 10
Funds holding in top 10: 6 [Q3] → 5 (-1) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Oppenheimer Ian Zaffino 71% 1-year accuracy 22 / 31 met price target | 18%upside $110 | Outperform Maintained | 14 Jan 2025 |
Financial journalist opinion
