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 Q3 regulatory filings by fund managers ($100M+ AUM)
98% more call options, than puts
Call options by funds: $2.34M | Put options by funds: $1.18M
50% more funds holding in top 10
Funds holding in top 10: 4 [Q2] → 6 (+2) [Q3]
11% more capital invested
Capital invested by funds: $3.74B [Q2] → $4.14B (+$396M) [Q3]
5% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 113
3% less funds holding
Funds holding: 328 [Q2] → 319 (-9) [Q3]
2.9% less ownership
Funds ownership: 92.35% [Q2] → 89.46% (-2.9%) [Q3]
12% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 42
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Oppenheimer Ian Zaffino 65% 1-year accuracy 20 / 31 met price target | 9%upside $110 | Outperform Maintained | 14 Jan 2025 |
Barclays Adam Seiden 63% 1-year accuracy 12 / 19 met price target | 5%upside $106 | Overweight Initiated | 29 Oct 2024 |
Financial journalist opinion
