/ACA

Arcosa Inc

ACA

$145.28USD↓-0.14%-0.21 today

MARKET CAP

7.1B

P/E (TTM)

32.1x

FWD P/E

—

DAY RANGE

$145 – $146

52W RANGE

$89

$147

AI Summary

Stalk

StalkMedium

ACA remains in a Stage 2 advance with clear higher highs and higher lows above rising EMAs. Price is extended well above the 9/20 EMA zone, so immediate buying is deferred. A pullback into the rising 9/20 EMA support area offers an optimal entry to align with the ongoing medium- and long-term bullish trends.

↑CRH acquisition at $150/share implies 25% premium and $175m synergies
↑High earnings yield (~0.98) signals undervaluation versus peers
↓Q2 EPS $1.13 vs $1.18 est; revenue $658.7m up 2% YoY below consensus

Full analysis →

Buying

13

institutions

Selling

4

institutions

New Positions

5

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

Institution↕	Action↕	Shares Held↕	Value↓	Change↕	Chg %↕	Weight↕
BI Blackrock, Inc. Q2 2026	BUY	8.41 M	1.22 B	+794.55 K	+51.2%	0.02%
BA Balyasny Asset Management L.P. Q2 2026	BUYNEW	838.95 K	121.89 M	+838.95 K	+0.0%	0.16%
TR T. Rowe Price Investment Management, Inc. Q2 2026	SELL	552.00 K	80.20 M	+-1.53 M	-63.6%	0.05%
JC Jpmorgan Chase & Co Q2 2026	BUY	216.76 K	31.67 M	+3.52 K	+45.5%	0.00%
MM Millennium Management LLC Q2 2026	BUY	195.26 K	28.37 M	+183.58 K	+2188.4%	0.01%
SF Soros Fund Management LLC Q2 2026	BUYNEW	155.00 K	22.52 M	+155.00 K	+0.0%	0.34%
CA Citadel Advisors LLC Q2 2026	BUY	128.03 K	18.60 M	+82.74 K	+287.0%	0.00%
GM Grantham, Mayo, Van Otterloo & Co. LLC Q2 2026	BUY	126.28 K	18.35 M	+87.41 K	+344.7%	0.04%
MG Man Group Plc Q2 2026	BUYNEW	123.34 K	17.92 M	+123.34 K	+0.0%	0.03%
MC Moore Capital Management, LP Q2 2026	BUYNEW	37.49 K	5.45 M	+37.49 K	+0.0%	0.08%
PA Point72 Asset Management, L.P. Q2 2026	BUYNEW	32.56 K	4.73 M	+32.56 K	+0.0%	0.01%
JH Janus Henderson Group Plc Q1 2026	BUY	42.89 K	4.56 M	+21.44 K	+100.0%	0.00%
AC Aqr Capital Management LLC Q2 2026	BUY	17.23 K	2.50 M	+1.59 K	+50.9%	0.00%
RC Rockefeller Capital Management L.P. Q2 2026	BUY	4.15 K	602.50 K	+71.00	+39.3%	0.00%
FA Fisher Asset Management, LLC Q2 2026	SELL	0.00	0.00	+-104.92 K	-100.0%	0.00%
BA Bridgewater Associates, LP Q2 2026	SELL	0.00	0.00	+-22.59 K	-100.0%	0.00%
BH Brevan Howard Capital Management LP Q2 2026	SELL	0.00	0.00	+-1.96 K	-100.0%	0.00%