ACANYSEFabricated Structural Metal ProductsFiscal year ends December 31
Arcosa, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$147.33+0.27 (+0.18%)
Close on Oct 19, 2026
- Market cap
- $7.25B
- P/E (TTM)
- 14.8
- Dividend yield
- 0.14%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.0%
45M of 49M shares
Institutional holders
427
103 new, 41 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,030,801 | 14.40% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Portfolio Management | 2,884,635 | 5.88% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 2,573,967 | 5.24% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ACA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,414,107 | 17.13% | $1.22B | +794,547 | 0.02% |
| Vanguard Portfolio Management LLC | 2,817,292 | 5.74% | $409.32M | −40,531 | 0.02% |
| Dimensional Fund Advisors LP | 2,351,171 | 4.79% | $341.60M | +34,484 | 0.06% |
| Vanguard Capital Management LLC | 2,210,245 | 4.50% | $321.13M | +11,921 | 0.01% |
| State Street Corp | 2,078,928 | 4.23% | $302.05M | +98,283 | 0.01% |
| Neuberger Berman Group LLC | 1,579,472 | 3.22% | $229.43M | −1,094,373 | 0.15% |
| Capital International Investors | 1,360,133 | 2.77% | $197.61M | −592,693 | 0.04% |
| Geode Capital Management, LLC | 1,285,641 | 2.62% | $186.82M | +75,734 | 0.01% |
| Nomura Asset Management International Inc. | 1,008,554 | 2.05% | $146.53M | −61,519 | 0.22% |
| Royce & Associates LP | 993,710 | 2.02% | $144.38M | −258,600 | 1.16% |
| Silvercrest Asset Management Group LLC | 952,619 | 1.94% | $138.41M | −52,044 | 0.91% |
| Balyasny Asset Management L.P. | 838,952 | 1.71% | $121.89M | New | 0.15% |
| First Trust Advisors LP | 799,945 | 1.63% | $116.22M | +269,490 | 0.07% |
| Loomis Sayles & Co L P | 666,203 | 1.36% | $96.79M | −126,873 | 0.12% |
| Pentwater Capital Management LP | 660,000 | 1.34% | $95.89M | New | 0.59% |
| Charles Schwab Investment Management Inc | 613,358 | 1.25% | $89.11M | −12,248 | 0.01% |
| Goldman Sachs Group Inc | 604,993 | 1.23% | $87.90M | +169,892 | 0.01% |
| Tudor Investment Corp Et Al | 582,018 | 1.19% | $84.56M | New | 0.12% |
| Norges Bank | 581,400 | 1.18% | $84.47M | New | 0.01% |
| Northern Trust Corp | 566,338 | 1.15% | $82.28M | +44,110 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 427 | 45M | 92.0% | 103 / 128 | 115 / 41 | 8M | 8M |
| Q1 2026 | 372 | 46M | 92.8% | 51 / 127 | 115 / 39 | 8M | 3M |
| Q4 2025 | 366 | 46M | 93.0% | 61 / 119 | 117 / 50 | 5M | 3M |
| Q3 2025 | 364 | 45M | 90.8% | 61 / 121 | 107 / 23 | 3M | 4M |
| Q2 2025 | 329 | 46M | 93.2% | 46 / 114 | 106 / 28 | 2M | 3M |
| Q1 2025 | 314 | 46M | 94.1% | 49 / 93 | 110 / 59 | 4M | 3M |
| Q4 2024 | 329 | 45M | 92.0% | 48 / 105 | 118 / 37 | 3M | 2M |
| Q3 2024 | 324 | 45M | 90.8% | 37 / 112 | 113 / 40 | 10M | 2M |
| Q2 2024 | 330 | 44M | 90.0% | 38 / 115 | 107 / 28 | 3M | 3M |
| Q1 2024 | 321 | 45M | 91.5% | 49 / 92 | 112 / 22 | 2M | 2M |
| Q4 2023 | 296 | 45M | 91.2% | 46 / 80 | 117 / 37 | 4M | 2M |
| Q3 2023 | 289 | 43M | 88.2% | 30 / 93 | 106 / 26 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ACA | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,957,709 | 6.02% | $429.73M | 0.39% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 1,823,050 | 3.71% | $264.87M | 0.28% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,559,009 | 3.17% | $226.51M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,272,003 | 2.59% | $184.81M | 0.22% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,126,437 | 2.29% | $163.66M | 0.09% | Jun 30, 2026 |
| Neuberger Genesis Fund | 947,249 | 1.93% | $120.06M | 1.63% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 713,260 | 1.45% | $103.63M | 0.15% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 677,370 | 1.38% | $85.86M | 1.56% | May 29, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 665,967 | 1.36% | $96.76M | 0.84% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 563,227 | 1.15% | $81.83M | 0.08% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 560,080 | 1.14% | $81.32M | 0.42% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 541,370 | 1.10% | $78.61M | 0.23% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 450,518 | 0.92% | $65.46M | 0.39% | Jun 30, 2026 |
| Global X U.S. Infrastructure Development ETF | 359,772 | 0.73% | $45.60M | 0.34% | May 31, 2026 |
| Royce Small-Cap Fund | 333,785 | 0.68% | $48.50M | 2.27% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Antonio Carrillo | President & CEO, Director | 498,935 | 1.02% | Aug 27, 2026 |
| Reid S. Essl | Group President | 93,264 | 0.19% | Aug 25, 2026 |
| Bryan Stevenson | CLO & Asst Corp Sec. | 37,476 | 0.08% | Aug 25, 2026 |
| Eric D. Hurst | VP Controller (PAO) | 3,119 | 0.01% | Aug 25, 2026 |
| Kerry S. Cole | Group President | 27,487 | 0.06% | May 18, 2026 |
| Gail M. Peck | Chief Financial Officer | 85,692 | 0.17% | May 18, 2026 |
| Jesse E. Collins Jr. | Group President | 17,333 | 0.04% | Apr 6, 2026 |
| Kimberly S. Lubel | Director | 6,546 | 0.01% | Sep 30, 2026 |
| Melanie Montague Trent | Director | 17,931 | 0.04% | Aug 27, 2026 |
| John W. Lindsay | Director | 19,931 | 0.04% | Jul 1, 2026 |
| Julie A. Piggott | Director | 9,413 | 0.02% | May 14, 2026 |
| Joseph Alvarado | Director | 19,931 | 0.04% | May 14, 2026 |
| Steven J. Demetriou | Director | 12,611 | 0.03% | May 14, 2026 |
| Rhys J. Best | Director | 60,863 | 0.12% | May 14, 2026 |
| Jeffrey A. Craig | Director | 19,931 | 0.04% | May 14, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kimberly S. Lubel Director | Sep 29, 2026 | Other | −2,398 | – | – | 6,546 |
| Kimberly S. Lubel Director | Sep 25, 2026 | Gift | −683 | – | – | 8,944 |
| Melanie Montague Trent Director | Aug 26, 2026 | Gift | −2,000 | – | – | 17,931 |
| Antonio Carrillo President & CEO, Director | Aug 26, 2026 | Gift | −26,666 | – | – | 498,935 |
| Eric D. Hurst VP Controller (PAO) | Aug 25, 2026 | Gift | −2,382 | – | – | 3,119 |
| Reid S. Essl Group President | Aug 25, 2026 | Gift | −5,950 | – | – | 93,264 |
| Bryan Stevenson CLO & Asst Corp Sec. | Aug 25, 2026 | Gift | −6,900 | – | – | 37,476 |
| Kerry S. Cole Group President | May 15, 2026 | Tax withholding | −262 | $124.14 | $32.52K | 27,487 |
| Eric D. Hurst VP Controller (PAO) | May 15, 2026 | Tax withholding | −17 | $124.14 | $2.11K | 5,501 |
| Gail M. Peck Chief Financial Officer | May 15, 2026 | Tax withholding | −2,600 | $124.14 | $322.76K | 85,692 |
| Reid S. Essl Group President | May 15, 2026 | Tax withholding | −2,206 | $124.14 | $273.85K | 99,214 |
| Kimberly S. Lubel Director | May 13, 2026 | Award | +1,087 | – | – | 9,627 |
| John W. Lindsay Director | May 13, 2026 | Award | +1,087 | – | – | 19,931 |
| Julie A. Piggott Director | May 13, 2026 | Award | +1,087 | – | – | 9,413 |
| Rhys J. Best Director | May 13, 2026 | Award | +1,087 | – | – | 60,863 |
| Jeffrey A. Craig Director | May 13, 2026 | Award | +1,087 | – | – | 19,931 |
| Joseph Alvarado Director | May 13, 2026 | Award | +1,087 | – | – | 19,931 |
| Melanie Montague Trent Director | May 13, 2026 | Award | +1,087 | – | – | 19,931 |
| Steven J. Demetriou Director | May 13, 2026 | Award | +1,087 | – | – | 12,611 |
| Jesse E. Collins Jr. Group President | Apr 3, 2026 | Tax withholding | −50 | $107.70 | $5.39K | 17,333 |
| Bryan Stevenson CLO & Asst Corp Sec. | Mar 15, 2026 | Award | +9,179 | – | – | 49,149 |
| Bryan Stevenson CLO & Asst Corp Sec. | Mar 15, 2026 | Tax withholding | −4,773 | $105.68 | $504.41K | 44,376 |
| Reid S. Essl Group President | Mar 15, 2026 | Award | +12,940 | – | – | 108,088 |
| Reid S. Essl Group President | Mar 15, 2026 | Tax withholding | −6,668 | $105.68 | $704.67K | 101,420 |
| Eric D. Hurst VP Controller (PAO) | Mar 15, 2026 | Award | +1,797 | – | – | 6,493 |
| Eric D. Hurst VP Controller (PAO) | Mar 15, 2026 | Tax withholding | −975 | $105.68 | $103.04K | 5,518 |
| Gail M. Peck Chief Financial Officer | Mar 15, 2026 | Tax withholding | −7,744 | $105.68 | $818.39K | 88,292 |
| Gail M. Peck Chief Financial Officer | Mar 15, 2026 | Award | +15,075 | – | – | 96,036 |
| Antonio Carrillo President & CEO, Director | Mar 15, 2026 | Award | +72,142 | – | – | 562,758 |
| Antonio Carrillo President & CEO, Director | Mar 15, 2026 | Tax withholding | −37,157 | $105.68 | $3.93M | 525,601 |
| Jesse E. Collins Jr. Group President | Mar 15, 2026 | Tax withholding | −5,083 | $105.68 | $537.17K | 17,383 |
| Jesse E. Collins Jr. Group President | Mar 15, 2026 | Award | +9,915 | – | – | 22,466 |
| Kerry S. Cole Group President | Mar 15, 2026 | Award | +11,260 | – | – | 33,499 |
| Kerry S. Cole Group President | Mar 15, 2026 | Tax withholding | −5,750 | $105.68 | $607.66K | 27,749 |
| Antonio Carrillo President & CEO, Director | Feb 24, 2026 | Award | +16,907 | – | – | 490,616 |
| Gail M. Peck Chief Financial Officer | Feb 23, 2026 | Award | +3,550 | – | – | 80,961 |
| Reid S. Essl Group President | Feb 23, 2026 | Award | +3,091 | – | – | 95,148 |
| Bryan Stevenson CLO & Asst Corp Sec. | Feb 23, 2026 | Award | +2,381 | – | – | 39,970 |
| Kerry S. Cole Group President | Feb 23, 2026 | Award | +2,470 | – | – | 22,239 |
| Eric D. Hurst VP Controller (PAO) | Feb 23, 2026 | Award | +584 | – | – | 4,696 |
| Bryan Stevenson CLO & Asst Corp Sec. | Aug 12, 2025 | Gift | −500 | – | – | 37,589 |
| Bryan Stevenson CLO & Asst Corp Sec. | Aug 12, 2025 | Sale | −4,000 | $99.02 | $396.08K | 38,089 |
| Kerry S. Cole Group President | Aug 11, 2025 | Sale | −7,966 | $95.77 | $762.90K | 19,769 |
| Jesse E. Collins Jr. Group President | Jun 17, 2025 | Sale | −4,150 | $86.79 | $360.18K | 12,551 |
| Jesse E. Collins Jr. Group President | Jun 17, 2025 | Sale | −4,466 | $86.03 | $384.21K | 16,701 |
| Bryan Stevenson CLO & Asst Corp Sec. | May 15, 2025 | Award | +9,356 | – | – | 46,189 |
| Bryan Stevenson CLO & Asst Corp Sec. | May 15, 2025 | Tax withholding | −4,100 | $88.28 | $361.95K | 42,089 |
| Antonio Carrillo President & CEO, Director | May 15, 2025 | Award | +78,669 | – | – | 508,202 |
| Antonio Carrillo President & CEO, Director | May 15, 2025 | Tax withholding | −34,493 | $88.28 | $3.05M | 473,709 |
| Kerry S. Cole Group President | May 15, 2025 | Award | +12,814 | – | – | 33,353 |
| Kerry S. Cole Group President | May 15, 2025 | Tax withholding | −5,618 | $88.28 | $495.96K | 27,735 |
| Reid S. Essl Group President | May 15, 2025 | Tax withholding | −8,170 | $88.28 | $721.25K | 92,057 |
| Reid S. Essl Group President | May 15, 2025 | Award | +13,608 | – | – | 100,227 |
| Eric D. Hurst VP Controller (PAO) | May 15, 2025 | Award | +1,161 | – | – | 5,472 |
| Eric D. Hurst VP Controller (PAO) | May 15, 2025 | Tax withholding | −525 | $88.28 | $46.35K | 4,947 |
| Eric D. Hurst VP Controller (PAO) | May 15, 2025 | Sale | −835 | $88.57 | $73.96K | 4,112 |
| Gail M. Peck Chief Financial Officer | May 15, 2025 | Tax withholding | −9,386 | $88.28 | $828.60K | 77,411 |
| Gail M. Peck Chief Financial Officer | May 15, 2025 | Award | +16,479 | – | – | 86,797 |
| Jesse E. Collins Jr. Group President | May 15, 2025 | Tax withholding | −4,940 | $88.28 | $436.10K | 21,167 |
| Jesse E. Collins Jr. Group President | May 15, 2025 | Award | +11,271 | – | – | 26,107 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| E. Collins Jesse Officer | May 18, 2026 | 6,837 | $835.68K | May 18, 2026 | Performance Shares |
| E. Collins Jesse Officer | Apr 8, 2026 | 7,919 | $884.65K | Apr 8, 2026 | Restricted Stock |
| Bryan Stevenson Officer | Aug 12, 2025 | 4,000 | $394.08K | Aug 12, 2025 | VESTING OF PSU ISSUED UNDER AN EFFECTIVE FORM S-8 |
| S. Cole Kerry Officer | Aug 11, 2025 | 7,966 | $762.90K | Aug 11, 2025 | Restricted Stock |
| E. Collins Jesse Officer | Jun 17, 2025 | 8,616 | $744.25K | Jun 17, 2025 | Restricted Stock |
| Eric D. Hurst Officer | May 15, 2025 | 835 | $73.95K | May 15, 2025 | RESTRICTED STOCK |
| Bryan Stevenson Officer | Aug 16, 2024 | 4,000 | $340.00K | Aug 16, 2024 | VESTING OF A PSU ISSUED UNDER AN EFFECTIVE FORM S-8 |
| Kerry S. Cole Officer | May 15, 2024 | 10,978 | $933.13K | May 15, 2024 | RETAIL SHARES |
| Jesse E. Collins Jr. Officer | May 15, 2024 | 9,626 | $850.07K | May 15, 2024 | RETAIL SHARES |
| Carrillo Antonio Affiliate | Aug 14, 2023 | 49,042 | $3.83M | Aug 14, 2023 | Compensation |
| Kerry S. Cole Officer | May 18, 2023 | 15,000 | $1.04M | May 18, 2023 | RETAIL PURCHASE |
| Jesse E. Collins Jr. Officer | May 17, 2023 | 8,591 | $575.60K | May 17, 2023 | PERFORMANCE SHARES |
| Ronald J. Gafford Director | May 10, 2023 | 2,370 | $162.69K | May 10, 2023 | RESTRICTED STOCK |