ACA News and Press, Arcosa Inc. From 01/28/21

Infrastructure is one of the few bipartisan issues that looks to be addressed under a Biden administration. Companies set to benefit have run up dramatically, but a lot of meat is still left on the bone. The sheer size of a potential bill, given the needs of the USA should extend ...

Arcosa has had a very impressive run in its share price, returning more than 70% since I first wrote about it back in May 2019 . By pivoting towards construction materials, Arcosa's management could improve efficiency and thus increase free cash flow going forward. Nevertheless, t...

ValueAct’s 13F portfolio value decreased from $8.74B to $7.11B this quarter. ValueAct decreased Morgan Stanley during the quarter. The top three positions are Seagate Technology, KKR & Co, and Citigroup and they add up to ~60% of the portfolio. For further details...

Arcosa (ACA) declares $0.05/share quarterly dividend, in line with previous.Forward yield 0.38%Payable Jan. 29; for shareholders of record Jan. 15; ex-div Jan. 14.Company also renewed its $50M share repurchase program, effective January 1, 2021 through December 31, 2022, replacing the current...

Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, today announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stoc...

The following slide deck was published by Arcosa, Inc. in conjunction with their 2020 Q3 earnings call. For further details see: Arcosa, Inc. 2020 Q3 - Results - Earnings Call Presentation

At first glance, Arcosa appears as a boring company, operating in a cyclical industry with no significant growth opportunities. However, since the spin-off, Arcosa has significantly improved its free cash flow generation ability and will continue to do so. The company has a signif...

Yacktman's 13F equity portfolio value increased from $6.27B to $6.74B this quarter. Yacktman Asset Management increased AMERCO, Berkshire Hathaway, and Micron Technology while dropping Qurate Retail. Its largest five stakes are at roughly one-third of the portfolio. For furt...

Image source: The Motley Fool. Arcosa, Inc (NYSE: ACA) Q3 2020 Earnings Call Oct 29, 2020 , 8:30 a.m. ET Operator Continue reading For further details see: Arcosa, Inc (ACA) Q3 2020 Earnings Call Transcript

Arcosa, Inc. (ACA) Q3 2020 Results Conference Call October 29, 2020 08:30 AM ET Company Participants Gail Peck - SVP, Finance and Treasurer Antonio Carrillo - President and CEO Scott Beasley - CFO Conference Call Participants Julio Romero - Sidoti Bascome Majors - Susquehanna Stefanos Crist -...