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Chuck Royce's Strategic Acquisition of Luna Innovations Inc Shares
Significant Transaction by Chuck Royce (Trades, Portfolio) On December 31, 2025, Chuck Royce (Trades, Portfolio) executed a noteworthy transaction by acquiring
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Chuck Royce's Strategic Reduction in Franklin Covey Co Holdings
Significant Transaction in Franklin Covey Co On December 31, 2025, Chuck Royce (Trades, Portfolio) executed a notable reduction in the holdings of Franklin Cove
gurufocus.com
Chuck Royce's Strategic Reduction in Century Casinos Inc Holdings
Significant Transaction in Century Casinos Inc On December 31, 2025, Chuck Royce (Trades, Portfolio) executed a notable transaction involving Century Casinos In
gurufocus.com
Chuck Royce's Strategic Acquisition of Aviat Networks Inc Shares
Recent Transaction Overview On December 31, 2025, Chuck Royce (Trades, Portfolio) executed a strategic acquisition of Aviat Networks Inc (AVNW) shares, adding 5
defenseworld.net
Arcosa, Inc. (NYSE:ACA) Given Average Rating of “Moderate Buy” by Brokerages
Arcosa, Inc. (NYSE: ACA - Get Free Report) has received a consensus rating of "Moderate Buy" from the five brokerages that are currently covering the company, MarketBeat.com reports. One research analyst has rated the stock with a hold recommendation and four have given a buy recommendation to the company. The average 12 month target price among
defenseworld.net
Head to Head Analysis: Arcosa (NYSE:ACA) & Barratt Redrow (OTCMKTS:BTDPY)
Barratt Redrow (OTCMKTS:BTDPY - Get Free Report) and Arcosa (NYSE: ACA - Get Free Report) are both mid-cap construction companies, but which is the better business? We will contrast the two companies based on the strength of their profitability, institutional ownership, analyst recommendations, risk, dividends, earnings and valuation. Risk and Volatility Barratt Redrow has a beta
seekingalpha.com
Arcosa's Rise Isn't Over Yet
Arcosa has outperformed the S&P 500, driven by robust revenue, profit, and cash flow growth across all segments. ACA's Construction Products segment surged 45.7% YoY, boosted by the $1.2 billion Stavola acquisition, with segment revenue now 56% of total. Management guides for 2025 revenue of $2.86–$2.91 billion and EBITDA of $575–$585 million, reflecting continued organic and acquisition-driven growth.
zacks.com
Are Construction Stocks Lagging Arcosa (ACA) This Year?
Here is how Arcosa (ACA) and Argan (AGX) have performed compared to their sector so far this year.
seekingalpha.com
Arcosa: Growth Visibility Keeps The Upside Intact
Arcosa Inc. delivered a strong Q3 with a double beat, driven by robust 45% growth mainly in its key Construction Products segment. A healthy demand environment, along with a $1.3 billion backlog, provides clear visibility for sustained double-digit revenue growth into FY26. ACA's margins are expected to be driven by higher aggregate pricing, operational improvements, and accretive M&A.
zacks.com
Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition
Wind energy is gaining momentum as rising U.S. capacity, AI-driven power demand and clean energy investments accelerate the transition. Stocks like NEE, CEG, PCG and ACA are attractive long-term picks.
defenseworld.net
Arcosa, Inc. (NYSE:ACA) Given Consensus Rating of “Moderate Buy” by Brokerages
Arcosa, Inc. (NYSE: ACA - Get Free Report) has been assigned a consensus rating of "Moderate Buy" from the five analysts that are presently covering the stock, Marketbeat Ratings reports. One research analyst has rated the stock with a hold recommendation and four have issued a buy recommendation on the company. The average 1 year price
investors.com
S&P 500 Health Care Stocks Sink With Time Running Out On ACA Subsidies
A last-ditch effort by GOP moderates to renew the subsidies may be on life support.
businesswire.com
Arcosa, Inc. Declares Quarterly Dividend
DALLAS--(BUSINESS WIRE)--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 stock. The quarterly cash dividend is payable on January 30, 2026 to stockholders of record as of January 15, 2026. About Arcosa Arcosa, Inc. (NYSE:ACA), headquartered in Dallas, Texas, is a provider of infrastructure-r.
defenseworld.net
First Trust Advisors LP Purchases 138,676 Shares of Arcosa, Inc. $ACA
First Trust Advisors LP increased its holdings in Arcosa, Inc. (NYSE: ACA) by 29.0% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 617,265 shares of the company's stock after acquiring an additional 138,676 shares during the quarter. First
seekingalpha.com
Oscar Health: Banking On The ACA Enrollment Expansion (Rating Upgrade)
Oscar Health is rerated as a bullish pick, driven by ACA enrollment expansion into Alabama, Southern Florida, and other high-growth regions. OSCR projects a 2027 market reach of 24 million members without subsidies and 31 million with subsidies, supporting robust revenue growth. Despite regulatory uncertainty around ACA subsidies expiring after 2025, OSCR's expansion, affordable plans, and innovative offerings position it well for membership growth.
seekingalpha.com
Oscar Health: ACA Chaos, ICHRA Growth, And A Potential 2027 Re-Rating
Oscar Health faces ACA subsidy expiration, but aggressive repricing and ICHRA expansion support a contrarian investment thesis. Analysts project FY26 revenue of $12.6bn despite anticipated 10–20% ACA enrollment declines, driven by premium hikes offsetting volume loss and stabilizing MLR. Management's target of 2027 EPS of $2.25 and 5% operating margin implies a forward P/E of 7.6x and EV/EBIT of 4.3x. Based on these targets, OSCR could be materially undervalued.
defenseworld.net
90,925 Shares in Arcosa, Inc. $ACA Purchased by Fisher Asset Management LLC
Fisher Asset Management LLC bought a new stake in Arcosa, Inc. (NYSE: ACA) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 90,925 shares of the company's stock, valued at approximately $7,884,000. Fisher Asset Management LLC owned about 0.19% of Arcosa
fool.com
Forget CVS, Buy This Healthcare Stock Instead
Centene's stock is poised to gain if ACA subsidies are extended in December. The company's fortunes are closely tied to Medicare, Medicaid, and the ACA.
investors.com
Trump ACA Plan Lifts S&P 500 Health Insurance Stocks. How It Would Work — Or Not.
ACA subsidies would get a two-year reprieve, but the details need ironing out.
defenseworld.net
Commonwealth of Pennsylvania Public School Empls Retrmt SYS Grows Position in Arcosa, Inc. $ACA
Commonwealth of Pennsylvania Public School Empls Retrmt SYS lifted its position in shares of Arcosa, Inc. (NYSE: ACA) by 7.4% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 12,533 shares of the company's stock after purchasing an additional 860 shares during the quarter. Commonwealth