ACA Arcosa, Inc. Insider Trading

Group President Cole Kerry S sells 7,966 shares (8.0K) of ACA at $95.77 for $762,903.82 ($762.9K), reducing stake 28.7%.

Cole Kerry S, Group President of Arcosa, Inc., sold 7,966 shares at $95.77 on 2025-08-11, reducing his holdings from 27,735 shares to 19,769 shares—a 28.7% reduction in stake. His cross-ticker sell track record shows 2 prior sales with a 100.00% well-timed rate at the 90-day mark, and his prior ACA sales (both on 2024-05-15) were also well-timed with negative 90-day returns of -5.6% and -6.1% respectively. The stock currently trades at $95.53 (near transaction price) but remains 14.4% below its 52-week high of $111.57, suggesting the sale occurred as the stock was retreating from recent peaks. The company's fundamentals show $59.7M net income on $736.9M quarterly revenue with 11.4% annual growth, supporting a $4.7B market cap, though a P/E of 50.81 is elevated; this broad-based sell pattern aligned with prior timing precision warrants monitoring for signals about the executive's forward outlook.

Group President Collins sold 8,616 shares for $744,388.48; -40.7% reduction in holdings at $86.40 blended average

Collins Jesse E. Jr., Group President of Arcosa, Inc., executed two separate open-market sales on 2025-06-17, selling 4,466 shares at $86.03 and 4,150 shares at $86.79, reducing his holdings from 21,167 shares to 12,551 shares—a -40.7% reduction in his position. At a blended average price of $86.40, his cross-ticker track record shows 2 prior sells with a 100.00% well-timed rate at the 90-day mark, and his two prior trades at Arcosa (both in May 2024) were also well-timed with 90-day returns of -5.6% and -6.1%, indicating that his prior sales at this ticker preceded stock declines. The stock is currently trading at $86.66 (within 0.3% of his blended execution price), down 22.3% from its 52-week high of $111.57, suggesting he sold into relative strength compared to current levels. With a P/E of 54.16 and recent quarterly revenue of $632,000,000 growing 11.4% year-over-year, the company shows solid fundamentals, but this material reduction in an insider's ownership stake merits attention given his demonstrated timing pattern across both his full trading history and specifically at this ticker.

Arcosa CEO Carrillo purchases 6,345 shares for $498,438.30 amid -22.8% 30-day decline; 5 of 5 prior ACA trades well-timed at 90-day mark

President & CEO Carrillo Antonio executed 2 open-market purchases totaling 6,345 shares for $498,438.30 on 2025-03-10 at a blended average price of $78.56, bringing his holdings to 433,283 shares. This acquisition occurs as ACA trades at $78.55, representing -22.8% decline over 30 days and -26.6% over 90 days from recent levels, though the stock remains -29.6% below its 52-week high of $111.57. Notably, Carrillo's prior 5 transactions at ACA exhibited a 100% well-timed rate at the 90-day mark, with 3 prior purchases on 2024-08-08 each delivering between +25.4% and +28.2% 90-day returns following their execution. His cross-ticker buy track record shows a 100% 90-day win rate across 3 prior buys with a +26.6% average 90-day return, establishing a pattern of favorable long-term timing on accumulations. Investors should evaluate whether current price weakness and prior demonstrated timing pattern at this specific ticker are material inputs to conviction in future performance.

Director Rhys J. Best bought 1,500 shares of ACA at $79.84 on 2025-03-05, expanding position to 58,195 shares (+2.6%).

Director Rhys J. Best purchased 1,500 shares at $79.84, a price now below the current market level of $82.34, yet substantially below the 52-week high of $111.57, reflecting a recent decline of -26.2% from peak. The buy adds to an existing position of 56,695 shares (56.7K shares), increasing total holdings by 2.6%. However, this purchase must be evaluated against the insider's cross-ticker track record: his prior buy transactions show an average 90-day return of -90.0% with a 0.00% win rate, indicating a historically poor record of buy timing across all holdings. While the P/E of 63.83 and positive revenue growth of +11.4% suggest underlying operational stability, the director's transaction footprint elsewhere raises questions about the predictive value of his recent entry at a depressed price level.

Director DEMETRIOU STEVEN J. purchased 6,000 shares of ACA at $87.70; holdings now 9,943 shares (+152.2%)

DEMETRIOU STEVEN J., a director at Arcosa Inc., purchased 6,000 shares at $87.70 on 2024-09-12, increasing his post-transaction holdings to 9,943 shares from 3,943 shares—a 152.2% increase in his stake. The transaction occurred at a price $0.07 below the current market level of $87.77, placing the purchase near the top of the 52-week range ($65.14–$92.91) at just 5.5% below the 52-week high. His cross-ticker track record shows 4 prior sells with a 90d well-timed rate of 66.67%, indicating above-average execution on prior dispositions, though this history is not ticker-specific to ACA. At a P/E of 29.06 and recent revenue growth of 2.9%, the stock trades at a material valuation multiple; the purchase at elevated price levels in a narrow recent range (up 5.2% in 30 days, 5.0% in 90 days) occurs in a fundamentally modest-growth environment.

CEO Carrillo Antonio bought 12,125 shares for $994,908.79 across 3 transactions at ACA on 2024-08-08

Carrillo Antonio, President & CEO of Arcosa Inc., purchased 12,125 shares across 3 separate open-market transactions totaling $994,908.79, raising his holdings from 394,150 to 406,275 shares (+3.1%). The purchases occurred at prices ($80.46, $81.80, $82.27) near current market levels ($81.33), during a period when the stock has declined 1.4% over 30 days and 7.9% over 90 days from recent highs. His prior trading history at ACA spans 5 sales in August 2023, all of which proved well-timed at the 90-day mark (stock fell after each sale), suggesting a pattern of disciplined price-aware trading; this buy occurs nearly a year after that cluster of sales. The company's fundamentals show $664.7M quarterly revenue, 2.9% annual growth, and a P/E of 26.93, indicating a moderately-valued established business rather than a distressed or undervalued turnaround situation.