Arcosa (ACA) Slid Amid Concerns Over Weaker Construction Spending and Aggregate Demand

From Yahoo Finance: 2025-06-12 09:09:00

Loomis Sayles released its “Small Cap Value Fund” Q1 2025 investor letter, noting negative US equity market returns, with large-cap outperforming small cap indices. Value stocks led by financials and real estate outperformed growth stocks. The fund returned 0.16%, beating the Russell 2000 Value Index’s -1.06% return in Q1. Check out the fund’s top five holdings for 2025 picks.

Arcosa, Inc. (NYSE:ACA) was highlighted in Loomis Sayles Small Cap Value Fund’s Q1 2025 letter. The US-based infrastructure company saw a 1.16% one-month return and 5.42% gain over 52 weeks. On June 11, 2025, ACA closed at $89.30 per share with a $4.359 billion market cap.

Loomis Sayles Small Cap Value Fund discussed Arcosa, Inc. (NYSE:ACA) in its Q1 2025 letter, noting the company’s strategic shift towards construction materials. Despite share price declines due to construction spending concerns and wind power business impacts, Loomis Sayles remains positive on ACA’s aggregates business outlook.

Arcosa, Inc. (NYSE:ACA) is not in the top 30 hedge fund stocks. 23 hedge funds held ACA at the end of Q1 2025, down from the previous quarter. While ACA shows promise, hedge funds prefer AI stocks for higher returns in a shorter timeframe. Consider an undervalued AI stock poised for massive gains.



Read more at Yahoo Finance: Arcosa (ACA) Slid Amid Concerns Over Weaker Construction Spending and Aggregate Demand