Silvercrest Asset Management Group 13F: Cuts ACA Stake by $13M

Silvercrest Asset Management Adjusts Arcosa Holding

Silvercrest Asset Management Group reduced its investment in Arcosa, Inc. NYSE:ACA during the period, cutting its stake by 8.3%. The institutional investor sold 90,945 shares of the infrastructure products maker, leaving it with 1,004,663 shares. Based on the reporting period data, that remaining stake was worth about $145.79 million. Because 13F filings look backward at past quarters, this report captures a historical snapshot and may not reflect the firm's exact position today.

Position Details and Portfolio Context

Prior to the reduction, Silvercrest held 1,095,608 shares of Arcosa. The firm has been active across multiple sectors recently, scaling back positions in several industrial and medical names while expanding others like Honeywell and Dell Technologies. This trim in Arcosa fits a broader pattern of portfolio rebalancing by the asset manager.

Arcosa Stock Trades Near 52-Week Highs

Shares of Arcosa traded around $145.11, sitting right below the company's 52-week peak of $146.92 and well above its 52-week low of $89.03. The stock's price sits close to its 50-day moving average of $145.20 and comfortably above its 200-day moving average of $125.50. The company carries a price-to-earnings ratio of 32.64.

Recent Earnings Performance

Arcosa posted $2.92 billion in revenue over the trailing period, alongside a net margin of 16.8%. The company reported earnings of $4.48 per share with a return on equity of 8.0%. Arcosa is scheduled to release its next financial results on October 29, 2026.

Dividend Payout Details

Arcosa pays an annual dividend of $0.20 per share, giving the stock a dividend yield of 0.14%. The payout ratio sits at 4.5%, meaning the company uses a very small fraction of its earnings to cover the dividend payment.

Inside Arcosa Operations

Arcosa, Inc. provides infrastructure-related products and solutions for construction, engineered structures, and transportation markets. Based in Dallas, Texas, the company builds natural and recycled aggregates, utility and wind towers, and inland barges. These operations serve contractors, state agencies, and commercial marine customers across the United States.

What to Watch at Arcosa, Inc.

Investors tracking Silvercrest will need to watch for subsequent SEC disclosures to see if the fund continues trimming its stake or holds steady. Arcosa's upcoming earnings report in October will also provide fresh data on segment performance and profit margins.