Mutual of America Capital Management 13F: Cuts ACA Stake by $3.2M

Mutual of America Capital Management cut its stake in Arcosa, Inc. ACA by 79.8% during the period, according to a Form 13F filing with the SEC on October 23, 2026. The fund sold 22,155 shares of the engineering and construction firm, leaving it with 5,604 shares worth about $819,025.

ACA Arcosa, Inc.

$149.15 ▲ +39.89% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Mutual of America's Arcosa, Inc. Position

Mutual of America Capital Management held 27,759 shares of Arcosa, Inc. before the trade. The sale of 22,155 shares brought its ending position down to 5,604 shares in the filing. The remaining stake carried a reported value of $819,025.

Other Institutional Activity in Arcosa, Inc.

Other large institutional investors also adjusted their positions in Arcosa, Inc. Neuberger Berman Group, LLC reduced its holdings by 1,094,427 shares, ending with 1,579,472 shares worth about $235,578,239. Capital International Investors trimmed its stake by 592,678 shares, holding 1,360,133 shares valued at about $202,863,828. Nomura Asset Management International Inc shed 61,530 shares, finishing with 1,008,554 shares worth about $150,425,822. Royce & Associates LP cut its position by 258,603 shares, ending with 993,710 shares worth about $148,211,840.

Arcosa, Inc. Stock Up 0.1%

Arcosa, Inc. closed at $149.15 on October 22, 2026. The stock recently traded around $149.15 as of October 24, 2026. The shares have risen significantly over the past year, moving well past their 52-week low of $91.40.

Recent Earnings

Arcosa, Inc. reported trailing twelve-month revenue of $2.92 billion alongside $4.05 in earnings per share. The company generated a net profit margin of 16.8% and a return on equity of 8.0%. Investors are looking ahead to the next earnings release scheduled for October 29, 2026.

Dividend

Arcosa, Inc. pays an annual dividend rate of $0.20 per share, which gives it a dividend yield of 0.13%. The payout is supported by a dividend payout ratio of 4.9%.

About Arcosa, Inc.

Arcosa, Inc. provides infrastructure-related products and solutions for construction, engineered structures, and transportation markets across the United States. The company operates through three core segments: Construction Products, Engineered Structures, and Transportation Products. Institutional allocation shifts in the stock arrive as the company serves vital construction and transit supply chains.

Bottom Line

Market participants will watch for Arcosa, Inc.'s upcoming earnings report on October 29, 2026, for fresh signals on profit margins and segment demand. Future regulatory filings will show whether other institutional funds continue to trim or rebuild their holdings in the industrials firm.