SCHEDULE: Neuberger Berman Discloses Stake in Arcosa Inc.

Neuberger Berman Group LLC and its affiliate Neuberger Berman Investment Advisers LLC have filed a Schedule 13G, reporting beneficial ownership of 3.2% of Arcosa Inc. common stock as of June 30, 2026.

Summary

• Neuberger Berman Group LLC and Neuberger Berman Investment Advisers LLC have filed an amendment to their Schedule 13G filing regarding Arcosa Inc.
• As of June 30, 2026, Neuberger Berman Group LLC beneficially owns 1,579,472 shares of Arcosa Inc. common stock, representing 3.2% of the class.
• Neuberger Berman Investment Advisers LLC beneficially owns 1,489,126 shares of Arcosa Inc. common stock, representing 3.0% of the class.
• The filing indicates shared voting power and shared disposition power for these shares.
• The entities state that the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it reports on existing ownership and does not contain new financial performance data or strategic announcements from Arcosa Inc. itself.

Positives

• Neuberger Berman Group LLC and its affiliate maintain a significant, albeit passive, stake in Arcosa Inc., suggesting confidence in the company's long-term prospects.
• The filing confirms that the shares are held in the ordinary course of business, indicating a standard investment approach rather than an activist strategy.

Negatives

• The filing does not contain any negative financial results or operational challenges for Arcosa Inc. itself; it solely reports on the ownership stake of Neuberger Berman.

Risks

• The primary risk associated with this filing is the potential for changes in Neuberger Berman's investment strategy, which could lead to significant buying or selling activity impacting Arcosa Inc.'s stock price.
• Market volatility and broader economic conditions could influence Neuberger Berman's decision to hold or divest its stake in Arcosa Inc.

Future Outlook

The filing does not contain forward-looking statements or guidance from Arcosa Inc. It solely reports on the beneficial ownership of securities by Neuberger Berman.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11."
• "After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct."

Industry Context

StockSavvy.ai notes that institutional ownership filings like this Schedule 13G are common and provide transparency into significant holdings. Arcosa Inc. operates in the infrastructure and construction materials sectors, which often attract long-term institutional investors.

Stakeholder Impact

• Shareholders: The filing provides transparency on institutional ownership, which can influence investor sentiment. Significant changes in Neuberger Berman's holdings could impact share price.
• Management of Arcosa Inc.: The filing confirms a passive institutional investor, which generally does not pose an immediate governance challenge unless the stake increases significantly or becomes activist.

Next Steps

• Neuberger Berman will continue to hold its shares in Arcosa Inc. in the ordinary course of business.
• Arcosa Inc. will continue its operations as disclosed in its other filings.

Key Dates

Keywords

Arcosa Inc., Neuberger Berman, Schedule 13G, Beneficial Ownership, Common Stock, Investment, SEC Filing, Securities Exchange Act