Intech Investment Management LLC Acquires 1,246 Shares of Sterling Infrastructure, Inc. $STRL

Intech Investment Management LLC boosted its holdings in Sterling Infrastructure, Inc. (NASDAQ:STRL) by 6.1% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 21,537 shares of the construction company’s stock after acquiring an additional 1,246 shares during the quarter. Intech Investment Management LLC’s holdings in Sterling Infrastructure were worth $7,316,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Root Financial Partners LLC bought a new stake in shares of Sterling Infrastructure during the 3rd quarter valued at $26,000. Wilmington Savings Fund Society FSB acquired a new stake in shares of Sterling Infrastructure during the third quarter worth $28,000. Fifth Third Bancorp grew its stake in shares of Sterling Infrastructure by 76.1% during the third quarter. Fifth Third Bancorp now owns 81 shares of the construction company’s stock worth $28,000 after purchasing an additional 35 shares during the period. Bogart Wealth LLC increased its holdings in Sterling Infrastructure by 535.7% in the third quarter. Bogart Wealth LLC now owns 89 shares of the construction company’s stock valued at $30,000 after purchasing an additional 75 shares during the last quarter. Finally, Optiver Holding B.V. lifted its stake in Sterling Infrastructure by 108.2% in the third quarter. Optiver Holding B.V. now owns 102 shares of the construction company’s stock valued at $35,000 after buying an additional 53 shares during the period. 80.95% of the stock is owned by institutional investors.

Sterling Infrastructure Trading Down 1.2%

STRL opened at $428.13 on Friday. The stock has a market capitalization of $13.15 billion, a P/E ratio of 45.69, a P/E/G ratio of 2.48 and a beta of 1.51. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 0.26. Sterling Infrastructure, Inc. has a 12 month low of $96.34 and a 12 month high of $477.03. The firm’s fifty day simple moving average is $365.89 and its 200 day simple moving average is $343.84.

Sterling Infrastructure (NASDAQ:STRL) last released its quarterly earnings results on Wednesday, February 25th. The construction company reported $3.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.63 by $0.45. The firm had revenue of $755.61 million for the quarter, compared to the consensus estimate of $639.41 million. Sterling Infrastructure had a return on equity of 34.26% and a net margin of 11.65%.Sterling Infrastructure has set its FY 2026 guidance at 13.450-14.050 EPS. As a group, research analysts anticipate that Sterling Infrastructure, Inc. will post 5.98 EPS for the current fiscal year.

Sterling Infrastructure declared that its board has authorized a share repurchase plan on Wednesday, November 12th that allows the company to repurchase $400.00 million in shares. This repurchase authorization allows the construction company to reacquire up to 3.4% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s management believes its shares are undervalued.

Insider Transactions at Sterling Infrastructure

In other Sterling Infrastructure news, Director Dwayne Andree Wilson sold 2,860 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $350.00, for a total transaction of $1,001,000.00. Following the completion of the transaction, the director owned 14,749 shares of the company’s stock, valued at $5,162,150. This represents a 16.24% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Dana C. O’brien sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $410.00, for a total transaction of $820,000.00. Following the transaction, the director directly owned 11,498 shares of the company’s stock, valued at $4,714,180. This represents a 14.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 6,860 shares of company stock valued at $2,611,000. 3.70% of the stock is owned by corporate insiders.

Sterling Infrastructure News Summary

Here are the key news stories impacting Sterling Infrastructure this week:

• Positive Sentiment: Strong Q4 results and bullish FY2026 guidance — STRL beat Q4 earnings and revenue expectations; management guided FY2026 adjusted EPS to $13.45–$14.05 and revenue to ~$3.05–3.20B, well above consensus, supporting higher forward profit expectations. Sterling Q4 Earnings & Revenues Beat Estimates, Stock Up
• Positive Sentiment: Backlog surge provides multi-year revenue visibility — Signed backlog jumped 78% y/y to $3.01B (49% organic excluding CEC acquisition), underpinning the company’s growth runway, especially in E‑Infrastructure (data center) work. Will Sterling’s 78% Backlog Surge Remain Sustainable Through 2026?
• Positive Sentiment: Analyst upgrade and higher price target — DA Davidson raised its price target from $460 to $500 and set a Buy rating, signaling ~16.7% upside vs. the recent price and adding buy-side momentum. Benzinga
• Neutral Sentiment: Research notes and sell‑side estimates updated — Sidoti and other analysts have refreshed multi-quarter EPS forecasts, reflecting the new guidance but leaving model dispersion; useful for valuation modeling but not immediate catalysts. MarketBeat / analyst notes
• Neutral Sentiment: Coverage highlighting AI/data‑center exposure — STRL appears in lists of construction beneficiaries from the AI data center buildout, reinforcing thematic investor interest but also raising competition/volume questions. Buy 5 Construction Stocks Set to Soar on AI-Powered Data Center Boom
• Negative Sentiment: Valuation concerns after the rally — Commentary warns the recent euphoric rally may have stretched multiples, raising downside risk if growth or margin beats slow. Sterling Infrastructure: Growing Backlog At Richer Margins – Euphoric Rally Triggers Valuation Risks
• Negative Sentiment: Short-seller / third‑party research scrutiny — New research and short-seller claims are circulating, which can increase volatility and prompt some investors to trim positions despite strong fundamentals. How New Research And Short Seller Claims Are Reframing The Story For Sterling Infrastructure (STRL)

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Weiss Ratings upgraded Sterling Infrastructure from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, January 26th. Cantor Fitzgerald started coverage on shares of Sterling Infrastructure in a research note on Friday, January 23rd. They set an “overweight” rating and a $413.00 price objective on the stock. DA Davidson boosted their price objective on shares of Sterling Infrastructure from $460.00 to $500.00 and gave the company a “buy” rating in a report on Friday. Zacks Research lowered shares of Sterling Infrastructure from a “strong-buy” rating to a “hold” rating in a report on Monday, January 5th. Finally, Stifel Nicolaus set a $486.00 price target on shares of Sterling Infrastructure and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Four equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $466.33.

About Sterling Infrastructure

Sterling Infrastructure, Inc (NASDAQ: STRL) is a diversified manufacturer and distributor of essential infrastructure products serving municipal, utility and industrial customers across North America. Through its network of wholly owned subsidiaries, the company designs, engineers and produces a wide range of cast and fabricated solutions tailored to the needs of the waterworks, natural gas, telecommunications, electric, traffic safety and parks & recreation markets.

The company’s product portfolio encompasses ductile iron and composite fittings, valve boxes, manhole frames and covers, water and gas meter sets, street light poles and mounting accessories, traffic sign posts with breakaway systems, bollards and related system components.