International Assets Investment Management LLC Makes New Investment in Sterling Infrastructure, Inc. $STRL

International Assets Investment Management LLC purchased a new position in shares of Sterling Infrastructure, Inc. (NASDAQ:STRL) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 850 shares of the construction company’s stock, valued at approximately $260,000.

A number of other institutional investors have also recently bought and sold shares of the business. Diversify Wealth Management LLC boosted its stake in Sterling Infrastructure by 5.9% during the fourth quarter. Diversify Wealth Management LLC now owns 8,377 shares of the construction company’s stock worth $2,694,000 after buying an additional 470 shares in the last quarter. MGO One Seven LLC lifted its holdings in shares of Sterling Infrastructure by 4.3% during the fourth quarter. MGO One Seven LLC now owns 5,140 shares of the construction company’s stock valued at $1,574,000 after acquiring an additional 212 shares during the period. Sequoia Financial Advisors LLC lifted its holdings in shares of Sterling Infrastructure by 38.0% during the fourth quarter. Sequoia Financial Advisors LLC now owns 1,134 shares of the construction company’s stock valued at $347,000 after acquiring an additional 312 shares during the period. Premier Fund Managers Ltd bought a new position in shares of Sterling Infrastructure during the fourth quarter valued at $285,000. Finally, Gateway Investment Advisers LLC bought a new position in shares of Sterling Infrastructure during the fourth quarter valued at $1,625,000. Institutional investors and hedge funds own 80.95% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have issued reports on the company. DA Davidson lifted their price objective on Sterling Infrastructure from $460.00 to $500.00 and gave the company a “buy” rating in a report on Friday, February 27th. Cantor Fitzgerald lifted their price objective on Sterling Infrastructure from $482.00 to $956.00 and gave the company an “overweight” rating in a report on Monday. Stifel Nicolaus set a $486.00 price objective on Sterling Infrastructure and gave the company a “buy” rating in a report on Wednesday, February 11th. Zacks Research cut Sterling Infrastructure from a “strong-buy” rating to a “hold” rating in a report on Friday, May 1st. Finally, Wall Street Zen cut Sterling Infrastructure from a “strong-buy” rating to a “buy” rating in a report on Saturday, March 28th. Six research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, Sterling Infrastructure presently has an average rating of “Moderate Buy” and an average target price of $668.20.

Insider Activity

In other Sterling Infrastructure news, CEO Joseph A. Cutillo sold 50,000 shares of the business’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $497.57, for a total transaction of $24,878,500.00. Following the completion of the sale, the chief executive officer directly owned 290,593 shares of the company’s stock, valued at approximately $144,590,359.01. The trade was a 14.68% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.60% of the stock is owned by corporate insiders.

Sterling Infrastructure Stock Performance

Sterling Infrastructure stock opened at $851.35 on Wednesday. The stock has a 50-day simple moving average of $484.62 and a 200 day simple moving average of $401.88. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 0.23. Sterling Infrastructure, Inc. has a 12-month low of $176.15 and a 12-month high of $888.95. The stock has a market capitalization of $26.13 billion, a price-to-earnings ratio of 76.15, a P/E/G ratio of 3.21 and a beta of 1.64.

Sterling Infrastructure (NASDAQ:STRL) last released its quarterly earnings results on Monday, May 4th. The construction company reported $3.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.29 by $1.30. Sterling Infrastructure had a return on equity of 35.64% and a net margin of 12.02%.The business had revenue of $825.68 million during the quarter, compared to analysts’ expectations of $603.58 million. During the same period in the previous year, the business posted $1.63 earnings per share. Sterling Infrastructure has set its FY 2026 guidance at 18.400-19.050 EPS. On average, research analysts anticipate that Sterling Infrastructure, Inc. will post 18.01 earnings per share for the current fiscal year.

Sterling Infrastructure News Roundup

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

• Positive Sentiment: Cantor Fitzgerald sharply raised its price target on Sterling Infrastructure (STRL) to $956 and kept an overweight rating, reinforcing a bullish view on future earnings and valuation. Sterling Infrastructure (NASDAQ:STRL) Price Target Raised to $956.00 at Cantor Fitzgerald
• Positive Sentiment: The stock was added to Zacks’ Rank #1 (Strong Buy) momentum list, suggesting strong technical and sentiment-driven support. Best Momentum Stocks to Buy for May 11th
• Positive Sentiment: Analysts highlighted Sterling’s strong Q1 2026 results, including 92% revenue growth and 120% EPS growth, plus an expanding backlog that could support another earnings breakout. Can Sterling’s Backlog Explosion Fuel Another EPS Breakout in 2026?
• Positive Sentiment: Zacks also listed STRL among growth stocks worth watching, citing its strong growth profile and investor appeal. 3 Reasons Why Growth Investors Shouldn’t Overlook Sterling Infrastructure (STRL)
• Neutral Sentiment: Sterling filed a new shelf registration statement, which improves financing flexibility but can also raise the possibility of future share issuance. Sterling Infrastructure Files New Shelf to Enhance Flexibility
• Neutral Sentiment: Short-interest data showed no meaningful change, offering little immediate trading signal.

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.