Research Analysts Issue Forecasts for STRL Q4 Earnings

Sterling Infrastructure, Inc. (NASDAQ:STRL) – Equities research analysts at KeyCorp decreased their Q4 2026 earnings per share estimates for shares of Sterling Infrastructure in a research report issued to clients and investors on Friday, August 7th. KeyCorp analyst S. Jain now forecasts that the construction company will earn $4.13 per share for the quarter, down from their prior estimate of $4.23. KeyCorp has a “Overweight” rating and a $754.00 price objective on the stock. The consensus estimate for Sterling Infrastructure’s current full-year earnings is $19.13 per share.

Sterling Infrastructure (NASDAQ:STRL) last issued its quarterly earnings data on Monday, August 3rd. The construction company reported $5.80 earnings per share for the quarter, beating the consensus estimate of $5.01 by $0.79. The company had revenue of $1.17 billion for the quarter, compared to analyst estimates of $969.22 million. Sterling Infrastructure had a net margin of 12.55% and a return on equity of 40.12%. The firm’s revenue was up 90.4% compared to the same quarter last year. Sterling Infrastructure has set its FY 2026 guidance at 19.700-20.300 EPS.

Several other research firms have also recently weighed in on STRL. Cantor Fitzgerald cut their target price on Sterling Infrastructure from $956.00 to $742.00 and set an “overweight” rating for the company in a research note on Wednesday, August 5th. Weiss Ratings lowered Sterling Infrastructure from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, July 28th. Wall Street Zen raised Sterling Infrastructure from a “buy” rating to a “strong-buy” rating in a report on Saturday. Zacks Research lowered Sterling Infrastructure from a “strong-buy” rating to a “hold” rating in a research note on Friday. Finally, Oppenheimer assumed coverage on Sterling Infrastructure in a research report on Thursday, May 28th. They issued an “outperform” rating and a $950.00 target price on the stock. Seven analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $657.00.

Sterling Infrastructure Stock Down 3.4%

Shares of STRL opened at $528.51 on Tuesday. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.19. Sterling Infrastructure has a 12 month low of $263.45 and a 12 month high of $1,005.68. The firm’s 50 day moving average is $734.49 and its 200-day moving average is $587.22. The stock has a market capitalization of $16.17 billion, a PE ratio of 38.10, a P/E/G ratio of 1.91 and a beta of 1.88.

Insiders Place Their Bets

In other Sterling Infrastructure news, General Counsel Mark D. Wolf sold 2,500 shares of the stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $888.00, for a total transaction of $2,220,000.00. Following the completion of the transaction, the general counsel directly owned 28,137 shares of the company’s stock, valued at approximately $24,985,656. This represents a 8.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 1.60% of the company’s stock.

Institutional Trading of Sterling Infrastructure

A number of hedge funds and other institutional investors have recently modified their holdings of STRL. Engle Capital Management L.P. increased its position in shares of Sterling Infrastructure by 156.5% during the first quarter. Engle Capital Management L.P. now owns 26,500 shares of the construction company’s stock worth $10,793,000 after acquiring an additional 16,167 shares during the last quarter. Northwestern Mutual Investment Management Company LLC purchased a new position in Sterling Infrastructure in the fourth quarter valued at about $2,105,000. Private Advisor Group LLC grew its stake in Sterling Infrastructure by 28.2% during the 1st quarter. Private Advisor Group LLC now owns 7,099 shares of the construction company’s stock valued at $2,891,000 after purchasing an additional 1,561 shares in the last quarter. Truist Financial Corp grew its stake in Sterling Infrastructure by 30.8% during the 4th quarter. Truist Financial Corp now owns 5,005 shares of the construction company’s stock valued at $1,533,000 after purchasing an additional 1,179 shares in the last quarter. Finally, Ranger Investment Management L.P. acquired a new stake in Sterling Infrastructure during the 1st quarter valued at approximately $21,844,000. 80.95% of the stock is owned by hedge funds and other institutional investors.

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.