8,361 Shares in MasTec, Inc. $MTZ Acquired by Ninepoint Partners LP

Ninepoint Partners LP purchased a new position in MasTec, Inc. (NYSE:MTZ) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 8,361 shares of the construction company’s stock, valued at approximately $1,779,000.

A number of other large investors also recently modified their holdings of the company. Versant Capital Management Inc lifted its stake in MasTec by 4.9% during the third quarter. Versant Capital Management Inc now owns 1,092 shares of the construction company’s stock worth $232,000 after purchasing an additional 51 shares during the last quarter. Crestwood Advisors Group LLC increased its position in shares of MasTec by 3.1% during the third quarter. Crestwood Advisors Group LLC now owns 1,738 shares of the construction company’s stock worth $370,000 after purchasing an additional 53 shares in the last quarter. Rothschild Investment LLC lifted its holdings in shares of MasTec by 22.5% in the 2nd quarter. Rothschild Investment LLC now owns 338 shares of the construction company’s stock valued at $58,000 after purchasing an additional 62 shares during the last quarter. Linden Thomas Advisory Services LLC boosted its position in shares of MasTec by 1.4% in the 3rd quarter. Linden Thomas Advisory Services LLC now owns 6,089 shares of the construction company’s stock valued at $1,296,000 after purchasing an additional 86 shares during the period. Finally, Fifth Third Wealth Advisors LLC grew its stake in MasTec by 4.5% during the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 2,130 shares of the construction company’s stock worth $453,000 after buying an additional 91 shares during the last quarter. 78.10% of the stock is owned by hedge funds and other institutional investors.

Key MasTec News

Here are the key news stories impacting MasTec this week:

• Positive Sentiment: Q4 results: MasTec beat consensus on both EPS ($2.07 vs. $1.94 est.) and revenue ($3.94B vs. $3.71B est.), with revenue up ~15.8% year‑over‑year — a clear driver of the rally. MasTec (MTZ) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Record backlog and segment strength: Management highlighted strength in clean energy and power delivery, and a record backlog — supporting revenue visibility and upside to future quarters. MasTec Beats Q4 Earnings & Revenue Estimates, Books Solid Backlog
• Positive Sentiment: FY‑2026 guidance raised: MasTec set FY‑2026 EPS at 8.40 (above the ~8.02 consensus) and issued a higher revenue target (~$17.0B vs. ~$15.4B consensus), underpinning the stock’s strength. MasTec Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Initial 2026 Guidance
• Neutral Sentiment: Full public materials available: The earnings slide deck and the Q4 call transcript provide detailed segment metrics and backlog disclosures for modeling; investors should review for segment margin drivers. MasTec, Inc. (MTZ) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Presentation slides: The earnings presentation provides project-level commentary useful for updating revenue/timing assumptions. MasTec, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Thematic upside: Analysts list MasTec among contractors poised to benefit from an AI/data‑center buildout (power, cooling, infrastructure) — a longer‑term demand tailwind. Buy 5 Construction Stocks Set to Soar on AI-Powered Data Center Boom
• Negative Sentiment: Q1 2026 guide is conservative: MasTec set Q1 EPS at 1.00 (vs. ~1.42 consensus) and revenue at ~$3.5B (below ~$3.7B consensus), creating near‑term earnings risk that could pressure the stock if Q1 plays out weakly. MasTec Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Initial 2026 Guidance
• Negative Sentiment: Short interest fell ~12.9% in Feb — fewer short positions reduces the potential for a short‑squeeze catalyst, removing one source of upside. Short Interest Report (summary)

MasTec Stock Up 2.7%

MasTec stock opened at $297.81 on Friday. The firm has a market capitalization of $23.50 billion, a price-to-earnings ratio of 58.74 and a beta of 1.94. MasTec, Inc. has a fifty-two week low of $99.70 and a fifty-two week high of $300.00. The stock’s fifty day moving average is $246.26 and its two-hundred day moving average is $216.37. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.30 and a current ratio of 1.33.

MasTec (NYSE:MTZ) last issued its quarterly earnings results on Thursday, February 26th. The construction company reported $2.07 earnings per share for the quarter, topping analysts’ consensus estimates of $1.94 by $0.13. The company had revenue of $3.94 billion for the quarter, compared to analyst estimates of $3.71 billion. MasTec had a return on equity of 15.99% and a net margin of 2.79%.The business’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.44 EPS. MasTec has set its Q1 2026 guidance at 1.000-1.000 EPS and its FY 2026 guidance at 8.400-8.400 EPS. Analysts predict that MasTec, Inc. will post 3.44 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have weighed in on MTZ. Mizuho set a $254.00 price objective on MasTec in a research note on Monday, November 3rd. Citigroup lifted their target price on shares of MasTec from $248.00 to $284.00 and gave the company a “buy” rating in a report on Monday, January 26th. Robert W. Baird increased their price target on shares of MasTec from $238.00 to $249.00 and gave the stock an “outperform” rating in a research note on Monday, November 3rd. Zacks Research raised shares of MasTec from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, December 30th. Finally, Wall Street Zen raised shares of MasTec from a “hold” rating to a “buy” rating in a report on Sunday, February 22nd. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $238.16.

MasTec Company Profile

MasTec, Inc is a diversified infrastructure construction company that provides engineering, fabrication, installation and maintenance services across a broad range of end markets. Its principal activities encompass the development of communications networks, oil and gas pipeline systems, electrical transmission and distribution facilities, industrial installations and renewable energy projects.

The company traces its roots to a small cable installation operation in Miami and has grown through a series of strategic acquisitions to become one of the largest infrastructure contractors in North America.