Lansing Street Advisors Cuts Stock Holdings in MasTec, Inc. $MTZ

Lansing Street Advisors reduced its stake in MasTec, Inc. (NYSE:MTZ) by 18.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 8,761 shares of the construction company’s stock after selling 2,000 shares during the period. Lansing Street Advisors’ holdings in MasTec were worth $1,864,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Vanguard Group Inc. grew its position in shares of MasTec by 0.6% during the third quarter. Vanguard Group Inc. now owns 6,007,192 shares of the construction company’s stock valued at $1,278,391,000 after purchasing an additional 34,899 shares in the last quarter. Invesco Ltd. boosted its stake in MasTec by 6.1% during the second quarter. Invesco Ltd. now owns 1,765,049 shares of the construction company’s stock valued at $300,817,000 after buying an additional 102,072 shares during the last quarter. Hood River Capital Management LLC grew its holdings in MasTec by 8.9% during the 2nd quarter. Hood River Capital Management LLC now owns 1,692,656 shares of the construction company’s stock valued at $288,479,000 after buying an additional 138,269 shares in the last quarter. AQR Capital Management LLC grew its holdings in MasTec by 11.3% during the 2nd quarter. AQR Capital Management LLC now owns 1,072,253 shares of the construction company’s stock valued at $181,961,000 after buying an additional 108,504 shares in the last quarter. Finally, Electron Capital Partners LLC increased its stake in MasTec by 2.0% in the 2nd quarter. Electron Capital Partners LLC now owns 747,333 shares of the construction company’s stock worth $127,368,000 after acquiring an additional 14,504 shares during the last quarter. Institutional investors own 78.10% of the company’s stock.

More MasTec News

Here are the key news stories impacting MasTec this week:

• Positive Sentiment: Q4 earnings beat consensus — MasTec reported $2.07 EPS vs. a $1.94 Zacks consensus, reflecting y/y profit improvement and better-than-expected execution across segments. MasTec (MTZ) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Upside to full‑year 2026 outlook — MasTec raised its FY2026 EPS guidance to $8.40 (vs. ~$8.02 consensus) and issued revenue guidance near $17.0B (above $15.4B consensus), signaling stronger full‑year demand and margin confidence. MasTec Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Initial 2026 Guidance
• Positive Sentiment: Reduced short interest — Short interest fell ~12.9% in February to ~2.46M shares (about 4.0% of float), which lowers near‑term short pressure and can support upside momentum.
• Neutral Sentiment: Sector tailwind from AI/data‑center buildout — Analysts are highlighting MasTec among construction firms poised to benefit from large AI-driven data center capex, a multi-year growth driver but dependent on execution and contract timing. Buy 5 Construction Stocks Set to Soar on AI-Powered Data Center Boom
• Neutral Sentiment: Company press release details — MasTec’s release confirmed stronger revenue growth and provided segment commentary (net margin ~2.41%, ROE ~14.41%), which supports the headline beat but offers no new material surprises beyond guidance. View Press Release
• Negative Sentiment: Mixed near‑term guidance — Q1 2026 guidance was below Street expectations (EPS $1.00 vs. ~$1.42 consensus; revenue ~$3.5B vs. ~$3.7B consensus), introducing near‑term earnings risk and a reason for potential pullbacks if investors focus on quarterly softness. MasTec Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Initial 2026 Guidance

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on MTZ shares. Zacks Research upgraded MasTec from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, December 30th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of MasTec in a research note on Monday, December 29th. Robert W. Baird lifted their price objective 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. Truist Financial boosted their target price on shares of MasTec from $253.00 to $270.00 and gave the stock a “buy” rating in a report on Thursday, December 18th. Finally, Cantor Fitzgerald initiated coverage on shares of MasTec in a report on Friday, January 23rd. They issued an “overweight” rating and a $274.00 price target for the company. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, MasTec presently has a consensus rating of “Buy” and an average price target of $238.16.

MasTec Trading Up 1.7%

MTZ stock opened at $290.00 on Friday. The company has a quick ratio of 1.30, a current ratio of 1.33 and a debt-to-equity ratio of 0.69. MasTec, Inc. has a twelve month low of $99.70 and a twelve month high of $291.70. The stock has a market capitalization of $22.88 billion, a price-to-earnings ratio of 68.88 and a beta of 1.94. The firm’s fifty day simple moving average is $244.67 and its two-hundred day simple moving average is $215.54.

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.