Sterling Infrastructure (NASDAQ:STRL – Get Free Report) announced its earnings results on Monday. The construction company reported $3.59 EPS for the quarter, beating the consensus estimate of $2.29 by $1.30, FiscalAI reports. Sterling Infrastructure had a return on equity of 37.02% and a net margin of 12.02%.The business had revenue of $825.68 million for the quarter, compared to analysts’ expectations of $603.58 million. During the same period in the prior year, the business posted $1.63 earnings per share. Sterling Infrastructure updated its FY 2026 guidance to 18.400-19.050 EPS.
Sterling Infrastructure Price Performance
Sterling Infrastructure stock opened at $806.00 on Wednesday. The stock has a market capitalization of $24.73 billion, a price-to-earnings ratio of 72.09, a PEG ratio of 2.73 and a beta of 1.64. Sterling Infrastructure has a 52-week low of $167.00 and a 52-week high of $807.30. The stock’s 50 day moving average price is $443.60 and its two-hundred day moving average price is $384.42. The company has a debt-to-equity ratio of 0.25, a quick ratio of 1.01 and a current ratio of 1.01.
Wall Street Analyst Weigh In
STRL has been the topic of several analyst reports. Argus initiated coverage on Sterling Infrastructure in a report on Thursday, April 16th. They issued a “buy” rating and a $510.00 target price on the stock. DA Davidson increased their price target on Sterling Infrastructure from $460.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, February 27th. Zacks Research cut Sterling Infrastructure from a “strong-buy” rating to a “hold” rating in a report on Friday, May 1st. Cantor Fitzgerald increased their price target on Sterling Infrastructure from $413.00 to $482.00 and gave the stock an “overweight” rating in a report on Monday, March 2nd. Finally, Wall Street Zen cut Sterling Infrastructure from a “strong-buy” rating to a “buy” rating in a report on Saturday, March 28th. Six investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, Sterling Infrastructure presently has a consensus rating of “Moderate Buy” and a consensus target price of $510.00.
More Sterling Infrastructure News
Here are the key news stories impacting Sterling Infrastructure this week:
- Positive Sentiment: Record Q1 results — Sterling reported adjusted EPS of $3.59 and revenue of $825.7M, both well above street estimates; management highlighted margin expansion and strong cash generation. Sterling Reports Record First Quarter Results and Raises Full Year 2026 Guidance
- Positive Sentiment: Materially higher FY‑2026 guidance — management lifted adjusted EPS to $18.40–$19.05 (well above prior consensus) and revenue guidance to $3.7–$3.8B, giving investors a much stronger 2026 earnings/revenue outlook. Sterling Q1 Earnings & Revenues Beat Estimates, Rise Y/Y
- Positive Sentiment: Stronger backlog and multi‑year visibility — company disclosed growing backlog (and “combined backlog”) that supports multi‑year revenue visibility and underpins the raised guide. This helped investor confidence. Sterling Infrastructure (STRL) surges on record Q1 results and raised 2026 outlook
- Positive Sentiment: Analysts and press context — several outlets and analyst notes framed STRL as a top industrial/e‑infrastructure beneficiary, adding to buy‑side momentum. Analysts Are Bullish on Top Industrial Goods Stocks: JBT Marel (JBTM), Sterling Infrastructure (STRL)
- Positive Sentiment: Market reaction and headlines — multiple outlets flagged the beat + guide as the reason the stock surged to a 52‑week high and drew premarket attention. Why is Sterling (STRL) stock rocketing higher today?
- Neutral Sentiment: Earnings call / detail resources are available — the full Q1 earnings transcript and slide deck were published for investors who want management commentary, segment detail and outlook color. Sterling Infrastructure, Inc. (STRL) Q1 2026 Earnings Call Transcript
- Negative Sentiment: Insider selling and positioning — reporting shows notable insider sales over recent months, which some investors view as a caution despite the strong quarter. Sterling Infrastructure (STRL) surges on record Q1 results and raised 2026 outlook
- Negative Sentiment: Valuation and analyst targets — the stock is trading well above recent median price targets and at a high P/E, increasing risk if execution or margin assumptions disappoint (monitor upcoming quarters for delivery against the raised guide).
Insider Buying and Selling
In related news, Director Dana C. O’brien sold 2,000 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $410.00, for a total value of $820,000.00. Following the transaction, the director directly owned 11,498 shares in the company, valued at $4,714,180. This trade represents a 14.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Joseph A. Cutillo sold 50,000 shares of the stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $497.57, for a total value of $24,878,500.00. Following the completion of the transaction, the chief executive officer owned 290,593 shares in the company, valued at approximately $144,590,359.01. This represents a 14.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 104,000 shares of company stock worth $49,162,500 over the last 90 days. Company insiders own 1.60% of the company’s stock.
Hedge Funds Weigh In On Sterling Infrastructure
A number of large investors have recently modified their holdings of STRL. Empowered Funds LLC bought a new position in shares of Sterling Infrastructure in the 1st quarter worth $378,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Sterling Infrastructure by 12.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 83,983 shares of the construction company’s stock worth $9,508,000 after purchasing an additional 9,625 shares in the last quarter. Focus Partners Wealth lifted its holdings in shares of Sterling Infrastructure by 13.7% in the 1st quarter. Focus Partners Wealth now owns 2,313 shares of the construction company’s stock worth $262,000 after purchasing an additional 279 shares in the last quarter. Arrowstreet Capital Limited Partnership bought a new position in shares of Sterling Infrastructure in the 2nd quarter worth $5,929,000. Finally, Cerity Partners LLC lifted its holdings in shares of Sterling Infrastructure by 195.7% in the 2nd quarter. Cerity Partners LLC now owns 19,522 shares of the construction company’s stock worth $4,504,000 after purchasing an additional 12,921 shares in the last quarter. 80.95% of the stock is currently owned by institutional investors.
Sterling Infrastructure Company Profile
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.
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