Roberts Glore & Co. Inc. IL Purchases New Shares in MasTec, Inc. $MTZ

Roberts Glore & Co. Inc. IL purchased a new position in shares of MasTec, Inc. (NYSE:MTZ) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 1,810 shares of the construction company’s stock, valued at approximately $385,000.

A number of other institutional investors also recently bought and sold shares of MTZ. Salomon & Ludwin LLC grew its holdings in shares of MasTec by 344.4% during the third quarter. Salomon & Ludwin LLC now owns 120 shares of the construction company’s stock worth $26,000 after buying an additional 93 shares during the last quarter. Caldwell Trust Co purchased a new position in shares of MasTec in the 2nd quarter valued at approximately $29,000. Parkside Financial Bank & Trust increased its holdings in shares of MasTec by 253.7% in the second quarter. Parkside Financial Bank & Trust now owns 191 shares of the construction company’s stock valued at $33,000 after purchasing an additional 137 shares during the period. Princeton Global Asset Management LLC purchased a new stake in shares of MasTec during the third quarter worth approximately $43,000. Finally, Root Financial Partners LLC acquired a new stake in shares of MasTec during the third quarter worth $49,000. 78.10% of the stock is currently owned by institutional investors and hedge funds.

MasTec News Summary

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

MasTec Stock Up 1.7%

Shares of NYSE MTZ opened at $290.00 on Friday. The firm has a market cap of $22.88 billion, a P/E ratio of 68.88 and a beta of 1.94. 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, Inc. has a 1 year low of $99.70 and a 1 year high of $291.70. The firm’s 50 day moving average price is $244.67 and its 200 day moving average price is $215.54.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. KeyCorp reiterated an “overweight” rating and set a $264.00 price target on shares of MasTec in a research report on Wednesday, January 7th. Cantor Fitzgerald started coverage on MasTec in a research report on Friday, January 23rd. They set an “overweight” rating and a $274.00 target price on the stock. Wall Street Zen raised MasTec from a “hold” rating to a “buy” rating in a report on Sunday, February 22nd. Robert W. Baird lifted their price target on MasTec from $238.00 to $249.00 and gave the stock an “outperform” rating in a research note on Monday, November 3rd. Finally, Zacks Research upgraded shares of MasTec from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, December 30th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $238.16.

About MasTec

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.