Stack Financial Management Inc Has $54.70 Million Stock Holdings in Quanta Services, Inc. $PWR

Stack Financial Management Inc cut its position in shares of Quanta Services, Inc. (NYSE:PWR) by 2.0% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 129,592 shares of the construction company’s stock after selling 2,606 shares during the period. Quanta Services comprises 4.2% of Stack Financial Management Inc’s portfolio, making the stock its 6th biggest position. Stack Financial Management Inc’s holdings in Quanta Services were worth $54,696,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of PWR. Darwin Wealth Management LLC bought a new stake in Quanta Services during the 2nd quarter valued at $26,000. Activest Wealth Management raised its position in Quanta Services by 94.1% during the 3rd quarter. Activest Wealth Management now owns 66 shares of the construction company’s stock valued at $27,000 after purchasing an additional 32 shares in the last quarter. Flagship Harbor Advisors LLC bought a new stake in Quanta Services during the 4th quarter valued at $28,000. Cornerstone Planning Group LLC raised its position in Quanta Services by 213.0% during the 3rd quarter. Cornerstone Planning Group LLC now owns 72 shares of the construction company’s stock valued at $30,000 after purchasing an additional 49 shares in the last quarter. Finally, Laurel Wealth Advisors LLC bought a new stake in Quanta Services during the 4th quarter valued at $34,000. 90.49% of the stock is owned by institutional investors.

Key Quanta Services News

Here are the key news stories impacting Quanta Services this week:

• Positive Sentiment: UBS sharply raised its price target to $900 and maintained a Buy rating, signaling sizable analyst conviction and implied upside for PWR. Article Title
• Positive Sentiment: Goldman Sachs raised its price target to $826 and kept a Buy rating, reinforcing institutional bullishness that can support further share gains. Article Title
• Positive Sentiment: TD Cowen boosted its price target and issued a positive forecast for Quanta, adding another reputable shop to the list of recent upgrades. Analyst momentum is a clear near‑term catalyst. Article Title
• Positive Sentiment: Jim Cramer and other outlets are highlighting Quanta as an “obvious winner” in the electric‑grid/AI infrastructure buildout, which can draw retail and momentum buying. Article Title
• Positive Sentiment: Consensus analyst coverage sits around “Moderate Buy,” reinforcing the market’s constructive view after Quanta’s recent strong quarter and raised FY‑2026 guidance. Article Title
• Neutral Sentiment: Sector context — coverage on how AI data centers are reshaping power demand highlights a structural tailwind for companies that build and upgrade grid and power infrastructure; this supports Quanta’s longer‑term revenue opportunity but timing/scale vary. Article Title
• Neutral Sentiment: Long‑term bullish pieces (The Motley Fool, Zacks) reiterate Quanta’s growth story and record results commentary; constructive for sentiment but less immediate as share‑price catalysts versus analyst upgrades. Article Title Article Title

Quanta Services Stock Up 2.1%

Shares of PWR stock opened at $757.96 on Tuesday. Quanta Services, Inc. has a 1-year low of $315.00 and a 1-year high of $763.11. The stock’s fifty day moving average price is $578.99 and its 200 day moving average price is $498.52. The company has a debt-to-equity ratio of 0.57, a current ratio of 1.14 and a quick ratio of 1.09. The company has a market cap of $113.74 billion, a price-to-earnings ratio of 103.97, a price-to-earnings-growth ratio of 3.37 and a beta of 1.24.

Quanta Services (NYSE:PWR) last announced its earnings results on Thursday, April 30th. The construction company reported $2.68 earnings per share for the quarter, topping the consensus estimate of $2.04 by $0.64. Quanta Services had a return on equity of 18.64% and a net margin of 3.67%.The firm had revenue of $7.87 billion for the quarter, compared to the consensus estimate of $7 billion. During the same period in the previous year, the business earned $1.78 EPS. The firm’s revenue for the quarter was up 26.3% on a year-over-year basis. Quanta Services has set its FY 2026 guidance at 13.550-14.250 EPS. On average, research analysts expect that Quanta Services, Inc. will post 11.97 earnings per share for the current fiscal year.

Quanta Services Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, April 10th. Investors of record on Thursday, April 2nd were paid a dividend of $0.11 per share. This represents a $0.44 annualized dividend and a yield of 0.1%. The ex-dividend date was Thursday, April 2nd. Quanta Services’s payout ratio is 6.04%.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the company. Citigroup boosted their price target on Quanta Services from $640.00 to $733.00 and gave the stock a “buy” rating in a research report on Monday, April 27th. Roth Mkm lifted their target price on Quanta Services from $600.00 to $650.00 and gave the company a “buy” rating in a research note on Monday, April 6th. Stifel Nicolaus set a $784.00 target price on shares of Quanta Services in a report on Friday. Jefferies Financial Group raised their price target on shares of Quanta Services from $634.00 to $654.00 and gave the company a “buy” rating in a report on Thursday, April 2nd. Finally, Evercore lifted their price objective on shares of Quanta Services from $635.00 to $800.00 and gave the stock an “outperform” rating in a research report on Friday. Eighteen research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $678.00.

Quanta Services Company Profile

Quanta Services, Inc is a leading specialty contractor that provides comprehensive infrastructure solutions for the electric power, pipeline and energy, and communications markets. Headquartered in Houston, Texas, the company delivers engineering, procurement, construction, installation, maintenance and repair services that support the development, modernization and ongoing operation of critical energy and communications networks.

In the electric power sector, Quanta works on transmission and distribution systems, substation construction and grid modernization projects that include integration of renewable generation and energy storage.