Kennedy Capital Management LLC Acquires Shares of 36,503 Sterling Infrastructure, Inc. $STRL

Kennedy Capital Management LLC acquired a new stake in shares of Sterling Infrastructure, Inc. (NASDAQ:STRL) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 36,503 shares of the construction company’s stock, valued at approximately $11,178,000.

Several other large investors have also bought and sold shares of the stock. EverSource Wealth Advisors LLC lifted its stake in Sterling Infrastructure by 33.8% during the 4th quarter. EverSource Wealth Advisors LLC now owns 107 shares of the construction company’s stock valued at $33,000 after acquiring an additional 27 shares in the last quarter. CENTRAL TRUST Co lifted its stake in Sterling Infrastructure by 7.9% during the 4th quarter. CENTRAL TRUST Co now owns 397 shares of the construction company’s stock valued at $122,000 after acquiring an additional 29 shares in the last quarter. Lido Advisors LLC lifted its stake in Sterling Infrastructure by 1.8% during the 4th quarter. Lido Advisors LLC now owns 1,725 shares of the construction company’s stock valued at $578,000 after acquiring an additional 31 shares in the last quarter. Fifth Third Bancorp raised its stake in shares of Sterling Infrastructure by 76.1% during the 3rd quarter. Fifth Third Bancorp now owns 81 shares of the construction company’s stock worth $28,000 after purchasing an additional 35 shares during the period. Finally, Quadrant Capital Group LLC raised its stake in shares of Sterling Infrastructure by 10.3% during the 4th quarter. Quadrant Capital Group LLC now owns 438 shares of the construction company’s stock worth $134,000 after purchasing an additional 41 shares during the period. 80.95% of the stock is currently owned by institutional investors.

Insider Transactions at Sterling Infrastructure

In related news, CEO Joseph A. Cutillo sold 50,000 shares of the business’s stock in a transaction dated 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 sale, the chief executive officer directly owned 290,593 shares in the company, valued at approximately $144,590,359.01. The trade was a 14.68% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.60% of the company’s stock.

Key Stories Impacting Sterling Infrastructure

Here are the key news stories impacting Sterling Infrastructure this week:

• Positive Sentiment: Sidoti raised multiple earnings estimates for Sterling Infrastructure (STRL), including FY2026 and FY2027, signaling expectations for continued strong profit growth and supporting a bullish view on the stock.
• Positive Sentiment: Another recent report said Wall Street remains positive on Sterling Infrastructure (STRL), citing a consensus Buy rating and a median 12-month price target of $950, which suggests analysts still see upside from current levels. Wall Street remains positive article
• Positive Sentiment: Zacks highlighted Sterling Infrastructure (STRL) as a solid growth stock, pointing to its strong growth attributes as a reason it could generate exceptional returns. Zacks growth stock article
• Positive Sentiment: Broker-focused commentary also pointed investors toward Sterling Infrastructure (STRL), reinforcing that the stock is drawing attention from analysts and the market. Broker suggestions article
• Neutral Sentiment: The company’s recent earnings history already supports the bullish narrative: Sterling Infrastructure beat expectations in its last quarterly report, and current guidance remains strong, helping justify elevated investor expectations.

Analyst Ratings Changes

A number of research firms have recently commented on STRL. Cantor Fitzgerald lifted their target price on Sterling Infrastructure from $482.00 to $956.00 and gave the stock an “overweight” rating in a research note on Monday, May 11th. Argus began coverage on Sterling Infrastructure in a research note on Thursday, April 16th. They set a “buy” rating and a $510.00 target price on the stock. Oppenheimer began coverage on Sterling Infrastructure in a research note on Thursday, May 28th. They set an “outperform” rating and a $950.00 target price on the stock. Weiss Ratings cut Sterling Infrastructure from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday, May 14th. Finally, Wall Street Zen cut Sterling Infrastructure from a “strong-buy” rating to a “buy” rating in a research note on Sunday, May 31st. One analyst has rated the stock with a Strong Buy rating and seven have given a Buy rating to the stock. According to MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $720.67.

Sterling Infrastructure Stock Performance

NASDAQ STRL opened at $858.99 on Monday. The stock has a market capitalization of $26.36 billion, a price-to-earnings ratio of 76.83, a PEG ratio of 3.14 and a beta of 1.82. Sterling Infrastructure, Inc. has a one year low of $197.73 and a one year high of $1,005.68. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.10 and a quick ratio of 1.10. The business’s fifty day moving average is $674.47 and its 200-day moving average is $477.10.

Sterling Infrastructure (NASDAQ:STRL) last announced its quarterly earnings data on Monday, May 4th. The construction company reported $3.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.29 by $1.30. Sterling Infrastructure had a return on equity of 35.64% 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 previous year, the business posted $1.63 EPS. Sterling Infrastructure has set its FY 2026 guidance at 18.400-19.050 EPS. Equities research analysts predict that Sterling Infrastructure, Inc. will post 18.26 EPS for the current year.

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.