Quanta Services, Inc. $PWR Shares Sold by Mcrae Capital Management Inc.

Mcrae Capital Management Inc. cut its stake in Quanta Services, Inc. (NYSE:PWR) by 11.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 44,304 shares of the construction company’s stock after selling 5,940 shares during the period. Quanta Services accounts for 3.6% of Mcrae Capital Management Inc.’s portfolio, making the stock its 8th largest position. Mcrae Capital Management Inc.’s holdings in Quanta Services were worth $18,361,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its position in shares of Quanta Services by 2.2% during the third quarter. Vanguard Group Inc. now owns 18,143,619 shares of the construction company’s stock worth $7,519,079,000 after purchasing an additional 386,937 shares during the last quarter. JPMorgan Chase & Co. raised its stake in Quanta Services by 0.7% during the second quarter. JPMorgan Chase & Co. now owns 6,821,962 shares of the construction company’s stock valued at $2,579,259,000 after buying an additional 49,334 shares in the last quarter. State Street Corp lifted its holdings in Quanta Services by 0.4% during the 2nd quarter. State Street Corp now owns 6,007,287 shares of the construction company’s stock worth $2,271,235,000 after buying an additional 24,669 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Quanta Services by 4.1% in the 2nd quarter. Geode Capital Management LLC now owns 3,873,293 shares of the construction company’s stock valued at $1,458,362,000 after acquiring an additional 152,823 shares during the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its position in shares of Quanta Services by 57.2% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,425,436 shares of the construction company’s stock valued at $917,009,000 after acquiring an additional 882,209 shares in the last quarter. 90.49% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the stock. Evercore boosted their target price on shares of Quanta Services from $410.00 to $480.00 and gave the company an “outperform” rating in a research note on Friday, October 31st. Roth Mkm set a $500.00 price objective on shares of Quanta Services and gave the stock a “buy” rating in a research note on Friday, October 31st. Citigroup lifted their target price on Quanta Services from $526.00 to $540.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Sanford C. Bernstein increased their price target on Quanta Services from $428.00 to $471.00 and gave the stock a “market perform” rating in a research report on Monday, February 9th. Finally, JPMorgan Chase & Co. upgraded Quanta Services from a “neutral” rating to an “overweight” rating and upped their price objective for the stock from $457.00 to $515.00 in a research note on Monday, December 8th. Thirteen investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, Quanta Services presently has a consensus rating of “Moderate Buy” and a consensus price target of $464.15.

Quanta Services News Summary

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

• Positive Sentiment: Record results and backlog — Quanta reported record fourth‑quarter and full‑year 2025 metrics (revenue, adjusted EPS, adjusted EBITDA, cash flow) and ended the year with an all‑time high total backlog/RPO, supporting multi‑year revenue visibility. QUANTA SERVICES REPORTS FOURTH QUARTER AND FULL-YEAR 2025 RESULTS
• Positive Sentiment: Q4 EPS beat — Adjusted diluted EPS of $3.16 beat consensus (~$3.00), reflecting stronger margins/operating leverage in the quarter. This beat reinforces the upside to near‑term earnings. Press Release / Q4 Results PDF
• Positive Sentiment: Strong FY2026 guidance — Management raised FY2026 EPS guidance to $12.65–$13.35 and revenue guidance to roughly $33.3B–$33.8B, both materially above consensus, implying >20% EPS growth opportunity and validating continued demand for grid/electric infrastructure work. Quanta Services Posts Record 2025 Results, Backlog Surges
• Neutral Sentiment: Positive narrative and sector tailwinds — Multiple writeups note Quanta’s positioning to benefit from accelerating grid buildout and an increasing electric focus, which supports investor enthusiasm but is longer‑term in nature. Quanta Services earnings in focus as grid buildout accelerates How The Narrative Around Quanta Services (PWR) Is Shifting
• Neutral Sentiment: Brokerage sentiment — Recent consensus ratings cluster around “Moderate Buy,” which supports demand but leaves limited catalyst from upgrades alone. Quanta Services Given Average Rating of “Moderate Buy”
• Negative Sentiment: Execution and margin risks — Analysts caution that project timing, mix and margin pressure on large projects could cloud near‑term results despite backlog growth; watch gross margins and working capital in coming quarters. Quanta is Set to Report Q4 Earnings: Here’s What Investors Must Know

Quanta Services Stock Performance

Shares of PWR opened at $520.97 on Thursday. The firm has a market capitalization of $77.69 billion, a PE ratio of 77.18, a P/E/G ratio of 2.54 and a beta of 1.15. The company has a quick ratio of 1.30, a current ratio of 1.34 and a debt-to-equity ratio of 0.66. The firm has a 50-day moving average price of $460.55 and a 200 day moving average price of $431.77. Quanta Services, Inc. has a 52-week low of $227.08 and a 52-week high of $543.28.

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.