Sterling Infrastructure (NASDAQ:STRL) Issues Earnings Results

Sterling Infrastructure (NASDAQ:STRL) issued its quarterly earnings data on Wednesday. The construction company reported $3.08 EPS for the quarter, topping analysts’ consensus estimates of $2.63 by $0.45, FiscalAI reports. The firm had revenue of $755.61 million during the quarter, compared to analyst estimates of $639.41 million. Sterling Infrastructure had a return on equity of 29.81% and a net margin of 14.14%. Sterling Infrastructure updated its FY 2026 guidance to 13.450-14.050 EPS.

Sterling Infrastructure Price Performance

NASDAQ STRL opened at $455.25 on Thursday. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 0.26. The company has a market cap of $13.99 billion, a PE ratio of 44.63, a price-to-earnings-growth ratio of 2.63 and a beta of 1.51. Sterling Infrastructure has a 52 week low of $96.34 and a 52 week high of $470.00. The firm’s 50-day simple moving average is $360.87 and its two-hundred day simple moving average is $342.25.

Insider Buying and Selling

In related news, Director Dwayne Andree Wilson sold 2,860 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $350.00, for a total value of $1,001,000.00. Following the completion of the transaction, the director directly owned 14,749 shares of the company’s stock, valued at approximately $5,162,150. This trade represents a 16.24% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Dana C. O’brien sold 2,000 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $410.00, for a total transaction of $820,000.00. Following the sale, the director directly owned 11,498 shares in the company, valued at $4,714,180. The trade was a 14.82% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 6,860 shares of company stock worth $2,611,000 over the last 90 days. 3.70% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Sterling Infrastructure

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Lido Advisors LLC grew its stake in Sterling Infrastructure by 1.8% in the 4th quarter. Lido Advisors LLC now owns 1,725 shares of the construction company’s stock worth $578,000 after buying an additional 31 shares in the last quarter. Quadrant Capital Group LLC lifted its holdings 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 acquiring an additional 41 shares during the last quarter. Smartleaf Asset Management LLC grew its position in Sterling Infrastructure by 12.2% in the fourth quarter. Smartleaf Asset Management LLC now owns 460 shares of the construction company’s stock worth $142,000 after acquiring an additional 50 shares in the last quarter. CIBC Private Wealth Group LLC increased its stake in Sterling Infrastructure by 29.0% in the fourth quarter. CIBC Private Wealth Group LLC now owns 240 shares of the construction company’s stock valued at $73,000 after acquiring an additional 54 shares during the last quarter. Finally, Arkadios Wealth Advisors raised its position in Sterling Infrastructure by 8.5% during the fourth quarter. Arkadios Wealth Advisors now owns 688 shares of the construction company’s stock valued at $211,000 after purchasing an additional 54 shares in the last quarter. Hedge funds and other institutional investors own 80.95% of the company’s stock.

Sterling Infrastructure announced that its Board of Directors has initiated a share buyback plan on Wednesday, November 12th that permits the company to repurchase $400.00 million in outstanding shares. This repurchase authorization permits the construction company to repurchase up to 3.4% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its stock is undervalued.

Key Sterling Infrastructure News

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

• Positive Sentiment: Q4 results and raised FY2026 guidance materially beat expectations — EPS and revenue topped estimates and management issued FY2026 adjusted EPS of $13.45–$14.05 and revenue of ~$3.05–3.20B (above consensus). Sterling Reports Strong Fourth Quarter and Full Year 2025 Results and Issues Full Year 2026 Guidance
• Positive Sentiment: Analyst sentiment is turning bullish — a Seeking Alpha piece upgraded STRL to Buy after the print, citing the E‑Infrastructure segment (now ~70% of revenue) that grew 123% YoY driven by hyperscaler demand and a $3.01B signed backlog. Sterling Infrastructure Q4 Earnings: The AI Data Center Powerhouse Explodes (Upgrade)
• Positive Sentiment: Sidoti raised FY2027 forecasts and published above-consensus quarterly EPS projections for FY2027, signaling institutional conviction in continued upside. MarketBeat STRL coverage (Sidoti estimates)
• Neutral Sentiment: Analyst coverage and comparisons are increasing — multiple pieces (Zacks, Benzinga) are evaluating STRL vs. peers and advising investors on whether to buy after the big guidance print. Wall Street Bulls Look Optimistic About Sterling Infrastructure (STRL)
• Neutral Sentiment: Preview and analyst-expectations coverage ahead of follow-up quarterly commentary: Benzinga and AmericanBankingNews note what to watch next (Q1 guide, backlog conversion). A Look at Sterling Infrastructure’s Upcoming Earnings Report
• Negative Sentiment: Valuation and momentum concerns: STRL trades at a high P/E (~44.6) and near its 52‑week high, which can prompt short‑term profit taking despite strong fundamentals.
• Negative Sentiment: Concentration risk — E‑Infrastructure now represents a large share of revenue (~70%); heavy reliance on hyperscaler data‑center demand increases exposure to any near‑term slowdown in that market.

Analyst Ratings Changes

STRL has been the subject of several recent analyst reports. DA Davidson upped their target price on shares of Sterling Infrastructure from $355.00 to $460.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Weiss Ratings raised shares of Sterling Infrastructure from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, January 26th. Zacks Research lowered Sterling Infrastructure from a “strong-buy” rating to a “hold” rating in a report on Monday, January 5th. Stifel Nicolaus set a $486.00 price target on Sterling Infrastructure and gave the company a “buy” rating in a research report on Wednesday, February 11th. Finally, Cantor Fitzgerald initiated coverage on Sterling Infrastructure in a research report on Friday, January 23rd. They issued an “overweight” rating and a $413.00 price objective on the stock. Four research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $453.00.

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.