Sterling Infrastructure (NASDAQ:STRL) Issues FY 2026 Earnings Guidance

Sterling Infrastructure (NASDAQ:STRL) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 13.450-14.050 for the period, compared to the consensus estimate of 11.900. The company issued revenue guidance of $3.1 billion-$3.2 billion, compared to the consensus revenue estimate of $2.8 billion.

Sterling Infrastructure Trading Down 1.0%

Shares of NASDAQ:STRL traded down $4.47 during trading on Wednesday, hitting $455.25. 911,689 shares of the company’s stock were exchanged, compared to its average volume of 500,076. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 0.26. The firm has a market cap of $13.98 billion, a P/E ratio of 44.63, a PEG ratio of 2.48 and a beta of 1.51. The firm has a 50-day moving average price of $357.44 and a two-hundred day moving average price of $341.46. Sterling Infrastructure has a 1-year low of $96.34 and a 1-year high of $470.00.

Sterling Infrastructure (NASDAQ:STRL) last announced its quarterly earnings data on Wednesday, February 25th. The construction company reported $3.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.63 by $0.45. Sterling Infrastructure had a net margin of 14.14% and a return on equity of 29.81%. The firm had revenue of $755.61 million for the quarter, compared to analysts’ expectations of $639.41 million. Sterling Infrastructure has set its FY 2026 guidance at 13.450-14.050 EPS. Equities analysts predict that Sterling Infrastructure will post 5.98 earnings per share for the current year.

Sterling Infrastructure declared that its board has initiated a stock buyback program on Wednesday, November 12th that authorizes the company to repurchase $400.00 million in outstanding shares. This repurchase authorization authorizes the construction company to repurchase up to 3.4% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s leadership believes its shares are undervalued.

Analysts Set New Price Targets

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

Insider Buying and Selling

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

Sterling Infrastructure News Summary

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

• Positive Sentiment: Sterling reported strong Q4 and FY2025 results and provided full‑year 2026 guidance — management’s results and outlook are the primary positive catalyst behind today’s trading and support the company’s elevated valuation. Sterling Reports Strong Fourth Quarter and Full Year 2025 Results and Issues Full Year 2026 Guidance
• Positive Sentiment: Sidoti (sell‑side analyst J. Romero) has raised multiple near‑term and FY2026/FY2027 EPS estimates (Q1–Q4 2026 and FY2026 modestly higher, plus FY2027 raised), reflecting improved earnings visibility and reinforcing upside to consensus. This adds analyst support for the stock. MarketBeat Sidoti Estimates
• Positive Sentiment: Zacks highlights growing Wall‑Street optimism toward STRL, noting bullish analyst commentary that could attract more institutional interest. Wall Street Bulls Look Optimistic About Sterling Infrastructure (STRL): Should You Buy?
• Neutral Sentiment: Zacks published a sector comparison piece (Sterling vs. Granite) that frames STRL as a beneficiary of sustained public infrastructure spending — useful for longer‑term positioning but not an immediate price catalyst. Sterling vs. Granite: Which Infrastructure Stock Is the Better Buy?
• Neutral Sentiment: Benzinga and MSN ran previews on the company’s upcoming/expected Q4 disclosure, which summarize consensus expectations and items to watch (guidance, margins, backlog) — these pieces help set investor focus for the earnings release and call but don’t change fundamentals on their own. A Look at Sterling Infrastructure’s Upcoming Earnings Report Sterling (STRL) Q4 earnings: What to expect

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the stock. Kemnay Advisory Services Inc. bought a new stake in shares of Sterling Infrastructure during the 4th quarter worth approximately $31,000. Caitong International Asset Management Co. Ltd grew its stake in shares of Sterling Infrastructure by 316.0% in the third quarter. Caitong International Asset Management Co. Ltd now owns 104 shares of the construction company’s stock valued at $35,000 after buying an additional 79 shares in the last quarter. Rakuten Securities Inc. increased its holdings in Sterling Infrastructure by 6,950.0% during the second quarter. Rakuten Securities Inc. now owns 141 shares of the construction company’s stock worth $33,000 after buying an additional 139 shares during the last quarter. UMB Bank n.a. raised its position in Sterling Infrastructure by 70.8% during the fourth quarter. UMB Bank n.a. now owns 222 shares of the construction company’s stock worth $68,000 after acquiring an additional 92 shares in the last quarter. Finally, Mcguire Capital Advisors Inc. acquired a new stake in Sterling Infrastructure in the fourth quarter valued at $70,000. 80.95% of the stock is currently owned by institutional investors.

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.