STN STANTEC INC

BULLISH Impact: 6/10 6-K
Horizon immediate Filed Apr 2, 2026 Processed 2mo ago SEC 0001171843-26-002200
Notable filing: 6-K
Latest settled — T+20d
STN ▲ +4.92% at T+20d
LONG call ✓ call won +4.92% · α vs SPY -4.96% · entry $87.02 → $91.30
Next anchor: T+60d in 20d
Currently $73.89 · -15.09% from $87.02 entry
Entry anchored
Apr 1, 03:59 PM ET
via Databento tick
T+1d
+1.24%
call +1.24% · α +0.77%
$88.10
settled 2mo ago
T+5d
-0.64%
call -0.64% · α -4.26%
$86.46
settled 2mo ago
T+20d
+4.92%
call +4.92% · α -4.96%
$91.30
settled 6w ago
T+60d
call — · α —
in 20d

Price Chart

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Executive Summary

Stantec filed its annual meeting notice and management information circular, disclosing strong 2025 financial performance with record earnings per share of $5.30 (adjusted) and $8.6 billion in backlog, alongside executive compensation payouts of 155%-190% of target due to exceptional performance. The filing is routine but highlights robust operational execution and shareholder value creation.

Actionable Insight

The strong financial results and high incentive payouts suggest exceptional operational execution. Traders should monitor whether this performance can be sustained, particularly given the 124% PSU achievement rate indicating continued momentum. The lack of material governance or risk issues supports confidence in management's execution.

Key Facts

  • 2025 adjusted diluted EPS of $5.30, up 19.9% YoY and an all-time high
  • Net income increased 32.6% to $479.4 million
  • Contract backlog grew 9.5% to $8.6 billion
  • Completed acquisitions of Ryan Hanley, Cosgroves, and Page, adding 1,640 employees
  • Named Executive Officers received STIP payouts of 155% to 190% of target
  • PSUs awarded in 2023 are tracking at 124.0% of target
  • Real estate footprint reduced by 11%, exceeding strategic plan target

Financial Impact

Adjusted net income increased $100.1 million (19.8%) to $604.4 million; backlog increased $747 million to $8.6 billion

epsrevenuenetIncomebacklogdilution

Risk Factors

  • High executive compensation payouts may draw scrutiny if future performance falters
  • Integration risks from multiple acquisitions completed in 2025
  • Valuation appears rich given the stock's outperformance (200%+ TSR over 5 years)

Market Snapshot

Exchange
NYSE
Sector
Services-Engineering Services

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001171843-26-002200
Exhibit: exh_991.htm0001171843-26-002200
Document: f6k_040226.htm0001171843-26-002200
Document: 0001171843-26-002200-index-headers.html0001171843-26-002200
Document: 0001171843-26-002200-index.html0001171843-26-002200
Document: 0001171843-26-002200.txt0001171843-26-002200
9 reports for STN
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for STN — sortable, filterable
Type Now
May 26, 2026
14d ago
6-K
NEUTRAL ★ 4/10
$76.96 $74.84▼ −2.75%▼ −3.97%$73.89 (−3.99%)
May 14, 2026
26d ago
6-K
NEUTRAL ★ 2/10
$77.27 $76.54▼ −0.94%▼ −1.91%$73.89 (−4.37%)
May 14, 2026
26d ago
Press Release
BEARISH ★ 7/10
$77.27 $76.54▲ +0.94%▲ +1.91%$73.89 (+4.37%)
May 13, 2026
27d ago
Press Release
NEUTRAL ★ 5/10
$72.77 $76.17▲ +4.67%▲ +5.39%$73.89 (+1.54%)
Apr 21, 2026
7w ago
6-K
NEUTRAL ★ 4/10
$90.30 $89.90▼ −0.44%▼ −1.53%$73.89 (−18.17%)
Apr 21, 2026
7w ago
Press Release
NEUTRAL ★ 3/10
$90.30 $89.90▼ −0.44%▼ −1.53%$73.89 (−18.17%)
Apr 13, 2026
8w ago
6-K
NEUTRAL ★ 3/10
$88.28 $91.94▲ +4.15%▲ +0.85%$73.89 (−16.30%)
Apr 13, 2026
8w ago
Press Release
NEUTRAL ★ 3/10
$88.28 $91.94▲ +4.15%▲ +0.85%$73.89 (−16.30%)
Apr 2, 2026
9w ago
6-K
BULLISH ★ 6/10
$87.02 $86.46▼ −0.64%▼ −4.26%$73.89 (−15.09%)
Showing 9 of 9

US Market Status

Market Closed — Opens Thu (10h 6m)

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