NOA
North American Construction Group Ltd.
$13.51
+0.52%
$381.5M
No data for this timeframe.
Vol
Market Cap$381.5M
Cap SizeSmall Cap
Inst. Holders37 funds
Inst. Value$134.2M
Inst. Activity7 buys / 3 sells
SEC Reports9
Press Releases1
Recent Activity
Jun 10, 2026
SEC
NACG priced a $200 million private placement of 7.00% senior unsecured notes due 2031, with proceeds intended to repay e
6-K — Impact 6/10
May 21, 2026
SEC
North American Construction Group held its Annual and Special Meeting on May 20, 2026. Shareholders elected directors, r
PRESS-RELEASE — Impact 2/10
May 13, 2026
SEC
NACG reported mixed Q1 2026 results: consolidated revenue fell 6% YoY to $319.2M due to a 26% decline in Canada, but com
6-K — Impact 6/10
Inst.
Connor, Clark & Lunn — ADD
587,440 shares ($7.9M)
Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — ADD
402,413 shares ($5.4M)
Jun 10, 2026
offering
North American Construction Group Ltd. Announces Pricing of Private Placement Offering of $200 Million Senior Unsecured Notes
<p align="justify">ACHESON, Alberta, June 10, 2026 (GLOBE NEWSWIRE) -- North American Construction
Mar 11, 2026
Press
North American Construction Group (NOA) reported mixed Q4 and full-year 2025 results, with record combined revenue of $1
Impact 6/10
Price Targets
Historical data — last covering-analyst action Jul 2023. No current recommendation available.
$27.09 (Jul 2023)
Current $13.51
Low $27.09
Median $27.09
High $27.09
1 analysts
$27.09
$27.09
Analyst Ratings
1Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jul 28, 2023 | Canaccord Genuity | MAINTAIN | Buy → Buy |
| May 13, 2019 | RBC Capital | UPGRADE | Outperform → Strong Buy |
| Apr 17, 2019 | CIBC | INITIATE | Outperformer |
| Nov 17, 2016 | BMO Capital | UPGRADE | Market Perform → Outperform |
| Feb 23, 2015 | Jefferies | MAINTAIN | Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.36 ▼ -15.6% | $0.02 — $0.60 | 1709% YoY | 5 |
| Next Q | $0.82 ▲ +1.3% | $0.53 — $1.06 | 23% YoY | 5 |
| Current FY | $2.14 ▼ -9.9% | $1.55 — $2.74 | 102% YoY | 6 |
| Next FY | $3.00 ▼ -7.5% | $1.68 — $4.19 | 40% YoY | 6 |
Latest Reports
MIXED
6-K
6/10
NACG priced a $200 million private placement of 7.00% senior unsecured notes due 2031, with proceeds intended to repay e
Jun 10, 2026
NEUTRAL
PRESS-RELEASE
2/10
North American Construction Group held its Annual and Special Meeting on May 20, 2026. Shareholders elected directors, r
May 21, 2026
MIXED
Press
6/10
North American Construction Group (NOA) reported mixed Q4 and full-year 2025 results, with record combined revenue of $1
Mar 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BANK OF MONTREAL /CAN/ | $39.0M | — |
| CIBC Asset Management Inc | $19.8M | ADD |
| NATIONAL BANK OF CANADA | $18.0M | — |
| Connor, Clark & Lunn | $7.9M | ADD |
| Alberta Investment Management Corp | $5.7M | NEAR_EXIT |
37 institutional holders with $134.2M total value (9,967,284 shares) as of 2026-Q1. Top holders: BANK, CIBC, NATIONAL. Net buying activity: 7 institutions added/increased vs 3 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BANK OF MONTREAL /CAN/ | 2,891,696 | $39.0M | 29.1% | — |
| 2 | CIBC Asset Management Inc | 1,461,868 | $19.8M | 14.8% | ADD +50.1% |
| 3 | NATIONAL BANK OF CANADA /FI/ | 1,351,965 | $18.0M | 13.4% | — |
| 4 | Connor, Clark & Lunn Investment Management Ltd. | 587,440 | $7.9M | 5.9% | ADD +62.6% |
| 5 | Alberta Investment Management Corp | 422,493 | $5.7M | 4.2% | NEAR_EXIT -94.0% |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 402,413 | $5.4M | 4.0% | ADD +65.1% |
| 7 | TD Waterhouse Canada Inc. | 325,487 | $4.3M | 3.2% | DOUBLED +106111.8% |
| 8 | TWO SIGMA INVESTMENTS, LP | 312,873 | $4.2M | 3.1% | DOUBLED +253.1% |
| 9 | D. E. Shaw & Co., Inc. | 271,600 | $3.7M | 2.7% | DOUBLED +1548.8% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 253,500 | $3.4M | 2.5% | — |
| 11 | GOLDMAN SACHS GROUP INC | 252,339 | $3.4M | 2.5% | — |
| 12 | Clearbridge Investments, LLC | 246,224 | $3.3M | 2.5% | DOUBLED +163.4% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 200,248 | $2.7M | 2.0% | ADD +35.6% |
| 14 | MARSHALL WACE, LLP | 198,770 | $2.7M | 2.0% | DOUBLED +135.6% |
| 15 | MORGAN STANLEY | 191,939 | $2.6M | 1.9% | ADD +44.9% |
| 16 | CITADEL ADVISORS LLC | 121,741 | $1.6M | 1.2% | TRIM -64.4% |
| 17 | BANK OF AMERICA CORP /DE/ | 94,921 | $1.3M | 1.0% | TRIM -52.8% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 86,318 | $1.2M | 0.9% | — |
| 19 | LAZARD ASSET MANAGEMENT LLC | 58,124 | $783.5K | 0.6% | DOUBLED +259.5% |
| 20 | TD ASSET MANAGEMENT INC | 39,135 | $526.4K | 0.4% | ADD +25.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 361,200 | 587,440 | +62.6% | $7.9M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 243,682 | 402,413 | +65.1% | $5.4M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 147,643 | 200,248 | +35.6% | $2.7M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 84,350 | 198,770 | +135.6% | $2.7M | 2026-Q1 |
| MORGAN STANLEY | ADD | 132,470 | 191,939 | +44.9% | $2.6M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 201,002 | 94,921 | -52.8% | $1.3M | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | DOUBLED | 16,170 | 58,124 | +259.5% | $783.5K | 2026-Q1 |
| Point72 Asset Management, L.P. | TRIM | 92,493 | 25,749 | -72.2% | $347.2K | 2026-Q1 |
| NATIXIS | ADD | 8,910 | 12,680 | +42.3% | $168.4K | 2026-Q1 |
| BlackRock, Inc. | NEAR_EXIT | 30,059 | 1,005 | -96.7% | $13.5K | 2026-Q1 |
| D. E. Shaw & Co., Inc. | DOUBLED | 16,200 | 267,100 | +1548.8% | $3.8M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 70,380 | 248,507 | +253.1% | $3.6M | 2025-Q4 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 102,055 | 243,682 | +138.8% | $3.5M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 23,836 | 132,470 | +455.8% | $1.9M | 2025-Q4 |
| BlackRock, Inc. | DOUBLED | 2,695 | 30,059 | +1015.4% | $431.9K | 2025-Q4 |
| MACKENZIE FINANCIAL CORP | ADD | 15,855 | 25,836 | +63.0% | $367.8K | 2025-Q4 |
| Vanguard Personalized Indexing Management, LLC | ADD | 13,075 | 16,660 | +27.4% | $239.4K | 2025-Q4 |
| LAZARD ASSET MANAGEMENT LLC | ADD | 12,452 | 16,170 | +29.9% | $232.4K | 2025-Q4 |
| CIBC Asset Management Inc | ADD | 785,803 | 1,179,482 | +50.1% | $16.8M | 2025-Q3 |
| Clearbridge Investments, LLC | DOUBLED | 85,433 | 225,004 | +163.4% | $3.2M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 326,266 | 170,364 | -47.8% | $2.4M | 2025-Q3 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 171,585 | 102,055 | -40.5% | $1.4M | 2025-Q3 |
| STIFEL FINANCIAL CORP | NEAR_EXIT | 363,192 | 79,432 | -78.1% | $1.1M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 102,202 | 70,380 | -31.1% | $999.4K | 2025-Q3 |
| MORGAN STANLEY | TRIM | 41,777 | 23,836 | -42.9% | $338.5K | 2025-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
9 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 2 mixed, 4 neutral. Avg impact: 4.7/10.
MIXED
6-K
6/10
NACG priced a $200 million private placement of 7.00% senior unsecured notes due 2031, with proceeds
Jun 10, 2026
NEUTRAL
PRESS-RELEASE
2/10
North American Construction Group held its Annual and Special Meeting on May 20, 2026. Shareholders
May 21, 2026
MIXED
6-K
6/10
NACG reported mixed Q1 2026 results: consolidated revenue fell 6% YoY to $319.2M due to a 26% declin
May 13, 2026
BEARISH
PRESS-RELEASE
6/10
NACG reported Q1 2026 GAAP EPS of $0.20 (vs $0.22 YoY) and adjusted EPS of $0.37 (vs $0.52 YoY), mis
May 13, 2026
NEUTRAL
6-K
2/10
North American Construction Group Ltd. filed a Form 6-K announcing the release of its Q1 2026 financ
Apr 27, 2026
NEUTRAL
PRESS-RELEASE
2/10
North American Construction Group Ltd. announced it will release Q1 2026 financial results on May 13
Apr 27, 2026
NEUTRAL
6-K
3/10
North American Construction Group Ltd. (NOA) filed its 2026 management information circular for its
Apr 23, 2026
BULLISH
6-K
7/10
North American Construction Group announced a $125 million contract expansion in Queensland, Austral
Apr 21, 2026
BULLISH
6-K
8/10
North American Construction Group (NOA) closed its acquisition of Iron Mine Contracting (IMC) for ap
Apr 7, 2026
Historical analyst distribution (last covering-analyst action Jul 2023): 83% buy across 6 analysts — 1 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Jul 2023. No current recommendation available.
$27.09 mean target (Jul 2023)
$27.09 Low
$27.09 High
| Metric | Value |
|---|---|
| Current Price | $13.51 |
| Target Low | $27.09 |
| Target Mean | $27.09 |
| Target Median | $27.09 |
| Target High | $27.09 |
| # Analysts | 1 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.36 | $0.02 | $0.60 | 1708.7% | -15.6% | 1↑ 2↓ | $0.3B | 7.7% | 5 |
| Next Q 2026-09-30 |
$0.82 | $0.53 | $1.06 | 23.0% | +1.3% | 3↑ 1↓ | $0.4B | 15.3% | 5 |
| Current FY 2026-12-31 |
$2.14 | $1.55 | $2.74 | 102.0% | -9.9% | 0↑ 5↓ | $1.4B | 9.1% | 6 |
| Next FY 2027-12-31 |
$3.00 | $1.68 | $4.19 | 40.2% | -7.5% | 2↑ 3↓ | $1.5B | 6.8% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.362 | |
| 7d ago | $0.344 | +0.017 |
| 30d ago | $0.428 | -0.067 |
| 60d ago | $0.455 | -0.093 |
| 90d ago | $0.582 | -0.220 |
6 analyst firms have rated this stock: 4 upgrades, 0 downgrades, 2 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jul 28, 2023 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| May 13, 2019 | RBC Capital | UPGRADE | Outperform | Strong Buy |
| Apr 17, 2019 | CIBC | INITIATE | — | Outperformer |
| Nov 17, 2016 | BMO Capital | UPGRADE | Market Perform | Outperform |
| Feb 23, 2015 | Jefferies | MAINTAIN | — | Buy |
| Mar 19, 2014 | Jefferies | INITIATE | — | Buy |
| Jun 12, 2013 | Jefferies | MAINTAIN | — | Hold |
| Feb 7, 2013 | BMO Capital | UPGRADE | Market Perform | Outperform |
| Aug 10, 2012 | GMP Securities | UPGRADE | Hold | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% | |
| May 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Apr 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Mar 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Feb 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Jan 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 10, 2026
offering
North American Construction Group Ltd. Announces Pricing of Private Placement Offering of $200 Million Senior Unsecured Notes
<p align="justify">ACHESON, Alberta, June 10, 2026 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (“<strong>NACG</strong>”) (TSX: NOA /
May 21, 2026
earnings
North American Construction Group Ltd. Announces Voting Results of Annual and Special Meeting of Shareholders
<p align="justify">ACHESON, Alberta, May 21, 2026 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (“NACG” or “the Company”) (TSX:NOA/NYSE
May 13, 2026
earnings
North American Construction Group Ltd. Announces Results for the First Quarter Ended March 31, 2026
Adjusted EBITDA of $99.5 million for the First Quarter of 2026 <pre>Adjusted EBITDA of $99.5 million for the First Quarter of 2026</pre>
Apr 27, 2026
earnings
North American Construction Group Ltd. First Quarter Results Conference Call and Webcast Notification
<p align="justify">ACHESON, Alberta, April 27, 2026 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (“NACG” or “the Company”) (TSX:NOA.TO
Mar 19, 2026
other
North American Construction Group Ltd. Announces Date of Annual General and Special Meeting
<p align="justify">ACHESON, Alberta, March 19, 2026 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (“<strong>NACG</strong>” or “<strong>
Mar 11, 2026
earnings
North American Construction Group Ltd. Announces Results for the Fourth Quarter and Year Ended December 31, 2025
Free Cash Flow of $57 million for the Fourth Quarter of 2025 <pre>Free Cash Flow of $57 million for the Fourth Quarter of 2025</pre>