STRL
STERLING INFRASTRUCTURE, INC.
$891.86
+1.07%
$27.4B
No data for this timeframe.
Vol
Market Cap$27.4B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (93%)
Inst. Holders9 funds
Inst. Value$2.1B
Inst. Activity2 buys / 1 sells
Insider Activity0B / 9S
Insider Net $-$92.7M
Reddit Sentiment50° Neutral
SEC Reports7
Exchange Nasdaq·Sector Heavy Construction Other Than Bldg Const - Contractors·Inc. DE·CIK 0000874238·Prev Close $882.43
Recent Activity
Jun 9, 2026
SEC
Sterling Infrastructure closed the acquisition of Stone Ridge Contracting, a site development contractor, for an undiscl
8-K — Impact 5/10
May 21, 2026
SEC
Sterling Infrastructure extended CEO Joseph Cutillo's employment through December 31, 2027 and granted 40,000 performanc
8-K — Impact 3/10
May 20, 2026
Insider
CUTILLO JOSEPH A sold 40,000 shares
Chief Executive Officer @ $0.00 ($0.00)
May 7, 2026
Insider
Wilson Dwayne Andree sold 181 shares
Director @ $0.00 ($0.00)
May 7, 2026
Insider
Schulz David S. sold 181 shares
Director @ $0.00 ($0.00)
Apr 8, 2026
SEC
Sterling Infrastructure released its 2026 Sustainability Report, highlighting strong 2025 financial performance with 32%
8-K — Impact 6/10
Inst.
BANK OF AMERICA CORP — TRIM
131,850 shares ($40.4M)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
112,878 shares ($34.6M)
Price Targets
$938.17
+11.4% upside
Buy
Current $842.01
Low $884.00
Median $950.00
High $1,000.00
6 analysts
$884.00
$1,000.00
Analyst Ratings
8Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 2, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
| May 28, 2026 | Oppenheimer | INITIATE | Outperform |
| May 11, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight → Overweight |
| May 6, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
| Apr 23, 2026 | Keybanc | INITIATE | Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $5.00 | $4.62 — $5.70 | 99% YoY | 6 |
| Next Q | $5.64 | $5.37 — $5.95 | 62% YoY | 6 |
| Current FY | $18.88 ▲ +0.8% | $18.44 — $19.75 | 74% YoY | 7 |
| Next FY | $23.19 ▲ +3.5% | $17.05 — $27.92 | 23% YoY | 8 |
Latest Reports
BULLISH
8-K
5/10
Sterling Infrastructure closed the acquisition of Stone Ridge Contracting, a site development contractor, for an undiscl
Jun 9, 2026
NEUTRAL
8-K
3/10
Sterling Infrastructure extended CEO Joseph Cutillo's employment through December 31, 2027 and granted 40,000 performanc
May 21, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $908.0M | ADD |
| FMR LLC | $506.6M | ADD |
| RENAISSANCE TECHNOLOGIES LLC | $246.0M | — |
| MORGAN STANLEY | $195.5M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $120.7M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 20, 2026 | CUTILLO JOSEPH | A | $0.00 |
| May 7, 2026 | Wilson Dwayne | A | $0.00 |
| May 7, 2026 | Schulz David | A | $0.00 |
| May 7, 2026 | ROSE B | A | $0.00 |
| May 7, 2026 | O'Brien Dana | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
9 institutional holders with $2.1B total value (6,843,560 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, RENAISSANCE. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 2,965,249 | $908.0M | 43.3% | ADD +28.1% |
| 2 | FMR LLC | 1,654,399 | $506.6M | 24.2% | ADD +47.8% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 803,194 | $246.0M | 11.7% | — |
| 4 | MORGAN STANLEY | 638,566 | $195.5M | 9.3% | ADD +61.1% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 394,018 | $120.7M | 5.8% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 131,850 | $40.4M | 1.9% | TRIM -50.0% |
| 7 | TWO SIGMA INVESTMENTS, LP | 112,878 | $34.6M | 1.6% | DOUBLED +223.0% |
| 8 | WELLS FARGO & COMPANY/MN | 81,108 | $24.8M | 1.2% | ADD +66.2% |
| 9 | NORGES BANK | 62,298 | $19.1M | 0.9% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | TRIM | 263,817 | 131,850 | -50.0% | $40.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 34,952 | 112,878 | +223.0% | $34.6M | 2025-Q4 |
| NORGES BANK | NEW | — | 62,298 | — | $19.1M | 2025-Q4 |
| MORGAN STANLEY | ADD | 490,209 | 789,523 | +61.1% | $268.2M | 2025-Q3 |
| UBS Group AG | ADD | 332,718 | 483,864 | +45.4% | $164.4M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 43,187 | 71,768 | +66.2% | $24.4M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 69,991 | 34,952 | -50.1% | $11.9M | 2025-Q3 |
| VANGUARD GROUP INC | ADD | 2,682,995 | 3,437,398 | +28.1% | $793.1M | 2025-Q2 |
| FMR LLC | ADD | 1,231,801 | 1,820,638 | +47.8% | $420.1M | 2025-Q2 |
| MORGAN STANLEY | ADD | 306,406 | 490,209 | +60.0% | $113.1M | 2025-Q2 |
| UBS Group AG | ADD | 239,557 | 332,718 | +38.9% | $76.8M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 206,438 | 309,633 | +50.0% | $71.4M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 275,243 | 69,991 | -74.6% | $16.1M | 2025-Q2 |
| MORGAN STANLEY | ADD | 242,574 | 306,406 | +26.3% | $34.7M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 67,413 | 275,243 | +308.3% | $31.2M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 119,477 | 171,883 | +43.9% | $19.5M | 2025-Q1 |
| UBS Group AG | DOUBLED | 53,015 | 193,516 | +265.0% | $32.6M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 32,707 | 41,980 | +28.4% | $7.1M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 342,922 | — | $49.7M | 2024-Q3 |
| MORGAN STANLEY | ADD | 185,104 | 278,419 | +50.4% | $40.4M | 2024-Q3 |
9 unique insiders with 9 transactions. Net insider value: -$92.7M ($0.00 bought, $92.7M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 20, 2026 | CUTILLO JOSEPH A | Chief Executive Officer | A | 40,000 | $0.00 | $0.00 |
| May 7, 2026 | Wilson Dwayne Andree | Director | A | 181 | $0.00 | $0.00 |
| May 7, 2026 | Schulz David S. | Director | A | 181 | $0.00 | $0.00 |
| May 7, 2026 | ROSE B ANDREW | Director | A | 181 | $0.00 | $0.00 |
| May 7, 2026 | O'Brien Dana C. | Director | A | 181 | $0.00 | $0.00 |
| May 7, 2026 | Dill Julie | Director | A | 181 | $0.00 | $0.00 |
| May 7, 2026 | Bosway William T | Director | A | 181 | $0.00 | $0.00 |
| May 7, 2026 | CREGG ROGER A | Director | A | 181 | $0.00 | $0.00 |
| Apr 23, 2026 | CUTILLO JOSEPH A | Chief Executive Officer | SELL | 50,000 | $497.57 | $24.9M |
| Mar 25, 2026 | CUTILLO JOSEPH A | Chief Executive Officer | SELL | 50,000 | $453.48 | $22.7M |
| Mar 12, 2026 | Wilson Dwayne Andree | Director | SELL | 1,260 | $405.95 | $511.5K |
| Mar 10, 2026 | CUTILLO JOSEPH A | Chief Executive Officer | SELL | 47,592 | $416.21 | $19.8M |
| Mar 9, 2026 | Dill Julie | Director | SELL | 4,500 | $384.28 | $1.7M |
| Mar 9, 2026 | CUTILLO JOSEPH A | Chief Executive Officer | SELL | 52,408 | $408.42 | $21.4M |
| Mar 5, 2026 | Wilson Dwayne Andree | Director | SELL | 1,200 | $412.36 | $494.8K |
| Feb 25, 2026 | CUTILLO JOSEPH A | Chief Executive Officer | A | 30,488 | $0.00 | $0.00 |
| Feb 25, 2026 | Wolf Mark D. | General Counsel, Corporate Sec | A | 2,996 | $0.00 | $0.00 |
| Feb 9, 2026 | O'Brien Dana C. | Director | SELL | 2,000 | $410.00 | $820.0K |
| Feb 6, 2026 | O'Brien Dana C. | Director | SELL | 1,000 | $390.00 | $390.0K |
7 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 4.7/10.
BULLISH
8-K
5/10
Sterling Infrastructure closed the acquisition of Stone Ridge Contracting, a site development contra
Jun 9, 2026
NEUTRAL
8-K
3/10
Sterling Infrastructure extended CEO Joseph Cutillo's employment through December 31, 2027 and grant
May 21, 2026
BULLISH
8-K
6/10
Sterling Infrastructure released its 2026 Sustainability Report, highlighting strong 2025 financial
Apr 8, 2026
NEUTRAL
DEFA14A
3/10
Analysis based on filing metadata only — document content was unavailable
Mar 25, 2026
NEUTRAL
CLUSTER
4/10
Director Wilson Dwayne Andree sold 1,260 shares of STRL in an open-market transaction, generating pr
Mar 16, 2026
NEUTRAL
CLUSTER
4/10
Two non-executive directors at Sterling Infrastructure (STRL) sold shares in the past week, generati
Mar 9, 2026
BULLISH
8-K
8/10
Sterling Infrastructure reported strong fourth quarter and full year 2025 results, driven by the CEC
Feb 25, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (93% buy). Based on 15 analysts: 8 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$938.17 mean target
+11.4% upside
Buy (1.00)
$884.00 Low
$1,000.00 High
| Metric | Value |
|---|---|
| Current Price | $842.01 |
| Target Low | $884.00 |
| Target Mean | $938.17 |
| Target Median | $950.00 |
| Target High | $1,000.00 |
| # Analysts | 6 |
| Recommendation | Buy (1.00) |
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 |
$5.00 | $4.62 | $5.70 | 99.3% | +0.2% | 3↑ 0↓ | $1.0B | 61.5% | 6 |
| Next Q 2026-09-30 |
$5.64 | $5.37 | $5.95 | 62.2% | -0.1% | 3↑ 0↓ | $1.0B | 51.8% | 6 |
| Current FY 2026-12-31 |
$18.88 | $18.44 | $19.75 | 73.5% | +0.8% | 3↑ 0↓ | $3.8B | 52.4% | 7 |
| Next FY 2027-12-31 |
$23.19 | $17.05 | $27.92 | 22.8% | +3.5% | 4↑ 0↓ | $4.4B | 16.5% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $4.998 | |
| 7d ago | $4.948 | +0.050 |
| 30d ago | $4.990 | +0.008 |
| 60d ago | $3.720 | +1.278 |
| 90d ago | $3.708 | +1.290 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 4 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 2, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| May 28, 2026 | Oppenheimer | INITIATE | — | Outperform |
| May 11, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| May 6, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Apr 23, 2026 | Keybanc | INITIATE | — | Overweight |
| Apr 16, 2026 | Argus Research | INITIATE | — | Buy |
| Mar 2, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Feb 27, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Jan 23, 2026 | Cantor Fitzgerald | INITIATE | — | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 8 | 6 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 7 | 6 | 1 | 0 | 0 | 93% | |
| Apr 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 4 | 6 | 1 | 0 | 0 | 91% | |
| Jan 1, 2026 | 4 | 5 | 1 | 0 | 0 | 90% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
5 mentions
0 bullish
0 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 5, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 5, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 5, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
| May 5, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
$ STRL this week?
▲ 1
💬 0
⚡ 0.5
$ STRL this week
▲ 1
💬 0
⚡ 0.5
May 6, 2026
short_interest
FTD: STRL — 2,066 shares ($1.7M) failed to deliver
Settlement: 20260506, Price: $806.00, FTD Value: $1,665,196, STERLING INFRASTRUCTURE INC. C
May 4, 2026
earnings_calendar
STRL Q1 2026 Earnings Scheduled — 2026-05-04
Apr 7, 2026
short_interest
FTD: STRL — 8,103 shares ($3.2M) failed to deliver
Settlement: 20260407, Price: $393.71, FTD Value: $3,190,232.13, STERLING INFRASTRUCTURE INC. C
Feb 27, 2026
short_interest
FTD: STRL — 2,003 shares ($0.9M) failed to deliver
Settlement: 20260227, Price: $433.34, FTD Value: $867,980.02, STERLING INFRASTRUCTURE INC. C
Feb 25, 2026
earnings_calendar
STRL Q4 2025 Earnings After Market Close — 2026-02-25
Feb 23, 2026
short_interest
FTD: STRL — 18,119 shares ($7.9M) failed to deliver
Settlement: 20260223, Price: $435.50, FTD Value: $7,890,824.5, STERLING INFRASTRUCTURE INC. C
Feb 10, 2026
short_interest
FTD: STRL — 8,094 shares ($3.4M) failed to deliver
Settlement: 20260210, Price: $418.61, FTD Value: $3,388,229.34, STERLING INFRASTRUCTURE INC. C
Feb 6, 2026
short_interest
FTD: STRL — 7,583 shares ($2.8M) failed to deliver
Settlement: 20260206, Price: $365.07, FTD Value: $2,768,325.81, STERLING INFRASTRUCTURE INC. C
Feb 4, 2026
short_interest
FTD: STRL — 7,166 shares ($2.8M) failed to deliver
Settlement: 20260204, Price: $386.78, FTD Value: $2,771,665.48, STERLING INFRASTRUCTURE INC. C