ST
STRL
STERLING INFRASTRUCTURE, INC.
$858.99
+2.44%
$26.4B
No data for this timeframe.
Vol
Market Cap$26.4B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (93%)
Inst. Holders50 funds
Inst. Value$7.9B
Inst. Activity25 buys / 18 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 $838.55
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 was granted 40,000 shares
Chief Executive Officer
May 7, 2026
Insider
Wilson Dwayne Andree was granted 181 shares
Director
May 7, 2026
Insider
Schulz David S. was granted 181 shares
Director
Apr 8, 2026
SEC
Sterling Infrastructure released its 2026 Sustainability Report, highlighting strong 2025 financial performance with 32%
8-K — Impact 6/10
Inst.
Invesco Ltd. — ADD
1,188,912 shares ($484.2M)
Inst.
FIRST TRUST ADVISORS LP — ADD
877,990 shares ($357.6M)
Price Targets
$941.17
+9.6% upside
Buy
Current $858.99
Low $884.00
Median $953.00
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 | $4.97 | $4.62 — $5.70 | 98% YoY | 6 |
| Next Q | $5.63 | $5.37 — $5.95 | 62% YoY | 6 |
| Current FY | $18.80 | $18.09 — $19.75 | 73% YoY | 7 |
| Next FY | $23.15 ▲ +3.3% | $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 |
|---|---|---|
| BlackRock, Inc. | $1.6B | — |
| FMR LLC | $600.5M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $574.1M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $537.5M | — |
| Invesco Ltd. | $484.2M | ADD |
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
50 institutional holders with $7.9B total value (19,388,693 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 25 institutions added/increased vs 18 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,984,283 | $1.6B | 20.6% | — |
| 2 | FMR LLC | 1,474,561 | $600.5M | 7.6% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,409,548 | $574.1M | 7.3% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,319,752 | $537.5M | 6.8% | — |
| 5 | Invesco Ltd. | 1,188,912 | $484.2M | 6.1% | ADD +47.4% |
| 6 | STATE STREET CORP | 1,088,522 | $443.3M | 5.6% | — |
| 7 | FIRST TRUST ADVISORS LP | 877,990 | $357.6M | 4.5% | ADD +27.3% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 766,914 | $312.3M | 4.0% | — |
| 9 | JANUS HENDERSON GROUP PLC | 619,145 | $252.2M | 3.2% | — |
| 10 | DIMENSIONAL FUND ADVISORS LP | 568,605 | $231.5M | 2.9% | — |
| 11 | CONGRESS ASSET MANAGEMENT CO | 497,098 | $202.5M | 2.6% | — |
| 12 | MORGAN STANLEY | 467,749 | $190.5M | 2.4% | TRIM -26.8% |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | 403,002 | $164.1M | 2.1% | TRIM -33.4% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 386,535 | $157.4M | 2.0% | — |
| 15 | Capital Research Global Investors | 338,013 | $137.7M | 1.7% | — |
| 16 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 323,421 | $131.7M | 1.7% | DOUBLED +684.0% |
| 17 | Clark Capital Management Group, Inc. | 319,607 | $130.2M | 1.6% | — |
| 18 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 240,097 | $97.8M | 1.2% | — |
| 19 | AMERIPRISE FINANCIAL INC | 217,533 | $88.6M | 1.1% | TRIM -35.7% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 211,903 | $86.3M | 1.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Invesco Ltd. | ADD | 806,720 | 1,188,912 | +47.4% | $484.2M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 689,942 | 877,990 | +27.3% | $357.6M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 638,566 | 467,749 | -26.8% | $190.5M | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. | TRIM | 605,452 | 403,002 | -33.4% | $164.1M | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | DOUBLED | 41,254 | 323,421 | +684.0% | $131.7M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 338,295 | 217,533 | -35.7% | $88.6M | 2026-Q1 |
| Capital World Investors | NEW | — | 132,369 | — | $53.9M | 2026-Q1 |
| CI INVESTMENTS INC. | NEW | — | 99,201 | — | $40.4M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 37,600 | 59,749 | +58.9% | $24.3M | 2026-Q1 |
| Temasek Holdings (Private) Ltd | NEW | — | 58,950 | — | $24.0M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 45,106 | 58,936 | +30.7% | $24.0M | 2026-Q1 |
| Neuberger Berman Group LLC | TRIM | 71,433 | 42,725 | -40.2% | $17.4M | 2026-Q1 |
| Alyeska Investment Group, L.P. | NEW | — | 33,824 | — | $13.8M | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | DOUBLED | 7,040 | 32,880 | +367.0% | $13.4M | 2026-Q1 |
| Rockefeller Capital Management L.P. | TRIM | 41,668 | 30,715 | -26.3% | $12.5M | 2026-Q1 |
| Gotham Asset Management, LLC | DOUBLED | 12,288 | 30,690 | +149.8% | $12.5M | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC | TRIM | 52,156 | 23,160 | -55.6% | $8.9M | 2026-Q1 |
| Cerity Partners LLC | TRIM | 36,463 | 20,317 | -44.3% | $8.3M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | DOUBLED | 4,802 | 17,028 | +254.6% | $7.2M | 2026-Q1 |
| HSBC HOLDINGS PLC | DOUBLED | 6,162 | 15,111 | +145.2% | $6.1M | 2026-Q1 |
| Orion Porfolio Solutions, LLC | ADD | 9,190 | 12,356 | +34.5% | $5.0M | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | TRIM | 17,180 | 8,598 | -50.0% | $3.5M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 99 | 8,588 | +8574.7% | $3.5M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | NEAR_EXIT | 50,361 | 7,719 | -84.7% | $3.1M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 3,040 | 6,960 | +128.9% | $2.8M | 2026-Q1 |
9 unique insiders with 19 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 | AWARD | 40,000 | — | — |
| May 7, 2026 | Wilson Dwayne Andree | Director | AWARD | 181 | — | — |
| May 7, 2026 | Schulz David S. | Director | AWARD | 181 | — | — |
| May 7, 2026 | ROSE B ANDREW | Director | AWARD | 181 | — | — |
| May 7, 2026 | O'Brien Dana C. | Director | AWARD | 181 | — | — |
| May 7, 2026 | Dill Julie | Director | AWARD | 181 | — | — |
| May 7, 2026 | Bosway William T | Director | AWARD | 181 | — | — |
| May 7, 2026 | CREGG ROGER A | Director | AWARD | 181 | — | — |
| 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 | AWARD | 30,488 | — | — |
| Feb 25, 2026 | Wolf Mark D. | General Counsel, Corporate Sec | AWARD | 2,996 | — | — |
| 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
$941.17 mean target
+9.6% upside
Buy (1.00)
$884.00 Low
$1,000.00 High
| Metric | Value |
|---|---|
| Current Price | $858.99 |
| Target Low | $884.00 |
| Target Mean | $941.17 |
| Target Median | $953.00 |
| 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 |
$4.97 | $4.62 | $5.70 | 98.1% | -0.4% | 3↑ 0↓ | $1.0B | 61.9% | 6 |
| Next Q 2026-09-30 |
$5.63 | $5.37 | $5.95 | 61.6% | -0.4% | 3↑ 0↓ | $1.1B | 52.9% | 6 |
| Current FY 2026-12-31 |
$18.80 | $18.09 | $19.75 | 72.8% | +0.4% | 3↑ 0↓ | $3.8B | 53.1% | 7 |
| Next FY 2027-12-31 |
$23.15 | $17.05 | $27.92 | 23.2% | +3.3% | 4↑ 0↓ | $4.5B | 16.9% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $4.970 | |
| 7d ago | $4.948 | +0.022 |
| 30d ago | $4.990 | -0.020 |
| 60d ago | $3.720 | +1.250 |
| 90d ago | $3.708 | +1.262 |
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
7 mentions
0 bullish
0 bearish
6 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 11, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Jun 11, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| 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