Equities Analysts Issue Forecasts for STRL Q1 Earnings

Sterling Infrastructure, Inc. (NASDAQ:STRL) – Equities research analysts at Sidoti issued their Q1 2027 earnings per share (EPS) estimates for Sterling Infrastructure in a report issued on Monday, February 23rd. Sidoti analyst J. Romero forecasts that the construction company will post earnings per share of $2.37 for the quarter. The consensus estimate for Sterling Infrastructure’s current full-year earnings is $5.98 per share. Sidoti also issued estimates for Sterling Infrastructure’s FY2027 earnings at $14.70 EPS.

A number of other brokerages have also commented on STRL. Cantor Fitzgerald assumed coverage on shares of Sterling Infrastructure in a research note on Friday, January 23rd. They issued an “overweight” rating and a $413.00 price target for the company. Stifel Nicolaus set a $486.00 target price on shares of Sterling Infrastructure and gave the stock a “buy” rating in a report on Wednesday, February 11th. Weiss Ratings raised shares of Sterling Infrastructure from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, January 26th. Zacks Research cut Sterling Infrastructure from a “strong-buy” rating to a “hold” rating in a report on Monday, January 5th. Finally, DA Davidson raised their price target on Sterling Infrastructure from $355.00 to $460.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Four investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $453.00.

Sterling Infrastructure Price Performance

Shares of NASDAQ:STRL opened at $455.25 on Wednesday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 1.00 and a current ratio of 1.00. The firm has a market cap of $13.99 billion, a price-to-earnings ratio of 44.63, a price-to-earnings-growth ratio of 2.63 and a beta of 1.51. The business has a 50-day simple moving average of $360.87 and a two-hundred day simple moving average of $342.25. Sterling Infrastructure has a fifty-two week low of $96.34 and a fifty-two week high of $470.00.

Sterling Infrastructure (NASDAQ:STRL) last posted its quarterly earnings results on Wednesday, February 25th. The construction company reported $3.08 earnings per share for the quarter, topping the consensus estimate of $2.63 by $0.45. The firm had revenue of $755.61 million during the quarter, compared to analysts’ expectations of $639.41 million. Sterling Infrastructure had a return on equity of 29.81% and a net margin of 14.14%.Sterling Infrastructure has set its FY 2026 guidance at 13.450-14.050 EPS.

Institutional Investors Weigh In On Sterling Infrastructure

A number of institutional investors and hedge funds have recently added to or reduced their stakes in STRL. Root Financial Partners LLC purchased a new position in Sterling Infrastructure during the third quarter valued at approximately $26,000. Wilmington Savings Fund Society FSB bought a new stake in shares of Sterling Infrastructure during the 3rd quarter valued at $28,000. Fifth Third Bancorp lifted its stake in shares of Sterling Infrastructure by 76.1% during the 3rd quarter. Fifth Third Bancorp now owns 81 shares of the construction company’s stock valued at $28,000 after buying an additional 35 shares in the last quarter. Bogart Wealth LLC lifted its stake in shares of Sterling Infrastructure by 535.7% during the 3rd quarter. Bogart Wealth LLC now owns 89 shares of the construction company’s stock valued at $30,000 after buying an additional 75 shares in the last quarter. Finally, Kemnay Advisory Services Inc. bought a new position in Sterling Infrastructure in the 4th quarter worth $31,000. Institutional investors own 80.95% of the company’s stock.

Insider Buying and Selling at Sterling Infrastructure

In other Sterling Infrastructure news, Director Dana C. O’brien sold 2,000 shares of the business’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $410.00, for a total transaction of $820,000.00. Following the completion of the sale, the director owned 11,498 shares of the company’s stock, valued at approximately $4,714,180. The trade was a 14.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Dwayne Andree Wilson sold 2,860 shares of the company’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $350.00, for a total value of $1,001,000.00. Following the completion of the sale, the director owned 14,749 shares of the company’s stock, valued at approximately $5,162,150. The trade was a 16.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 6,860 shares of company stock worth $2,611,000 over the last quarter. 3.70% of the stock is owned by company insiders.

Sterling Infrastructure announced that its Board of Directors has initiated a share buyback program on Wednesday, November 12th that allows the company to repurchase $400.00 million in shares. This repurchase authorization allows the construction company to buy up to 3.4% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board believes its stock is undervalued.

Key Headlines Impacting Sterling Infrastructure

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

• Positive Sentiment: Sterling posted a clear beat on the quarter: $3.08 EPS vs. $2.63 expected and $755.6M in revenue vs. $639.4M consensus, with a healthy 14.1% net margin — strong execution that supports upside. Read More.
• Positive Sentiment: Management issued aggressive FY‑2026 guidance: EPS $13.450–14.050 (vs. consensus ~11.90) and revenue $3.1B–3.2B (vs. consensus ~2.8B). That guidance materially raised the company’s forward profile and is a primary positive catalyst. Read More.
• Positive Sentiment: Analysts updated estimates after the results: Sidoti and others raised quarterly and full‑year forecasts (including FY‑2027 boosts), reinforcing the bullish read on the cycle and giving institutional investors fresh model support. Read More.
• Neutral Sentiment: Media/industry pieces (Zacks comparisons and analyst commentary) are highlighting Sterling as a beneficiary of public infrastructure momentum versus peers — useful context but not a direct catalyst. Read More. • Read More.
• Negative Sentiment: Valuation is stretched: trailing P/E ~52 and the stock is trading close to its 52‑week high — a setup that can prompt short‑term profit‑taking even after strong results.
• Negative Sentiment: Volume spiked (≈912K vs. avg ≈488K) while the share price fell, which looks like distribution/profit‑taking by holders who locked gains after the big guidance beat; that pressure can push the stock down in the short term.

About Sterling Infrastructure

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.