Allianz SE Buys Shares of 3,941 MasTec, Inc. $MTZ

Allianz SE purchased a new position in shares of MasTec, Inc. (NYSE:MTZ) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 3,941 shares of the construction company’s stock, valued at approximately $839,000.

A number of other institutional investors have also recently made changes to their positions in the business. Erste Asset Management GmbH raised its holdings in shares of MasTec by 8.6% in the 3rd quarter. Erste Asset Management GmbH now owns 30,745 shares of the construction company’s stock valued at $6,443,000 after purchasing an additional 2,425 shares in the last quarter. Handelsbanken Fonder AB grew its stake in shares of MasTec by 13.3% during the third quarter. Handelsbanken Fonder AB now owns 17,900 shares of the construction company’s stock worth $3,809,000 after purchasing an additional 2,100 shares in the last quarter. Banco Santander S.A. increased its holdings in MasTec by 16.8% in the third quarter. Banco Santander S.A. now owns 57,877 shares of the construction company’s stock valued at $12,317,000 after buying an additional 8,311 shares during the last quarter. Roberts Glore & Co. Inc. IL purchased a new position in MasTec in the third quarter valued at $385,000. Finally, Jag Capital Management LLC acquired a new stake in MasTec in the third quarter valued at $280,000. Institutional investors and hedge funds own 78.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently commented on MTZ. Robert W. Baird increased their target price on shares of MasTec from $238.00 to $249.00 and gave the company an “outperform” rating in a research report on Monday, November 3rd. Wall Street Zen upgraded shares of MasTec from a “hold” rating to a “buy” rating in a research report on Sunday, February 22nd. Stifel Nicolaus raised their price objective on shares of MasTec from $240.00 to $267.00 and gave the stock a “buy” rating in a research report on Tuesday, December 16th. Zacks Research raised shares of MasTec from a “hold” rating to a “strong-buy” rating in a report on Tuesday, December 30th. Finally, Mizuho set a $254.00 price target on MasTec in a report on Monday, November 3rd. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Buy” and an average price target of $238.16.

Trending Headlines about MasTec

Here are the key news stories impacting MasTec this week:

• Positive Sentiment: Q4 results: MasTec beat consensus on both EPS ($2.07 vs. $1.94 est.) and revenue ($3.94B vs. $3.71B est.), with revenue up ~15.8% year‑over‑year — a clear driver of the rally. MasTec (MTZ) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Record backlog and segment strength: Management highlighted strength in clean energy and power delivery, and a record backlog — supporting revenue visibility and upside to future quarters. MasTec Beats Q4 Earnings & Revenue Estimates, Books Solid Backlog
• Positive Sentiment: FY‑2026 guidance raised: MasTec set FY‑2026 EPS at 8.40 (above the ~8.02 consensus) and issued a higher revenue target (~$17.0B vs. ~$15.4B consensus), underpinning the stock’s strength. MasTec Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Initial 2026 Guidance
• Neutral Sentiment: Full public materials available: The earnings slide deck and the Q4 call transcript provide detailed segment metrics and backlog disclosures for modeling; investors should review for segment margin drivers. MasTec, Inc. (MTZ) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Presentation slides: The earnings presentation provides project-level commentary useful for updating revenue/timing assumptions. MasTec, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Thematic upside: Analysts list MasTec among contractors poised to benefit from an AI/data‑center buildout (power, cooling, infrastructure) — a longer‑term demand tailwind. Buy 5 Construction Stocks Set to Soar on AI-Powered Data Center Boom
• Negative Sentiment: Q1 2026 guide is conservative: MasTec set Q1 EPS at 1.00 (vs. ~1.42 consensus) and revenue at ~$3.5B (below ~$3.7B consensus), creating near‑term earnings risk that could pressure the stock if Q1 plays out weakly. MasTec Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Initial 2026 Guidance
• Negative Sentiment: Short interest fell ~12.9% in Feb — fewer short positions reduces the potential for a short‑squeeze catalyst, removing one source of upside. Short Interest Report (summary)

MasTec Price Performance

Shares of NYSE:MTZ opened at $297.81 on Friday. MasTec, Inc. has a 52 week low of $99.70 and a 52 week high of $300.00. The company has a 50-day moving average price of $246.26 and a 200 day moving average price of $216.59. The company has a market cap of $23.50 billion, a P/E ratio of 58.74 and a beta of 1.94. The company has a quick ratio of 1.30, a current ratio of 1.33 and a debt-to-equity ratio of 0.69.

MasTec (NYSE:MTZ) last issued its earnings results on Thursday, February 26th. The construction company reported $2.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.94 by $0.13. MasTec had a return on equity of 15.99% and a net margin of 2.79%.The business had revenue of $3.94 billion during the quarter, compared to the consensus estimate of $3.71 billion. During the same period in the prior year, the business posted $1.44 EPS. The company’s revenue for the quarter was up 15.8% on a year-over-year basis. MasTec has set its Q1 2026 guidance at 1.000-1.000 EPS and its FY 2026 guidance at 8.400-8.400 EPS. Research analysts predict that MasTec, Inc. will post 3.44 earnings per share for the current year.

About MasTec

MasTec, Inc is a diversified infrastructure construction company that provides engineering, fabrication, installation and maintenance services across a broad range of end markets. Its principal activities encompass the development of communications networks, oil and gas pipeline systems, electrical transmission and distribution facilities, industrial installations and renewable energy projects.

The company traces its roots to a small cable installation operation in Miami and has grown through a series of strategic acquisitions to become one of the largest infrastructure contractors in North America.