Sidoti Issues Optimistic Forecast for STRL Earnings

Sterling Infrastructure, Inc. (NASDAQ:STRL) – Stock analysts at Sidoti boosted their Q1 2026 earnings per share estimates for shares of Sterling Infrastructure in a report issued on Monday, February 23rd. Sidoti analyst J. Romero now anticipates that the construction company will post earnings of $1.95 per share for the quarter, up from their previous estimate of $1.93. The consensus estimate for Sterling Infrastructure’s current full-year earnings is $5.98 per share. Sidoti also issued estimates for Sterling Infrastructure’s Q2 2026 earnings at $3.54 EPS, Q3 2026 earnings at $3.46 EPS, Q4 2026 earnings at $2.66 EPS and FY2026 earnings at $11.61 EPS.

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

Sterling Infrastructure Trading Up 5.8%

STRL opened at $459.72 on Tuesday. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 0.26. Sterling Infrastructure has a 52 week low of $96.34 and a 52 week high of $470.00. The business’s 50 day moving average is $357.44 and its two-hundred day moving average is $341.46. The firm has a market cap of $14.12 billion, a price-to-earnings ratio of 45.07, a price-to-earnings-growth ratio of 2.48 and a beta of 1.51.

Sterling Infrastructure declared that its Board of Directors has authorized a share buyback plan on Wednesday, November 12th that authorizes the company to repurchase $400.00 million in outstanding shares. This repurchase authorization authorizes the construction company to purchase up to 3.4% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

Insiders Place Their Bets

In other news, Director Dwayne Andree Wilson sold 2,860 shares of the business’s stock in a transaction on 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 transaction, the director directly owned 14,749 shares of the company’s stock, valued at $5,162,150. The trade was a 16.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Dana C. O’brien sold 2,000 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $410.00, for a total transaction of $820,000.00. Following the completion of the transaction, the director owned 11,498 shares in the company, valued at approximately $4,714,180. This trade represents a 14.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 6,860 shares of company stock valued at $2,611,000. Insiders own 2.70% of the company’s stock.

Hedge Funds Weigh In On Sterling Infrastructure

Several large investors have recently added to or reduced their stakes in the business. EverSource Wealth Advisors LLC lifted its stake in Sterling Infrastructure by 33.8% in the fourth quarter. EverSource Wealth Advisors LLC now owns 107 shares of the construction company’s stock valued at $33,000 after acquiring an additional 27 shares during the last quarter. UMB Bank n.a. raised its holdings in shares of Sterling Infrastructure by 27.5% during the 3rd quarter. UMB Bank n.a. now owns 130 shares of the construction company’s stock valued at $44,000 after purchasing an additional 28 shares in the last quarter. CENTRAL TRUST Co lifted its stake in shares of Sterling Infrastructure by 7.9% in the 4th quarter. CENTRAL TRUST Co now owns 397 shares of the construction company’s stock valued at $122,000 after purchasing an additional 29 shares during the last quarter. Lido Advisors LLC boosted its holdings in Sterling Infrastructure by 1.8% in the fourth quarter. Lido Advisors LLC now owns 1,725 shares of the construction company’s stock worth $578,000 after purchasing an additional 31 shares in the last quarter. Finally, Fifth Third Bancorp increased its position in Sterling Infrastructure by 76.1% during the third quarter. Fifth Third Bancorp now owns 81 shares of the construction company’s stock worth $28,000 after buying an additional 35 shares during the last quarter. 80.95% of the stock is currently owned by hedge funds and other institutional investors.

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.