Banco Santander S.A. Has $12.32 Million Position in MasTec, Inc. $MTZ

Banco Santander S.A. grew its stake in MasTec, Inc. (NYSE:MTZ) by 16.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 57,877 shares of the construction company’s stock after acquiring an additional 8,311 shares during the quarter. Banco Santander S.A. owned 0.07% of MasTec worth $12,317,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of MTZ. Salomon & Ludwin LLC grew its holdings in MasTec by 344.4% during the third quarter. Salomon & Ludwin LLC now owns 120 shares of the construction company’s stock valued at $26,000 after purchasing an additional 93 shares during the period. Caldwell Trust Co bought a new position in shares of MasTec during the second quarter worth $29,000. Parkside Financial Bank & Trust grew its holdings in shares of MasTec by 253.7% in the 2nd quarter. Parkside Financial Bank & Trust now owns 191 shares of the construction company’s stock valued at $33,000 after buying an additional 137 shares during the period. Princeton Global Asset Management LLC bought a new stake in shares of MasTec in the 3rd quarter valued at $43,000. Finally, Root Financial Partners LLC bought a new stake in shares of MasTec in the 3rd quarter valued at $49,000. Institutional investors own 78.10% of the company’s stock.

MasTec Stock Up 2.7%

Shares of MasTec stock opened at $297.81 on Friday. The firm has a market cap of $23.50 billion, a PE ratio of 58.74 and a beta of 1.94. The business’s 50 day simple moving average is $246.26 and its 200 day simple moving average is $216.37. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.30 and a current ratio of 1.33. MasTec, Inc. has a 52-week low of $99.70 and a 52-week high of $300.00.

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

Key MasTec News

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)

Analyst Upgrades and Downgrades

MTZ has been the topic of several recent analyst reports. Barclays lifted their target price on MasTec from $240.00 to $260.00 and gave the stock an “overweight” rating in a report on Friday, January 23rd. KeyCorp reiterated an “overweight” rating and set a $264.00 price objective on shares of MasTec in a report on Wednesday, January 7th. Stifel Nicolaus increased their target price on MasTec from $240.00 to $267.00 and gave the stock a “buy” rating in a research note on Tuesday, December 16th. Cantor Fitzgerald began coverage on shares of MasTec in a report on Friday, January 23rd. They set an “overweight” rating and a $274.00 target price on the stock. Finally, Wall Street Zen raised shares of MasTec from a “hold” rating to a “buy” rating in a research note on Sunday, February 22nd. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $238.16.

MasTec Company Profile

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.