Sterling Infrastructure, Inc. $STRL Holdings Raised by American Century Companies Inc.

American Century Companies Inc. grew its stake in shares of Sterling Infrastructure, Inc. (NASDAQ:STRL) by 84.6% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 654,096 shares of the construction company’s stock after acquiring an additional 299,724 shares during the period. American Century Companies Inc. owned 2.13% of Sterling Infrastructure worth $222,184,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Root Financial Partners LLC purchased a new position in Sterling Infrastructure in the third quarter valued at about $26,000. Wilmington Savings Fund Society FSB acquired a new stake in shares of Sterling Infrastructure during the 3rd quarter valued at about $28,000. Fifth Third Bancorp grew its stake in shares of Sterling Infrastructure by 76.1% in 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 increased its holdings in Sterling Infrastructure by 535.7% in the third quarter. Bogart Wealth LLC now owns 89 shares of the construction company’s stock worth $30,000 after buying an additional 75 shares during the last quarter. Finally, Optiver Holding B.V. raised its position in Sterling Infrastructure by 108.2% during the third quarter. Optiver Holding B.V. now owns 102 shares of the construction company’s stock valued at $35,000 after acquiring an additional 53 shares in the last quarter. 80.95% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on STRL. DA Davidson upped their price objective on shares of Sterling Infrastructure from $460.00 to $500.00 and gave the stock a “buy” rating in a report on Friday. Weiss Ratings raised Sterling Infrastructure from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, January 26th. Stifel Nicolaus set a $486.00 price objective on Sterling Infrastructure and gave the company a “buy” rating in a report on Wednesday, February 11th. Cantor Fitzgerald started coverage on Sterling Infrastructure in a research note on Friday, January 23rd. They issued an “overweight” rating and a $413.00 price objective on the stock. Finally, Zacks Research cut 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 given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $466.33.

Insider Buying and Selling at Sterling Infrastructure

In other news, Director Dana C. O’brien sold 2,000 shares of the business’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 transaction, the director owned 11,498 shares in the company, valued at approximately $4,714,180. The trade was a 14.82% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Dwayne Andree Wilson sold 2,860 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $350.00, for a total value of $1,001,000.00. Following the transaction, the director owned 14,749 shares in the company, valued at $5,162,150. This represents a 16.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 6,860 shares of company stock valued at $2,611,000. Corporate insiders own 3.70% of the company’s stock.

Sterling Infrastructure News Roundup

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

• Positive Sentiment: Strong Q4 results and bullish FY2026 guidance — STRL beat Q4 earnings and revenue expectations; management guided FY2026 adjusted EPS to $13.45–$14.05 and revenue to ~$3.05–3.20B, well above consensus, supporting higher forward profit expectations. Sterling Q4 Earnings & Revenues Beat Estimates, Stock Up
• Positive Sentiment: Backlog surge provides multi-year revenue visibility — Signed backlog jumped 78% y/y to $3.01B (49% organic excluding CEC acquisition), underpinning the company’s growth runway, especially in E‑Infrastructure (data center) work. Will Sterling’s 78% Backlog Surge Remain Sustainable Through 2026?
• Positive Sentiment: Analyst upgrade and higher price target — DA Davidson raised its price target from $460 to $500 and set a Buy rating, signaling ~16.7% upside vs. the recent price and adding buy-side momentum. Benzinga
• Neutral Sentiment: Research notes and sell‑side estimates updated — Sidoti and other analysts have refreshed multi-quarter EPS forecasts, reflecting the new guidance but leaving model dispersion; useful for valuation modeling but not immediate catalysts. MarketBeat / analyst notes
• Neutral Sentiment: Coverage highlighting AI/data‑center exposure — STRL appears in lists of construction beneficiaries from the AI data center buildout, reinforcing thematic investor interest but also raising competition/volume questions. Buy 5 Construction Stocks Set to Soar on AI-Powered Data Center Boom
• Negative Sentiment: Valuation concerns after the rally — Commentary warns the recent euphoric rally may have stretched multiples, raising downside risk if growth or margin beats slow. Sterling Infrastructure: Growing Backlog At Richer Margins – Euphoric Rally Triggers Valuation Risks
• Negative Sentiment: Short-seller / third‑party research scrutiny — New research and short-seller claims are circulating, which can increase volatility and prompt some investors to trim positions despite strong fundamentals. How New Research And Short Seller Claims Are Reframing The Story For Sterling Infrastructure (STRL)

Sterling Infrastructure Price Performance

NASDAQ STRL opened at $428.13 on Friday. The stock has a 50-day simple moving average of $365.89 and a 200 day simple moving average of $344.09. Sterling Infrastructure, Inc. has a twelve month low of $96.34 and a twelve month high of $477.03. The stock has a market capitalization of $13.15 billion, a PE ratio of 45.69, a P/E/G ratio of 2.45 and a beta of 1.51. The company has a debt-to-equity ratio of 0.26, a quick ratio of 1.00 and a current ratio of 1.00.

Sterling Infrastructure (NASDAQ:STRL) last issued its quarterly earnings results on Wednesday, February 25th. The construction company reported $3.08 EPS for the quarter, topping the consensus estimate of $2.63 by $0.45. Sterling Infrastructure had a return on equity of 34.26% and a net margin of 11.65%.The company had revenue of $755.61 million for the quarter, compared to the consensus estimate of $639.41 million. Sterling Infrastructure has set its FY 2026 guidance at 13.450-14.050 EPS. Research analysts anticipate that Sterling Infrastructure, Inc. will post 5.98 EPS for the current year.

Sterling Infrastructure declared that its Board of Directors has approved a share repurchase plan on Wednesday, November 12th that permits the company to repurchase $400.00 million in shares. This repurchase authorization permits the construction company to purchase up to 3.4% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s management believes its stock is undervalued.

Sterling Infrastructure Profile

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.