Sidoti Research Analysts Boost Earnings Estimates for STRL

Sterling Infrastructure, Inc. (NASDAQ:STRL) – Equities research analysts at Sidoti raised their Q1 2026 EPS estimates for shares of Sterling Infrastructure in a report released on Monday, March 2nd. Sidoti analyst J. Romero now expects that the construction company will post earnings per share of $1.98 for the quarter, up from their prior forecast of $1.95. The consensus estimate for Sterling Infrastructure’s current full-year earnings is $5.98 per share. Sidoti also issued estimates for Sterling Infrastructure’s Q3 2026 earnings at $3.74 EPS, Q4 2026 earnings at $3.38 EPS, FY2026 earnings at $12.64 EPS, Q4 2027 earnings at $4.34 EPS and FY2027 earnings at $15.78 EPS.

Sterling Infrastructure (NASDAQ:STRL) last issued its quarterly earnings data on Wednesday, February 25th. The construction company reported $3.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 net margin of 11.65% and a return on equity of 32.82%. Sterling Infrastructure has set its FY 2026 guidance at 13.450-14.050 EPS.

STRL has been the subject of a number of other reports. Zacks Research cut Sterling Infrastructure from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 5th. Weiss Ratings upgraded Sterling Infrastructure from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, January 26th. Cantor Fitzgerald boosted their price objective on Sterling Infrastructure from $413.00 to $482.00 and gave the company an “overweight” rating in a research report on Monday. Stifel Nicolaus set a $486.00 target price on Sterling Infrastructure and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Finally, DA Davidson raised their target price on shares of Sterling Infrastructure from $460.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, February 27th. Four equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $489.33.

Sterling Infrastructure Price Performance

STRL opened at $398.87 on Thursday. The stock has a market cap of $12.22 billion, a P/E ratio of 42.57, a P/E/G ratio of 2.18 and a beta of 1.48. Sterling Infrastructure has a 12 month low of $96.34 and a 12 month high of $477.03. The company has a quick ratio of 1.01, a current ratio of 1.01 and a debt-to-equity ratio of 0.25. The company has a fifty day simple moving average of $374.10 and a 200 day simple moving average of $347.38.

Institutional Trading of Sterling Infrastructure

A number of hedge funds and other institutional investors have recently made changes to their positions in STRL. Empowered Funds LLC bought a new position in shares of Sterling Infrastructure in the first quarter worth approximately $378,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Sterling Infrastructure by 12.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 83,983 shares of the construction company’s stock worth $9,508,000 after acquiring an additional 9,625 shares during the last quarter. Focus Partners Wealth lifted its position in Sterling Infrastructure by 13.7% in the 1st quarter. Focus Partners Wealth now owns 2,313 shares of the construction company’s stock valued at $262,000 after acquiring an additional 279 shares in the last quarter. Bessemer Group Inc. boosted its stake in Sterling Infrastructure by 119.3% during the 2nd quarter. Bessemer Group Inc. now owns 125 shares of the construction company’s stock valued at $29,000 after purchasing an additional 68 shares during the last quarter. Finally, World Investment Advisors bought a new stake in shares of Sterling Infrastructure in the 2nd quarter worth $257,000. 80.95% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Sterling Infrastructure

In other news, Director Dana C. O’brien sold 2,000 shares of the company’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 transaction, the director directly owned 11,498 shares of the company’s stock, valued at $4,714,180. This represents a 14.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Dwayne Andree Wilson sold 2,860 shares of Sterling Infrastructure stock in a transaction that occurred on 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 completion of the sale, the director directly owned 14,749 shares in the company, valued at approximately $5,162,150. This represents a 16.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 6,860 shares of company stock worth $2,611,000. Corporate insiders own 3.70% of the company’s stock.

Sterling Infrastructure declared that its Board of Directors has authorized 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 reacquire up to 3.4% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s board believes its shares are undervalued.

Key Sterling Infrastructure News

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

• Positive Sentiment: Sterling reported strong 2025 results and an upbeat 2026 outlook — revenue and EPS beat and management set constructive guidance, supporting the company’s growth narrative. Article Title
• Positive Sentiment: Zacks upgraded STRL to a Rank #1 (Strong Buy) and highlighted growth attributes that could drive further upside, which typically attracts momentum and retail/institutional interest. Article Title
• Positive Sentiment: Zacks published bullish pieces highlighting three reasons growth investors may like STRL and added it to momentum/strong‑buy lists — more buy-side attention and flows could follow. Article Title Momentum List New Strong Buy
• Positive Sentiment: Analyst Sidoti raised multiple near‑ and medium‑term EPS forecasts (FY2026, FY2027 and several quarterly beats), implying stronger future profitability in investors’ models. MarketBeat Sidoti Notes
• Positive Sentiment: Cantor Fitzgerald (reported via American Banking News) projected strong price appreciation for STRL, adding another institutional voice to the bullish case. Article Title
• Neutral Sentiment: Sterling announced management will participate in the Cantor Global Technology & Industrial Growth Conference (March 10) — a chance for one‑on‑one investor meetings and to reinforce guidance, but not immediate news. PR Newswire
• Negative Sentiment: Sidoti also made modest downward tweaks to a few 2027 quarterly forecasts (Q1 and Q2 2027), introducing some near‑term estimate uncertainty despite the larger upward revisions. MarketBeat Sidoti Notes

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.