Research Analysts Set Expectations for STRL Q1 Earnings

Sterling Infrastructure, Inc. (NASDAQ:STRL) – Analysts at Sidoti increased their Q1 2026 earnings estimates for Sterling Infrastructure in a report issued on Monday, February 23rd. Sidoti analyst J. Romero now expects that the construction company will post earnings of $1.95 per share for the quarter, up from their previous forecast 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.

Sterling Infrastructure (NASDAQ:STRL) last announced its earnings results on Wednesday, February 25th. The construction company reported $3.08 EPS for the quarter, beating the consensus estimate of $2.63 by $0.45. The company had revenue of $755.61 million for the quarter, compared to analyst estimates of $639.41 million. Sterling Infrastructure had a return on equity of 29.81% and a net margin of 14.14%.Sterling Infrastructure has set its FY 2026 guidance at 13.450-14.050 EPS.

Several other research analysts have also issued reports on STRL. Cantor Fitzgerald assumed coverage on shares of Sterling Infrastructure in a research note on Friday, January 23rd. They set an “overweight” rating and a $413.00 target price on the stock. DA Davidson upped their price target on Sterling Infrastructure from $355.00 to $460.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Zacks Research lowered Sterling Infrastructure from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 5th. Stifel Nicolaus set a $486.00 price objective on shares of Sterling Infrastructure and gave the stock a “buy” rating in a report on Wednesday, February 11th. Finally, Weiss Ratings upgraded shares of Sterling Infrastructure from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, January 26th. Four investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, Sterling Infrastructure has a consensus rating of “Moderate Buy” and a consensus price target of $453.00.

Sterling Infrastructure Stock Performance

Shares of STRL stock opened at $455.25 on Tuesday. The firm has a 50 day moving average of $360.87 and a 200-day moving average of $342.25. The company has a market cap of $13.99 billion, a price-to-earnings ratio of 44.63, a price-to-earnings-growth ratio of 2.63 and a beta of 1.51. 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.

Sterling Infrastructure announced that its board has initiated a share repurchase plan on Wednesday, November 12th that authorizes the company to buyback $400.00 million in outstanding shares. This buyback authorization authorizes the construction company to repurchase up to 3.4% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s board believes its stock is undervalued.

Insider Transactions at Sterling Infrastructure

In related news, Director Dana C. O’brien sold 2,000 shares of the 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 represents a 14.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 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 transaction of $1,001,000.00. Following the completion of the transaction, the director owned 14,749 shares in the company, valued at approximately $5,162,150. The trade was a 16.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 6,860 shares of company stock worth $2,611,000 over the last three months. 3.70% of the stock is owned by insiders.

Hedge Funds Weigh In On Sterling Infrastructure

Several large investors have recently modified their holdings of STRL. Astoria Portfolio Advisors LLC. lifted its stake in shares of Sterling Infrastructure by 24.4% during the 4th quarter. Astoria Portfolio Advisors LLC. now owns 852 shares of the construction company’s stock valued at $261,000 after buying an additional 167 shares in the last quarter. Pacer Advisors Inc. raised its holdings in Sterling Infrastructure by 269.2% during the 4th quarter. Pacer Advisors Inc. now owns 9,159 shares of the construction company’s stock valued at $2,805,000 after acquiring an additional 6,678 shares during the period. Mcguire Capital Advisors Inc. purchased a new stake in shares of Sterling Infrastructure during the fourth quarter worth $70,000. Mercer Global Advisors Inc. ADV boosted its holdings in shares of Sterling Infrastructure by 21.3% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 2,251 shares of the construction company’s stock worth $689,000 after acquiring an additional 396 shares during the period. Finally, Vident Advisory LLC grew its position in shares of Sterling Infrastructure by 15.7% in the fourth quarter. Vident Advisory LLC now owns 15,806 shares of the construction company’s stock valued at $4,840,000 after purchasing an additional 2,150 shares in the last quarter. Hedge funds and other institutional investors own 80.95% of the company’s stock.

Key Stories Impacting Sterling Infrastructure

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

• Positive Sentiment: Sterling posted a clear beat on the quarter: $3.08 EPS vs. $2.63 expected and $755.6M in revenue vs. $639.4M consensus, with a healthy 14.1% net margin — strong execution that supports upside. Read More.
• Positive Sentiment: Management issued aggressive FY‑2026 guidance: EPS $13.450–14.050 (vs. consensus ~11.90) and revenue $3.1B–3.2B (vs. consensus ~2.8B). That guidance materially raised the company’s forward profile and is a primary positive catalyst. Read More.
• Positive Sentiment: Analysts updated estimates after the results: Sidoti and others raised quarterly and full‑year forecasts (including FY‑2027 boosts), reinforcing the bullish read on the cycle and giving institutional investors fresh model support. Read More.
• Neutral Sentiment: Media/industry pieces (Zacks comparisons and analyst commentary) are highlighting Sterling as a beneficiary of public infrastructure momentum versus peers — useful context but not a direct catalyst. Read More. • Read More.
• Negative Sentiment: Valuation is stretched: trailing P/E ~52 and the stock is trading close to its 52‑week high — a setup that can prompt short‑term profit‑taking even after strong results.
• Negative Sentiment: Volume spiked (≈912K vs. avg ≈488K) while the share price fell, which looks like distribution/profit‑taking by holders who locked gains after the big guidance beat; that pressure can push the stock down in the short term.

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.