3,941 Shares in MasTec, Inc. $MTZ Bought by Allianz SE

Allianz SE bought a new position in shares of MasTec, Inc. (NYSE:MTZ) during the third quarter, HoldingsChannel.com reports. The firm bought 3,941 shares of the construction company’s stock, valued at approximately $839,000.

Several other large investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in MasTec by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 6,007,192 shares of the construction company’s stock valued at $1,278,391,000 after acquiring an additional 34,899 shares during the last quarter. Invesco Ltd. grew its position in shares of MasTec by 6.1% in the second quarter. Invesco Ltd. now owns 1,765,049 shares of the construction company’s stock valued at $300,817,000 after purchasing an additional 102,072 shares during the period. Hood River Capital Management LLC grew its position in shares of MasTec by 8.9% in the second quarter. Hood River Capital Management LLC now owns 1,692,656 shares of the construction company’s stock valued at $288,479,000 after purchasing an additional 138,269 shares during the period. AQR Capital Management LLC increased its stake in MasTec by 11.3% in the second quarter. AQR Capital Management LLC now owns 1,072,253 shares of the construction company’s stock valued at $181,961,000 after purchasing an additional 108,504 shares during the last quarter. Finally, Electron Capital Partners LLC lifted its position in MasTec by 2.0% during the second quarter. Electron Capital Partners LLC now owns 747,333 shares of the construction company’s stock worth $127,368,000 after buying an additional 14,504 shares during the period. Institutional investors and hedge funds own 78.10% of the company’s stock.

Analyst Ratings Changes

Several analysts have commented on the company. Barclays lifted their price target on MasTec from $240.00 to $260.00 and gave the company an “overweight” rating in a report on Friday, January 23rd. Citigroup boosted their target price on shares of MasTec from $248.00 to $284.00 and gave the company a “buy” rating in a report on Monday, January 26th. Truist Financial upped their price target on shares of MasTec from $253.00 to $270.00 and gave the stock a “buy” rating in a research report on Thursday, December 18th. Zacks Research upgraded shares of MasTec from a “hold” rating to a “strong-buy” rating in a report on Tuesday, December 30th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of MasTec in a research note on Monday, December 29th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, MasTec has an average rating of “Buy” and a consensus price target of $238.16.

Key Stories Impacting MasTec

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)

MasTec Stock Up 2.7%

Shares of NYSE MTZ opened at $297.81 on Friday. The stock has a fifty day moving average price of $246.26 and a 200 day moving average price of $216.59. The company has a current ratio of 1.33, a quick ratio of 1.30 and a debt-to-equity ratio of 0.69. MasTec, Inc. has a 12-month low of $99.70 and a 12-month high of $300.00. The company has a market cap of $23.50 billion, a P/E ratio of 58.74 and a beta of 1.94.

MasTec (NYSE:MTZ) last issued its 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. MasTec had a return on equity of 15.99% and a net margin of 2.79%.The company had revenue of $3.94 billion during the quarter, compared to the consensus estimate of $3.71 billion. During the same quarter in the prior year, the business earned $1.44 earnings per share. The company’s revenue was up 15.8% compared to the same quarter last year. MasTec has set its Q1 2026 guidance at 1.000-1.000 EPS and its FY 2026 guidance at 8.400-8.400 EPS. Research analysts anticipate that MasTec, Inc. will post 3.44 EPS for the current fiscal year.

About MasTec

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.