Sidoti Forecasts Weaker Earnings for Sterling Infrastructure

Sterling Infrastructure, Inc. (NASDAQ:STRL) – Equities research analysts at Sidoti lowered their Q1 2027 EPS estimates for Sterling Infrastructure in a report issued on Monday, March 2nd. Sidoti analyst J. Romero now forecasts that the construction company will post earnings of $2.32 per share for the quarter, down from their previous forecast of $2.37. 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 2027 earnings at $4.44 EPS and Q3 2027 earnings at $4.68 EPS.

Sterling Infrastructure (NASDAQ:STRL) last announced 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. Sterling Infrastructure had a return on equity of 32.82% and a net margin of 11.65%.The firm had revenue of $755.61 million for the quarter, compared to analysts’ expectations of $639.41 million. Sterling Infrastructure has set its FY 2026 guidance at 13.450-14.050 EPS.

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

Sterling Infrastructure Price Performance

STRL opened at $398.87 on Wednesday. The company has a debt-to-equity ratio of 0.25, a current ratio of 1.01 and a quick ratio of 1.01. The stock’s 50 day simple moving average is $374.10 and its 200 day simple moving average is $347.38. The firm has a market cap of $12.22 billion, a price-to-earnings ratio of 42.57, a PEG ratio of 2.18 and a beta of 1.48. Sterling Infrastructure has a 1 year low of $96.34 and a 1 year high of $477.03.

Sterling Infrastructure announced 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 outstanding shares. This repurchase authorization allows the construction company to buy up to 3.4% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s board believes its shares are undervalued.

Insiders Place Their Bets

In related news, 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 transaction, the director owned 14,749 shares in the company, valued at $5,162,150. The trade was a 16.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Dana C. O’brien sold 2,000 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $410.00, for a total value of $820,000.00. Following the transaction, the director owned 11,498 shares in the company, valued at $4,714,180. This trade represents a 14.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 6,860 shares of company stock worth $2,611,000. Insiders own 3.70% of the company’s stock.

Institutional Investors Weigh In On Sterling Infrastructure

Several hedge funds have recently made changes to their positions in STRL. Empowered Funds LLC bought a new position in Sterling Infrastructure in the first quarter worth $378,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of 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 buying an additional 9,625 shares during the period. Focus Partners Wealth grew its position in shares of Sterling Infrastructure by 13.7% in the 1st quarter. Focus Partners Wealth now owns 2,313 shares of the construction company’s stock worth $262,000 after buying an additional 279 shares during the period. Envestnet Asset Management Inc. increased its stake in shares of Sterling Infrastructure by 42.6% in the 2nd quarter. Envestnet Asset Management Inc. now owns 111,884 shares of the construction company’s stock worth $25,815,000 after acquiring an additional 33,430 shares in the last quarter. Finally, Bessemer Group Inc. lifted its position 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 acquiring an additional 68 shares during the period. 80.95% of the stock is currently owned by institutional investors.

More 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

Sterling Infrastructure Company 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.