Sterling Infrastructure (NASDAQ:STRL) Issues FY 2026 Earnings Guidance

Sterling Infrastructure (NASDAQ:STRL) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 13.450-14.050 for the period, compared to the consensus earnings per share estimate of 11.900. The company issued revenue guidance of $3.1 billion-$3.2 billion, compared to the consensus revenue estimate of $2.8 billion.

Wall Street Analyst Weigh In

STRL has been the topic of several analyst reports. Stifel Nicolaus set a $486.00 target price on shares of Sterling Infrastructure and gave the stock a “buy” rating in a report on Wednesday, February 11th. DA Davidson boosted their price target on shares of Sterling Infrastructure from $355.00 to $460.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Weiss Ratings raised shares of Sterling Infrastructure from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, January 26th. Zacks Research downgraded Sterling Infrastructure from a “strong-buy” rating to a “hold” rating in a report on Monday, January 5th. Finally, Cantor Fitzgerald started coverage on Sterling Infrastructure in a report on Friday, January 23rd. They set an “overweight” rating and a $413.00 price target for the company. Four investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $453.00.

Sterling Infrastructure Price Performance

Shares of STRL traded down $4.47 during mid-day trading on Wednesday, hitting $455.25. 912,379 shares of the company traded hands, compared to its average volume of 500,076. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 0.26. The stock has a market capitalization of $13.98 billion, a price-to-earnings ratio of 44.63, a PEG ratio of 2.48 and a beta of 1.51. The business has a 50-day moving average of $357.44 and a 200 day moving average of $341.46. Sterling Infrastructure has a one year low of $96.34 and a one year high of $470.00.

Sterling Infrastructure (NASDAQ:STRL) last posted its quarterly earnings data on Wednesday, February 25th. The construction company reported $3.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.63 by $0.45. The firm had revenue of $755.61 million for the quarter, compared to the consensus estimate 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. As a group, equities analysts expect that Sterling Infrastructure will post 5.98 earnings per share for the current fiscal year.

Sterling Infrastructure announced that its Board of Directors has authorized a stock buyback program on Wednesday, November 12th that permits the company to buyback $400.00 million in shares. This buyback authorization permits the construction company to repurchase up to 3.4% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s management believes its stock is undervalued.

Insider Transactions at Sterling Infrastructure

In other news, Director Dana C. O’brien sold 2,000 shares of the firm’s stock in a transaction dated Monday, February 9th. The shares were 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 of the company’s stock, valued at approximately $4,714,180. This trade represents a 14.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Dwayne Andree Wilson sold 2,860 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $350.00, for a total transaction of $1,001,000.00. Following the sale, the director directly owned 14,749 shares of the company’s stock, valued at approximately $5,162,150. This trade 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 90 days, insiders have sold 6,860 shares of company stock worth $2,611,000. Corporate insiders own 3.70% of the company’s stock.

More Sterling Infrastructure News

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

• Positive Sentiment: Sterling reported strong Q4 and FY2025 results and provided full‑year 2026 guidance — management’s results and outlook are the primary positive catalyst behind today’s trading and support the company’s elevated valuation. Sterling Reports Strong Fourth Quarter and Full Year 2025 Results and Issues Full Year 2026 Guidance
• Positive Sentiment: Sidoti (sell‑side analyst J. Romero) has raised multiple near‑term and FY2026/FY2027 EPS estimates (Q1–Q4 2026 and FY2026 modestly higher, plus FY2027 raised), reflecting improved earnings visibility and reinforcing upside to consensus. This adds analyst support for the stock. MarketBeat Sidoti Estimates
• Positive Sentiment: Zacks highlights growing Wall‑Street optimism toward STRL, noting bullish analyst commentary that could attract more institutional interest. Wall Street Bulls Look Optimistic About Sterling Infrastructure (STRL): Should You Buy?
• Neutral Sentiment: Zacks published a sector comparison piece (Sterling vs. Granite) that frames STRL as a beneficiary of sustained public infrastructure spending — useful for longer‑term positioning but not an immediate price catalyst. Sterling vs. Granite: Which Infrastructure Stock Is the Better Buy?
• Neutral Sentiment: Benzinga and MSN ran previews on the company’s upcoming/expected Q4 disclosure, which summarize consensus expectations and items to watch (guidance, margins, backlog) — these pieces help set investor focus for the earnings release and call but don’t change fundamentals on their own. A Look at Sterling Infrastructure’s Upcoming Earnings Report Sterling (STRL) Q4 earnings: What to expect

Institutional Investors Weigh In On Sterling Infrastructure

Large investors have recently bought and sold shares of the company. Lido Advisors LLC boosted its position in shares of Sterling Infrastructure by 1.8% during the fourth quarter. Lido Advisors LLC now owns 1,725 shares of the construction company’s stock worth $578,000 after purchasing an additional 31 shares in the last quarter. Quadrant Capital Group LLC increased its position in shares of Sterling Infrastructure by 10.3% in the 4th quarter. Quadrant Capital Group LLC now owns 438 shares of the construction company’s stock valued at $134,000 after buying an additional 41 shares in the last quarter. Smartleaf Asset Management LLC raised its stake in Sterling Infrastructure by 12.2% during the 4th quarter. Smartleaf Asset Management LLC now owns 460 shares of the construction company’s stock worth $142,000 after buying an additional 50 shares during the period. CIBC Private Wealth Group LLC lifted its holdings in Sterling Infrastructure by 29.0% during the fourth quarter. CIBC Private Wealth Group LLC now owns 240 shares of the construction company’s stock worth $73,000 after acquiring an additional 54 shares in the last quarter. Finally, Arkadios Wealth Advisors lifted its holdings in Sterling Infrastructure by 8.5% during the fourth quarter. Arkadios Wealth Advisors now owns 688 shares of the construction company’s stock worth $211,000 after acquiring an additional 54 shares in the last quarter. Institutional investors own 80.95% of the company’s stock.

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.