Brokers Set Expectations for STRL Q1 Earnings

Key Points

• KeyCorp set Q1 2026 EPS for Sterling Infrastructure at $2.15 and rates the stock Strong-Buy, while the MarketBeat consensus price target is $510 and the average analyst rating is Buy.
• Sterling recently reported a beat with $3.08 EPS and $755.6M revenue for the last quarter and has FY2026 guidance of 13.45–14.05 EPS.
• Insiders have been selling: CEO Joseph Cutillo sold 50,000 shares for about $24.88M under a Rule 10b5-1 plan, and insiders sold 104,000 shares (~$49.16M) in the past 90 days, leaving insiders with 1.6% ownership.

Sterling Infrastructure, Inc. (NASDAQ:STRL - Free Report) - Equities researchers at KeyCorp issued their Q1 2026 EPS estimates for Sterling Infrastructure in a report issued on Wednesday, April 22nd. KeyCorp analyst S. Jain anticipates that the construction company will post earnings per share of $2.15 for the quarter. KeyCorp has a "Strong-Buy" rating on the stock. The consensus estimate for Sterling Infrastructure's current full-year earnings is $12.94 per share. KeyCorp also issued estimates for Sterling Infrastructure's Q2 2026 earnings at $3.35 EPS, Q3 2026 earnings at $3.90 EPS, Q4 2026 earnings at $3.48 EPS, FY2026 earnings at $12.90 EPS and FY2027 earnings at $15.59 EPS.

Other analysts have also issued research reports about the stock. Zacks Research upgraded shares of Sterling Infrastructure from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, March 4th. 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 research report on Friday, February 27th. Wall Street Zen lowered shares of Sterling Infrastructure from a "strong-buy" rating to a "buy" rating in a research report on Saturday, March 28th. Weiss Ratings upgraded shares of Sterling Infrastructure from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Monday, January 26th. Finally, Cantor Fitzgerald raised their target price on shares of Sterling Infrastructure from $413.00 to $482.00 and gave the stock an "overweight" rating in a research report on Monday, March 2nd. Two analysts have rated the stock with a Strong Buy rating and five have issued a Buy rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Buy" and a consensus price target of $510.00.

Sterling Infrastructure Price Performance

Shares of NASDAQ STRL opened at $497.18 on Monday. Sterling Infrastructure has a 1 year low of $143.20 and a 1 year high of $512.36. The firm's 50 day moving average price is $430.64 and its 200 day moving average price is $377.42. The firm has a market cap of $15.25 billion, a P/E ratio of 53.06, a price-to-earnings-growth ratio of 2.56 and a beta of 1.51. The company has a debt-to-equity ratio of 0.25, a quick ratio of 1.01 and a current ratio of 1.01.

Sterling Infrastructure (NASDAQ:STRL - Get Free Report) last announced its earnings results on Wednesday, February 25th. The construction company reported $3.08 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.63 by $0.45. Sterling Infrastructure had a net margin of 11.65% and a return on equity of 32.82%. The firm had revenue of $755.61 million for the quarter, compared to analyst estimates of $639.41 million. Sterling Infrastructure has set its FY 2026 guidance at 13.450-14.050 EPS.

Hedge Funds Weigh In On Sterling Infrastructure

Large investors have recently bought and sold shares of the stock. Root Financial Partners LLC purchased a new position in Sterling Infrastructure during the third quarter worth approximately $26,000. Wilmington Savings Fund Society FSB purchased a new position in Sterling Infrastructure during the third quarter worth approximately $28,000. Fifth Third Bancorp raised its stake in Sterling Infrastructure by 76.1% during the third quarter. Fifth Third Bancorp now owns 81 shares of the construction company's stock worth $28,000 after purchasing an additional 35 shares during the period. Bogart Wealth LLC raised its stake in Sterling Infrastructure by 535.7% during the third quarter. Bogart Wealth LLC now owns 89 shares of the construction company's stock worth $30,000 after purchasing an additional 75 shares during the period. Finally, Kemnay Advisory Services Inc. purchased a new position in Sterling Infrastructure during the fourth quarter worth approximately $31,000. Hedge funds and other institutional investors own 80.95% of the company's stock.

Insider Buying and Selling

In other Sterling Infrastructure news, CEO Joseph A. Cutillo sold 50,000 shares of the stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $497.57, for a total transaction of $24,878,500.00. Following the transaction, the chief executive officer owned 290,593 shares of the company's stock, valued at $144,590,359.01. This trade represents a 14.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Dana C. O'brien sold 2,000 shares of the stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $410.00, for a total transaction of $820,000.00. Following the transaction, the director directly owned 11,498 shares in the company, valued at approximately $4,714,180. This represents a 14.82% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 104,000 shares of company stock worth $49,162,500. 1.60% of the stock is currently owned by insiders.

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.

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