Encompass More Asset Management Makes New $936,000 Investment in Sterling Infrastructure, Inc. $STRL

Key Points

• Encompass More Asset Management established a new position in Sterling Infrastructure (NASDAQ:STRL) in 4Q, buying 3,057 shares valued at approximately $936,000.
• Significant insider selling: insiders have sold 104,000 shares worth $49.16 million over the past 90 days, including CEO Joseph A. Cutillo's sale of 50,000 shares for about $24.88 million, leaving insiders with roughly 1.6% ownership.
• Record Q1 and raised guidance: STRL reported EPS of $3.59 (vs. $2.29 est.) and revenue of $825.7M (vs. $603.6M est.), raised FY‑2026 EPS guidance to $18.40–$19.05, and has seen analyst upgrades and a push to 52‑week highs.

Encompass More Asset Management acquired a new position in Sterling Infrastructure, Inc. (NASDAQ:STRL - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 3,057 shares of the construction company's stock, valued at approximately $936,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Telligent Fund LP bought a new position in Sterling Infrastructure in the 3rd quarter valued at about $1,019,000. Emerald Advisers LLC increased its holdings in Sterling Infrastructure by 50.3% in the 3rd quarter. Emerald Advisers LLC now owns 82,582 shares of the construction company's stock valued at $28,051,000 after buying an additional 27,627 shares during the period. Allworth Financial LP increased its holdings in Sterling Infrastructure by 1,307.9% in the 3rd quarter. Allworth Financial LP now owns 7,631 shares of the construction company's stock valued at $2,592,000 after buying an additional 7,089 shares during the period. Harbor Capital Advisors Inc. increased its holdings in Sterling Infrastructure by 6,893.6% in the 4th quarter. Harbor Capital Advisors Inc. now owns 3,287 shares of the construction company's stock valued at $1,007,000 after buying an additional 3,240 shares during the period. Finally, Lisanti Capital Growth LLC increased its holdings in Sterling Infrastructure by 16.9% in the 3rd quarter. Lisanti Capital Growth LLC now owns 32,471 shares of the construction company's stock valued at $11,030,000 after buying an additional 4,691 shares during the period. Institutional investors and hedge funds own 80.95% of the company's stock.

Insider Activity at Sterling Infrastructure

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

Sterling Infrastructure Trading Up 10.0%

Shares of Sterling Infrastructure stock opened at $886.22 on Thursday. The firm has a market capitalization of $27.19 billion, a PE ratio of 79.27, a price-to-earnings-growth ratio of 4.15 and a beta of 1.64. The company has a current ratio of 1.10, a quick ratio of 1.01 and a debt-to-equity ratio of 0.23. The firm's 50 day moving average is $452.64 and its 200 day moving average is $388.12. Sterling Infrastructure, Inc. has a 1 year low of $171.38 and a 1 year high of $888.95.

Sterling Infrastructure (NASDAQ:STRL - Get Free Report) last announced its quarterly earnings results on Monday, May 4th. The construction company reported $3.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.29 by $1.30. The company had revenue of $825.68 million for the quarter, compared to analyst estimates of $603.58 million. Sterling Infrastructure had a net margin of 12.02% and a return on equity of 35.64%. During the same period in the previous year, the firm posted $1.63 EPS. Sterling Infrastructure has set its FY 2026 guidance at 18.400-19.050 EPS. Equities research analysts forecast that Sterling Infrastructure, Inc. will post 12.94 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have commented on STRL. DA Davidson raised their target price on shares of Sterling Infrastructure from $460.00 to $500.00 and gave the company a "buy" rating in a report on Friday, February 27th. KeyCorp raised their target price on shares of Sterling Infrastructure from $572.00 to $889.00 and gave the company an "overweight" rating in a report on Wednesday. Weiss Ratings raised shares of Sterling Infrastructure from a "hold (c+)" rating to a "buy (b-)" rating in a report on Monday, January 26th. Argus assumed coverage on shares of Sterling Infrastructure in a report on Thursday, April 16th. They issued a "buy" rating and a $510.00 target price on the stock. Finally, 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. Six investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company's stock. According to data from MarketBeat, Sterling Infrastructure has an average rating of "Moderate Buy" and an average target price of $573.40.

Key Headlines Impacting Sterling Infrastructure

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

• Positive Sentiment: Q1 results materially beat expectations — EPS $3.59 vs. ~$2.29 estimate and revenue $825.7M vs. ~$603.6M; management raised FY‑2026 guidance, signaling stronger margin and award visibility. Sterling Q1 Earnings & Revenues Beat Estimates, Rise Y/Y
• Positive Sentiment: Company announced a record first quarter and lifted full‑year 2026 EPS outlook (management set FY guidance range that implies substantial growth), which underpins the breakout move. Sterling Infrastructure, Inc. Reports Record First Quarter Results and Raises Full Year 2026 Guidance
• Positive Sentiment: Management highlighted strengthening demand from data‑center / e‑infrastructure projects as a key growth driver — analysts and investors see this as durable, high‑margin backlog expansion. Sterling Touches 52-Week High: Are Data Center Trends the Key?
• Positive Sentiment: Broker and media coverage turned bullish after the quarter, with several outlets and analysts upgrading tone — supporting momentum and higher trading volumes. Analysts Are Bullish on Top Industrial Goods Stocks: JBT Marel (JBTM), Sterling Infrastructure (STRL)
• Neutral Sentiment: Full earnings call transcript and slide deck are available for investors who want detail on backlog, margin drivers and FY assumptions — useful for validating the sustainability of the beat. Sterling Infrastructure, Inc. (STRL) Q1 2026 Earnings Call Transcript Q1 Results - Earnings Call Presentation
• Neutral Sentiment: Wide media coverage (Barron’s, MSN summaries) explains the rally and 52‑week high; these pieces amplify momentum but don’t add new fundamentals. S&P 500 Futures Climb in Premarket Trading; Sterling Infrastructure, Pinterest Lead

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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