Stack Financial Management Inc Lowers Stake in Quanta Services, Inc. $PWR

Key Points

• Stack Financial Management Inc trimmed its stake in Quanta Services by 2.0% in Q4, selling 2,606 shares and now owning 129,592 shares worth about $54.7 million (4.2% of the firm's portfolio, 0.09% of Quanta).
• Quanta Services reported a strong quarter—EPS $2.68 vs. $2.04 estimate and revenue $7.87 billion (+26.3% YoY)—and raised FY2026 guidance to $13.55–$14.25, prompting analyst upgrades and positive momentum.
• Analysts have lifted price targets (e.g., UBS to $900, Goldman to $826, TD Cowen higher), leaving a "Moderate Buy" consensus with an average target of $678; the stock trades near its 52‑week high but carries a high P/E (~104) and a low 0.1% dividend yield.

Stack Financial Management Inc decreased its position in Quanta Services, Inc. (NYSE:PWR - Free Report) by 2.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 129,592 shares of the construction company's stock after selling 2,606 shares during the quarter. Quanta Services makes up 4.2% of Stack Financial Management Inc's portfolio, making the stock its 6th biggest holding. Stack Financial Management Inc owned 0.09% of Quanta Services worth $54,696,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in PWR. Sunburst Financial Group LLC grew its holdings in Quanta Services by 2.0% during the 4th quarter. Sunburst Financial Group LLC now owns 1,147 shares of the construction company's stock valued at $484,000 after buying an additional 22 shares in the last quarter. Spirepoint Private Client LLC grew its holdings in Quanta Services by 2.0% during the 4th quarter. Spirepoint Private Client LLC now owns 1,107 shares of the construction company's stock valued at $467,000 after buying an additional 22 shares in the last quarter. Headinvest LLC grew its holdings in Quanta Services by 2.2% during the 4th quarter. Headinvest LLC now owns 1,001 shares of the construction company's stock valued at $422,000 after buying an additional 22 shares in the last quarter. Vista Capital Partners Inc. grew its holdings in Quanta Services by 3.1% during the 4th quarter. Vista Capital Partners Inc. now owns 742 shares of the construction company's stock valued at $313,000 after buying an additional 22 shares in the last quarter. Finally, Northwestern Mutual Investment Management Company LLC grew its holdings in Quanta Services by 0.5% during the 3rd quarter. Northwestern Mutual Investment Management Company LLC now owns 4,750 shares of the construction company's stock valued at $1,968,000 after buying an additional 23 shares in the last quarter. Institutional investors own 90.49% of the company's stock.

Quanta Services Price Performance

Shares of PWR stock opened at $757.96 on Tuesday. Quanta Services, Inc. has a 52-week low of $315.00 and a 52-week high of $763.11. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.09 and a current ratio of 1.14. The firm has a market capitalization of $113.74 billion, a P/E ratio of 103.97, a P/E/G ratio of 3.37 and a beta of 1.24. The stock has a 50 day moving average price of $578.99 and a 200 day moving average price of $498.52.

Quanta Services (NYSE:PWR - Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The construction company reported $2.68 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.04 by $0.64. Quanta Services had a return on equity of 18.64% and a net margin of 3.67%.The firm had revenue of $7.87 billion during the quarter, compared to analyst estimates of $7 billion. During the same period last year, the company earned $1.78 EPS. Quanta Services's quarterly revenue was up 26.3% compared to the same quarter last year. Quanta Services has set its FY 2026 guidance at 13.550-14.250 EPS. As a group, sell-side analysts predict that Quanta Services, Inc. will post 11.97 earnings per share for the current year.

Quanta Services Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, April 10th. Investors of record on Thursday, April 2nd were paid a dividend of $0.11 per share. This represents a $0.44 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Thursday, April 2nd. Quanta Services's dividend payout ratio (DPR) is currently 6.04%.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on PWR. Argus raised their price target on Quanta Services from $540.00 to $650.00 and gave the company a "buy" rating in a report on Tuesday, February 24th. Wolfe Research lifted their target price on Quanta Services from $477.00 to $576.00 and gave the stock an "outperform" rating in a report on Friday, February 20th. B. Riley Financial reiterated a "neutral" rating on shares of Quanta Services in a report on Friday. Sanford C. Bernstein lifted their target price on Quanta Services from $515.00 to $538.00 in a report on Wednesday, April 1st. Finally, TD Cowen lifted their target price on Quanta Services from $570.00 to $775.00 and gave the stock a "buy" rating in a report on Monday. Eighteen analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, Quanta Services currently has an average rating of "Moderate Buy" and a consensus target price of $678.00.

Quanta Services News Summary

Here are the key news stories impacting Quanta Services this week:

• Positive Sentiment: UBS sharply raised its price target to $900 and maintained a Buy rating, signaling sizable analyst conviction and implied upside for PWR. Article Title
• Positive Sentiment: Goldman Sachs raised its price target to $826 and kept a Buy rating, reinforcing institutional bullishness that can support further share gains. Article Title
• Positive Sentiment: TD Cowen boosted its price target and issued a positive forecast for Quanta, adding another reputable shop to the list of recent upgrades. Analyst momentum is a clear near‑term catalyst. Article Title
• Positive Sentiment: Jim Cramer and other outlets are highlighting Quanta as an “obvious winner” in the electric‑grid/AI infrastructure buildout, which can draw retail and momentum buying. Article Title
• Positive Sentiment: Consensus analyst coverage sits around “Moderate Buy,” reinforcing the market’s constructive view after Quanta’s recent strong quarter and raised FY‑2026 guidance. Article Title
• Neutral Sentiment: Sector context — coverage on how AI data centers are reshaping power demand highlights a structural tailwind for companies that build and upgrade grid and power infrastructure; this supports Quanta’s longer‑term revenue opportunity but timing/scale vary. Article Title
• Neutral Sentiment: Long‑term bullish pieces (The Motley Fool, Zacks) reiterate Quanta’s growth story and record results commentary; constructive for sentiment but less immediate as share‑price catalysts versus analyst upgrades. Article Title Article Title

Quanta Services Company Profile

Quanta Services, Inc is a leading specialty contractor that provides comprehensive infrastructure solutions for the electric power, pipeline and energy, and communications markets. Headquartered in Houston, Texas, the company delivers engineering, procurement, construction, installation, maintenance and repair services that support the development, modernization and ongoing operation of critical energy and communications networks.

In the electric power sector, Quanta works on transmission and distribution systems, substation construction and grid modernization projects that include integration of renewable generation and energy storage.

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