Stantec Inc. $STN Stock Holdings Decreased by Triasima Portfolio Management inc.

Key Points

• Triasima Portfolio Management cut its stake in Stantec by 53.4%, selling 19,919 shares and leaving it with 17,380 shares worth about $1.642 million at quarter end.
• Stantec beat EPS expectations with $0.90 versus $0.87 but missed revenue (reported $1.19B vs. $1.65B consensus) and set FY2026 guidance of EPS 4.37–4.49, roughly matching analysts' average forecast of 4.47.
• Institutional ownership is ~63.9% and analyst sentiment is broadly positive—the consensus rating is Buy with an average price target of $175—and the company recently raised its quarterly dividend to $0.245 (annualized $0.98, ~1.1% yield).

Triasima Portfolio Management inc. lowered its stake in Stantec Inc. (NYSE:STN - Free Report) TSE: STN by 53.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 17,380 shares of the business services provider's stock after selling 19,919 shares during the period. Triasima Portfolio Management inc.'s holdings in Stantec were worth $1,642,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Vanguard Group Inc. increased its position in shares of Stantec by 1.9% in the 4th quarter. Vanguard Group Inc. now owns 4,966,062 shares of the business services provider's stock worth $468,622,000 after purchasing an additional 92,641 shares during the last quarter. Bank of Montreal Can increased its position in shares of Stantec by 6.6% in the 3rd quarter. Bank of Montreal Can now owns 3,566,821 shares of the business services provider's stock worth $384,584,000 after purchasing an additional 219,733 shares during the last quarter. Alliancebernstein L.P. increased its position in shares of Stantec by 0.8% in the 3rd quarter. Alliancebernstein L.P. now owns 3,475,699 shares of the business services provider's stock worth $374,680,000 after purchasing an additional 26,388 shares during the last quarter. Fiera Capital Corp increased its position in shares of Stantec by 3.5% in the 3rd quarter. Fiera Capital Corp now owns 2,469,545 shares of the business services provider's stock worth $266,236,000 after purchasing an additional 84,251 shares during the last quarter. Finally, Bank of America Corp DE increased its position in shares of Stantec by 80.4% in the 3rd quarter. Bank of America Corp DE now owns 870,352 shares of the business services provider's stock worth $93,824,000 after purchasing an additional 387,927 shares during the last quarter. Institutional investors own 63.86% of the company's stock.

Stantec Price Performance

Shares of NYSE:STN opened at $91.43 on Monday. The company has a quick ratio of 1.23, a current ratio of 1.23 and a debt-to-equity ratio of 0.47. Stantec Inc. has a fifty-two week low of $84.08 and a fifty-two week high of $114.51. The firm has a 50-day simple moving average of $89.36 and a 200 day simple moving average of $96.16. The company has a market cap of $10.43 billion, a PE ratio of 30.27 and a beta of 1.06.

Stantec (NYSE:STN - Get Free Report) TSE: STN last announced its quarterly earnings data on Wednesday, February 25th. The business services provider reported $0.90 earnings per share for the quarter, beating analysts' consensus estimates of $0.87 by $0.03. Stantec had a net margin of 5.90% and a return on equity of 17.56%. The business had revenue of $1.19 billion during the quarter, compared to the consensus estimate of $1.65 billion. Stantec has set its FY 2026 guidance at 4.370-4.490 EPS. On average, sell-side analysts anticipate that Stantec Inc. will post 4.47 EPS for the current year.

Stantec Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st were given a dividend of $0.245 per share. The ex-dividend date of this dividend was Tuesday, March 31st. This represents a $0.98 dividend on an annualized basis and a dividend yield of 1.1%. This is a boost from Stantec's previous quarterly dividend of $0.23. Stantec's payout ratio is currently 23.18%.

Analyst Ratings Changes

STN has been the subject of several research analyst reports. Wall Street Zen downgraded shares of Stantec from a "strong-buy" rating to a "buy" rating in a research report on Saturday, April 18th. Weiss Ratings raised shares of Stantec from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday. Scotiabank reissued an "outperform" rating on shares of Stantec in a research report on Thursday, January 22nd. Royal Bank Of Canada lifted their price target on shares of Stantec from $168.00 to $175.00 and gave the company an "outperform" rating in a report on Monday, March 2nd. Finally, Zacks Research raised shares of Stantec from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, April 14th. One research analyst has rated the stock with a Strong Buy rating and six have assigned a Buy rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Buy" and an average price target of $175.00.

Stantec Company Profile

Stantec is a global design and consulting firm offering professional services in engineering, architecture, and environmental sciences. The company partners with public and private clients to deliver solutions spanning infrastructure, water, energy and resources, and community development. Through an integrated approach, Stantec manages projects from initial planning and conceptual design through construction and commissioning, focusing on sustainability and innovation.

The firm's service portfolio includes civil infrastructure design, building systems engineering, environmental assessments, and project management.

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