Sterling Infrastructure, Inc. $STRL Shares Sold by Vanguard Group Inc.

Key Points

• Vanguard Group Inc. trimmed its stake in Sterling Infrastructure by 9% in Q4 to 2,965,249 shares, still owning about 9.65% of the company—worth roughly $908 million.
• CEO Joseph A. Cutillo sold 50,000 shares at an average $497.57 (≈$24.88M) under a pre‑arranged Rule 10b5‑1 plan; insiders have sold 104,000 shares totaling about $49.16M over the past three months.
• Sterling beat estimates with Q EPS of $3.08 and $755.6M revenue, set FY2026 guidance of 13.450–14.050 EPS, and holds an analyst consensus Buy rating with a $510 price target.

Vanguard Group Inc. cut its stake in shares of Sterling Infrastructure, Inc. (NASDAQ:STRL - Free Report) by 9.0% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 2,965,249 shares of the construction company's stock after selling 294,906 shares during the period. Vanguard Group Inc. owned about 9.65% of Sterling Infrastructure worth $908,048,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Telligent Fund LP acquired a new position in Sterling Infrastructure in the third quarter valued at $1,019,000. Emerald Advisers LLC boosted its stake in Sterling Infrastructure by 50.3% in the third quarter. Emerald Advisers LLC now owns 82,582 shares of the construction company's stock valued at $28,051,000 after acquiring an additional 27,627 shares in the last quarter. Allworth Financial LP boosted its stake in Sterling Infrastructure by 1,307.9% in the third quarter. Allworth Financial LP now owns 7,631 shares of the construction company's stock valued at $2,592,000 after acquiring an additional 7,089 shares in the last quarter. Harbor Capital Advisors Inc. boosted its stake in Sterling Infrastructure by 6,893.6% in the fourth quarter. Harbor Capital Advisors Inc. now owns 3,287 shares of the construction company's stock valued at $1,007,000 after acquiring an additional 3,240 shares in the last quarter. Finally, Lisanti Capital Growth LLC boosted its stake in Sterling Infrastructure by 16.9% in the third quarter. Lisanti Capital Growth LLC now owns 32,471 shares of the construction company's stock valued at $11,030,000 after acquiring an additional 4,691 shares in the last quarter. 80.95% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on STRL. Weiss Ratings upgraded shares of Sterling Infrastructure from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Monday, January 26th. Zacks Research upgraded shares of Sterling Infrastructure from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, March 4th. Stifel Nicolaus set a $486.00 target price on shares of Sterling Infrastructure and gave the stock a "buy" rating in a research note on Wednesday, February 11th. Wall Street Zen downgraded shares of Sterling Infrastructure from a "strong-buy" rating to a "buy" rating in a research note on Saturday, March 28th. Finally, Argus began coverage on shares of Sterling Infrastructure in a research note on Thursday, April 16th. They set a "buy" rating and a $510.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating and six have assigned a Buy rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Buy" and a consensus price target of $510.00.

Insider Activity

In related news, CEO Joseph A. Cutillo sold 50,000 shares of the stock in a transaction dated 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 completion of the transaction, the chief executive officer directly owned 290,593 shares of the company's stock, valued at $144,590,359.01. This represents a 14.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. 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 dated 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 of the company's stock, valued at $4,714,180. This represents a 14.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 104,000 shares of company stock valued at $49,162,500 over the last three months. 1.60% of the stock is currently owned by corporate insiders.

Sterling Infrastructure Price Performance

Shares of STRL opened at $533.47 on Friday. The company has a market capitalization of $16.37 billion, a price-to-earnings ratio of 56.93, a price-to-earnings-growth ratio of 2.74 and a beta of 1.64. Sterling Infrastructure, Inc. has a fifty-two week low of $161.20 and a fifty-two week high of $537.67. The firm has a 50-day simple moving average of $436.19 and a 200-day simple moving average of $381.18. 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 posted its quarterly earnings results 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 during the quarter, compared to analysts' expectations of $639.41 million. Sterling Infrastructure had a net margin of 11.65% and a return on equity of 32.82%. Sterling Infrastructure has set its FY 2026 guidance at 13.450-14.050 EPS. On average, equities research analysts anticipate that Sterling Infrastructure, Inc. will post 12.94 earnings per share for the current year.

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.

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