Triasima Portfolio Management inc. Invests $2.30 Million in Quanta Services, Inc. $PWR

Key Points

• Triasima Portfolio Management initiated a new position in Quanta Services, acquiring 5,453 shares in Q4 worth about $2.30 million.
• Quanta reported a record Q1 with $7.87 billion in revenue and adjusted EPS of $2.68, beating estimates and raising FY‑2026 guidance to $13.55–$14.25 EPS and roughly $34.7–$35.2 billion in revenue.
• Analyst upgrades and strong price action followed the results—multiple brokers raised price targets into the high $700s/low $800s, the stock reached near its 1‑year high (~$742), and institutional ownership is about 90.5%.

Triasima Portfolio Management inc. acquired a new position in Quanta Services, Inc. (NYSE:PWR - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 5,453 shares of the construction company's stock, valued at approximately $2,301,000.

Several other institutional investors also recently modified their holdings of the business. Vista Capital Partners Inc. grew its holdings in shares of Quanta Services by 3.1% in the fourth quarter. Vista Capital Partners Inc. now owns 742 shares of the construction company's stock valued at $313,000 after acquiring an additional 22 shares in the last quarter. Gouws Capital LLC increased its position in shares of Quanta Services by 2.4% during the 4th quarter. Gouws Capital LLC now owns 1,163 shares of the construction company's stock valued at $491,000 after purchasing an additional 27 shares during the last quarter. Pinnacle Wealth Management Advisory Group LLC raised its stake in shares of Quanta Services by 11.1% during the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 749 shares of the construction company's stock worth $316,000 after purchasing an additional 75 shares during the period. Headinvest LLC raised its stake in shares of Quanta Services by 2.2% during the 4th quarter. Headinvest LLC now owns 1,001 shares of the construction company's stock worth $422,000 after purchasing an additional 22 shares during the period. Finally, Truist Financial Corp raised its stake in shares of Quanta Services by 1.3% during the 4th quarter. Truist Financial Corp now owns 485,010 shares of the construction company's stock worth $204,703,000 after purchasing an additional 6,229 shares during the period. 90.49% of the stock is owned by institutional investors.

Quanta Services News Summary

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

• Positive Sentiment: Record Q1 results and guidance lift — Quanta reported $7.87B revenue and adjusted EPS $2.68 (well above estimates), disclosed record backlog/RPO and raised FY‑2026 guidance to $13.55–$14.25 EPS and ~$34.7–$35.2B revenue; this operational beat and higher outlook underpin the rally. PR Newswire: Q1 Results
• Positive Sentiment: Top-line and execution coverage — multiple outlets highlight the EPS/revenue beat and raised outlook, signaling broad market recognition of stronger infrastructure demand and margin improvement. Zacks: Q1 Earnings Top Estimates
• Positive Sentiment: Major broker upgrades/target hikes — Several firms raised price targets and kept/added outperform/overweight ratings (BMO to $800, Evercore to $800, JPMorgan to $805, Robert W. Baird to $777). These increases endorse the company’s growth trajectory and likely attract additional demand for the stock. MarketScreener: BMO MarketScreener: Evercore MarketScreener: JPMorgan
• Neutral Sentiment: Market commentary and transcript coverage — Coverage from The Motley Fool, Seeking Alpha and other outlets explains the rally and details from the earnings call; useful for context but less likely to move price than hard results or broker actions. Fool: Why Quanta Is Powering Higher Seeking Alpha: Q1 Call Transcript
• Negative Sentiment: One dissenting analyst view — Mizuho raised its target to $693 but kept a neutral rating; that PT sits below the current share price and could temper gains if investors focus on that lower valuation. MarketScreener: Mizuho

Quanta Services Price Performance

Shares of NYSE PWR opened at $741.44 on Monday. The stock has a fifty day simple moving average of $578.99 and a two-hundred day simple moving average of $498.52. Quanta Services, Inc. has a 1-year low of $315.00 and a 1-year high of $742.33. The firm has a market cap of $111.26 billion, a price-to-earnings ratio of 101.71, a price-to-earnings-growth ratio of 3.37 and a beta of 1.24. The company has a current ratio of 1.14, a quick ratio of 1.09 and a debt-to-equity ratio of 0.57.

Quanta Services (NYSE:PWR - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The construction company reported $2.68 earnings per share for the quarter, beating the consensus estimate of $2.04 by $0.64. Quanta Services had a return on equity of 18.64% and a net margin of 3.67%.The business had revenue of $7.87 billion during the quarter, compared to analyst estimates of $7 billion. During the same period in the prior year, the company earned $1.78 earnings per share. Quanta Services's 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. Analysts anticipate that Quanta Services, Inc. will post 11.97 earnings per share for the current year.

Quanta Services Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, April 10th. Stockholders of record on Thursday, April 2nd were issued a $0.11 dividend. 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 presently 6.04%.

Analyst Ratings Changes

PWR has been the topic of a number of recent analyst reports. UBS Group lifted their target price on Quanta Services from $518.00 to $646.00 and gave the stock a "buy" rating in a research note on Friday, February 20th. The Goldman Sachs Group lifted their target price on Quanta Services from $495.00 to $685.00 and gave the stock a "buy" rating in a research note on Tuesday, February 24th. DA Davidson lifted their target price on Quanta Services from $450.00 to $575.00 and gave the stock a "neutral" rating in a research note on Friday, February 20th. Sanford C. Bernstein lifted their target price on Quanta Services from $515.00 to $538.00 in a research note on Wednesday, April 1st. Finally, Cantor Fitzgerald increased their price objective on Quanta Services from $520.00 to $630.00 and gave the company an "overweight" rating in a report on Friday, February 20th. Eighteen analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $650.73.

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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