Union Bancaire Privee UBP SA Sells 3,450 Shares of Sterling Infrastructure, Inc. $STRL

Key Points

• Union Bancaire Privee UBP SA cut its stake in Sterling Infrastructure by 27.3% in Q4, selling 3,450 shares and leaving 9,200 shares valued at about $2.82 million; institutional investors now hold roughly 80.95% of the stock.
• Company insiders sold a total of 6,860 shares worth about $2.61 million in the last 90 days (notably directors Dwayne Andree Wilson and Dana C. O'Brien), reducing insider ownership to approximately 3.7%.
• Analysts have upgraded STRL and raised price targets (DA Davidson $500, Cantor Fitzgerald $482, Wall Street Zen to "strong-buy"), leaving an average target of $489.33 and a consensus "Buy"; the company also recently beat quarterly EPS estimates and set FY2026 EPS guidance of 13.45–14.05.

Union Bancaire Privee UBP SA reduced its holdings in shares of Sterling Infrastructure, Inc. (NASDAQ:STRL - Free Report) by 27.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,200 shares of the construction company's stock after selling 3,450 shares during the period. Union Bancaire Privee UBP SA's holdings in Sterling Infrastructure were worth $2,817,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in the business. UMB Bank n.a. lifted its stake in shares of Sterling Infrastructure by 27.5% in the 3rd quarter. UMB Bank n.a. now owns 130 shares of the construction company's stock valued at $44,000 after purchasing an additional 28 shares during the period. Fifth Third Bancorp grew its stake in Sterling Infrastructure by 76.1% during the third quarter. Fifth Third Bancorp now owns 81 shares of the construction company's stock worth $28,000 after purchasing an additional 35 shares during the period. Richardson Financial Services Inc. increased its holdings in Sterling Infrastructure by 22.6% in the third quarter. Richardson Financial Services Inc. now owns 233 shares of the construction company's stock worth $79,000 after purchasing an additional 43 shares in the last quarter. Optiver Holding B.V. lifted its stake in Sterling Infrastructure by 108.2% in the third quarter. Optiver Holding B.V. now owns 102 shares of the construction company's stock valued at $35,000 after buying an additional 53 shares during the period. Finally, Bessemer Group Inc. lifted its stake in Sterling Infrastructure by 44.8% in the third quarter. Bessemer Group Inc. now owns 181 shares of the construction company's stock valued at $61,000 after buying an additional 56 shares during the period. 80.95% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several analysts have recently commented on STRL shares. Wall Street Zen raised shares of Sterling Infrastructure from a "buy" rating to a "strong-buy" rating in a research report on Saturday, March 7th. 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. DA Davidson raised their price target on shares of Sterling Infrastructure from $460.00 to $500.00 and gave the stock a "buy" rating in a report on Friday, February 27th. Weiss Ratings raised shares of Sterling Infrastructure from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Monday, January 26th. Finally, Cantor Fitzgerald upped their price objective on shares of Sterling Infrastructure from $413.00 to $482.00 and gave the company an "overweight" rating in a report on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating and four have issued a Buy rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Buy" and an average target price of $489.33.

Insider Transactions at Sterling Infrastructure

In related news, Director Dwayne Andree Wilson sold 2,860 shares of the company's stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $350.00, for a total value of $1,001,000.00. Following the sale, the director owned 14,749 shares in the company, valued at $5,162,150. This represents a 16.24% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Dana C. O'brien sold 2,000 shares of the firm's stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $410.00, for a total transaction of $820,000.00. Following the completion of the transaction, the director directly owned 11,498 shares in the company, valued at approximately $4,714,180. The trade was a 14.82% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 6,860 shares of company stock worth $2,611,000 in the last 90 days. 3.70% of the stock is currently owned by company insiders.

Sterling Infrastructure Stock Performance

NASDAQ STRL opened at $401.61 on Friday. The company has a market cap of $12.31 billion, a P/E ratio of 42.86, a PEG ratio of 2.24 and a beta of 1.48. The company has a fifty day simple moving average of $396.30 and a 200 day simple moving average of $357.32. The company has a current ratio of 1.01, a quick ratio of 1.01 and a debt-to-equity ratio of 0.25. Sterling Infrastructure, Inc. has a 12-month low of $96.34 and a 12-month high of $477.03.

Sterling Infrastructure (NASDAQ:STRL - Get Free Report) last released its quarterly earnings data on Wednesday, February 25th. The construction company reported $3.08 earnings per share for the quarter, topping the consensus estimate of $2.63 by $0.45. Sterling Infrastructure had a net margin of 11.65% and a return on equity of 32.82%. The firm had revenue of $755.61 million for the quarter, compared to the consensus estimate of $639.41 million. Sterling Infrastructure has set its FY 2026 guidance at 13.450-14.050 EPS. Sell-side analysts predict that Sterling Infrastructure, Inc. will post 5.98 earnings per share for the current fiscal year.

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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