Comerica Bank decreased its position in Sterling Infrastructure, Inc. (NASDAQ:STRL – Free Report) by 37.7% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 8,844 shares of the construction company’s stock after selling 5,346 shares during the period. Comerica Bank’s holdings in Sterling Infrastructure were worth $2,708,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently made changes to their positions in the company. UMB Bank n.a. grew its holdings in shares of Sterling Infrastructure by 27.5% in the third quarter. UMB Bank n.a. now owns 130 shares of the construction company’s stock worth $44,000 after purchasing an additional 28 shares during the last quarter. Fifth Third Bancorp grew its holdings in shares of Sterling Infrastructure by 76.1% in 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 last quarter. Richardson Financial Services Inc. grew its holdings in shares of 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 during the last quarter. GK Wealth Management LLC grew its holdings in shares of Sterling Infrastructure by 3.9% in the fourth quarter. GK Wealth Management LLC now owns 1,367 shares of the construction company’s stock worth $419,000 after purchasing an additional 51 shares during the last quarter. Finally, Optiver Holding B.V. grew its holdings in shares of Sterling Infrastructure by 108.2% in the third quarter. Optiver Holding B.V. now owns 102 shares of the construction company’s stock worth $35,000 after purchasing an additional 53 shares during the last quarter. Institutional investors own 80.95% of the company’s stock.
Insider Buying and Selling at Sterling Infrastructure
In related news, CEO Joseph A. Cutillo sold 50,000 shares of Sterling Infrastructure stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $497.57, for a total value of $24,878,500.00. Following the sale, the chief executive officer owned 290,593 shares in the company, valued at $144,590,359.01. The trade was a 14.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing 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 business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $410.00, for a total transaction of $820,000.00. Following the sale, the director owned 11,498 shares in the company, valued at approximately $4,714,180. This trade represents a 14.82% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 104,000 shares of company stock worth $49,162,500. 1.60% of the stock is currently owned by company insiders.
Wall Street Analyst Weigh In
Read Our Latest Analysis on Sterling Infrastructure
Sterling Infrastructure Stock Performance
NASDAQ:STRL opened at $529.49 on Tuesday. The stock has a market cap of $16.24 billion, a P/E ratio of 56.51, a price-to-earnings-growth ratio of 2.74 and a beta of 1.64. The firm’s fifty day simple moving average is $436.19 and its 200 day simple moving average is $381.32. Sterling Infrastructure, Inc. has a twelve month low of $163.89 and a twelve month high of $548.00. The company has a quick ratio of 1.01, a current ratio of 1.01 and a debt-to-equity ratio of 0.25.
Sterling Infrastructure (NASDAQ:STRL – Get Free Report) last released its quarterly earnings results on Monday, May 4th. The construction company reported $3.59 earnings per share for the quarter, beating the consensus estimate of $2.29 by $1.30. The business had revenue of $825.68 million for the quarter, compared to analysts’ expectations of $603.58 million. Sterling Infrastructure had a net margin of 11.65% and a return on equity of 32.82%. During the same quarter in the previous year, the business posted $1.63 earnings per share. Sterling Infrastructure has set its FY 2026 guidance at 18.400-19.050 EPS. As a group, research analysts predict that Sterling Infrastructure, Inc. will post 12.94 EPS for the current year.
Sterling Infrastructure News Summary
Here are the key news stories impacting Sterling Infrastructure this week:
- Positive Sentiment: Record Q1 results — Sterling reported adjusted EPS of $3.59 and revenue of ~$825.7M (around +92% YoY), beating consensus by a wide margin; adjusted EBITDA and net income were also notably strong, supporting upside to valuation. Sterling Infrastructure (STRL) Q1 Earnings and Revenues Beat Estimates
- Positive Sentiment: Management raised FY?2026 guidance materially — revenue guide $3.7B–$3.8B and adjusted diluted EPS $18.40–$19.05, well above Street expectations, signaling strong forward visibility and prompting the intraday rally. Sterling Reports Record First Quarter Results and Raises Full Year 2026 Guidance
- Positive Sentiment: Backlog expansion and cash generation — backlog rose to ~$3.8B (combined backlog ~$5.15B) and cash flow/adjusted EBITDA were strong, improving multi?year revenue visibility and execution confidence. Sterling Infrastructure (STRL) surges on record Q1 results and raised 2026 outlook
- Neutral Sentiment: Analyst coverage and price targets — several firms have targets in the $482–$572 range; the beat and guide may prompt upward revisions, but investor focus will shift to how management executes across the larger revenue base. Sterling Infrastructure (STRL) surges on record Q1 results and raised 2026 outlook
- Negative Sentiment: Recent insider selling — multiple insider sales (including by the CEO) were reported over the past six months; while common at high valuations, these sales could concern some shareholders about near?term insider conviction. Sterling Infrastructure (STRL) surges on record Q1 results and raised 2026 outlook
- Negative Sentiment: Institutional portfolio changes — notable institutions trimmed positions in recent quarters; large prior reductions could amplify volatility despite the strong quarter. Sterling Infrastructure (STRL) surges on record Q1 results and raised 2026 outlook
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.
Further Reading
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