International Assets Investment Management LLC Makes New $260,000 Investment in Sterling Infrastructure, Inc. $STRL

International Assets Investment Management LLC acquired a new position in shares of Sterling Infrastructure, Inc. (NASDAQ:STRL) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 850 shares of the construction company’s stock, valued at approximately $260,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in STRL. Empowered Funds LLC bought a new stake in Sterling Infrastructure during the 1st quarter worth about $378,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Sterling Infrastructure by 12.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 83,983 shares of the construction company’s stock worth $9,508,000 after purchasing an additional 9,625 shares during the last quarter. Focus Partners Wealth raised its holdings in Sterling Infrastructure by 13.7% during the 1st quarter. Focus Partners Wealth now owns 2,313 shares of the construction company’s stock worth $262,000 after purchasing an additional 279 shares during the last quarter. Arrowstreet Capital Limited Partnership bought a new stake in Sterling Infrastructure during the 2nd quarter worth about $5,929,000. Finally, Cerity Partners LLC raised its holdings in Sterling Infrastructure by 195.7% during the 2nd quarter. Cerity Partners LLC now owns 19,522 shares of the construction company’s stock worth $4,504,000 after purchasing an additional 12,921 shares during the last quarter. 80.95% of the stock is owned by institutional investors.

Sterling Infrastructure Stock Performance

Shares of STRL stock opened at $851.35 on Wednesday. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.10 and a quick ratio of 1.10. The stock has a market cap of $26.13 billion, a PE ratio of 76.15, a price-to-earnings-growth ratio of 3.21 and a beta of 1.64. The stock has a 50-day moving average of $484.62 and a 200-day moving average of $401.88. Sterling Infrastructure, Inc. has a one year low of $176.15 and a one year high of $888.95.

Sterling Infrastructure (NASDAQ:STRL) last issued its quarterly earnings data on Monday, May 4th. The construction company reported $3.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.29 by $1.30. Sterling Infrastructure had a return on equity of 35.64% and a net margin of 12.02%.The business had revenue of $825.68 million during the quarter, compared to analyst estimates of $603.58 million. During the same period in the previous year, the firm earned $1.63 EPS. Sterling Infrastructure has set its FY 2026 guidance at 18.400-19.050 EPS. As a group, sell-side analysts expect that Sterling Infrastructure, Inc. will post 18.01 earnings per share for the current year.

Key Sterling Infrastructure News

Here are the key news stories impacting Sterling Infrastructure this week:

• Positive Sentiment: Cantor Fitzgerald sharply raised its price target on Sterling Infrastructure (STRL) to $956 and kept an overweight rating, reinforcing a bullish view on future earnings and valuation. Sterling Infrastructure (NASDAQ:STRL) Price Target Raised to $956.00 at Cantor Fitzgerald
• Positive Sentiment: The stock was added to Zacks’ Rank #1 (Strong Buy) momentum list, suggesting strong technical and sentiment-driven support. Best Momentum Stocks to Buy for May 11th
• Positive Sentiment: Analysts highlighted Sterling’s strong Q1 2026 results, including 92% revenue growth and 120% EPS growth, plus an expanding backlog that could support another earnings breakout. Can Sterling’s Backlog Explosion Fuel Another EPS Breakout in 2026?
• Positive Sentiment: Zacks also listed STRL among growth stocks worth watching, citing its strong growth profile and investor appeal. 3 Reasons Why Growth Investors Shouldn’t Overlook Sterling Infrastructure (STRL)
• Neutral Sentiment: Sterling filed a new shelf registration statement, which improves financing flexibility but can also raise the possibility of future share issuance. Sterling Infrastructure Files New Shelf to Enhance Flexibility
• Neutral Sentiment: Short-interest data showed no meaningful change, offering little immediate trading signal.

Insider Activity

In related news, CEO Joseph A. Cutillo sold 50,000 shares of the business’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $497.57, for a total value of $24,878,500.00. Following the completion of the transaction, the chief executive officer directly owned 290,593 shares in the company, valued at approximately $144,590,359.01. The trade was a 14.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.60% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on STRL. Cantor Fitzgerald upped their price target on Sterling Infrastructure from $482.00 to $956.00 and gave the company an “overweight” rating in a research note on Monday. DA Davidson upped their price target on Sterling Infrastructure from $460.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, February 27th. Stifel Nicolaus set a $486.00 price target on Sterling Infrastructure and gave the company a “buy” rating in a research note on Wednesday, February 11th. KeyCorp upped their price target on Sterling Infrastructure from $572.00 to $889.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Finally, Argus began coverage on Sterling Infrastructure in a research note on Thursday, April 16th. They issued a “buy” rating and a $510.00 price target for the company. Six equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $668.20.

Sterling Infrastructure 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.