Quanta Services, Inc. $PWR Shares Bought by Lyell Wealth Management LP

Lyell Wealth Management LP grew its holdings in Quanta Services, Inc. (NYSE:PWR) by 3.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 38,459 shares of the construction company’s stock after purchasing an additional 1,457 shares during the quarter. Quanta Services makes up approximately 1.2% of Lyell Wealth Management LP’s portfolio, making the stock its 28th largest holding. Lyell Wealth Management LP’s holdings in Quanta Services were worth $16,232,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of PWR. Brighton Jones LLC acquired a new stake in shares of Quanta Services in the fourth quarter valued at approximately $298,000. Woodline Partners LP grew its position in shares of Quanta Services by 40.7% in the first quarter. Woodline Partners LP now owns 12,471 shares of the construction company’s stock valued at $3,170,000 after purchasing an additional 3,606 shares during the last quarter. Arrowstreet Capital Limited Partnership acquired a new stake in shares of Quanta Services in the second quarter valued at approximately $4,632,000. Marshall Wace LLP acquired a new stake in shares of Quanta Services in the second quarter valued at approximately $996,000. Finally, StoneX Group Inc. acquired a new stake in shares of Quanta Services in the second quarter valued at approximately $204,000. 90.49% of the stock is currently owned by institutional investors and hedge funds.

Quanta Services Stock Up 5.1%

Shares of NYSE PWR opened at $683.85 on Friday. Quanta Services, Inc. has a 1 year low of $349.06 and a 1 year high of $788.75. The firm’s 50 day moving average price is $672.27 and its 200 day moving average price is $555.48. The firm has a market cap of $102.62 billion, a P/E ratio of 93.81, a price-to-earnings-growth ratio of 2.56 and a beta of 1.20. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.09 and a current ratio of 1.14.

Quanta Services (NYSE:PWR) last announced its earnings results on Thursday, April 30th. The construction company reported $2.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.04 by $0.64. Quanta Services had a net margin of 3.67% and a return on equity of 18.64%. The firm had revenue of $7.87 billion for the quarter, compared to analyst estimates of $7 billion. During the same quarter last year, the business 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. As a group, sell-side analysts anticipate that Quanta Services, Inc. will post 12.81 earnings per share for the current year.

Quanta Services Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, July 13th. Shareholders of record on Wednesday, July 1st will be paid a dividend of $0.11 per share. The ex-dividend date of this dividend is Wednesday, July 1st. This represents a $0.44 dividend on an annualized basis and a yield of 0.1%. Quanta Services’s dividend payout ratio (DPR) is currently 6.04%.

Quanta Services declared that its board has authorized a share buyback program on Friday, May 22nd that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the construction company to buy up to 0.9% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s leadership believes its stock is undervalued.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. BMO Capital Markets increased their price target on shares of Quanta Services from $650.00 to $800.00 and gave the company an “outperform” rating in a research report on Friday, May 1st. Evercore increased their price target on shares of Quanta Services from $635.00 to $800.00 and gave the company an “outperform” rating in a research report on Friday, May 1st. UBS Group increased their price target on shares of Quanta Services from $646.00 to $900.00 and gave the company a “buy” rating in a research report on Monday, May 4th. Roth Mkm increased their price target on shares of Quanta Services from $600.00 to $650.00 and gave the company a “buy” rating in a research report on Monday, April 6th. Finally, JPMorgan Chase & Co. raised their target price on shares of Quanta Services from $627.00 to $805.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $733.87.

Insider Buying and Selling

In other Quanta Services news, CEO Earl C. Jr. Austin sold 130,000 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $770.65, for a total transaction of $100,184,500.00. Following the transaction, the chief executive officer owned 556,911 shares of the company’s stock, valued at $429,183,462.15. This trade represents a 18.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Paul Nobel sold 4,000 shares of the stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $756.98, for a total transaction of $3,027,920.00. Following the transaction, the chief accounting officer directly owned 8,080 shares in the company, valued at approximately $6,116,398.40. This represents a 33.11% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 159,992 shares of company stock worth $123,244,714. 0.60% of the stock is currently owned by insiders.

Key Headlines Impacting Quanta Services

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

• Positive Sentiment: Market commentary highlights Quanta as an AI infrastructure beneficiary, with analysts and strategists pointing to its exposure to power-grid expansion, data-center electrical work, and other secular demand drivers. Barron’s article
• Positive Sentiment: Recent articles note a record backlog and strong earnings momentum, suggesting revenue visibility remains strong and the company may be well positioned for the next growth cycle. Yahoo Finance article
• Positive Sentiment: Multiple bullish write-ups and stock-picking pieces continue to frame PWR as a high-quality growth name, reinforcing investor optimism around its earnings power and long-term infrastructure demand. MarketBeat article
• Neutral Sentiment: Some recent coverage focuses on valuation and insider selling, which may temper enthusiasm even as the company’s fundamentals remain strong. Quiver Quantitative article
• Neutral Sentiment: Quanta’s strong earnings and raised guidance from its latest quarter continue to support the stock, but those results are already well known and may be limiting near-term upside unless new catalysts emerge. Insider Monkey article

Quanta Services 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.