Orser Capital Management LLC Makes New $1.95 Million Investment in Quanta Services, Inc. $PWR

Orser Capital Management LLC acquired a new position in shares of Quanta Services, Inc. (NYSE:PWR) in the 2nd quarter, Holdings Channel reports. The fund acquired 2,704 shares of the construction company’s stock, valued at approximately $1,947,000.

A number of other large investors have also recently made changes to their positions in PWR. Cedar Mountain Advisors LLC raised its stake in shares of Quanta Services by 321.4% in the fourth quarter. Cedar Mountain Advisors LLC now owns 59 shares of the construction company’s stock worth $25,000 after purchasing an additional 45 shares during the last quarter. Darwin Wealth Management LLC purchased a new stake in Quanta Services in the second quarter valued at approximately $26,000. Boreal Capital Management LLC purchased a new stake in Quanta Services in the first quarter valued at approximately $27,000. Flagship Harbor Advisors LLC acquired a new position in Quanta Services in the 4th quarter worth approximately $28,000. Finally, MV Capital Management Inc. purchased a new position in Quanta Services during the 4th quarter worth approximately $30,000. 90.49% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms have recently commented on PWR. Citigroup upped their price objective on shares of Quanta Services from $837.00 to $871.00 and gave the company a “buy” rating in a report on Friday, July 31st. Oppenheimer raised shares of Quanta Services from a “market perform” rating to an “outperform” rating and set a $800.00 price target on the stock in a report on Thursday, May 28th. Zacks Research lowered Quanta Services from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 6th. Truist Financial restated a “buy” rating and issued a $976.00 target price (up from $940.00) on shares of Quanta Services in a research note on Monday. Finally, BNP Paribas Exane started coverage on Quanta Services in a research report on Tuesday, April 14th. They set a “neutral” rating for the company. Twenty-one analysts have rated the stock with a Buy rating, eight have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, Quanta Services currently has a consensus rating of “Moderate Buy” and an average target price of $767.21.

Quanta Services News Roundup

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

• Positive Sentiment: Quanta raised its 2026 revenue, earnings, adjusted EBITDA and free-cash-flow outlook after exceeding second-quarter expectations. Its record backlog points to sustained demand for power-grid, energy and data-center infrastructure. How Quanta’s Raised 2026 Outlook Could Reshape Its Growth Story Ahead
• Positive Sentiment: Recent acquisitions are expanding Quanta’s reach in power infrastructure and data centers, potentially increasing its addressable market as electricity demand accelerates. Is Quanta’s Raised 2026 Outlook Just the Start of a Bigger Story?
• Positive Sentiment: Analyst commentary remains supportive, including Truist’s reaffirmed Buy rating and Mizuho’s increased price target of $741. Other coverage highlights Quanta’s earnings growth, cash generation and favorable infrastructure trends. Mizuho Boosts Quanta Services Price Target
• Neutral Sentiment: Growth-focused analysis identifies PWR as a strong growth stock, supported by its operating momentum and backlog. However, these assessments are largely investor-style and factor-based rather than new company announcements. Here’s Why Quanta Services Is a Strong Growth Stock
• Negative Sentiment: Valuation remains the key concern. With PWR trading at a premium to relevant benchmarks, investors may demand continued earnings and cash-flow acceleration before pushing the shares higher. Is PWR a Buy Today as Growth Accelerates but Valuation Stays High
• Negative Sentiment: The stock has declined 11.7% over the past three months despite improving fundamentals, suggesting profit-taking, valuation concerns or high expectations are currently offsetting the favorable outlook. Why PWR Is Down 11.7% in Three Months

Quanta Services Stock Down 2.4%

PWR opened at $666.67 on Friday. The company has a fifty day moving average of $676.08 and a two-hundred day moving average of $620.04. The stock has a market capitalization of $100.23 billion, a price-to-earnings ratio of 76.37, a PEG ratio of 2.25 and a beta of 1.23. Quanta Services, Inc. has a fifty-two week low of $363.01 and a fifty-two week high of $788.75. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.05 and a current ratio of 1.10.

Quanta Services (NYSE:PWR) last announced its quarterly earnings results on Thursday, July 30th. The construction company reported $4.24 earnings per share for the quarter, beating the consensus estimate of $3.31 by $0.93. The firm had revenue of $9.56 billion during the quarter, compared to analyst estimates of $8.61 billion. Quanta Services had a return on equity of 20.55% and a net margin of 4.03%.Quanta Services’s revenue for the quarter was up 41.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.48 EPS. Quanta Services has set its FY 2026 guidance at 16.450-16.950 EPS. On average, research analysts expect that Quanta Services, Inc. will post 15.33 earnings per share for the current year.

Quanta Services Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, July 13th. Stockholders of record on Wednesday, July 1st were given a dividend of $0.11 per share. The ex-dividend date was Wednesday, July 1st. This represents a $0.44 dividend on an annualized basis and a dividend yield of 0.1%. Quanta Services’s dividend payout ratio (DPR) is 5.04%.

Quanta Services announced that its Board of Directors has initiated a stock buyback plan on Friday, May 22nd that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the construction company to reacquire up to 0.9% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

About Quanta Services

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.