Radnor Capital Management LLC Cuts Stock Holdings in Dycom Industries, Inc. $DY

Posted by George Bondi on May 19th, 2026

Radnor Capital Management LLC lowered its position in Dycom Industries, Inc. (NYSE:DY – Free Report) by 18.1% in the fourth quarter, Holdings Channel.com reports. The firm owned 11,203 shares of the construction company’s stock after selling 2,480 shares during the quarter. Radnor Capital Management LLC’s holdings in Dycom Industries were worth $3,785,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in the business. Jones Financial Companies Lllp raised its stake in shares of Dycom Industries by 4,626.1% during the 1st quarter. Jones Financial Companies Lllp now owns 2,174 shares of the construction company’s stock worth $331,000 after buying an additional 2,128 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Dycom Industries by 7.7% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 69,726 shares of the construction company’s stock worth $10,622,000 after acquiring an additional 4,985 shares during the period. Invesco Ltd. grew its holdings in Dycom Industries by 7.0% during the second quarter. Invesco Ltd. now owns 227,127 shares of the construction company’s stock worth $55,508,000 after acquiring an additional 14,891 shares during the period. EverSource Wealth Advisors LLC raised its position in Dycom Industries by 73.1% in the second quarter. EverSource Wealth Advisors LLC now owns 161 shares of the construction company’s stock worth $39,000 after acquiring an additional 68 shares in the last quarter. Finally, Cerity Partners LLC raised its position in Dycom Industries by 8.9% in the second quarter. Cerity Partners LLC now owns 2,239 shares of the construction company’s stock worth $547,000 after acquiring an additional 183 shares in the last quarter. Hedge funds and other institutional investors own 98.33% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on DY shares. KeyCorp boosted their target price on shares of Dycom Industries from $426.00 to $482.00 and gave the stock an “overweight” rating in a research report on Thursday, March 5th. B. Riley Financial raised their price objective on shares of Dycom Industries from $420.00 to $485.00 and gave the company a “buy” rating in a research note on Thursday, March 5th. Guggenheim began coverage on shares of Dycom Industries in a report on Thursday, January 22nd. They set a “buy” rating and a $510.00 price objective on the stock. Wall Street Zen lowered shares of Dycom Industries from a “strong-buy” rating to a “buy” rating in a research report on Saturday, March 7th. Finally, UBS Group set a $475.00 price target on shares of Dycom Industries and gave the company a “buy” rating in a research report on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, Dycom Industries currently has a consensus rating of “Buy” and a consensus price target of $431.64.

View Our Latest Report on Dycom Industries

Dycom Industries Price Performance

DY stock opened at $419.29 on Tuesday. The stock’s 50 day moving average price is $385.37 and its 200 day moving average price is $366.86. The firm has a market cap of $12.59 billion, a P/E ratio of 43.68, a PEG ratio of 1.00 and a beta of 1.46. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.61 and a current ratio of 2.74. Dycom Industries, Inc. has a 1 year low of $190.71 and a 1 year high of $464.82.

Dycom Industries (NYSE:DY – Get Free Report) last released its quarterly earnings results on Wednesday, March 4th. The construction company reported $2.03 earnings per share for the quarter, topping analysts’ consensus estimates of $1.91 by $0.12. Dycom Industries had a return on equity of 21.77% and a net margin of 5.07%.The company had revenue of $1.46 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same period in the previous year, the firm posted $1.17 earnings per share. The business’s revenue for the quarter was up 34.4% compared to the same quarter last year. Dycom Industries has set its Q1 2027 guidance at 2.570-2.90 EPS. On average, sell-side analysts expect that Dycom Industries, Inc. will post 12.88 earnings per share for the current fiscal year.

Dycom Industries Company Profile

(Free Report)

Dycom Industries, Inc (NYSE: DY) is a leading provider of specialty contracting services to the telecommunications industry in North America. The company delivers engineering, construction, installation and maintenance solutions for communications infrastructure, supporting a broad range of network technologies and system architectures. Dycom’s services span outside plant construction, cable placement, fiber optic deployment, wireless and wireline network engineering, as well as testing and turn-up services for voice, data and video applications.

Dycom’s customer base includes major telecommunications carriers, cable operators, utility companies and competitive local exchange carriers.