Counterpoint Mutual Funds LLC Reduces Position in Dycom Industries, Inc. $DY

Posted by Geri Gentry on Jul 5th, 2026

Counterpoint Mutual Funds LLC cut its position in Dycom Industries, Inc. (NYSE:DY – Free Report) by 83.2% during the first quarter, HoldingsChannel reports. The firm owned 1,657 shares of the construction company’s stock after selling 8,224 shares during the quarter. Counterpoint Mutual Funds LLC’s holdings in Dycom Industries were worth $561,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Sound Income Strategies LLC purchased a new stake in shares of Dycom Industries during the 4th quarter worth $32,000. Kemnay Advisory Services Inc. purchased a new position in Dycom Industries in the fourth quarter valued at $30,000. Acumen Wealth Advisors LLC purchased a new position in Dycom Industries in the fourth quarter valued at $35,000. CI Investments Inc. raised its stake in Dycom Industries by 259.4% in the third quarter. CI Investments Inc. now owns 115 shares of the construction company’s stock valued at $34,000 after buying an additional 83 shares in the last quarter. Finally, Legacy Wealth Managment LLC ID acquired a new stake in Dycom Industries in the fourth quarter valued at $39,000. 98.33% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

DY has been the subject of several analyst reports. Wall Street Zen raised Dycom Industries from a “buy” rating to a “strong-buy” rating in a research report on Saturday, June 6th. B. Riley Financial raised their target price on Dycom Industries from $485.00 to $625.00 and gave the stock a “buy” rating in a research report on Thursday, May 28th. UBS Group restated a “buy” rating and set a $611.00 target price on shares of Dycom Industries in a research note on Friday, May 29th. Wells Fargo & Company upped their price target on Dycom Industries from $500.00 to $650.00 and gave the company an “overweight” rating in a report on Thursday, May 28th. Finally, Wedbush set a $654.00 price target on shares of Dycom Industries in a research note on Friday, May 29th. Two investment analysts have rated the stock with a Strong Buy rating and eleven have given a Buy rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $554.92.

View Our Latest Report on Dycom Industries

Dycom Industries Price Performance

Shares of DY opened at $437.24 on Friday. The company has a debt-to-equity ratio of 1.48, a current ratio of 2.58 and a quick ratio of 2.46. Dycom Industries, Inc. has a 1-year low of $233.00 and a 1-year high of $566.47. The stock has a market cap of $13.13 billion, a PE ratio of 41.60, a price-to-earnings-growth ratio of 0.77 and a beta of 1.50. The firm has a fifty day moving average price of $453.62 and a 200 day moving average price of $401.00.

Dycom Industries (NYSE:DY – Get Free Report) last issued its quarterly earnings data on Wednesday, May 27th. The construction company reported $4.42 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.73 by $1.69. Dycom Industries had a return on equity of 24.13% and a net margin of 4.98%.The company had revenue of $1.96 billion for the quarter, compared to analyst estimates of $1.67 billion. During the same quarter last year, the company posted $2.09 earnings per share. The business’s quarterly revenue was up 56.1% compared to the same quarter last year. Dycom Industries has set its Q2 2027 guidance at 4.400-4.820 EPS. As a group, sell-side analysts anticipate that Dycom Industries, Inc. will post 15.42 EPS for the current year.

About Dycom Industries

(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.