1,408 Shares in Sterling Infrastructure, Inc. $STRL Acquired by Neville Rodie & Shaw Inc.

Posted by Brenda Bartman on Aug 5th, 2026

Neville Rodie & Shaw Inc. bought a new stake in Sterling Infrastructure, Inc. (NASDAQ:STRL – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 1,408 shares of the construction company’s stock, valued at approximately $1,182,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in STRL. Empowered Funds LLC purchased a new position in shares of Sterling Infrastructure during the first quarter worth $378,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Sterling Infrastructure by 12.9% in 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 valued at $9,508,000 after buying an additional 9,625 shares during the period. Focus Partners Wealth raised its holdings in shares of Sterling Infrastructure by 13.7% in the 1st quarter. Focus Partners Wealth now owns 2,313 shares of the construction company’s stock valued at $262,000 after buying an additional 279 shares during the period. Arrowstreet Capital Limited Partnership acquired a new position in Sterling Infrastructure during the 2nd quarter worth about $5,929,000. Finally, Cerity Partners LLC lifted its stake 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 acquiring an additional 12,921 shares in the last quarter. Hedge funds and other institutional investors own 80.95% of the company’s stock.

Sterling Infrastructure Trading Down 11.4%

NASDAQ:STRL opened at $541.62 on Wednesday. Sterling Infrastructure, Inc. has a 12-month low of $263.45 and a 12-month high of $1,005.68. The firm has a market cap of $16.62 billion, a PE ratio of 48.45, a price-to-earnings-growth ratio of 2.24 and a beta of 1.88. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 0.23. The stock has a fifty day moving average price of $758.16 and a 200 day moving average price of $581.87.

Sterling Infrastructure (NASDAQ:STRL – Get Free Report) last issued its quarterly earnings results on Monday, August 3rd. The construction company reported $5.80 earnings per share for the quarter, topping the consensus estimate of $5.01 by $0.79. The company had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $969.22 million. Sterling Infrastructure had a return on equity of 42.44% and a net margin of 12.55%.The company’s revenue for the quarter was up 90.4% on a year-over-year basis. Sterling Infrastructure has set its FY 2026 guidance at 19.700-20.300 EPS. Sell-side analysts anticipate that Sterling Infrastructure, Inc. will post 18.24 earnings per share for the current fiscal year.

Insider Activity at Sterling Infrastructure

In other news, General Counsel Mark D. Wolf sold 2,500 shares of the business’s stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $888.00, for a total transaction of $2,220,000.00. Following the completion of the transaction, the general counsel directly owned 28,137 shares of the company’s stock, valued at approximately $24,985,656. The trade was a 8.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 1.60% of the company’s stock.

Wall Street Analyst Weigh In

STRL has been the subject of several research reports. Wall Street Zen downgraded Sterling Infrastructure from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 4th. Argus began coverage on shares of Sterling Infrastructure in a research report on Thursday, April 16th. They set a “buy” rating and a $510.00 price target on the stock. Oppenheimer assumed coverage on shares of Sterling Infrastructure in a research note on Thursday, May 28th. They issued an “outperform” rating and a $950.00 price objective for the company. Zacks Research upgraded shares of Sterling Infrastructure from a “hold” rating to a “strong-buy” rating in a report on Monday, June 1st. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Sterling Infrastructure in a research note on Thursday, June 18th. One research analyst has rated the stock with a Strong Buy rating and seven have assigned 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 $720.67.

Get Our Latest Research Report on Sterling Infrastructure

More Sterling Infrastructure News

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

Positive Sentiment: Sterling reported record Q2 2026 results, with revenue of approximately $1.17 billion, up about 90% year over year and well above the roughly $969 million analyst estimate. Adjusted EPS of $5.80 also exceeded the $5.01 consensus estimate. Sterling Reports Record Second Quarter Results and Raises Full Year 2026 Guidance
Positive Sentiment: Management raised full-year 2026 guidance to $19.70-$20.30 in EPS, above the approximately $18.81 consensus, and forecast revenue of $4.0-$4.2 billion. Growth in E-Infrastructure, acquisitions and a record backlog support the improved outlook. Sterling Q2 Earnings and Revenues Beat Estimates
Positive Sentiment: Profitability and cash generation remained strong: net income attributable to common shareholders reached $155.8 million, operating cash flow was $162.5 million, and the company invested $50 million in property and equipment to support expansion. Sterling Infrastructure Releases Q2 2026 Earnings
Neutral Sentiment: The earnings call highlighted rapid expansion and continued capital deployment, but investors may seek more detail on acquisition integration, backlog conversion, margins and the sustainability of the unusually high growth rate. Sterling Infrastructure Q2 2026 Earnings Call Transcript
Negative Sentiment: At roughly 48 times earnings, with a PEG ratio above 2, STRL remains valued for substantial future growth. Even strong results can pressure the stock if investors believe expectations were already elevated or if guidance is viewed as insufficient relative to the valuation.
Negative Sentiment: Reported insider activity has consisted entirely of sales over the past six months, including substantial selling by the chief executive officer. While not necessarily indicative of business conditions, this may weigh on investor sentiment.

About Sterling Infrastructure

(Free Report)

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.