Value Aligned Research Advisors LLC Has $61.58 Million Stake in Sterling Infrastructure, Inc. $STRL

Posted by George Bondi on Sep 6th, 2026

Value Aligned Research Advisors LLC trimmed its holdings in shares of Sterling Infrastructure, Inc. (NASDAQ:STRL – Free Report) by 18.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 73,360 shares of the construction company’s stock after selling 16,112 shares during the period. Value Aligned Research Advisors LLC’s holdings in Sterling Infrastructure were worth $61,575,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Wellington Shields & Co. LLC bought a new position in Sterling Infrastructure in the second quarter valued at approximately $29,000. Kemnay Advisory Services Inc. bought a new stake in shares of Sterling Infrastructure during the 4th quarter valued at $31,000. EverSource Wealth Advisors LLC raised its position in shares of Sterling Infrastructure by 33.8% during the 4th quarter. EverSource Wealth Advisors LLC now owns 107 shares of the construction company’s stock valued at $33,000 after acquiring an additional 27 shares during the last quarter. Cedar Mountain Advisors LLC lifted its stake in shares of Sterling Infrastructure by 8,000.0% in the 1st quarter. Cedar Mountain Advisors LLC now owns 81 shares of the construction company’s stock valued at $33,000 after purchasing an additional 80 shares during the period. Finally, Rakuten Securities Inc. lifted its stake in shares of Sterling Infrastructure by 6,950.0% in the 2nd quarter. Rakuten Securities Inc. now owns 141 shares of the construction company’s stock valued at $33,000 after purchasing an additional 139 shares during the period. 80.95% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, General Counsel Mark Wolf sold 2,500 shares of the stock in a transaction that occurred on 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 sale, the general counsel directly owned 28,137 shares of the company’s stock, valued at approximately $24,985,656. This represents a 8.16% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 1.60% of the company’s stock.

Sterling Infrastructure Trading Up 5.8%

Shares of NASDAQ STRL opened at $486.49 on Friday. The company’s fifty day moving average is $597.56 and its 200-day moving average is $602.61. The stock has a market cap of $14.88 billion, a price-to-earnings ratio of 35.08, a P/E/G ratio of 1.69 and a beta of 1.85. Sterling Infrastructure, Inc. has a twelve month low of $270.00 and a twelve month high of $1,005.68. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.19.

Sterling Infrastructure (NASDAQ:STRL – Get Free Report) last posted its 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. Sterling Infrastructure had a return on equity of 40.12% and a net margin of 12.55%.The firm had revenue of $1.17 billion for the quarter, compared to analyst estimates of $969.22 million. The firm’s quarterly revenue was up 90.4% on a year-over-year basis. Sterling Infrastructure has set its FY 2026 guidance at 19.700-20.300 EPS. Equities research analysts predict that Sterling Infrastructure, Inc. will post 19.14 EPS for the current year.

Analyst Ratings Changes

Several research firms have recently issued reports on STRL. Wall Street Zen lowered Sterling Infrastructure from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Zacks Research downgraded Sterling Infrastructure from a “strong-buy” rating to a “hold” rating in a report on Friday, August 7th. Oppenheimer began coverage on Sterling Infrastructure in a research note on Thursday, May 28th. They issued an “outperform” rating and a $950.00 target price on the stock. KeyCorp decreased their target price on Sterling Infrastructure from $922.00 to $754.00 and set an “overweight” rating for the company in a research report on Wednesday, August 5th. Finally, Weiss Ratings cut Sterling Infrastructure from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, July 28th. Seven equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, Sterling Infrastructure presently has an average rating of “Moderate Buy” and an average target price of $690.33.

Check Out Our Latest Research Report on STRL

Sterling Infrastructure Profile

(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.