Market Cap
$8.1B
DY
DYCOM INDUSTRIES INC
$273.75 ▲ +1.40%
Prev close $269.96Market cap$8.1B
ConsensusStrong Buy
12-mo target$520.91 (+90.3%)
▲ Bullish
Analyst conviction 10/10
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits Materials & Mining
Snapshot
The big-picture read on DY right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (95%)
Inst. Holders
50 funds
Inst. Value
$9.2B
Inst. Activity
35 buys / 15 sells
Insider Activity
$551.3K buy / $0.00 sell
Insider Net $
$551.3K
Social Sentiment
40° Cool
SEC Reports
10
Press Releases
2
Price chart 30d -7.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 23, 2026 Insider
Sabater Carmen M bought 350 shares
Director @ $280.62 ($98.2K)
Sep 11, 2026 ftd
Sep 10, 2026 SEC FTD: DY — 36,336 shares ($10.8M) failed to deliver
Settlement: 20260911, Price: $295.93, FTD Value: $10,752,912.48, DYCOM INDS INC
Dycom Industries President & CEO Daniel Peyovich made a small open-market purchase of 850 shares worth $252K at $296.76.
INSIDER-BUY — Impact 2/10
Sep 9, 2026 Insider
Sep 2, 2026 SEC Peyovich Daniel S bought 850 shares
President & CEO @ $296.76 ($252.2K)
Director David Joseph Fallon purchased 700 shares of Dycom Industries for $201K on 2026-09-01, following the company's r
INSIDER-BUY — Impact 2/10
Sep 1, 2026 Insider
Aug 26, 2026 SEC Fallon David Joseph bought 700 shares
Director @ $286.92 ($200.8K)
Dycom Industries reported record Q2 FY2027 results with contract revenues of $2.006B (+45.6% YoY, +16.7% organically) an
8-K — Impact 7/10
Jun 30, 2026 Inst.
MILLENNIUM MANAGEMENT LLC — TRIM
593,715 shares ($300.2M)
Analyst ratings buy % +1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
95% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 24, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Sep 21, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Sep 17, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Aug 28, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Aug 27, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 27, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 27, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 27, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Aug 27, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jun 1, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% | |
| Aug 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% | |
| Jul 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% | |
| Jun 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 7 | 13 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% |
Price targets
Where 11 covering analysts think DY trades over the next 12 months.
$520.91 +90.3% upside Strong Buy
Current$273.75 Low$375.00 Median$525.00 High$625.00 11 analysts
$375.00$625.00
Analyst rating Strong Buy· 1.1/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
40°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 4 bullish, 1 bearish, 0 mixed, 5 neutral · avg impact 4.4/10.Plus 2 press releases.
NEUTRALINSIDER-BUY2/10
Dycom Industries President & CEO Daniel Peyovich made a small open-market purchase of 850 shares wor
Sep 10, 2026
NEUTRALINSIDER-BUY2/10
Director David Joseph Fallon purchased 700 shares of Dycom Industries for $201K on 2026-09-01, follo
Sep 2, 2026
BULLISH8-K7/10
Dycom Industries reported record Q2 FY2027 results with contract revenues of $2.006B (+45.6% YoY, +1
Aug 26, 2026
NEUTRAL8-K2/10
Jennifer Fritzsche resigned from Dycom's Board of Directors effective August 25, 2026, reducing boar
Aug 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 11, 2026
ftd
FTD: DY — 36,336 shares ($10.8M) failed to deliver
Settlement: 20260911, Price: $295.93, FTD Value: $10,752,912.48, DYCOM INDS INC
Sep 10, 2026
other
Dycom Industries, Inc. to Participate in Upcoming Institutional Investor Conference
WEST PALM BEACH, Fla., Sept. 10, 2026 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) announced today that the Company will participate in the D
Sep 7, 2026
dark_pool
Dark Pool: DY — 1.0M shares, 38,535 trades
Week starting 2026-09-07. Total ATS volume: 989,908 shares across 38,535 trades.
Aug 31, 2026
dark_pool
Dark Pool: DY — 0.9M shares, 42,498 trades
Week starting 2026-08-31. Total ATS volume: 887,339 shares across 42,498 trades.
Aug 26, 2026
earnings
Dycom Industries, Inc. Reports Record Fiscal 2027 Second Quarter Results
Dycom Industries (NYSE: DY) reports record Q2 fiscal 2027 results, raises full-year outlook, and completes acquisition of National Technology Integrat
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.53 | $4.36–$4.67 | 24.8% | -3.9% | 3↑ 4↓ | $1.9B | 4 |
| Next Q | $2.83 | $2.02–$3.48 | 39.3% | -2.7% | 3↑ 4↓ | $1.7B | 4 |
| Current FY | $17.05 | $16.29–$17.60 | 42.4% | +2.5% | 6↑ 1↓ | $7.6B | 5 |
| Next FY | $20.78 | $19.83–$22.45 | 21.9% | +4.2% | 4↑ 4↓ | $8.6B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.528 | — |
| 7d ago | $4.528 | — |
| 30d ago | $4.714 | -0.185 |
| 60d ago | $4.684 | -0.155 |
| 90d ago | $4.696 | -0.168 |
Institutional ownership
Which big funds own DY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.2B total value (18,200,173 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,993,578 | $1.5B | 16.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,353,000 | $684.1M | 7.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,277,931 | $646.1M | 7.0% | — |
| FMR LLC | 936,407 | $473.4M | 5.1% | — |
| STATE STREET CORP | 935,699 | $473.1M | 5.1% | — |
| FIRST TRUST ADVISORS LP | 908,588 | $459.4M | 5.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 660,733 | $334.1M | 3.6% | — |
| MILLENNIUM MANAGEMENT LLC | 593,715 | $300.2M | 3.3% | TRIM -26.3% |
| BANK OF AMERICA CORP /DE/ | 534,374 | $270.2M | 2.9% | — |
| DIMENSIONAL FUND ADVISORS LP | 478,612 | $242.0M | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | TRIM | 805,770 | 593,715 | -26.3% | $300.2M |
| RAYMOND JAMES FINANCIAL INC | ADD | 251,389 | 384,716 | +53.0% | $194.5M |
| NORGES BANK | NEW | — | 283,056 | — | $143.1M |
| NORTHERN TRUST CORP | TRIM | 366,950 | 256,640 | -30.1% | $129.8M |
| JANE STREET GROUP, LLC | DOUBLED | 1,644 | 225,036 | +13588.3% | $113.8M |
| JPMORGAN CHASE & CO | TRIM | 320,112 | 218,833 | -31.6% | $111.6M |
| UBS Group AG | ADD | 163,188 | 219,737 | +34.7% | $111.1M |
| GOLDMAN SACHS GROUP INC | TRIM | 314,761 | 208,070 | -33.9% | $105.2M |
| Point72 Asset Management, L.P. | ADD | 131,247 | 178,570 | +36.1% | $90.3M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | 137,343 | 172,486 | +25.6% | $87.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 46 transactions. Net $551.3K — $551.3K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | Sabater Carmen M | Director | BUY | 350 | $280.62 | $98.2K |
| Sep 9, 2026 | Peyovich Daniel S | President & CEO | BUY | 850 | $296.76 | $252.2K |
| Sep 1, 2026 | Fallon David Joseph | Director | BUY | 700 | $286.92 | $200.8K |
| Aug 4, 2026 | Lenz Michael C. | Director | AWARD | 343 | — | — |
| Aug 4, 2026 | Fallon David Joseph | Director | AWARD | 343 | — | — |
| Aug 3, 2026 | Fritzsche Jennifer M | Director | AWARD | 32 | $414.98 | $13.3K |
| Aug 3, 2026 | LeClair Stephen O | Director | AWARD | 42 | $414.98 | $17.4K |
| Aug 3, 2026 | GALLAGHER PHILIP R | Director | AWARD | 48 | $414.98 | $19.9K |
| Aug 3, 2026 | Sykes Richard K | Director | AWARD | 114 | $414.98 | $47.3K |
| Aug 3, 2026 | Skillern Raejeanne | Director | AWARD | 29 | $414.98 | $12.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DY.
Shares short
1,247,637
Settlement Sep 15, 2026
Change vs prior
-13.1%
Semi-monthly cycle
Days to cover
1.9
At avg daily volume
Of shares outstanding
≈4.1%
Estimate — not % of float
All DY filing & press-release reports (12)
- INSIDER-BUY reportSep 10, 2026
- INSIDER-BUY reportSep 2, 2026
- 8-K reportAug 26, 2026
- 8-K reportAug 25, 2026
- PRESS-RELEASE reportAug 14, 2026
- INST-CLUSTER reportJul 25, 2026
- 8-K reportJun 5, 2026
- 8-K reportJun 1, 2026
- PRESS-RELEASE reportMay 27, 2026
- PRESS-RELEASE reportMay 15, 2026
- DEFA14A reportApr 16, 2026
- PRESS-RELEASE reportMar 4, 2026