Market Cap
$15.4B
STRL
STERLING INFRASTRUCTURE, INC.
$505.12 ▲ +2.71%
Prev close $491.78Market cap$15.4B
ConsensusStrong Buy
12-mo target$845.43 (+67.4%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)28 New Institutional Positions22 Institutional ExitsCongressional Activity (1) Industrials & Manufacturing
Snapshot
The big-picture read on STRL right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (94%)
Inst. Holders
50 funds
Inst. Value
$17.1B
Inst. Activity
28 buys / 22 sells
Insider Activity
$0.00 buy / $95.3M sell
Insider Net $
-$95.3M
Social Sentiment
58° Warm
SEC Reports
8
Congressional
3 trades
Price chart 30d +10.4%
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 21, 2026 Insider
CUTILLO JOSEPH A gifted 40,000 shares
Chief Executive Officer
Sep 7, 2026 dark_pool
Dark Pool: STRL — 0.6M shares, 30,053 trades
Week starting 2026-09-07. Total ATS volume: 586,061 shares across 30,053 trades.
Aug 7, 2026 Congress
Gilbert Cisneros sell
$15,001 - $50,000 — House
Aug 6, 2026 Insider
Jul 10, 2026 SEC Govin Daniel P. surrendered for taxes 6,559 shares
Chief Operating Officer (COO) @ $536.08 ($3.5M)
Sterling Infrastructure's General Counsel, Chief Compliance Officer and Corporate Secretary Mark D. Wolf notified the co
8-K — Impact 2/10
Jul 10, 2026 Insider
GRINDSTAFF NICHOLAS M surrendered for taxes 556 shares
Chief Financial Officer (CFO) @ $682.29 ($379.4K)
Jun 30, 2026 Inst.
JANE STREET GROUP, LLC — DOUBLED
761,591 shares ($639.2M)
Jun 30, 2026 Inst.
LONE PINE CAPITAL LLC — NEW
609,643 shares ($511.7M)
Analyst ratings buy % +4.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
94% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Aug 21, 2026 | DA Davidson | INITIATE | Buy | 53% |
| Aug 5, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Aug 5, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jun 2, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| May 28, 2026 | Oppenheimer | INITIATE | Outperform | 52% |
| May 11, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| May 6, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Apr 23, 2026 | Keybanc | INITIATE | Overweight | 52% |
| Apr 16, 2026 | Argus Research | INITIATE | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 8 | 1 | 0 | 0 | 94% | |
| Aug 1, 2026 | 7 | 7 | 1 | 0 | 0 | 93% | |
| Jul 1, 2026 | 8 | 6 | 1 | 0 | 0 | 93% | |
| Jun 1, 2026 | 8 | 6 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 7 | 6 | 1 | 0 | 0 | 93% | |
| Apr 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 4 | 6 | 1 | 0 | 0 | 91% |
Price targets
Where 7 covering analysts think STRL trades over the next 12 months.
$845.43 +67.4% upside Strong Buy
Current$505.12 Low$700.00 Median$804.00 High$1,000.00 7 analysts
$700.00$1,000.00
Analyst rating Strong Buy· 1.0/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
58°
Warm
BearishNeutralBullish
Recent posts
The Better Investment Is Often One Step Away From the Headline
▲ 1 · 💬 0· ⚡ 0.5
The AI bottleneck may be power & grid before chips
▲ 1 · 💬 0· ⚡ 0.5
The AI trade may be a land power & grid bottleneck first
▲ 1 · 💬 0· ⚡ 0.5
The AI trade may be a land power & grid bottleneck first
▲ 1 · 💬 0· ⚡ 0.5
The AI trade may be a land power & grid bottleneck first
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 3 bullish, 0 bearish, 0 mixed, 5 neutral · avg impact 4.4/10.
NEUTRAL8-K2/10
Sterling Infrastructure's General Counsel, Chief Compliance Officer and Corporate Secretary Mark D.
Jul 10, 2026
BULLISH8-K5/10
Sterling Infrastructure closed the acquisition of Stone Ridge Contracting, a site development contra
Jun 9, 2026
NEUTRAL8-K3/10
Sterling Infrastructure extended CEO Joseph Cutillo's employment through December 31, 2027 and grant
May 21, 2026
BULLISH8-K6/10
Sterling Infrastructure released its 2026 Sustainability Report, highlighting strong 2025 financial
Apr 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: STRL — 0.6M shares, 30,053 trades
Week starting 2026-09-07. Total ATS volume: 586,061 shares across 30,053 trades.
Aug 31, 2026
dark_pool
Dark Pool: STRL — 0.8M shares, 45,552 trades
Week starting 2026-08-31. Total ATS volume: 800,501 shares across 45,552 trades.
Aug 27, 2026
ftd
FTD: STRL — 8,377 shares ($4.2M) failed to deliver
Settlement: 20260827, Price: $497.41, FTD Value: $4,166,803.57, STERLING INFRASTRUCTURE INC. C
Aug 24, 2026
dark_pool
Dark Pool: STRL — 0.8M shares, 44,812 trades
Week starting 2026-08-24. Total ATS volume: 772,978 shares across 44,812 trades.
Aug 20, 2026
ftd
FTD: STRL — 1,590 shares ($0.8M) failed to deliver
Settlement: 20260820, Price: $534.40, FTD Value: $849,696, STERLING INFRASTRUCTURE INC. C
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 | $6.07 | $5.86–$6.20 | 74.5% | -0.7% | 2↑ 0↓ | $1.2B | 6 |
| Next Q | $4.52 | $4.31–$4.83 | 46.7% | +1.0% | 2↑ 0↓ | $0.9B | 6 |
| Current FY | $20.03 | $19.73–$20.30 | 84.1% | -0.0% | 2↑ 0↓ | $4.1B | 7 |
| Next FY | $25.40 | $22.69–$28.09 | 26.8% | +0.5% | 1↑ 0↓ | $4.9B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $6.073 | — |
| 7d ago | $6.073 | — |
| 30d ago | $6.116 | -0.043 |
| 60d ago | $5.945 | +0.128 |
| 90d ago | $5.845 | +0.228 |
Institutional ownership
Which big funds own STRL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $17.1B total value (20,385,097 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,233,353 | $2.7B | 15.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,332,730 | $1.1B | 6.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,308,407 | $1.1B | 6.4% | — |
| FMR LLC | 1,175,991 | $987.1M | 5.8% | — |
| STATE STREET CORP | 956,489 | $802.8M | 4.7% | — |
| FIRST TRUST ADVISORS LP | 895,943 | $752.0M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 766,964 | $659.5M | 3.9% | — |
| Invesco Ltd. | 779,679 | $654.4M | 3.8% | — |
| JANE STREET GROUP, LLC | 761,591 | $639.2M | 3.7% | DOUBLED +10129.6% |
| RENAISSANCE TECHNOLOGIES LLC | 672,194 | $564.2M | 3.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | DOUBLED | 7,445 | 761,591 | +10129.6% | $639.2M |
| LONE PINE CAPITAL LLC | NEW | — | 609,643 | — | $511.7M |
| JPMORGAN CHASE & CO | ADD | 268,244 | 389,576 | +45.2% | $318.2M |
| JENNISON ASSOCIATES LLC | DOUBLED | 1,981 | 369,583 | +18556.4% | $310.2M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 25,641 | 294,821 | +1049.8% | $247.5M |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 568,605 | 257,325 | -54.7% | $215.9M |
| NORTHERN TRUST CORP | TRIM | 363,717 | 251,505 | -30.9% | $211.1M |
| Clark Capital Management Group, Inc. | TRIM | 319,607 | 238,784 | -25.3% | $200.4M |
| CONGRESS ASSET MANAGEMENT CO | TRIM | 497,098 | 230,412 | -53.6% | $193.4M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | 323,421 | 223,697 | -30.8% | $187.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 27 transactions. Net -$95.3M — $0.00 bought, $95.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | CUTILLO JOSEPH A | Chief Executive Officer | GIFT | 40,000 | — | — |
| Aug 6, 2026 | Govin Daniel P. | Chief Operating Officer (COO) | TAX W/H | 6,559 | $536.08 | $3.5M |
| Jul 10, 2026 | GRINDSTAFF NICHOLAS M | Chief Financial Officer (CFO) | TAX W/H | 556 | $682.29 | $379.4K |
| Jun 25, 2026 | Wolf Mark D. | General Counsel, Corporate Sec | SELL | 2,500 | $888.00 | $2.2M |
| Jun 18, 2026 | Dill Julie | Director | GIFT | 325 | — | — |
| May 20, 2026 | CUTILLO JOSEPH A | Chief Executive Officer | AWARD | 40,000 | — | — |
| May 7, 2026 | Wilson Dwayne Andree | Director | AWARD | 181 | — | — |
| May 7, 2026 | Schulz David S. | Director | AWARD | 181 | — | — |
| May 7, 2026 | ROSE B ANDREW | Director | AWARD | 181 | — | — |
| May 7, 2026 | O'Brien Dana C. | Director | AWARD | 181 | — | — |
Congressional trades
STRL trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 3 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 7, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $15,001 - $50,000 | STERLING INFRASTRUCTURE INC | Sep 11, 2026(36d) |
| Jun 30, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | STERLING INFRASTRUCTURE INC | Jul 3, 2026(4d) |
| Jun 16, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $15,001 - $50,000 | STERLING INFRASTRUCTURE INC | Jul 3, 2026(18d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for STRL.
Shares short
1,201,636
Settlement Sep 15, 2026
Change vs prior
-0.1%
Semi-monthly cycle
Days to cover
2.2
At avg daily volume
Of shares outstanding
≈3.9%
Estimate — not % of float
All STRL filing & press-release reports (8)
- 8-K reportJul 10, 2026
- 8-K reportJun 9, 2026
- 8-K reportMay 21, 2026
- 8-K reportApr 8, 2026
- DEFA14A reportMar 25, 2026
- CLUSTER reportMar 16, 2026
- CLUSTER reportMar 9, 2026
- 8-K reportFeb 25, 2026