Dycom Industries (DY)

• Market cap: $7.33B
• 1 day: 3.35%
• 5 days: 0.81%
• 1 month: -4.16%
• 3 months: 12.83%
• 6 months: 66.12%
• Year to date: 48.03%
• 1 year: 38.96%
• 5 years: 369.52%
• 10 years: 229.77%
• Sector: Industrials
• Industry: Engineering & Construction

About: Dycom Industries Inc is a provider of specialty contracting services to the telecommunications infrastructure and utility industries throughout the United States. Its operating companies supply telecommunications providers with a comprehensive portfolio of specialty services, including program management; planning; engineering and design; aerial, underground, and wireless construction; maintenance; and fulfillment services and provide underground facility locating services for various utilities, including telecommunications providers, and others. It also provides a range of construction, maintenance, and installation services, including the placement and splicing of fiber, copper, and coaxial cables. It provides services throughout the United States.

Employees: 15,623

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

217% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 29

117% more funds holding in top 10

Funds holding in top 10: 6 [Q1] → 13 (+7) [Q2]

53% more capital invested

Capital invested by funds: $4.33B [Q1] → $6.65B (+$2.32B) [Q2]

29% more call options, than puts

Call options by funds: $61.8M | Put options by funds: $47.9M

17% more funds holding

Funds holding: 345 [Q1] → 402 (+57) [Q2]

4.01% less ownership

Funds ownership: 98.1% [Q1] → 94.09% (-4.01%) [Q2]

22% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 147

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $275
• Avg. target: $294
• High target: $300

6 analyst ratings

• positive: 6 100%
• neutral: 0 0%
• negative: 0 0%

Raymond James Frank Louthan	$300	Strong Buy Maintained	21 Aug 2025
DA Davidson Brent Thielman	$300	Buy Maintained	21 Aug 2025
JP Morgan Richard Choe	$275	Overweight Maintained	21 Aug 2025
UBS Steven Fisher	$296	Buy Maintained	21 Aug 2025
Wells Fargo Eric Luebchow	$295	Overweight Maintained	18 Aug 2025