Dycom Industries (DY)

• Market cap: $6.89B
• 1 day: -1.01%
• 5 days: -4.15%
• 1 month: 20.19%
• 3 months: 58.10%
• 6 months: 29.90%
• Year to date: 31.95%
• 1 year: 29.47%
• 5 years: 501.37%
• 10 years: 295.17%
• 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 Q1 regulatory disclosures by fund managers ($100M+ AUM)

8% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 52

0.39% more ownership

Funds ownership: 97.62% [Q4 2024] → 98.02% (+0.39%) [Q1 2025]

0% less funds holding

Funds holding: 343 [Q4 2024] → 342 (-1) [Q1 2025]

13% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $19.1M

13% less capital invested

Capital invested by funds: $4.96B [Q4 2024] → $4.33B (-$629M) [Q1 2025]

15% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 128

45% less funds holding in top 10

Funds holding in top 10: 11 [Q4 2024] → 6 (-5) [Q1 2025]

Research analyst outlook

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

• Low target: $183 22% downside
• Avg. target: $241 3% upside
• High target: $265 14% upside

8 analyst ratings

• positive: 8 100%
• neutral: 0 0%
• negative: 0 0%

Wells Fargo Eric Luebchow	7% upside $250	Overweight Maintained	27 May 2025
DA Davidson Brent Thielman	14% upside $265	Buy Maintained	23 May 2025
B. Riley Securities Liam Burke	14% upside $265	Buy Maintained	23 May 2025
Raymond James Frank Louthan	9% upside $255	Strong Buy Maintained	22 May 2025
JP Morgan Richard Choe	7% upside $250	Overweight Maintained	22 May 2025