Dycom Industries
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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
10% more funds holding in top 10
Funds holding in top 10: 10 [Q3] → 11 (+1) [Q4]
3.55% more ownership
Funds ownership: 94.34% [Q3] → 97.9% (+3.55%) [Q4]
6% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 53
10% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 122
2% less funds holding
Funds holding: 348 [Q3] → 340 (-8) [Q4]
8% less capital invested
Capital invested by funds: $5.38B [Q3] → $4.96B (-$424M) [Q4]
53% less call options, than puts
Call options by funds: $14.2M | Put options by funds: $30.2M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
JP Morgan Richard Choe 36% 1-year accuracy 4 / 11 met price target | 19%upside $200 | Overweight Initiated | 21 Apr 2025 |
Keybanc Sangita Jain 36% 1-year accuracy 17 / 47 met price target | 9%upside $183 | Overweight Maintained | 16 Apr 2025 |
Wells Fargo Eric Luebchow 38% 1-year accuracy 17 / 45 met price target | 19%upside $200 | Overweight Maintained | 3 Apr 2025 |
B. Riley Securities Alex Rygiel 40% 1-year accuracy 10 / 25 met price target | 19%upside $200 | Buy Maintained | 19 Mar 2025 |
Keybanc Jackson Ader 65% 1-year accuracy 13 / 20 met price target | 20%upside $201 | Overweight Maintained | 27 Feb 2025 |
Financial journalist opinion
Based on 4 articles about DY published over the past 30 days
