Quanta Services (PWR)

• Market cap: $38.5B
• 1 day: 2.42%
• 5 days: -5.52%
• 1 month: -6.65%
• 3 months: -27.27%
• 6 months: -16.96%
• Year to date: -17.62%
• 1 year: 5.84%
• 5 years: 685.43%
• 10 years: 795.90%
• Sector: Industrials
• Industry: Engineering & Construction

About: Quanta Services is a leading provider of specialty contracting services, delivering comprehensive infrastructure solutions for the electric and gas utility, communications, pipeline, and energy industries in the United States, Canada, and Australia. Quanta reports its results under two reportable segments: electric infrastructure and underground utility and infrastructure.

Employees: 58,400

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

173% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 71

63% more call options, than puts

Call options by funds: $487M | Put options by funds: $298M

12% more capital invested

Capital invested by funds: $39.1B [Q3] → $44B (+$4.82B) [Q4]

8% more funds holding

Funds holding: 1,166 [Q3] → 1,265 (+99) [Q4]

3% more funds holding in top 10

Funds holding in top 10: 36 [Q3] → 37 (+1) [Q4]

2.55% more ownership

Funds ownership: 89.25% [Q3] → 91.81% (+2.55%) [Q4]

6% more repeat investments, than reductions

Existing positions increased: 464 | Existing positions reduced: 436

Research analyst outlook

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

• Low target: $286 10% upside
• Avg. target: $329 27% upside
• High target: $407 57% upside

9 analyst ratings

• positive: 7 78%
• neutral: 2 22%
• negative: 0 0%

Stifel Stanley Elliott 38% 1-year accuracy 8 / 21 met price target	10% upside $287	Buy Maintained	9 Apr 2025
Truist Securities Jamie Cook 32% 1-year accuracy 28 / 88 met price target	25% upside $324	Buy Maintained	8 Apr 2025
Piper Sandler Kashy Harrison 28% 1-year accuracy 11 / 40 met price target	10% upside $286	Overweight Initiated	8 Apr 2025
B. Riley Securities Alex Rygiel 32% 1-year accuracy 8 / 25 met price target	15% upside $300	Neutral Downgraded	19 Mar 2025
BMO Capital Ameet Thakkar 50% 1-year accuracy 7 / 14 met price target	22% upside $316	Outperform Upgraded	25 Feb 2025