Sterling Infrastructure
STRL
About: Sterling Infrastructure Inc is a construction company that specializes in heavy civil infrastructure construction and infrastructure rehabilitation as well as residential construction projects. The company operates in three reportable segments namely, Transportation Solutions, E-Infrastructure Solutions, and Building Solution. Transportation Solutions include highways, roads, bridges, airfields, ports, light rail, and others. Building Solution projects include concrete foundations for single-family homes. E-Infrastructure Solutions include the services which are provided to large, blue-chip companies in the e-commerce, data center, distribution center, and warehousing, energy, mixed-use, and multi-family sectors. The majority of the revenue is generated from E-Infrastructure Solutions.
Employees: 3,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
275% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 15 (+11) [Q2]
154% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 56
134% more capital invested
Capital invested by funds: $3.03B [Q1] → $7.09B (+$4.07B) [Q2]
60% more call options, than puts
Call options by funds: $53.9M | Put options by funds: $33.8M
19% more funds holding
Funds holding: 430 [Q1] → 511 (+81) [Q2]
13.77% more ownership
Funds ownership: 87.29% [Q1] → 101.07% (+13.77%) [Q2]
4% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 161
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
|
DA Davidson
Brent Thielman
|
$355
|
Buy
Maintained
|
6 Aug 2025 |
Financial journalist opinion
Based on 26 articles about STRL published over the past 30 days
