Sterling Infrastructure, Inc.
At today's price, Sterling Infrastructure, Inc. (STRL) is priced for today's economics sustained for ~28.9 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Sterling Infrastructure has rebuilt itself around AI-era construction: its 10-K notes low-bid heavy highway work ⟦"was approximately 79% of our total revenue, but we have progressively lowered this to 9% as of December 31, 2025"⟧, replaced by data-center site development where mission-critical projects are over 90 percent of E-Infrastructure backlog [Source: company Q1 2026 release]. • The stock trades at roughly 61x trailing GAAP earnings at $682.13 (July 10, 2026), and every valuation frame
Is STRL overvalued? See what's priced in →
685 institutional managers reported holding STRL in 13F filings for the quarter ended 2026-03-31. Together they hold about 89% of the company; the top 10 hold 47%. 127 opened new positions that quarter. Held by BlackRock, Vanguard Group, FMR (Fidelity), among others. On the short side, 1.7M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (2.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
STRL's share count grew 7.2% over the past five years even with $157.07M spent on repurchases. It pays no dividend. Cash returned over the past three years: $157.07M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at STRL over the trailing three years: 2025: 1 buy totaling $1.01M. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
STRL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | +23.7% | +0.3% |
| 2023-11-08 | -17.6% | +19.1% |
| 2024-02-28 | +22.0% | -6.6% |
| 2024-05-08 | +20.6% | -9.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
STRL's latest 8-K filings: 2026-07-10 (items 5.02); 2026-07-08 (items 1.01, 2.03, 7.01, 9.01); 2026-06-09 (items 7.01, 9.01); 2026-05-21 (items 5.02); 2026-05-12 (items 7.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.