PWR Quanta Services Inc

Calamos Advisors LLC increased its holdings in Quanta Services, Inc. (NYSE:PWR) by 17.1% in Q3, owning 105,401 shares valued at $43.68 million, while institutional investors now hold 90.49% of the company's stock. Quanta Services exceeded Q3 earnings expectations and provided strong FY2025 guidance, yet company insiders made significant sales totaling $14.3 million in the latest quarter. Analysts generally have a "Moderate Buy" rating for PWR with a consensus target price of $450.10.

Diversified Trust Co increased its stake in Quanta Services (NYSE:PWR) by 482.2% during Q3, now owning 5,473 shares valued at $2.268 million. Other institutional investors also adjusted their holdings, and insider trading activity included significant sales by a director and an EVP in November. The company reported strong Q3 earnings, beating consensus estimates, and analysts have issued "Buy" ratings with an average price target of $450.10.

Fort Washington Investment Advisors Inc. OH significantly increased its stake in Quanta Services, Inc. by 2,878.2% in Q3, now holding 16,559 shares valued at $6.86 million. This comes despite recent insider selling, where executives offloaded 32,002 shares worth approximately $14.3 million. Analysts have maintained a "Moderate Buy" consensus with an average price target of $450.10, indicating continued confidence in the company.

Allspring Global Investments Holdings LLC significantly increased its stake in Quanta Services (NYSE: PWR) by 9.4% in the third quarter, now owning 458,298 shares valued at approximately $192.8 million. This expansion comes amidst notable insider selling from EVP Donald Wayne and Gerald A. Ducey Jr., who collectively sold shares worth over $9.6 million. Despite insider sales, analysts maintain a "Moderate Buy" consensus for Quanta Services, with firms like JPMorgan and Jefferies raising price targets following strong Q3 earnings and optimistic FY2025 guidance.

Dycom Industries (DY) has shown strong productivity gains in fiscal 2026, driven by improved execution in fiber infrastructure, wireless programs, and public funding, leading to increased contract revenues and adjusted EBITDA margin. These gains are expected to continue into fiscal 2027, supported by a significant project backlog, an ongoing ERP rollout, and a growing mix of recurring service revenues. The company's stock has outperformed industry peers, and its earnings estimates for fiscal 2026 and 2027 show substantial year-over-year growth.

Norris Perne & French LLP MI has reduced its stake in Quanta Services (NYSE:PWR) by 42.6%, selling 31,910 shares in the third quarter but still retaining shares valued at $17.81 million. Despite insider selling, Quanta Services has received a "Moderate Buy" rating from analysts with an average target price of $450.10, following strong Q3 earnings and optimistic FY2025 guidance. Institutional investors hold a significant 90.49% of the company's stock.