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Why Sterling Infrastructure (STRL) Stock Is Down Today

Investivoq PriceTracker

Sterling Infrastructure (STRL) is down 3.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely explanation is that today’s drop reflects profit-taking and broader market weakness rather than a new company-specific negative headline. Recent company updates were fundamentally strong, but the stock has also been volatile after its late-October earnings release, which leaves room for technical selling on a weak tape. ([apnews.com](https://apnews.com/article/f8edd0eeb1494d4d2584715686c5e619?utm_source=openai))

Details:

  • Shares were recently trading around $292, down about 3.16% from the prior close, after opening above $306 and falling as low as about $284.50 intraday.
  • No clear company-specific headline appeared for Nov. 13 in publicly visible headline feeds, which suggests the move may be more about trading sentiment than fresh fundamental news. ([schwab.wallst.com](https://www.schwab.wallst.com/research/Public/Stocks/Summary?symbol=STRL&utm_source=openai))
  • Sterling’s latest major update was positive: the company announced record third-quarter 2026 results on October 28 and raised full-year 2026 guidance. ([strlco.com](https://www.strlco.com/news/sterling-reports-record-third-quarter-results-and-raises-full-year-2026-guidance/?utm_source=openai))
  • Recent analyst activity has been mixed but not overtly bearish, with a new Overweight initiation on Nov. 10, while an earlier target cut highlighted capacity and execution constraints as the next issues investors may focus on. ([benzinga.com](https://www.benzinga.com/quote/strl?utm_source=openai))
  • Sources:

    Sterling Infrastructure, SEC, AP News, Benzinga, Schwab ([strlco.com](https://www.strlco.com/news/sterling-reports-record-third-quarter-results-and-raises-full-year-2026-guidance/?utm_source=openai))

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $STRL Insider Trading Activity

    STRL Insider Trades

    $STRL insiders have traded $STRL stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

    Here’s a breakdown of recent trading of $STRL stock by insiders over the last 6 months:

    • MARK D. WOLF (General Counsel, Corporate Sec) sold 2,500 shares for an estimated $2,220,000

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $STRL Hedge Fund Activity

    We have seen 466 institutional investors add shares of $STRL stock to their portfolio, and 447 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • FMR LLC added 980,081 shares (+83.3%) to their portfolio in Q3 2026, for an estimated $481,984,234
    • BLACKROCK, INC. removed 750,930 shares (-18.8%) from their portfolio in Q2 2026, for an estimated $630,300,604
    • JANE STREET GROUP, LLC removed 676,486 shares (-88.8%) from their portfolio in Q3 2026, for an estimated $332,682,285
    • LONE PINE CAPITAL LLC added 609,643 shares (+inf%) to their portfolio in Q2 2026, for an estimated $511,709,948
    • JENNISON ASSOCIATES LLC added 367,602 shares (+18556.4%) to their portfolio in Q2 2026, for an estimated $308,550,414
    • FIRST TRUST ADVISORS LP removed 325,366 shares (-36.3%) from their portfolio in Q3 2026, for an estimated $160,008,491
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. removed 318,224 shares (-100.0%) from their portfolio in Q3 2026, for an estimated $156,496,198

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $STRL Congressional Stock Trading

    Members of Congress have traded $STRL stock 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

    Here’s a breakdown of recent trading of $STRL stock by members of Congress over the last 6 months:

    • REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 0 purchases and 3 sales worth up to $150,000 on 08/07, 06/16, 05/18.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $STRL Analyst Ratings

    Wall Street analysts have issued reports on $STRL in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • JP Morgan issued a "Overweight" rating on 11/10/2026
    • Cantor Fitzgerald issued a "Overweight" rating on 11/02/2026
    • DA Davidson issued a "Buy" rating on 10/30/2026
    • Keybanc issued a "Overweight" rating on 10/15/2026
    • Stifel issued a "Buy" rating on 10/08/2026

    To track analyst ratings and price targets for $STRL, check out Investivoq's $STRL forecast page.

    $STRL Price Targets

    Multiple analysts have issued price targets for $STRL recently. We have seen 6 analysts offer price targets for $STRL in the last 6 months, with a median target of $711.0.

    Here are some recent targets:

    • Michael Fairbanks from JP Morgan set a target price of $585.0 on 11/10/2026
    • Manish A. Somaiya from Cantor Fitzgerald set a target price of $565.0 on 11/02/2026
    • Kurt Yinger from DA Davidson set a target price of $680.0 on 10/30/2026
    • Sangita Jain from Keybanc set a target price of $755.0 on 10/15/2026
    • Brian Brophy from Stifel set a target price of $742.0 on 10/08/2026
    • Brent Thielman from Oppenheimer set a target price of $950.0 on 05/28/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.