Fluor Corp (NYSE: FLR) Chief Financial Officer John C. Regan sold a total of $1,504,061 in company stock on February 26 and February 27, 2026, according to a Form 4 filing with the Securities and Exchange Commission.
The filing shows the sales followed Regan's exercise of options to acquire 16,773 shares at an exercise price of $17.96, for a total of $301243. The dispositions were executed in multiple transactions across the two days.
On February 26, Regan sold 16,773 shares of Fluor common stock at prices ranging from $52.37 to $53.32. The following day, February 27, he sold an additional 8,094 shares at prices between $50.96 and $51.93, and then sold 3,895 shares at prices ranging from $52.01 to $52.30.
After these transactions, Regan directly holds 103,859 shares of Fluor stock.
Market context and valuation notes
Fluor's shares have delivered robust returns recently, trading up 38% over the past 12 months and 19% over the last six months. At the time of reporting, the stock was trading at $50.91. InvestingPro's analysis flagged the share price as appearing slightly overvalued and offered a set of 13 additional InvestingPro Tips available on the platform for investors seeking deeper valuation insights.
Recent financial results
In other corporate developments, Fluor reported fourth-quarter 2025 results that slightly missed analyst expectations. The company posted earnings per share of $0.33, below the $0.35 consensus, and revenue of $4.18 billion, short of the $4.26 billion expected.
Despite those misses, Fluor expressed optimism about its prospects, citing strategic initiatives and a positive outlook for 2026.
Analyst action and strategic opportunities
DA Davidson raised its price target on Fluor to $60 from $55 while maintaining a Buy rating. The firm said the adjustment reflects Fluor's fourth-quarter 2026 guidance and the company's efforts related to small modular reactor monetization. DA Davidson also pointed to opportunities across energy, power, mining, and pharmaceutical markets that could help clarify Fluor's business narrative.
These developments — the insider sale, recent quarterly results and the analyst target adjustment — frame the current public disclosures and market signals surrounding Fluor as it pursues strategic initiatives and market opportunities.