Director O’Brien Dana C. of Sterling Infrastructure, Inc. (NASDAQ:STRL) executed the sale of 4,000 shares of common stock in three transactions between February 6 and February 9, 2026, according to a Form 4 filing with the Securities and Exchange Commission.
The sales were recorded at prices ranging from $390.0 to $410.0 per share, producing total gross proceeds of $1,610,000. On February 6, O’Brien sold 1,000 shares at $390.0 and another 1,000 shares at $400.0. On February 9, a block of 2,000 shares was sold at $410.0.
After these transactions, O’Brien is shown as directly owning 11,498 shares of Sterling Infrastructure common stock, 751 of which remain subject to certain restrictions. The trades were carried out pursuant to a Rule 10b5-1 trading plan that the director adopted on November 6, 2025.
Sterling’s share price at the time of reporting stands at $415.19, trading near its 52-week high of $426.09. The stock has posted a 186.6% total return over the past year.
InvestingPro data cited in the filing materials characterizes Sterling Infrastructure with a "GREAT" financial health score, noting strong cash flows and moderate debt levels. The company is scheduled to report earnings on March 2, and four analysts have recently revised their earnings estimates upward.
In separate corporate actions disclosed alongside the insider filing, Sterling Construction announced an authorization for a new $400 million stock repurchase program. That program takes effect immediately and replaces the prior buyback plan, which had $81 million of remaining capacity and was due to expire in December 2025.
Analysts have taken note of the company’s recent strategic direction. Cantor Fitzgerald initiated coverage with an Overweight rating, citing Sterling’s shift toward higher-margin markets such as data centers and advanced manufacturing. William Blair reiterated an Outperform rating, highlighting the company’s strong positioning in the southeastern U.S. data center market, with particular emphasis on Atlanta. William Blair also pointed to Sterling’s ability to complete projects ahead of schedule, which the firm said has supported the company’s geographical expansion.
Taken together, the director’s stock sales, the new repurchase authorization and recent analyst commentary provide multiple moving parts for investors to consider. The director’s transactions were executed under a predetermined trading plan, and Sterling’s operational and capital-allocation moves have drawn notable analyst interest as the company approaches its next earnings report.