Dycom Industries, Inc. to Host Fiscal 2026 Fourth Quarter and Annual Results Call on March 4, 2026
Dycom Industries, Inc. (NYSE: DY) will host a conference call on March 4, 2026, at 9:00 a.m. ET, to discuss its fiscal 2026 fourth quarter and annual results. The company plans to issue a press release with its results earlier that morning. Interested parties can register to participate in the Q&A session or access a live listen-only audio webcast and accompanying slide presentation.
New York Life Investment Management LLC Makes New Investment in Dycom Industries, Inc. $DY
New York Life Investment Management LLC has initiated a new position in Dycom Industries, Inc. (NYSE:DY) during the third quarter, acquiring 2,844 shares valued at approximately $830,000. This move reflects growing institutional interest in the construction company, which recently reported strong Q3 earnings, surpassing analyst estimates with EPS of $3.63 and revenue of $1.45 billion. The institutional ownership of Dycom stands at 98.33%, accompanied by a consensus "Buy" rating from Wall Street analysts and an average price target of $395.20.
Dycom Industries, Inc. Announces Conference Call to Discuss Fiscal 2026 Fourth Quarter and Annual Results
Dycom Industries, Inc. (NYSE: DY) will host a conference call on March 4, 2026, at 9:00 a.m. ET to discuss its fiscal 2026 fourth quarter and annual results. A press release will precede the call, and interested parties can register to participate in a Q&A session or access a listen-only webcast with an accompanying slide presentation. The webcast replay and materials will be available on Dycom's Investor Center website for 120 days.
Earnings on deck: Dycom Industries to detail 2026 results on Mar. 4
Dycom Industries (NYSE: DY) announced it will host a conference call on March 4, 2026, to discuss its fiscal 2026 fourth quarter and annual results. The company will issue a press release with the results earlier that morning, with the call scheduled for 9:00 a.m. ET. Investors can register for a Q&A session or access a listen-only audio webcast and slide presentation, which will also be available for replay for 120 days.
Dycom Industries, Inc. to Host Fiscal 2026 Fourth Quarter and Annual Results Call on March 4, 2026
Dycom Industries, Inc. (NYSE: DY) will host a conference call on Wednesday, March 4, 2026, at 9:00 a.m. ET to discuss its fiscal 2026 fourth-quarter and annual results. A press release will be issued earlier that morning. Interested parties can register for the Q&A session or access a live listen-only audio webcast and slide presentation.
Dycom Industries, Inc. Announces Conference Call to Discuss Fiscal 2026 Fourth Quarter and Annual Results
Dycom Industries, Inc. (NYSE: DY) will host a conference call on March 4, 2026, at 9:00 a.m. ET to discuss its fiscal 2026 fourth quarter and annual results. A press release will be issued earlier that morning, and interested parties can register to participate in a Q&A session or view a live audio webcast. The article also provides recent financial data, insider trading activity, congressional stock trading, hedge fund activity, and analyst ratings for DY.
Public Sector Pension Investment Board Buys 14,713 Shares of Dycom Industries, Inc. $DY
Public Sector Pension Investment Board increased its stake in Dycom Industries, Inc. (NYSE:DY) by 15.0% in the third quarter, acquiring an additional 14,713 shares and bringing its total holdings to 112,809 shares valued at $32.91 million. Other institutional investors also adjusted their positions in the construction company. Dycom Industries has an average "Buy" rating from analysts, with a consensus target price of $395.20.
12th Street Asset Management Company LLC Increases Position in Dycom Industries, Inc. $DY
12th Street Asset Management Company LLC significantly increased its stake in Dycom Industries, Inc. (NYSE:DY) by 48.9% in the third quarter, making it their 13th largest holding. Other institutional investors like Arrowstreet Capital and Voya Investment Management also adjusted their positions. Despite a recent insider stock sale, Dycom Industries shows a strong financial profile with robust earnings and revenue growth, and analysts maintain a "Buy" consensus rating with an average target price of $395.20.
Dycom Industries stock hits all-time high at 423.0 USD By Investing.com
Dycom Industries Inc (DY) stock recently reached an all-time high of $423.0, reflecting a 121.64% increase over the past year. This achievement follows significant corporate developments, including the $1.63 billion acquisition of Power Solutions, LLC, and the establishment of an $800 million Term Loan B facility. KeyBanc reiterated an Overweight rating and raised its price target, citing improved growth and margin outlooks due to telecom investment expansion.
Dycom Industries stock hits all-time high at 423.0 USD
Dycom Industries stock reached an all-time high of $423.0 USD, driven by a 121.64% one-year change, reflecting strong investor confidence and market performance. The company recently completed a $1.63 billion acquisition of Power Solutions, LLC, and secured an $800 million Term Loan B facility. KeyBanc reiterated an Overweight rating and raised its price target to $426.00, citing growth and margin improvements in the telecom expansion cycle.
2,504 Shares in Dycom Industries, Inc. $DY Purchased by Versor Investments LP
Versor Investments LP has acquired 2,504 shares of Dycom Industries, Inc. (NYSE:DY), valued at approximately $731,000, initiating a new stake in the construction company during the third quarter. This investment comes as institutional ownership in Dycom Industries remains high at 98.33%, with various other institutions modestly increasing their positions. Analysts maintain a "Buy" consensus rating for Dycom, with an average price target of $395.20, following recent positive earnings results that beat estimates.
Alps Advisors Inc. Boosts Stock Position in Dycom Industries, Inc. $DY
Alps Advisors Inc. significantly increased its stake in Dycom Industries (NYSE:DY) by 175.1% in Q3, now holding 5,150 shares valued at $1.503 million. Other institutional investors like Arrowstreet Capital and Voya Investment Management also boosted their positions, leading to institutional ownership of 98.33%. Despite a director's sale, analysts maintain a "Buy" consensus with an average target price of $395.20, following a strong earnings report where Dycom beat EPS estimates and increased revenue by 14.2% year-over-year.
Behavioral Patterns of DY and Institutional Flows
This article analyzes Dycom Industries Inc. (NYSE: DY) with AI-generated insights, indicating strong sentiment across all horizons and an overweight bias for the stock. It details three distinct institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis and support/resistance levels. The analysis emphasizes risk management and offers real-time signals and personalized alerts for subscribers.
Dycom Industries, Inc. $DY Shares Acquired by AlTi Global Inc.
AlTi Global Inc. increased its stake in Dycom Industries (NYSE:DY) by 29.3% in the 3rd quarter, now owning 16,939 shares valued at approximately $4.94 million. Dycom recently reported strong Q3 earnings, beating estimates with $3.63 EPS and $1.45 billion in revenue, and its stock is currently trading around $416, up 3.9%. Institutional investors collectively own about 98.33% of the company's stock, which has a consensus "Buy" rating and an average price target of $395.20.
Reaves W H & Co. Inc. Increases Stock Holdings in Dycom Industries, Inc. $DY
Reaves W H & Co. Inc. has increased its stake in Dycom Industries, Inc. (NYSE:DY) by 17.9% to 143,428 shares, valued at approximately $41.85 million. This move comes as Dycom has shown strong quarterly results, beating EPS and revenue expectations, and is currently trading near its 52-week high. Analysts remain largely bullish on the stock, with an average "Buy" rating and a price target of $395.20.
Dycom Industries Inc (DY) Stock Price Up 3.63% on Feb 9
Dycom Industries Inc (DY) stock price increased by 3.63% on February 9, reaching an intraday high of $416.00 and closing at $415.00. This price is slightly below its 52-week high, and significantly above its 52-week low. Analysts have an average target price of $408.38, indicating a slight downside, while GuruFocus estimates a fair value of $236.44, suggesting a larger downside.
Thompson Davis & CO. Inc. Has $849,000 Position in Dycom Industries, Inc. $DY
Thompson Davis & CO. Inc. significantly reduced its stake in Dycom Industries, selling over half its shares to hold a position worth $849,000. Despite this, analyst ratings remain largely positive, with an average "Buy" rating and a price target of $395.20. Institutional ownership of Dycom Industries is very high at 98.33%, while insiders hold about 3.72%, with one director recently selling shares worth over $1.2 million.
JP Morgan Raises Price Target for Dycom Industries (DY) to $395
JP Morgan has increased its price target for Dycom Industries (DY) to $395 from $370, while maintaining an "Overweight" rating. This decision follows similar target raises by other firms like Guggenheim, UBS, B of A Securities, Keybanc, and B. Riley Securities, reflecting a generally positive outlook from Wall Street analysts. Despite the positive analyst sentiment, GuruFocus estimates suggest a potential downside from the current price based on its GF Value fair value calculation.
Dycom Industries stock reaches all-time high at 386.96 USD By Investing.com
Dycom Industries (DY) stock has hit a new all-time high of $386.96, showcasing a remarkable 92.64% one-year return and a 38.4% gain over the past six months, reflecting strong investor confidence despite being considered overvalued by InvestingPro. The company recently secured an $800 million Term Loan B facility and completed a $1.63 billion acquisition of Power Solutions, LLC, while KeyBanc reiterated an Overweight rating, raising its price target to $426.00 due to improved growth and margin outlook. These strategic maneuvers and strong analyst support underscore Dycom's robust growth prospects in the telecom investment expansion cycle.
Dycom Industries stock reaches all-time high at 386.96 USD
Dycom Industries Inc. (DY) stock reached an all-time high of $386.96, reflecting a 92.64% one-year return and strong investor confidence. The company's financial health is rated "GREAT" by InvestingPro, despite appearing overvalued based on its P/E ratio. Recent strategic moves include an $800 million term loan and a $1.63 billion acquisition, with analysts maintaining a "Strong Buy" rating and raising price targets due to an improved growth outlook.
WCM Investment Management LLC Purchases Shares of 53,550 Dycom Industries, Inc. $DY
WCM Investment Management LLC has acquired 53,550 shares of Dycom Industries, Inc. (NYSE:DY) for approximately $15.74 million, establishing a new position and holding 0.18% of the company. Institutional investors now own 98.33% of the stock. Dycom recently reported strong quarterly earnings, beating estimates with $3.63 EPS and $1.45 billion in revenue, and analysts maintain a "Buy" rating with an average target price of $392.70.
Dycom Industries amends credit agreement, secures $800 million term loan
Dycom Industries (NYSE:DY) has announced a first amendment to its credit agreement, securing an $800 million senior secured Term Loan B facility. The proceeds from this new loan were used to refinance an existing $600 million bridge loan, cover related fees, and add cash to its balance sheet. This development follows other recent strategic moves by Dycom, including the acquisition of power Solutions, LLC, and a reiterated "Overweight" rating from KeyBanc with an increased price target.
(DY) Movement Within Algorithmic Entry Frameworks
This article analyzes Dycom Industries Inc. (NYSE: DY) using AI models, highlighting weak near-term sentiment but strong mid and long-term outlooks. It details three institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also provides multi-timeframe signal analysis for support and resistance levels.
Dycom Industries (And Me) To The AI/Data-Centers Bubble Bears: Just Saying 'No!' (NYSE:DY)
The article argues that Dycom Industries (DY), initially perceived as an outdated company focused on cables and fiber optics, is set to benefit significantly from the expansion of broadband and the growing data center market. The author dismisses fears of an AI/data-center bubble, citing DY's recent acquisition of Power Solutions, which specializes in data center electrical work, as a strategic move. The author rates DY stock as a Buy, emphasizing its role in essential infrastructure development.
Dycom Industries amends credit agreement, secures $800 million term loan By Investing.com
Dycom Industries has secured an $800 million senior secured Term Loan B facility by amending its credit agreement with Bank of America, N.A. The proceeds from this new loan were primarily used to refinance an existing $600 million bridge loan and provide additional cash. This development comes alongside Dycom's recent acquisition of Power Solutions, LLC for approximately $1.63 billion and an "Overweight" rating reiteration from KeyBanc, highlighting the company's strategic growth and positive outlook in the telecom investment cycle.
Dycom Establishes New $800 Million Term Loan Facility
Dycom Industries, Inc. has established a new $800 million Term Loan B facility, an amendment to its existing credit arrangements. The proceeds from this facility will be used to refinance a previous $600 million bridge loan, cover related expenses, and enhance the company's liquidity and capital structure. The Term Loan B features defined interest terms and quarterly amortization payments set to begin in September 2026.
Dycom Industries Signs Credit Agreement Amendment With Bank of America
Dycom Industries has signed an amendment to its credit agreement with Bank of America, establishing an $800 million senior secured Term Loan B facility. The proceeds will be used to refinance a $600 million bridge loan, cover associated fees, and add cash to the balance sheet, enhancing the company's liquidity and extending its debt maturity profile. The loan bears interest at term SOFR plus 1.75% or base rate plus 0.75%, and amortizes quarterly starting September 15, 2026.
Is Dycom's Surge in Engineering Work Hinting at Bigger Builds Ahead?
Dycom Industries (DY) is experiencing a surge in engineering work related to fiber-to-the-home design and network planning, which typically precedes larger, more profitable deployment contracts. This increase, fueled by federal broadband programs like BEAD, suggests potential for significant future build-outs despite macroeconomic challenges. While competitors like MasTec and EMCOR Group offer diversified services, Dycom's specialization positions it uniquely to benefit from the rural fiber expansion wave.
Dycom (NYSE: DY) secures $800M Term Loan B to refinance $600M bridge
Dycom Industries, Inc. (NYSE: DY) has secured an $800 million senior secured Term Loan B Facility to refinance its existing $600 million 364-day senior secured bridge loan. The new facility will also cover related fees and expenses and add cash to the company's balance sheet. Interest rates for the Term Loan B will be based on term SOFR plus a 1.75% margin or the Administrative Agent’s base rate plus a 0.75% margin, with amortization beginning on September 15, 2026.
Will Analyst Optimism Around Fiber and Power Solutions Acquisition Change Dycom Industries' (DY) Narrative?
Analysts are showing increased optimism for Dycom Industries (DY) following its acquisition of Power Solutions and its expansion into fiber-to-the-home and federal broadband programs. While this reinforces Dycom's role in US digital infrastructure, the company's increased leverage and new management team present execution and balance sheet risks. Investors are encouraged to consider diverse perspectives, including potential overvaluation, despite the positive analyst sentiment.
Investing in Dycom Industries (NYSE:DY) Five Years Ago Would Have Delivered You a 354% Gain
Dycom Industries (NYSE:DY) shares have seen a significant 354% increase over the past five years, outperforming its compound earnings per share (EPS) growth of 63% annually over the same period. This discrepancy suggests that while the company's business performance is strong, the market sentiment around the stock may have become relatively pessimistic. Despite this, recent shareholder returns for the last year were 91%, indicating positive momentum.
Here's What KeyBanc Thinks About Dycom Industries (DY)
KeyBanc has reiterated a Buy rating on Dycom Industries (DY) and raised its price target to $426, citing improved margins and growth prospects. The firm considers Dycom a top pick, highlighting its early investment cycle in telecom, focus on fiber-to-the-home, BEAD program revival, and data center fiber initiatives. KeyBanc also views the acquisition of Power Solutions as a strategic move to address long-term potential and expects further acquisitions to diversify revenue.
Zacks Industry Outlook Highlights MasTec, Dycom Industries, Tutor Perini and Orion Group
The Zacks Building Products - Heavy Construction industry faces challenges like tariffs, inflation, and labor shortages, but has a promising long-term outlook due to U.S. infrastructure initiatives and data center expansion. Companies like MasTec, Dycom Industries, Tutor Perini Corp., and Orion Group Holdings, Inc. are well-positioned to benefit from these trends. Despite a low Zacks Industry Rank, individual stocks in the sector have shown significant growth and strong earnings surprises.
Here’s What KeyBanc Thinks About Dycom Industries (DY)
KeyBanc has reiterated a Buy rating on Dycom Industries (DY) and raised its price target to $426, citing improved margins and growth outlook. The firm considers DY a top pick, highlighting its early-stage investment cycle in telecom expansion, particularly in fiber-to-the-home and data center initiatives, along with strategic acquisitions like Power Solutions. While acknowledging DY's potential, the article also notes the author's stronger conviction in certain AI stocks for higher returns.
Dycom Industries Multi Year Growth Strengthens Case For Current Valuation
Dycom Industries has demonstrated strong multi-year growth in revenue, operating margins, and earnings per share, aligning with increased customer demand in telecom and broadband infrastructure. This sustained performance, driven by its role in network buildouts, suggests its current valuation is supported by robust business execution rather than short-term sentiment. Investors should consider these consistent financial trends and the company's positioning within its market.
Guggenheim Initiates Coverage of Dycom Industries (DY) with Buy Recommendation
Guggenheim has initiated coverage on Dycom Industries (NYSE: DY) with a "Buy" recommendation. Analysts forecast a 6.29% upside with an average one-year price target of $403.00/share. Despite projected decreases in annual revenue and non-GAAP EPS, institutional ownership in DY has increased, indicating a bullish outlook.
Dycom Acquisition Adds Data Center Exposure And Draws Analyst Attention
Dycom Industries (NYSE: DY) has acquired Power Solutions, a move that expands its services into the data center market, diversifying its revenue streams beyond traditional telecom and infrastructure work. This acquisition is seen as transformational and has garnered supportive commentary from analysts due to its potential to link Dycom more directly to cloud and AI-related demand. While the deal presents opportunities for more consistent project flow and exposure to high-growth areas, investors should also consider the company's existing high debt levels and the execution risks associated with integrating the new acquisition.
Dycom (DY): 3 Reasons We Love This Stock
Dycom Industries (DY) has seen significant stock price growth, up 42.7% in the last six months, driven by solid quarterly results. The company demonstrates strong long-term revenue growth, increasing operating margins, and outstanding long-term EPS growth, making it a high-quality business despite its current trading valuation of 29 times forward P/E.
Dycom vs. Primoris: Which Specialty Contractor is the Better Buy?
This article compares Dycom Industries (DY) and Primoris Services Corporation (PRIM), two specialty contractors benefiting from strong demand in utility and telecom infrastructure. While both companies are poised for growth due to favorable market trends and interest rate reductions, Dycom is highlighted as a relatively better investment due to its focus on AI-driven data centers and the BEAD program, along with clearer growth visibility and stronger execution metrics, despite a premium valuation. Primoris, though diversified and showing strong EPS growth, faces concerns regarding margin pressures and weather-related disruptions.
How (DY) Movements Inform Risk Allocation Models
This article analyzes Dycom Industries (NYSE: DY) using AI models, highlighting strong sentiment across all time horizons supporting an overweight bias. It details three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, providing entry, target, and stop-loss levels for each. The analysis also identifies a significant short setup with an exceptional risk-reward ratio.
Dycom Found A Second Lane In Fiber And Data Centers
Dycom Industries, a specialty contractor, is expanding its focus beyond broadband infrastructure to include data center electrical services through its acquisition of Power Solutions. The company has shown strong financial performance, driven by fiber-optic installations and anticipated growth in AI-driven data centers. While the valuation presents a modest premium and integration risks exist, Dycom is positioned to benefit from major infrastructure build-outs in both telecom and data center sectors.
Why Dycom (DY) Stock Is Up Today
Dycom's stock jumped 3.5% after analysts raised price targets due to the company's "transformational" acquisition of Power Solutions, which diversifies its revenue into the data center business. KeyBanc and Wells Fargo both increased their price targets, citing improved growth prospects and strategic benefits. The shares later cooled slightly but remained up 3.2% and hit a new 52-week high for the company.
SG Americas Securities LLC Raises Stock Holdings in Dycom Industries, Inc. $DY
SG Americas Securities LLC significantly increased its stake in Dycom Industries (NYSE:DY) by 141.1% in the third quarter, now owning 5,477 shares worth approximately $1.598 million. This comes as institutional investors hold over 98% of the company, and analysts have become more bullish, with several price target increases and an average target of $379.67. The company recently reported a strong Q3 earnings beat with $3.63 EPS versus $3.15 expected and 14.2% year-over-year revenue growth.
Dycom Industries stock hits all-time high at 366.65 USD By Investing.com
Dycom Industries stock recently reached an all-time high of $366.65, showcasing strong investor confidence and operational performance with an 85.69% appreciation over the past year. This milestone is further supported by a "GREAT" financial health score and recent strategic acquisition of Power Solutions, LLC, which diversifies its revenue into the data center business. Analysts from Wells Fargo and KeyBanc have raised their price targets, indicating positive future growth prospects.
Dycom Industries stock hits all-time high at 366.65 USD
Dycom Industries Inc. stock reached an all-time high of $366.65, showcasing strong investor confidence with an 85.69% appreciation over the past year. The company's recent acquisition of Power Solutions LLC for $1.63 billion and an impressive financial health score of 3.04 contribute to its robust market position. Analysts maintain a highly favorable consensus rating, with increased price targets reflecting an improved growth and margin outlook.
OVERSEA CHINESE BANKING Corp Ltd Sells 18,958 Shares of Dycom Industries, Inc. $DY
OVERSEA CHINESE BANKING Corp Ltd significantly reduced its stake in Dycom Industries (NYSE:DY) by selling 18,958 shares, bringing their total ownership to 19,862 shares valued at $5.798 million. Despite this insider selling, institutional investors collectively own 98.33% of Dycom's stock, and analysts maintain a consensus "Buy" rating with an average target price of $379.67, driven by recent upgrades and increased price objectives. The construction company reported strong Q3 earnings, surpassing consensus estimates, with projected EPS for the current fiscal year at $7.13.
Dycom Industries, Inc. (NYSE:DY) Receives Consensus Rating of "Buy" from Brokerages
Dycom Industries (NYSE:DY) has received a consensus "Buy" rating from eleven research firms, with an average 1-year price target of $379.67. The company recently reported strong quarterly earnings, beating expectations with an EPS of $3.63 and revenue of $1.45 billion, and provided optimistic Q4 guidance. Insider transactions include a director selling shares, while institutional investors hold a significant majority of the stock.
UBS Group Increases Dycom Industries (NYSE:DY) Price Target to $400.00
UBS Group has raised its price target for Dycom Industries (NYSE:DY) to $400.00 from $373.00, maintaining a "buy" rating, indicating a potential upside of over 15%. This comes after Dycom beat quarterly earnings estimates and provided strong Q4 2026 guidance. The stock currently holds a consensus "Buy" rating among analysts with an average target price of $379.67.
Meeder Asset Management Inc. Makes New $2.02 Million Investment in Dycom Industries, Inc. $DY
Meeder Asset Management Inc. has initiated a new $2.02 million investment in Dycom Industries, Inc. by purchasing 6,923 shares. This comes as Dycom Industries reported strong Q3 earnings, surpassing analyst expectations with $3.63 EPS and $1.45 billion in revenue, leading to several analyst upgrades and a consensus target price of $376.67. Insider activity shows Director Eitan Gertel selling shares, though institutional investors collectively own a significant 98.33% of the company's stock.
Don't Ignore The Insider Selling In Dycom Industries
An independent director at Dycom Industries (NYSE: DY) recently sold US$1.3 million worth of stock, reducing their total holding by 21%. While the company is profitable and growing, this insider selling activity, particularly at current prices, raises caution. Despite high insider ownership, the lack of insider purchases over the last year suggests a need for investors to remain vigilant.
