Quanta Services, Inc. $PWR Position Lessened by Mcrae Capital Management Inc.

Mcrae Capital Management Inc. lowered its position in shares of Quanta Services, Inc. (NYSE:PWR) by 11.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 44,304 shares of the construction company’s stock after selling 5,940 shares during the quarter. Quanta Services makes up approximately 3.6% of Mcrae Capital Management Inc.’s holdings, making the stock its 8th biggest holding. Mcrae Capital Management Inc.’s holdings in Quanta Services were worth $18,361,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in PWR. Avestar Capital LLC increased its stake in Quanta Services by 86.0% in the third quarter. Avestar Capital LLC now owns 4,999 shares of the construction company’s stock valued at $2,072,000 after purchasing an additional 2,311 shares during the last quarter. Harold Davidson & Associates Inc. grew its holdings in Quanta Services by 84.1% in the 3rd quarter. Harold Davidson & Associates Inc. now owns 6,970 shares of the construction company’s stock valued at $2,889,000 after buying an additional 3,184 shares during the period. NewEdge Wealth LLC lifted its holdings in shares of Quanta Services by 32.3% during the 3rd quarter. NewEdge Wealth LLC now owns 1,146 shares of the construction company’s stock worth $520,000 after acquiring an additional 280 shares during the period. Bornite Capital Management LP grew its holdings in Quanta Services by 51.3% in the third quarter. Bornite Capital Management LP now owns 155,700 shares of the construction company’s stock valued at $64,525,000 after purchasing an additional 52,800 shares during the period. Finally, Essex Financial Services Inc. acquired a new position in Quanta Services during the third quarter worth approximately $264,000. Hedge funds and other institutional investors own 90.49% of the company’s stock.

Quanta Services Price Performance

Shares of PWR stock opened at $520.97 on Thursday. The firm has a fifty day simple moving average of $460.55 and a 200-day simple moving average of $431.77. The company has a market capitalization of $77.69 billion, a PE ratio of 77.18, a price-to-earnings-growth ratio of 2.54 and a beta of 1.15. Quanta Services, Inc. has a twelve month low of $227.08 and a twelve month high of $543.28. The company has a current ratio of 1.34, a quick ratio of 1.30 and a debt-to-equity ratio of 0.66.

Quanta Services News Summary

Here are the key news stories impacting Quanta Services this week:

• Positive Sentiment: Record results and backlog — Quanta reported record fourth‑quarter and full‑year 2025 metrics (revenue, adjusted EPS, adjusted EBITDA, cash flow) and ended the year with an all‑time high total backlog/RPO, supporting multi‑year revenue visibility. QUANTA SERVICES REPORTS FOURTH QUARTER AND FULL-YEAR 2025 RESULTS
• Positive Sentiment: Q4 EPS beat — Adjusted diluted EPS of $3.16 beat consensus (~$3.00), reflecting stronger margins/operating leverage in the quarter. This beat reinforces the upside to near‑term earnings. Press Release / Q4 Results PDF
• Positive Sentiment: Strong FY2026 guidance — Management raised FY2026 EPS guidance to $12.65–$13.35 and revenue guidance to roughly $33.3B–$33.8B, both materially above consensus, implying >20% EPS growth opportunity and validating continued demand for grid/electric infrastructure work. Quanta Services Posts Record 2025 Results, Backlog Surges
• Neutral Sentiment: Positive narrative and sector tailwinds — Multiple writeups note Quanta’s positioning to benefit from accelerating grid buildout and an increasing electric focus, which supports investor enthusiasm but is longer‑term in nature. Quanta Services earnings in focus as grid buildout accelerates How The Narrative Around Quanta Services (PWR) Is Shifting
• Neutral Sentiment: Brokerage sentiment — Recent consensus ratings cluster around “Moderate Buy,” which supports demand but leaves limited catalyst from upgrades alone. Quanta Services Given Average Rating of “Moderate Buy”
• Negative Sentiment: Execution and margin risks — Analysts caution that project timing, mix and margin pressure on large projects could cloud near‑term results despite backlog growth; watch gross margins and working capital in coming quarters. Quanta is Set to Report Q4 Earnings: Here’s What Investors Must Know

Wall Street Analyst Weigh In

A number of research firms have recently commented on PWR. Evercore upped their price objective on Quanta Services from $410.00 to $480.00 and gave the stock an “outperform” rating in a report on Friday, October 31st. Weiss Ratings upgraded Quanta Services from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, January 12th. Argus set a $540.00 price objective on Quanta Services in a research note on Friday, October 31st. Stifel Nicolaus raised their price target on shares of Quanta Services from $495.00 to $517.00 and gave the company a “buy” rating in a report on Monday, January 26th. Finally, JPMorgan Chase & Co. raised shares of Quanta Services from a “neutral” rating to an “overweight” rating and lifted their price target for the company from $457.00 to $515.00 in a research report on Monday, December 8th. Thirteen equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, Quanta Services has an average rating of “Moderate Buy” and a consensus price target of $464.15.

Quanta Services Profile

Quanta Services, Inc is a leading specialty contractor that provides comprehensive infrastructure solutions for the electric power, pipeline and energy, and communications markets. Headquartered in Houston, Texas, the company delivers engineering, procurement, construction, installation, maintenance and repair services that support the development, modernization and ongoing operation of critical energy and communications networks.

In the electric power sector, Quanta works on transmission and distribution systems, substation construction and grid modernization projects that include integration of renewable generation and energy storage.