Zacks Research Equities Analysts Increase Earnings Estimates for Dycom Industries, Inc. (NYSE:DY)

Dycom Industries, Inc. (NYSE:DY) – Stock analysts at Zacks Research upped their Q3 2025 EPS estimates for shares of Dycom Industries in a research note issued on Wednesday, September 11th. Zacks Research analyst A. Gupta now expects that the construction company will earn $2.47 per share for the quarter, up from their previous forecast of $2.35. The consensus estimate for Dycom Industries’ current full-year earnings is $7.97 per share. Zacks Research also issued estimates for Dycom Industries’ Q4 2025 earnings at $1.04 EPS, FY2025 earnings at $8.09 EPS, Q1 2026 earnings at $1.52 EPS, Q2 2026 earnings at $2.50 EPS, Q3 2026 earnings at $2.77 EPS, Q4 2026 earnings at $1.77 EPS, FY2026 earnings at $8.56 EPS, Q1 2027 earnings at $2.27 EPS and Q2 2027 earnings at $2.58 EPS.

Several other research firms have also recently commented on DY. Raymond James lifted their target price on Dycom Industries from $143.00 to $195.00 and gave the company a “strong-buy” rating in a research note on Thursday, May 23rd. UBS Group lifted their price objective on Dycom Industries from $175.00 to $200.00 and gave the stock a “buy” rating in a research report on Thursday, May 23rd. KeyCorp upped their target price on shares of Dycom Industries from $195.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, August 22nd. B. Riley lifted their price target on shares of Dycom Industries from $205.00 to $208.00 and gave the stock a “buy” rating in a research report on Thursday, August 22nd. Finally, Bank of America boosted their price target on shares of Dycom Industries from $198.00 to $204.00 and gave the stock a “buy” rating in a research note on Friday, August 23rd. One research analyst has rated the stock with a hold rating, six have assigned a buy rating and one has given a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $199.57.

Dycom Industries Stock Performance

DY stock opened at $184.21 on Thursday. The company has a 50 day moving average price of $177.87 and a 200 day moving average price of $160.90. Dycom Industries has a fifty-two week low of $78.42 and a fifty-two week high of $196.34. The company has a debt-to-equity ratio of 0.81, a current ratio of 3.44 and a quick ratio of 3.25. The stock has a market capitalization of $5.36 billion, a PE ratio of 23.76, a price-to-earnings-growth ratio of 1.81 and a beta of 1.41.

Dycom Industries (NYSE:DY) last announced its earnings results on Wednesday, August 21st. The construction company reported $2.46 earnings per share for the quarter, topping analysts’ consensus estimates of $2.26 by $0.20. Dycom Industries had a net margin of 5.37% and a return on equity of 22.28%. The company had revenue of $1.20 billion during the quarter, compared to the consensus estimate of $1.20 billion. During the same period in the previous year, the firm posted $2.03 earnings per share. The company’s revenue was up 15.5% on a year-over-year basis.

Insider Activity

In other Dycom Industries news, VP Jason T. Lawson sold 856 shares of the stock in a transaction on Thursday, July 11th. The shares were sold at an average price of $174.48, for a total value of $149,354.88. Following the sale, the vice president now directly owns 6,937 shares in the company, valued at $1,210,367.76. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 4.28% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Dycom Industries

Several large investors have recently modified their holdings of DY. Peconic Partners LLC increased its position in shares of Dycom Industries by 0.7% during the fourth quarter. Peconic Partners LLC now owns 3,265,682 shares of the construction company’s stock worth $375,847,000 after acquiring an additional 21,635 shares in the last quarter. Vanguard Group Inc. increased its holdings in Dycom Industries by 0.4% during the 1st quarter. Vanguard Group Inc. now owns 3,196,041 shares of the construction company’s stock worth $458,728,000 after purchasing an additional 12,395 shares in the last quarter. Millennium Management LLC raised its stake in shares of Dycom Industries by 6.3% in the 2nd quarter. Millennium Management LLC now owns 1,631,453 shares of the construction company’s stock valued at $275,324,000 after purchasing an additional 96,846 shares during the period. Dimensional Fund Advisors LP lifted its holdings in shares of Dycom Industries by 1.5% in the fourth quarter. Dimensional Fund Advisors LP now owns 1,008,912 shares of the construction company’s stock valued at $116,117,000 after purchasing an additional 15,389 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its position in shares of Dycom Industries by 4.5% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 418,969 shares of the construction company’s stock worth $48,219,000 after buying an additional 18,063 shares during the period. 98.33% of the stock is currently owned by institutional investors.

Dycom Industries Company Profile

Dycom Industries, Inc provides specialty contracting services to the telecommunications infrastructure and utility industries in the United States. The company offers engineering services to telecommunications providers, including the planning and design of aerial, underground, and buried fiber optic, copper, and coaxial cable systems; wireless networks in connection with the deployment of macro cell and new small cell sites; and program and project management and inspection personnel.