CDNL
Cardinal Infrastructure Group Inc.
$68.73
+5.27%
$2.9B
No data for this timeframe.
Vol
Market Cap$2.9B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (89%)
Inst. Holders41 funds
Inst. Value$320.5M
Inst. Activity8 buys / 3 sells
Insider Activity2B / 0S
Insider Net $$587.6K
SEC Reports3
Exchange Nasdaq·Sector Heavy Construction Other Than Bldg Const - Contractors·Inc. DE·CIK 0002079999·Prev Close $65.29
Recent Activity
Jun 5, 2026
Insider
Wimmer Richard Bennett was granted 2,023 shares
Director
Jun 5, 2026
Insider
SHANFELTER AUSTIN J was granted 1,941 shares
Director
Jun 5, 2026
Insider
Lee Richard Melvin Jr. was granted 1,941 shares
Director
May 14, 2026
short_interest
FTD: CDNL — 14,455 shares ($0.8M) failed to deliver
Settlement: 20260514, Price: $54.90, FTD Value: $793,579.5, CARDINAL INFRASTRUCTURE GROUP
May 12, 2026
SEC
Cardinal Infrastructure Group reported a blowout Q1 2026: revenue of $167.5M (+105% YoY, +64% organic), net income of $1
8-K — Impact 8/10
Apr 24, 2026
SEC
Cardinal Infrastructure Group Inc. (CDNL) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting,
DEFA14A — Impact 3/10
Mar 18, 2026
SEC
Analysis based on filing metadata only — document content was unavailable. The 8-K filing reports an event under Item 5.
8-K — Impact 3/10
Inst.
BlackRock, Inc. — NEW
697,199 shares ($27.6M)
Price Targets
$61.50
-10.5% upside
Sell
Current $68.73
Low $60.00
Median $61.50
High $63.00
2 analysts
$60.00
$63.00
Analyst Ratings
5Strong Buy
3Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 28, 2026 | Oppenheimer | INITIATE | Outperform |
| May 13, 2026 | Stifel | MAINTAIN | Buy → Buy |
| Mar 30, 2026 | Stifel | REITERATE | Buy → Buy |
| Mar 20, 2026 | Stifel | MAINTAIN | Buy → Buy |
| Feb 19, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.42 ▲ +2.4% | $0.42 — $0.42 | 1 | |
| Next Q | $0.47 ▼ -17.5% | $0.47 — $0.47 | 1 | |
| Current FY | $1.84 ▲ +12.5% | $1.55 — $2.01 | 3 | |
| Next FY | $2.10 ▲ +9.4% | $1.98 — $2.16 | 14% YoY | 3 |
Latest Reports
BULLISH
8-K
8/10
Cardinal Infrastructure Group reported a blowout Q1 2026: revenue of $167.5M (+105% YoY, +64% organic), net income of $1
May 12, 2026
NEUTRAL
DEFA14A
3/10
Cardinal Infrastructure Group Inc. (CDNL) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting,
Apr 24, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $78.8M | NEW |
| BlackRock, Inc. | $27.6M | NEW |
| WASATCH ADVISORS LP | $27.5M | NEW |
| FRED ALGER MANAGEMENT, LLC | $27.2M | DOUBLED |
| DRIEHAUS CAPITAL MANAGEMENT LLC | $26.2M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | Wimmer Richard | A | $0.00 |
| Jun 5, 2026 | SHANFELTER AUSTIN | A | $0.00 |
| Jun 5, 2026 | Lee Richard | A | $0.00 |
| Jun 5, 2026 | Zelman Ivy | A | $0.00 |
| May 27, 2026 | Wood Benjamin | BUY | $336.2K |
41 institutional holders with $320.5M total value (8,458,514 shares) as of 2026-Q1. Top holders: FMR, BlackRock,, WASATCH. Net buying activity: 8 institutions added/increased vs 3 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 1,986,292 | $78.8M | 24.6% | NEW |
| 2 | BlackRock, Inc. | 697,199 | $27.6M | 8.6% | NEW |
| 3 | WASATCH ADVISORS LP | 693,050 | $27.5M | 8.6% | NEW |
| 4 | FRED ALGER MANAGEMENT, LLC | 686,585 | $27.2M | 8.5% | DOUBLED +180.4% |
| 5 | DRIEHAUS CAPITAL MANAGEMENT LLC | 660,514 | $26.2M | 8.2% | ADD +30.0% |
| 6 | ALLIANCEBERNSTEIN L.P. | 932,320 | $22.5M | 7.0% | NEW |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 515,419 | $20.4M | 6.4% | — |
| 8 | FEDERATED HERMES, INC. | 358,948 | $14.2M | 4.4% | — |
| 9 | Nuveen, LLC | 342,804 | $13.6M | 4.2% | — |
| 10 | STATE STREET CORP | 267,929 | $10.6M | 3.3% | NEW |
| 11 | GOLDMAN SACHS GROUP INC | 174,778 | $6.9M | 2.2% | — |
| 12 | Point72 Asset Management, L.P. | 141,770 | $5.6M | 1.8% | DOUBLED +662.3% |
| 13 | TWO SIGMA INVESTMENTS, LP | 136,860 | $5.4M | 1.7% | — |
| 14 | BANK OF AMERICA CORP /DE/ | 125,804 | $5.0M | 1.6% | DOUBLED +139.4% |
| 15 | BALYASNY ASSET MANAGEMENT L.P. | 109,793 | $4.4M | 1.4% | TRIM -44.1% |
| 16 | CONGRESS ASSET MANAGEMENT CO | 87,372 | $3.5M | 1.1% | — |
| 17 | VANGUARD FIDUCIARY TRUST CO | 85,963 | $3.4M | 1.1% | — |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 75,002 | $3.0M | 0.9% | — |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 68,200 | $2.7M | 0.8% | — |
| 20 | Alyeska Investment Group, L.P. | 50,000 | $2.0M | 0.6% | NEAR_EXIT -81.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | NEW | — | 697,199 | — | $27.6M | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC | DOUBLED | 244,831 | 686,585 | +180.4% | $27.2M | 2026-Q1 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | 508,093 | 660,514 | +30.0% | $26.2M | 2026-Q1 |
| STATE STREET CORP | NEW | — | 267,929 | — | $10.6M | 2026-Q1 |
| Point72 Asset Management, L.P. | DOUBLED | 18,597 | 141,770 | +662.3% | $5.6M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 52,545 | 125,804 | +139.4% | $5.0M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 196,544 | 109,793 | -44.1% | $4.4M | 2026-Q1 |
| Alyeska Investment Group, L.P. | NEAR_EXIT | 275,000 | 50,000 | -81.8% | $2.0M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 31,704 | 41,276 | +30.2% | $1.6M | 2026-Q1 |
| MORGAN STANLEY | ADD | 10,399 | 20,534 | +97.5% | $814.3K | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | EXIT | 620,000 | 0 | -100.0% | $0.00 | 2026-Q1 |
| FMR LLC | NEW | — | 1,648,071 | — | $39.9M | 2025-Q4 |
| ALLIANCEBERNSTEIN L.P. | NEW | — | 942,064 | — | $22.8M | 2025-Q4 |
| WASATCH ADVISORS LP | NEW | — | 683,986 | — | $16.5M | 2025-Q4 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | NEW | — | 620,000 | — | $15.0M | 2025-Q4 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | NEW | — | 508,093 | — | $12.3M | 2025-Q4 |
5 unique insiders with 10 transactions. Net insider value: $587.6K ($587.6K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Wimmer Richard Bennett | Director | AWARD | 2,023 | — | — |
| Jun 5, 2026 | SHANFELTER AUSTIN J | Director | AWARD | 1,941 | — | — |
| Jun 5, 2026 | Lee Richard Melvin Jr. | Director | AWARD | 1,941 | — | — |
| Jun 5, 2026 | Zelman Ivy | Director | AWARD | 1,817 | — | — |
| May 27, 2026 | Wood Benjamin | CHIEF OPERATING OFFICER | BUY | 6,739 | $49.89 | $336.2K |
| May 7, 2026 | Wimmer Richard Bennett | Director | AWARD | 3,101 | $24.18 | $75.0K |
| May 7, 2026 | SHANFELTER AUSTIN J | Director | AWARD | 3,101 | $24.18 | $75.0K |
| May 7, 2026 | Zelman Ivy | Director | AWARD | 3,101 | $24.18 | $75.0K |
| May 7, 2026 | Lee Richard Melvin Jr. | Director | AWARD | 3,101 | $24.18 | $75.0K |
| Mar 26, 2026 | Zelman Ivy | Director | BUY | 6,921 | $36.33 | $251.4K |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.7/10.
BULLISH
8-K
8/10
Cardinal Infrastructure Group reported a blowout Q1 2026: revenue of $167.5M (+105% YoY, +64% organi
May 12, 2026
NEUTRAL
DEFA14A
3/10
Cardinal Infrastructure Group Inc. (CDNL) has filed a definitive proxy statement (DEFA14A) for its 2
Apr 24, 2026
NEUTRAL
8-K
3/10
Analysis based on filing metadata only — document content was unavailable. The 8-K filing reports an
Mar 18, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (89% buy). Based on 9 analysts: 5 strong buy, 3 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$61.50 mean target
-10.5% upside
Sell (1.00)
$60.00 Low
$63.00 High
| Metric | Value |
|---|---|
| Current Price | $68.73 |
| Target Low | $60.00 |
| Target Mean | $61.50 |
| Target Median | $61.50 |
| Target High | $63.00 |
| # Analysts | 2 |
| Recommendation | Sell (1.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.42 | $0.42 | $0.42 | — | +2.4% | 1↑ 0↓ | $0.2B | — | 1 |
| Next Q 2026-09-30 |
$0.47 | $0.47 | $0.47 | — | -17.5% | 1↑ 0↓ | $0.2B | — | 1 |
| Current FY 2026-12-31 |
$1.84 | $1.55 | $2.01 | — | +12.5% | 2↑ 0↓ | $0.7B | 54.1% | 3 |
| Next FY 2027-12-31 |
$2.10 | $1.98 | $2.16 | 14.1% | +9.4% | 2↑ 0↓ | $0.8B | 12.6% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.420 | |
| 7d ago | $0.000 | +0.420 |
| 30d ago | $0.410 | +0.010 |
| 60d ago | $0.410 | +0.010 |
| 90d ago | $0.360 | +0.060 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 4 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 28, 2026 | Oppenheimer | INITIATE | — | Outperform |
| May 13, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Mar 30, 2026 | Stifel | REITERATE | Buy | Buy |
| Mar 20, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Feb 19, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Feb 19, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Jan 20, 2026 | DA Davidson | INITIATE | — | Buy |
| Jan 5, 2026 | Stifel | INITIATE | — | Buy |
| Jan 5, 2026 | William Blair | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 3 | 1 | 0 | 0 | 89% | |
| May 1, 2026 | 4 | 3 | 1 | 0 | 0 | 88% | |
| Apr 1, 2026 | 4 | 4 | 1 | 0 | 0 | 89% | |
| Mar 1, 2026 | 4 | 4 | 1 | 0 | 0 | 89% | |
| Feb 1, 2026 | 3 | 4 | 1 | 0 | 0 | 88% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 14, 2026
short_interest
FTD: CDNL — 14,455 shares ($0.8M) failed to deliver
Settlement: 20260514, Price: $54.90, FTD Value: $793,579.5, CARDINAL INFRASTRUCTURE GROUP
May 13, 2026
short_interest
FTD: CDNL — 20,449 shares ($1.2M) failed to deliver
Settlement: 20260513, Price: $57.09, FTD Value: $1,167,433.41, CARDINAL INFRASTRUCTURE GROUP
May 12, 2026
earnings_calendar
CDNL Q1 2026 Earnings Scheduled — 2026-05-12
Mar 25, 2026
short_interest
FTD: CDNL — 36,764 shares ($1.3M) failed to deliver
Settlement: 20260325, Price: $34.72, FTD Value: $1,276,446.08, CARDINAL INFRASTRUCTURE GROUP
Mar 24, 2026
short_interest
FTD: CDNL — 19,866 shares ($0.7M) failed to deliver
Settlement: 20260324, Price: $33.67, FTD Value: $668,888.22, CARDINAL INFRASTRUCTURE GROUP
Mar 19, 2026
earnings_calendar
CDNL Q4 2025 Earnings Scheduled — 2026-03-19