DY
DYCOM INDUSTRIES INC
$466.28
-4.56%
$14.7B
No data for this timeframe.
Vol
Market Cap$14.7B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders7 funds
Inst. Value$1.7B
Inst. Activity1 buys / 2 sells
SEC Reports4
Press Releases2
Exchange NYSE·Sector Water, Sewer, Pipeline, Comm & Power Line Construction·Inc. FL·CIK 0000067215·Prev Close $488.57
Recent Activity
Jun 5, 2026
SEC
Dycom reported record Q1 FY2027 results with contract revenues up 56.1% to $1.965B (24.7% organic), GAAP diluted EPS of
8-K — Impact 7/10
Jun 2, 2026
Insider
Fritzsche Jennifer M sold 100 shares
Director @ $0.00 ($0.00)
Jun 1, 2026
SEC
Dycom Industries filed an 8-K reporting the retirement of two board members (Laurie J. Thomsen and Luis Avila-Marco) at
8-K — Impact 2/10
May 28, 2026
Insider
GALLAGHER PHILIP R sold 331 shares
Director @ $0.00 ($0.00)
May 28, 2026
Insider
Pruitt Peter T Jr sold 331 shares
Director @ $0.00 ($0.00)
May 27, 2026
other
Dycom Industries, Inc. to Participate in Upcoming Institutional Investor Events
<p>WEST PALM BEACH, Fla., May 27, 2026 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) annou
May 27, 2026
SEC
Dycom Industries reported Q1 FY2027 results that significantly exceeded consensus expectations, with contract revenues o
PRESS-RELEASE — Impact 8/10
Inst.
NORGES BANK — NEW
57,222 shares ($19.3M)
Price Targets
$637.27
+36.7% upside
Strong Buy
Current $466.28
Low $610.00
Median $630.00
High $700.00
11 analysts
$610.00
$700.00
Analyst Ratings
7Strong Buy
12Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 1, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
| May 29, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight → Overweight |
| May 28, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 28, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| May 28, 2026 | B. Riley Securities | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $4.72 ▲ +15.3% | $4.55 — $4.87 | 42% YoY | 8 |
| Next Q | $4.79 ▲ +5.2% | $4.29 — $5.18 | 32% YoY | 8 |
| Current FY | $16.68 ▲ +17.0% | $15.70 — $16.99 | 39% YoY | 9 |
| Next FY | $20.04 ▲ +16.7% | $18.70 — $21.14 | 20% YoY | 9 |
Latest Reports
BULLISH
8-K
7/10
Dycom reported record Q1 FY2027 results with contract revenues up 56.1% to $1.965B (24.7% organic), GAAP diluted EPS of
Jun 5, 2026
NEUTRAL
8-K
2/10
Dycom Industries filed an 8-K reporting the retirement of two board members (Laurie J. Thomsen and Luis Avila-Marco) at
Jun 1, 2026
NEUTRAL
Press
2/10
Dycom Industries announced it will host a conference call on May 27, 2026, to discuss fiscal 2027 first quarter results,
May 15, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $925.7M | — |
| FMR LLC | $304.2M | DOUBLED |
| BANK OF AMERICA CORP | $142.0M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $140.9M | NEW |
| MORGAN STANLEY | $102.4M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 2, 2026 | Fritzsche Jennifer | G | $0.00 |
| May 28, 2026 | GALLAGHER PHILIP | A | $0.00 |
| May 28, 2026 | Pruitt Peter | A | $0.00 |
| May 28, 2026 | LeClair Stephen | A | $0.00 |
| May 28, 2026 | Sykes Richard | A | $0.00 |
7 institutional holders with $1.7B total value (4,996,505 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, BANK. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 2,739,704 | $925.7M | 54.8% | — |
| 2 | FMR LLC | 900,254 | $304.2M | 18.0% | DOUBLED +168.6% |
| 3 | BANK OF AMERICA CORP /DE/ | 420,266 | $142.0M | 8.4% | — |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 417,026 | $140.9M | 8.3% | NEW |
| 5 | MORGAN STANLEY | 303,106 | $102.4M | 6.1% | — |
| 6 | WELLS FARGO & COMPANY/MN | 158,927 | $53.7M | 3.2% | — |
| 7 | NORGES BANK | 57,222 | $19.3M | 1.1% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 57,222 | — | $19.3M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 128,700 | 0 | -100.0% | $0.00 | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 1,300 | 0 | -100.0% | $0.00 | 2025-Q4 |
| FMR LLC | DOUBLED | 329,689 | 885,489 | +168.6% | $258.4M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 44,300 | 128,700 | +190.5% | $37.5M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 26,812 | 1,300 | -95.2% | $379.3K | 2025-Q3 |
| NORGES BANK | EXIT | 19,672 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | DOUBLED | 107,436 | 329,689 | +206.9% | $80.6M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 44,300 | — | $10.8M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 55,412 | 26,812 | -51.6% | $6.6M | 2025-Q2 |
| NORGES BANK | NEW | — | 19,672 | — | $4.8M | 2025-Q2 |
| UBS Group AG | ADD | 97,839 | 135,362 | +38.4% | $20.6M | 2025-Q1 |
| FMR LLC | TRIM | 295,275 | 107,436 | -63.6% | $16.4M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 137,019 | 102,694 | -25.1% | $15.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 9,441 | 55,412 | +486.9% | $8.4M | 2025-Q1 |
| NORGES BANK | EXIT | 320,593 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 105,818 | 137,019 | +29.5% | $23.8M | 2024-Q4 |
| UBS Group AG | ADD | 76,006 | 97,839 | +28.7% | $17.0M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 39,500 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 417,851 | — | $82.4M | 2024-Q3 |
14 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 2, 2026 | Fritzsche Jennifer M | Director | G | 100 | $0.00 | $0.00 |
| May 28, 2026 | GALLAGHER PHILIP R | Director | A | 331 | $0.00 | $0.00 |
| May 28, 2026 | Pruitt Peter T Jr | Director | A | 331 | $0.00 | $0.00 |
| May 28, 2026 | LeClair Stephen O | Director | A | 331 | $0.00 | $0.00 |
| May 28, 2026 | Sykes Richard K | Director | A | 331 | $0.00 | $0.00 |
| May 28, 2026 | Sabater Carmen M | Director | A | 331 | $0.00 | $0.00 |
| May 28, 2026 | Skillern Raejeanne | Director | A | 331 | $0.00 | $0.00 |
| May 28, 2026 | Gertel Eitan | Director | A | 331 | $0.00 | $0.00 |
| May 28, 2026 | Fritzsche Jennifer M | Director | A | 331 | $0.00 | $0.00 |
| May 4, 2026 | Skillern Raejeanne | Director | A | 41 | $429.47 | $17.6K |
| May 4, 2026 | LeClair Stephen O | Director | A | 28 | $429.47 | $12.0K |
| May 4, 2026 | GALLAGHER PHILIP R | Director | A | 28 | $429.47 | $12.0K |
| May 4, 2026 | Fritzsche Jennifer M | Director | A | 25 | $429.47 | $10.7K |
| Mar 30, 2026 | Ramshaw Jill L | SVP & CHRO | A | 1,177 | $0.00 | $0.00 |
| Mar 30, 2026 | Ramshaw Jill L | SVP & CHRO | F | 637 | $341.96 | $217.8K |
| Mar 30, 2026 | URNESS RYAN F | SVP, GC & Secretary | A | 6,042 | $0.00 | $0.00 |
| Mar 30, 2026 | URNESS RYAN F | SVP, GC & Secretary | F | 4,440 | $341.96 | $1.5M |
| Mar 30, 2026 | Peyovich Daniel S | President & CEO | F | 7,862 | $341.96 | $2.7M |
| Mar 30, 2026 | Floyd Heather M | VP & CAO | A | 809 | $0.00 | $0.00 |
| Mar 30, 2026 | Floyd Heather M | VP & CAO | F | 342 | $341.96 | $117.0K |
| Mar 30, 2026 | DeFerrari H Andrew | SVP & CFO | A | 9,313 | $0.00 | $0.00 |
| Mar 30, 2026 | DeFerrari H Andrew | SVP & CFO | F | 6,176 | $341.96 | $2.1M |
| Mar 30, 2026 | Wetherington Kevin M | Executive VP & COO | A | 3,604 | $0.00 | $0.00 |
| Mar 30, 2026 | Peyovich Daniel S | President & CEO | A | 13,370 | $0.00 | $0.00 |
| Mar 30, 2026 | Floyd Heather M | VP & CAO | F | 627 | $341.96 | $214.4K |
| Mar 24, 2026 | Floyd Heather M | VP & CAO | A | 1,918 | $0.00 | $0.00 |
| Mar 24, 2026 | DeFerrari H Andrew | SVP & CFO | A | 2,582 | $0.00 | $0.00 |
| Mar 24, 2026 | URNESS RYAN F | SVP, GC & Secretary | A | 1,695 | $0.00 | $0.00 |
| Mar 24, 2026 | Peyovich Daniel S | President & CEO | A | 6,899 | $0.00 | $0.00 |
| Mar 24, 2026 | Wetherington Kevin M | Executive VP & COO | A | 3,942 | $0.00 | $0.00 |
| Mar 24, 2026 | Skillern Raejeanne | Director | A | 88 | $0.00 | $0.00 |
| Mar 24, 2026 | Ramshaw Jill L | SVP & CHRO | A | 1,124 | $0.00 | $0.00 |
| Feb 2, 2026 | LeClair Stephen O | Director | A | 59 | $383.58 | $22.6K |
| Feb 2, 2026 | Fritzsche Jennifer M | Director | A | 33 | $383.58 | $12.7K |
| Feb 2, 2026 | GALLAGHER PHILIP R | Director | A | 32 | $383.58 | $12.3K |
4 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 5.0/10.
BULLISH
8-K
7/10
Dycom reported record Q1 FY2027 results with contract revenues up 56.1% to $1.965B (24.7% organic),
Jun 5, 2026
NEUTRAL
8-K
2/10
Dycom Industries filed an 8-K reporting the retirement of two board members (Laurie J. Thomsen and L
Jun 1, 2026
BULLISH
PRESS-RELEASE
8/10
Dycom Industries reported Q1 FY2027 results that significantly exceeded consensus expectations, with
May 27, 2026
NEUTRAL
DEFA14A
3/10
Dycom Industries filed a DEFA14A proxy statement to solicit shareholder votes, primarily related to
Apr 16, 2026
Current analyst consensus: Strong Buy (95% buy). Based on 20 analysts: 7 strong buy, 12 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$637.27 mean target
+36.7% upside
Strong Buy (1.09)
$610.00 Low
$700.00 High
| Metric | Value |
|---|---|
| Current Price | $466.28 |
| Target Low | $610.00 |
| Target Mean | $637.27 |
| Target Median | $630.00 |
| Target High | $700.00 |
| # Analysts | 11 |
| Recommendation | Strong Buy (1.09) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$4.72 | $4.55 | $4.87 | 41.9% | +15.3% | 7↑ 0↓ | $2.0B | 43.8% | 8 |
| Next Q 2026-10-31 |
$4.79 | $4.29 | $5.18 | 31.9% | +5.2% | 7↑ 0↓ | $1.9B | 33.8% | 8 |
| Current FY 2027-01-31 |
$16.68 | $15.70 | $16.99 | 39.4% | +17.0% | 8↑ 0↓ | $7.6B | 37.4% | 9 |
| Next FY 2028-01-31 |
$20.04 | $18.70 | $21.14 | 20.1% | +16.7% | 8↑ 0↓ | $8.5B | 11.3% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $4.724 | |
| 7d ago | $4.060 | +0.665 |
| 30d ago | $4.096 | +0.628 |
| 60d ago | $4.096 | +0.628 |
| 90d ago | $4.565 | +0.159 |
8 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 1, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| May 29, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| May 28, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 28, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 28, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
| May 28, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Mar 27, 2026 | Cantor Fitzgerald | REITERATE | Overweight | Overweight |
| Mar 10, 2026 | Cantor Fitzgerald | INITIATE | — | Overweight |
| Mar 5, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 5, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
| Mar 5, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Feb 25, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| Feb 4, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Jan 22, 2026 | Guggenheim | INITIATE | — | Buy |
| Jan 12, 2026 | UBS | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 7 | 13 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% | |
| Jan 1, 2026 | 6 | 11 | 1 | 0 | 0 | 94% |
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 27, 2026
other
Dycom Industries, Inc. to Participate in Upcoming Institutional Investor Events
<p>WEST PALM BEACH, Fla., May 27, 2026 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) announced today that the Company will participate in th
May 27, 2026
earnings
Dycom Industries, Inc. Reports Record First Quarter Results and Raises Full Year Fiscal 2027 Outlook
Dycom reports record Q1-27 results, raises full-year guidance, and acquires National Technology Integrators to expand digital infrastructure capabilit
May 27, 2026
earnings_calendar
DY Q1 2027 Earnings Before Market Open — 2026-05-27
May 15, 2026
announcement
Dycom Industries, Inc. to Host Fiscal 2027 First Quarter Results Call on May 27, 2026
<p>WEST PALM BEACH, Fla., May 15, 2026 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) will host a conference call to discuss fiscal 2027 firs
May 14, 2026
short_interest
FTD: DY — 2,422 shares ($1.1M) failed to deliver
Settlement: 20260514, Price: $444.81, FTD Value: $1,077,329.82, DYCOM INDS INC
Apr 23, 2026
short_interest
FTD: DY — 12,702 shares ($5.2M) failed to deliver
Settlement: 20260423, Price: $408.05, FTD Value: $5,183,051.1, DYCOM INDS INC
Apr 20, 2026
short_interest
FTD: DY — 8,964 shares ($3.6M) failed to deliver
Settlement: 20260420, Price: $399.45, FTD Value: $3,580,669.8, DYCOM INDS INC
Apr 6, 2026
leadership
Dycom Industries, Inc. Appoints Regina Salazar as Chief Information and Digital Officer
<p>WEST PALM BEACH, Fla., April 06, 2026 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) today announced the appointment of <strong>Regina Sal
Mar 31, 2026
other
Dycom Industries, Inc. Appoints Company Veteran Bo Gresham as its First Chief Revenue Officer to Lead Next Phase of Growth
<p>WEST PALM BEACH, Fla., March 31, 2026 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) today announced the appointment of <strong>James “Bo”
Mar 31, 2026
short_interest
FTD: DY — 4,891 shares ($1.6M) failed to deliver
Settlement: 20260331, Price: $324.73, FTD Value: $1,588,254.43, DYCOM INDS INC
Mar 24, 2026
other
Dycom Industries, Inc. Appoints Raejeanne Skillern to Board of Directors
<p>WEST PALM BEACH, Fla., March 24, 2026 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) today announced the appointment of <strong>Raejeanne
Mar 17, 2026
short_interest
FTD: DY — 2,605 shares ($0.9M) failed to deliver
Settlement: 20260317, Price: $357.96, FTD Value: $932,485.8, DYCOM INDS INC
Mar 12, 2026
other
Dycom Industries Announces Plans to Build Flagship Digital Infrastructure Training Center in Walton County, Georgia
Immersive, state-of-the-art training campus will support the development of a highly skilled workforce for the nation’s growing telecommunications and
Mar 4, 2026
earnings
Dycom Industries, Inc. Reports Fiscal 2026 Fourth Quarter and Annual Results and Provides Fiscal 2027 Outlook
<p><em>Exceeds Top End of Fiscal 2026 Revenue Outlook and Reports Record Q4 Results<br></em><em>Operational Excellence Drives Record Free Cash Flow<br
Mar 4, 2026
earnings_calendar
DY Q4 2026 Earnings After Market Close — 2026-03-04