Stantec Inc. (STN) Stock Falls on Q1 2026 Earnings

Stantec Inc. (STN) reported first-quarter 2026 revenue of $1.49 billion (+11.3% year-over-year). Gross profit increased to $657.5 million (+12.2% YoY) while operating profit rose to $122.8 million (+15.5% YoY).

Net income attributable to common shareholders: $79.7 million (+14.6% YoY).

Diluted earnings per share: $0.70 (-20.5% YoY).

Cost of sales: $829.8 million (+10.6% YoY).

Cash flow and balance sheet highlights:

Cash from operating activities: -$1.65 million (-102.4% YoY).

Cash and cash equivalents: $257.3 million (+45.8% YoY).

Purchases of property, plant and equipment: -$15.5 million (+38.2% YoY).

Total liabilities: $3.36 billion (+24.0% YoY).

Shares were down 1.72% since market close. Notably, earnings per share declined even as net income rose, indicating factors such as share count or other per-share effects influenced the per-share result.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Stantec Inc. Hedge Fund Activity

We have seen 145 institutional investors add shares of Stantec Inc. stock to their portfolio, and 127 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

1832 ASSET MANAGEMENT L.P. added 3,897,438 shares (+5016.4%) to their portfolio in Q4 2025, for an estimated $367,762,249
MACKENZIE FINANCIAL CORP removed 1,069,243 shares (-25.6%) from their portfolio in Q1 2026, for an estimated $92,382,595
MAN GROUP PLC added 803,322 shares (+103.5%) to their portfolio in Q4 2025, for an estimated $75,801,463
MORGAN STANLEY added 726,299 shares (+112.5%) to their portfolio in Q4 2025, for an estimated $68,533,573
AQR CAPITAL MANAGEMENT LLC added 655,543 shares (+4514.4%) to their portfolio in Q4 2025, for an estimated $61,857,037
PICTET ASSET MANAGEMENT HOLDING SA added 557,434 shares (+19.0%) to their portfolio in Q1 2026, for an estimated $48,162,297
FIERA CAPITAL CORP removed 488,645 shares (-19.8%) from their portfolio in Q4 2025, for an estimated $46,108,542

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

Stantec Inc. Government Contracts

We have seen $57,958,249 of award payments to $STN over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

P381 QUICK START PCAS: $7,476,839
TECHNICAL SUPPORT SERVICES FOR THE LONG-TERM OPERATION OF THE CENTRAL VALLEY PROJECT: $5,145,625
KEYSTONE DAM STILLING BASIN GEOTECHNICAL INVESTIGATIONS: $3,559,776
---------- COMMENTS: A DESIGN IS REQUIRED TO REESTABLISH THE DESIGN CAPACITY OF ARROYO COLORADO OF 21,000 C...: $2,632,435
RANGE SUSTAINABILITY PROGRAM AND DATA ACQUISITION SUPPORT FOR ENHANCED READINESS SUSTAINMENT, ENCROACHMENT ...: $2,313,340

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

Stantec Inc. Price Targets

Multiple analysts have issued price targets for $STN recently. We have seen 2 analysts offer price targets for $STN in the last 6 months, with a median target of $168.5.

Here are some recent targets:

Sabahat Khan from RBC Capital set a target price of $175.0 on 03/02/2026
Jonathan Goldman from Scotiabank set a target price of $162.0 on 01/22/2026