DYNYSEWater, Sewer, Pipeline, Comm & Power Line ConstructionFiscal year ends January 30
DYCOM INDUSTRIES INC
Financials through Q2 FY2027, quarter ended Aug 1, 2026Last filing: 10-Q on Aug 27, 2026
$254.39+0.78 (+0.31%)
Close on Oct 19, 2026
- Market cap
- $7.72B
- P/E (TTM)
- 23.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.9%
28M of 30M shares
Institutional holders
620
160 new, 49 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
3 buys · 1 sales
Net sold $708.48K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Peconic Partners LLC | 3,274,182 | 11.16% | 13G (passive) amendment | Dec 31, 2023 |
| BlackRock, Inc. | 2,747,622 | 9.10% | 13G (passive) amendment | Jun 30, 2026 |
| Israel A. Englander | 1,619,369 | 5.40% | 13G (passive) | Sep 30, 2026 |
| Vanguard Capital Management | 1,516,960 | 5.06% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of DY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Peconic Partners LLC | 4,443,320 | 14.73% | $2.25B | +330,000 | 27.92% |
| BlackRock, Inc. | 2,993,578 | 9.93% | $1.51B | −870,223 | 0.02% |
| Vanguard Capital Management LLC | 1,353,000 | 4.49% | $684.06M | +63,306 | 0.01% |
| Vanguard Portfolio Management LLC | 1,277,931 | 4.24% | $646.11M | −59,299 | 0.03% |
| Hill City Capital, LP | 1,009,784 | 3.35% | $510.54M | – | 11.92% |
| FMR LLC | 936,407 | 3.10% | $473.44M | −23,375 | 0.02% |
| State Street Corp | 935,699 | 3.10% | $473.08M | −140,700 | 0.01% |
| First Trust Advisors LP | 908,588 | 3.01% | $459.37M | +109,889 | 0.27% |
| Geode Capital Management, LLC | 660,733 | 2.19% | $334.13M | −169,746 | 0.02% |
| Millennium Management LLC | 593,715 | 1.97% | $300.18M | −212,055 | 0.11% |
| Bank Of America Corp /De/ | 534,374 | 1.77% | $270.17M | +88,544 | 0.02% |
| Dimensional Fund Advisors LP | 478,612 | 1.59% | $241.99M | −96,651 | 0.04% |
| Invesco Ltd. | 412,022 | 1.37% | $208.31M | +32,990 | 0.02% |
| Arrowstreet Capital, Limited Partnership | 409,139 | 1.36% | $206.86M | +12,899 | 0.09% |
| Raymond James Financial Inc | 384,716 | 1.28% | $194.51M | +133,327 | 0.05% |
| Nordea Investment Management Ab | 380,637 | 1.26% | $194.21M | −97,234 | 0.16% |
| Charles Schwab Investment Management Inc | 346,896 | 1.15% | $175.39M | −72,472 | 0.02% |
| Morgan Stanley | 340,447 | 1.13% | $172.13M | −6,992 | 0.01% |
| Norges Bank | 283,056 | 0.94% | $143.11M | New | 0.01% |
| Alyeska Investment Group, L.P. | 280,486 | 0.93% | $141.81M | −73,714 | 0.36% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 620 | 28M | 92.9% | 160 / 185 | 210 / 49 | 4M | 4M |
| Q1 2026 | 518 | 29M | 94.5% | 95 / 205 | 151 / 65 | 6M | 2M |
| Q4 2025 | 497 | 28M | 92.1% | 134 / 148 | 149 / 44 | 3M | 4M |
| Q3 2025 | 414 | 29M | 95.1% | 67 / 152 | 139 / 52 | 4M | 2M |
| Q2 2025 | 405 | 27M | 90.3% | 92 / 116 | 147 / 29 | 2M | 3M |
| Q1 2025 | 347 | 29M | 94.7% | 54 / 108 | 135 / 50 | 3M | 3M |
| Q4 2024 | 346 | 28M | 94.5% | 55 / 113 | 123 / 53 | 3M | 2M |
| Q3 2024 | 353 | 28M | 92.4% | 70 / 100 | 129 / 38 | 6M | 2M |
| Q2 2024 | 324 | 28M | 92.5% | 66 / 107 | 109 / 31 | 2M | 3M |
| Q1 2024 | 292 | 28M | 93.6% | 45 / 74 | 119 / 24 | 2M | 2M |
| Q4 2023 | 273 | 29M | 95.8% | 52 / 84 | 93 / 21 | 3M | 2M |
| Q3 2023 | 243 | 28M | 93.4% | 36 / 68 | 101 / 50 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of DY | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,027,314 | 3.41% | $519.40M | 0.42% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 953,402 | 3.16% | $482.03M | 0.02% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 853,965 | 2.83% | $431.76M | 3.76% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 688,511 | 2.28% | $348.10M | 0.18% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 397,226 | 1.32% | $200.83M | 0.43% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 344,241 | 1.14% | $174.04M | 0.18% | Jun 30, 2026 |
| Invesco S&P MidCap Momentum ETF | 299,542 | 0.99% | $120.14M | 1.67% | Jul 31, 2026 |
| Fidelity Puritan Fund | 278,041 | 0.92% | $141.80M | 0.42% | May 31, 2026 |
| Global X U.S. Infrastructure Development ETF | 212,427 | 0.70% | $108.34M | 0.80% | May 31, 2026 |
| iShares S&P Mid-Cap 400 Growth ETF | 179,625 | 0.60% | $90.82M | 0.80% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 154,656 | 0.51% | $78.87M | 0.18% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 151,952 | 0.50% | $76.83M | 0.42% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 150,013 | 0.50% | $76.51M | 0.44% | May 31, 2026 |
| Carillon Eagle Mid Cap Growth Fund | 148,146 | 0.49% | $74.90M | 1.43% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 143,909 | 0.48% | $73.39M | 0.32% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Daniel S. Peyovich | President & CEO | 71,343 | 0.24% | Sep 9, 2026 |
| Heather M. Floyd | VP & CAO | 4,756 | 0.02% | Apr 1, 2026 |
| H. Andrew DeFerrari | SVP & CFO | 170,971 | 0.57% | Mar 31, 2026 |
| Kevin M. Wetherington | Executive VP & COO | 20,242 | 0.07% | Mar 31, 2026 |
| Jill L. Ramshaw | SVP & CHRO | 6,197 | 0.02% | Mar 31, 2026 |
| Ryan F. Urness | SVP, GC & Secretary | 39,978 | 0.13% | Mar 31, 2026 |
| Carmen M. Sabater | Director | 7,154 | 0.02% | Sep 24, 2026 |
| David Joseph Fallon | Director | 1,043 | 0.00% | Sep 1, 2026 |
| Richard K. Sykes | Director | 21,983 | 0.07% | Aug 5, 2026 |
| Stephen O. LeClair | Director | 797 | 0.00% | Aug 5, 2026 |
| Raejeanne Skillern | Director | 489 | 0.00% | Aug 5, 2026 |
| Michael C. Lenz | Director | 343 | 0.00% | Aug 5, 2026 |
| Jennifer M. Fritzsche | Director | 9,982 | 0.03% | Aug 5, 2026 |
| Philip R. Gallagher | Director | 872 | 0.00% | Aug 5, 2026 |
| Peter T. Pruitt Jr | Director | 15,645 | 0.05% | May 29, 2026 |
| Eitan Gertel | Director | 16,328 | 0.05% | May 29, 2026 |
| Marco Luis Avila | Director | 4,048 | 0.01% | May 22, 2025 |
| Laurie J. Thomsen | Director | 20,956 | 0.07% | May 22, 2025 |
| Stephen C. Robinson | Director | 6,523 | 0.02% | Apr 29, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Carmen M. Sabater Director | Sep 23, 2026 | Buy | +350 | $280.62 | $98.22K | 7,154 |
| Daniel S. Peyovich President & CEO | Sep 9, 2026 | Buy | +850 | $296.76 | $252.25K | 61,343 |
| David Joseph Fallon Director | Sep 1, 2026 | Buy | +700 | $286.92 | $200.84K | 1,043 |
| Michael C. Lenz Director | Aug 4, 2026 | Award | +343 | – | – | 343 |
| David Joseph Fallon Director | Aug 4, 2026 | Award | +343 | – | – | 343 |
| Richard K. Sykes Director | Aug 3, 2026 | Award | +114 | $414.98 | $47.31K | 21,983 |
| Jennifer M. Fritzsche Director | Aug 3, 2026 | Award | +32 | $414.98 | $13.28K | 9,982 |
| Stephen O. LeClair Director | Aug 3, 2026 | Award | +42 | $414.98 | $17.43K | 797 |
| Philip R. Gallagher Director | Aug 3, 2026 | Award | +48 | $414.98 | $19.92K | 872 |
| Raejeanne Skillern Director | Aug 3, 2026 | Award | +29 | $414.98 | $12.03K | 489 |
| Jennifer M. Fritzsche Director | Jun 2, 2026 | Gift | −100 | – | – | 9,950 |
| Eitan Gertel Director | May 28, 2026 | Award | +331 | – | – | 16,328 |
| Stephen O. LeClair Director | May 28, 2026 | Award | +331 | – | – | 755 |
| Philip R. Gallagher Director | May 28, 2026 | Award | +331 | – | – | 824 |
| Raejeanne Skillern Director | May 28, 2026 | Award | +331 | – | – | 460 |
| Peter T. Pruitt Jr Director | May 28, 2026 | Award | +331 | – | – | 15,645 |
| Carmen M. Sabater Director | May 28, 2026 | Award | +331 | – | – | 6,804 |
| Richard K. Sykes Director | May 28, 2026 | Award | +331 | – | – | 21,727 |
| Richard K. Sykes Director | May 28, 2026 | Award | +142 | – | – | 21,869 |
| Jennifer M. Fritzsche Director | May 28, 2026 | Award | +331 | – | – | 10,050 |
| Jennifer M. Fritzsche Director | May 4, 2026 | Award | +25 | $429.47 | $10.74K | 9,719 |
| Philip R. Gallagher Director | May 4, 2026 | Award | +28 | $429.47 | $12.03K | 493 |
| Raejeanne Skillern Director | May 4, 2026 | Award | +41 | $429.47 | $17.61K | 129 |
| Stephen O. LeClair Director | May 4, 2026 | Award | +28 | $429.47 | $12.03K | 424 |
| Heather M. Floyd VP & CAO | Mar 30, 2026 | Tax withholding | −627 | $341.96 | $214.41K | 4,756 |
| Ryan F. Urness SVP, GC & Secretary | Mar 30, 2026 | Tax withholding | −4,440 | $341.96 | $1.52M | 39,978 |
| Ryan F. Urness SVP, GC & Secretary | Mar 30, 2026 | Award | +6,042 | – | – | 44,418 |
| Jill L. Ramshaw SVP & CHRO | Mar 30, 2026 | Award | +1,177 | – | – | 6,197 |
| Jill L. Ramshaw SVP & CHRO | Mar 30, 2026 | Tax withholding | −637 | $341.96 | $217.83K | 5,560 |
| H. Andrew DeFerrari SVP & CFO | Mar 30, 2026 | Tax withholding | −6,176 | $341.96 | $2.11M | 170,971 |
| H. Andrew DeFerrari SVP & CFO | Mar 30, 2026 | Award | +9,313 | – | – | 177,147 |
| Daniel S. Peyovich President & CEO | Mar 30, 2026 | Tax withholding | −7,862 | $341.96 | $2.69M | 60,493 |
| Daniel S. Peyovich President & CEO | Mar 30, 2026 | Award | +13,370 | – | – | 68,355 |
| Heather M. Floyd VP & CAO | Mar 30, 2026 | Award | +809 | – | – | 5,383 |
| Heather M. Floyd VP & CAO | Mar 30, 2026 | Tax withholding | −342 | $341.96 | $116.95K | 5,041 |
| Kevin M. Wetherington Executive VP & COO | Mar 30, 2026 | Award | +3,604 | – | – | 20,242 |
| Kevin M. Wetherington Executive VP & COO | Mar 24, 2026 | Award | +3,942 | – | – | 16,638 |
| Daniel S. Peyovich President & CEO | Mar 24, 2026 | Award | +6,899 | – | – | 54,985 |
| Heather M. Floyd VP & CAO | Mar 24, 2026 | Award | +1,918 | – | – | 4,574 |
| Ryan F. Urness SVP, GC & Secretary | Mar 24, 2026 | Award | +1,695 | – | – | 38,376 |
| Raejeanne Skillern Director | Mar 24, 2026 | Award | +88 | – | – | 88 |
| Jill L. Ramshaw SVP & CHRO | Mar 24, 2026 | Award | +1,124 | – | – | 5,020 |
| H. Andrew DeFerrari SVP & CFO | Mar 24, 2026 | Award | +2,582 | – | – | 167,834 |
| Jill L. Ramshaw VP & CHRO | Feb 17, 2026 | Tax withholding | −114 | $427.48 | $48.73K | 3,896 |
| Jennifer M. Fritzsche Director | Feb 2, 2026 | Award | +33 | $383.58 | $12.66K | 9,694 |
| Philip R. Gallagher Director | Feb 2, 2026 | Award | +32 | $383.58 | $12.27K | 465 |
| Stephen O. LeClair Director | Feb 2, 2026 | Award | +59 | $383.58 | $22.63K | 396 |
| Eitan Gertel Director | Jan 9, 2026 | Sale | −3,645 | $345.62 | $1.26M | 15,997 |
| H. Andrew DeFerrari SVP & CFO | Dec 2, 2025 | Tax withholding | −330 | $350.06 | $115.52K | 165,252 |
| Ryan F. Urness SVP, GC & Secretary | Dec 2, 2025 | Tax withholding | −318 | $350.06 | $111.32K | 36,681 |
| Daniel S. Peyovich President & CEO | Nov 30, 2025 | Tax withholding | −1,047 | $361.53 | $378.52K | 58,086 |
| Stephen O. LeClair Director | Nov 7, 2025 | Award | +337 | – | – | 337 |
| Philip R. Gallagher Director | Oct 27, 2025 | Award | +52 | $284.16 | $14.78K | 433 |
| Jennifer M. Fritzsche Director | Oct 27, 2025 | Award | +44 | $284.16 | $12.50K | 9,661 |
| Philip R. Gallagher Director | Oct 7, 2025 | Award | +381 | – | – | 381 |
| Jennifer M. Fritzsche Director | Jul 28, 2025 | Award | +48 | $264.27 | $12.68K | 9,617 |
| Daniel S. Peyovich President & CEO | Jun 1, 2025 | Tax withholding | −329 | $229.92 | $75.64K | 59,133 |
| Jennifer M. Fritzsche Director | May 29, 2025 | Gift | −190 | – | – | 9,569 |
| Eitan Gertel Director | May 22, 2025 | Award | +781 | – | – | 19,642 |
| Marco Luis Avila Director | May 22, 2025 | Award | +781 | – | – | 4,048 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jennifer M. Fritzsche Director | Oct 5, 2026 | 1,000 | $273.99K | Oct 5, 2026 | Restricted Stock Units |
| Gertel Eitan Director | Jan 9, 2026 | 3,645 | $1.24M | Jan 9, 2026 | Restricted Stock Vesting |
| Peter T. Pruitt Jr Director | Jan 10, 2025 | 2,900 | $507.72K | Jan 10, 2025 | Open Market Purchase |
| Jennifer M. Fritzsche Director | Dec 18, 2024 | 430 | $76.11K | Dec 18, 2024 | Restricted Stock Unit |
| Nielsen Steven Former Chief Executive Officer | Dec 10, 2024 | 149,184 | $26.98M | Dec 10, 2024 | Acquired as Equity Compensation - Option Exercise |
| Nielsen Steven Former Chief Executive Officer | Dec 10, 2024 | 316,123 | $57.17M | Dec 10, 2024 | Acquired as Equity Compensation - Option Exercise |
| Jason T. Lawson Officer | Jul 11, 2024 | 856 | $146.53K | Jul 11, 2024 | Compensation for past service provided to issuer |
| Jason T. Lawson Officer | Apr 1, 2024 | 220 | $31.58K | Apr 1, 2024 | Compensation for past service provided to Issuer |
| Jason T. Lawson Officer | Oct 12, 2023 | 618 | $54.56K | Oct 11, 2023 | Compensation for past service provided to Issuer |
| Dwight B. Duke Former Director | Jun 15, 2023 | 2,702 | $284.53K | Jun 15, 2023 | Stock Option Exercise |
| Dwight B. Duke Director | Jun 9, 2023 | 4,312 | $474.54K | Jun 9, 2023 | Restricted Stock Units |
| Dwight B. Duke Officer | May 26, 2023 | 34,827 | $3.56M | May 26, 2023 | RSU |