Dycom Industries Inc (DY) 13F Filing Data & Analysis (Q2 2026)

DY ranks #910 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

DY is a top-conviction position for Peconic Partners LLC — at 27.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Peconic Partners LLC has added to its DY position for two straight quarters, increasing it by $858.3M to reach $2.2B today.

Price T Rowe Associates Inc /md/ has trimmed its DY position for two straight quarters, cutting it by $152.9M while still holding $35.8M.

DY is up 3.4% today, and institutions have been net buyers of $5.7B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

DY posted net income of $329.6M over the trailing twelve months, and currently trades at a P/E of 26.5.

• Profitable — net income of $329.6M over the trailing twelve months
• Revenue grew 37.8% year over year
• Net income improved year over year, from $261.0M to $329.6M
• Generated $642.5M in positive operating cash flow
• Current ratio of 2.74x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.22x equity — a highly leveraged balance sheet worth noting