DYCOM INDUSTRIES INC(DY)Stock Analysis
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Rank #1,182 of 2,961 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in DY
Events flagged as statistical outliers against DY's own multi-year baseline — not fixed dollar thresholds.
- Insider cluster2026-09-09
2 insiders bought $453,090 of DY in 30 days — 4.0σ above this company's 2-year norm
View source filing →
DY Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for DYCOM INDUSTRIES INC (DY), a Energy sector company. 13F Pro's AI-powered ranking engine scores DY at 56.3/100 on a 32-signal composite quality model, placing it at rank #1,182 of 2,961 stocks — the top half of the AI-ranked universe. DY scores in the top quartile across balance sheet strength (83.1), revenue scale (82.4). Areas of concern include earnings quality (7.7) and free cash flow (20.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), DYCOM INDUSTRIES INC reports quarterly revenue of $2.0B, net income of $115.6M, an operating margin of 7.7%. Top institutional holders of DY by reported 13-F value include PECONIC PARTNERS, BlackRock, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. DY trades on the NYSE exchange and files with the SEC under CIK 67215. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DYCOM INDUSTRIES INC directly from SEC EDGAR.
Revenue
Q2 2026
$2.0B
Net Income
Q2 2026
$115.6M
Free Cash Flow
Q2 2026
$34.1M
Operating Margin
Q2 2026
7.7%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProTotal Assets
+103.1% YoYTotal Debt
+168.8% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Total Assets | $6.54B +103.1% | $3.22B +15.8% | $2.78B +16.0% | $2.40B +8.6% | $2.21B -1.6% | $2.24B |
| Total Debt | $2.82B +168.8% | $1.05B +11.3% | $942.4M +12.9% | $834.4M -1.9% | $850.3M -11.8% | $964.5M |
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Available Research
13F Pro tracks comprehensive data for DYCOM INDUSTRIES INC including:
Top Institutional Holders of DY
PECONIC PARTNERS LLC
$2.2B4,443,320 shBlackRock, Inc.
$1.5B2,993,578 shVANGUARD CAPITAL MANAGEMENT LLC
$684.1M1,353,000 shVANGUARD PORTFOLIO MANAGEMENT LLC
$646.1M1,277,931 shHill City Capital, LP
$510.5M1,009,784 shFMR LLC
$473.4M936,407 shSTATE STREET CORP
$473.1M935,699 shFIRST TRUST ADVISORS LP
$459.4M908,588 shGEODE CAPITAL MANAGEMENT, LLC
$334.1M660,733 shMILLENNIUM MANAGEMENT LLC
$300.2M593,715 sh
| Fund | Value | Shares |
|---|---|---|
| PECONIC PARTNERS LLC | $2.2B | 4,443,320 |
| BlackRock, Inc. | $1.5B | 2,993,578 |
| VANGUARD CAPITAL MANAGEMENT LLC | $684.1M | 1,353,000 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $646.1M | 1,277,931 |
| Hill City Capital, LP | $510.5M | 1,009,784 |
| FMR LLC | $473.4M | 936,407 |
| STATE STREET CORP | $473.1M | 935,699 |
| FIRST TRUST ADVISORS LP | $459.4M | 908,588 |
| GEODE CAPITAL MANAGEMENT, LLC | $334.1M | 660,733 |
| MILLENNIUM MANAGEMENT LLC | $300.2M | 593,715 |
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Popular Research
Is DY a good stock to buy?
13F Pro's AI-powered analysis of DYCOM INDUSTRIES INC (DY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DY are available on the DY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. DY is classified as a mid company.
Which hedge funds own DY?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of DYCOM INDUSTRIES INC's investment landscape.