Inspire Investing 13F: New $2.6M Stake in Centuri (CTRI)

Centuri Holdings, Inc. (CTRI) business photo

Key Points

  • Inspire Investing disclosed a brand-new holding of 130,113 shares in Centuri Holdings, Inc. valued at about $2.61 million in an SEC filing on October 22, 2026.
  • Centuri shares recently traded around $19.34, sitting well below their 52-week high of $42.98 and hovering near their 52-week low of $18.76.
  • The utility infrastructure firm reported trailing twelve month revenue of $3.39 billion alongside an EPS of $0.33, with its next earnings report scheduled for November 5, 2026.

Since the filing, $CTRI is up 0.1% to date (from the $19.32 close on Oct 22, 2026).

Get Centuri Holdings text alerts

We text you when insiders, Congress, analysts or big funds move on $CTRI.

By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.

Not investment advice. TradeTexts is not a registered investment adviser, and this automated Centuri Holdings, Inc. alert may contain errors. Disclosures

Inspire Investing opened a new position in Centuri Holdings, Inc. (NYSE:CTRI) during the recent quarter, picking up 130,113 shares. According to its Form 13F filing on October 22, 2026, the value of the new holding stood at approximately $2.61 million.

CTRI Centuri Holdings, Inc.
$19.34 -25.10% year to date
Daily close · Oct 23, 2026
13F track record

Inspire Investing vs. the S&P 500

YTD return -5.15% hypothetical
All-time return -5.15% S&P 500 +4.52%
vs. S&P 500 -9.67% behind the index

Hypothetical returns from Inspire Investing's disclosed trades, not real profit or advice. How we model this.

What Changed in Inspire Investing's Centuri Holdings Position

The firm built a fresh stake in the utility infrastructure provider, starting from zero shares previously. The total investment reflects 130,113 shares valued at $2,607,465 as of the filing date.

Other Institutional Activity in Centuri Holdings

Other large investors adjusted their holdings around the same period. Icahn Carl C held 14,336,44 shares valued at $277,259,093 with no change in share count. Carronade Capital Management, Lp grew its holdings by 953,302 shares, ending with 5,516,741 shares worth about $106,693,771. Shaw D.E. & Co., Inc. added 221,125 shares to own 4,935,944 shares valued at $95,461,157. Hill City Capital, Lp kept its position steady at 4,030,000 shares worth $77,940,200. Reinhart Partners, LLC doubled its stake by adding 1,914,702 shares, finishing with 3,829,404 shares worth roughly $74,060,673.

Centuri Holdings, Inc. Stock Down 2.3%

Centuri shares recently traded around $19.34. The stock sits below its 50-day moving average of $20.62 and well under its 200-day moving average of $27.57. The current price rests near the bottom of its 52-week trading span, which ranges from a low of $18.76 to a high of $42.98.

Recent Earnings

Centuri posted trailing twelve month revenue of $3,393,807,872 and earnings of $0.33 per share. The company reported a net profit margin of 0.9% and a return on equity of 4.0%. Investors look ahead to the next earnings release scheduled for November 5, 2026.

Insider Buying and Selling at Centuri Holdings, Inc.

Director Dustin Demaria made a notable purchase, buying 5,200 shares on September 18, 2026. The shares were picked up at an average price of $19.27, bringing the total value of the transaction to $100,204.

Analysts Set New Price Targets

Wall Street analysts weighed in with mixed views ahead of the filing. Wells Fargo maintained an Overweight rating on August 5, 2026, lowering its target from $37.00 to $29.00. Cantor Fitzgerald maintained an Overweight rating on August 19, 2026, bumping its target from $35.00 to $36.00. B of A Securities kept an Underperform rating on September 4, 2026, cutting its target from $33.50 to $21.00. Baird maintained an Outperform rating on September 29, 2026, lowering its target to $26.00 from $33.00. JP Morgan kept an Underweight rating on October 19, 2026, adjusting its target down from $23.00 to $22.00. Overall, the stock carries a consensus buy rating with a mean price target of $28.33 across 6 analyst opinions.

About Centuri Holdings

Headquartered in Phoenix, Arizona, Centuri Holdings operates as a utility infrastructure services company across North America. The business focuses on regulated gas utility services, offering maintenance, repair, replacement, and installation work for natural gas distribution utilities to modernize aging local infrastructure.

Bottom Line

Inspire Investing's new position highlights steady institutional interest as the stock trades near its 52-week low. Investors will watch the company's upcoming earnings report on November 5, 2026, for further updates on financial performance.

Source: Inspire Investing's 13F filing on $CTRI (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts

Get $CTRI trade alerts by text

SMS Terms

By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.

Full terms and conditions