Insider Trading March 30, 2026

Granite Construction SVP Executes $726K Stock Sale; Company Posts Solid Q4 and Wins Major Contract

Senior vice president Brian R. Dowd sold 6,075 shares under a 10b5-1 plan as Granite reports stronger-than-expected Q4 2025 results and secures a $495 million contract

By Derek Hwang GVA
Granite Construction SVP Executes $726K Stock Sale; Company Posts Solid Q4 and Wins Major Contract
GVA

Brian R. Dowd, Senior Vice President at Granite Construction Inc (NYSE:GVA), disposed of 6,075 shares on March 27, 2026, in two automated transactions totaling about $726,124. The sales were carried out under a Rule 10b5-1 trading plan adopted December 4, 2025. Granite reported fourth-quarter 2025 earnings and revenue that exceeded analyst forecasts and announced a $495 million contract from U.S. Customs and Border Protection for the LRT-4 Webb-Zapata project near Laredo, Texas.

Key Points

  • SVP Brian R. Dowd sold 6,075 Granite shares on March 27, 2026, in two automated tranches totaling about $726,124.
  • Post-sale holdings: 14,744 shares directly and 5,269.5 shares indirectly via ESOP; stock trades at $116.49 and is up 55.75% year-on-year.
  • Granite beat Q4 2025 estimates with EPS of $1.40 and $1.2 billion in revenue and secured a $495 million U.S. Customs and Border Protection contract for the LRT-4 Webb-Zapata project.

On March 27, 2026, Brian R. Dowd, who serves as Senior Vice President at Granite Construction Inc (NYSE:GVA), sold a total of 6,075 shares of Granite common stock for an aggregate amount of approximately $726,124. The disposition was executed in two tranches under an established plan.

The initial tranche consisted of 2,025 shares transacted at $118.58 per share. The second tranche comprised 4,050 shares sold at $120.00 per share. These sales were carried out automatically through a Rule 10b5-1 trading arrangement that Dowd adopted on December 4, 2025.

At the time of reporting, Granite’s shares are trading at $116.49, below the prices at which the two blocks were sold. Over a one-year horizon, however, the stock has advanced 55.75%.

Following the March 27 transactions, Dowd directly holds 14,744 shares of Granite Construction common stock. He also has an indirect stake of 5,269.5 shares via an employee stock ownership plan (ESOP).

Valuation commentary included in the available analysis notes that the stock looks slightly overvalued at current levels, with a PEG ratio of 0.56. Analyst price targets cited range from $132 to $161.

In separate corporate disclosures, Granite Construction released fourth-quarter 2025 financial results that outperformed consensus estimates. The company reported earnings per share of $1.40, above the $1.13 analysts had forecast - a positive surprise of 23.89%. Revenue for the quarter reached $1.2 billion, beating the projected $1.14 billion by 5.26%.

Granite also announced it was awarded a $495 million contract from U.S. Customs and Border Protection for the LRT-4 Webb-Zapata project near Laredo, Texas. The company indicated that this award will be included in its capital allocation plan for the first quarter of 2026.

All transaction details, ownership positions, valuation metrics, quarterly results, and the contract award are reported as provided in company filings and published analyses.


Key points

  • Brian R. Dowd sold 6,075 Granite shares on March 27, 2026, for about $726,124 in two tranches priced at $118.58 and $120.00.
  • Following the sales, Dowd retains 14,744 shares directly and 5,269.5 shares indirectly through an ESOP; Granite shares trade at $116.49 and are up 55.75% over the past year.
  • Granite beat Q4 2025 estimates with EPS of $1.40 and revenue of $1.2 billion, and it secured a $495 million contract for the LRT-4 Webb-Zapata project near Laredo, Texas.

Risks and uncertainties

  • Market price risk - the company's share price at $116.49 is below the transaction prices documented for the sales, reflecting market volatility.
  • Valuation uncertainty - an analysis shows a PEG ratio of 0.56 and analyst price targets between $132 and $161, indicating differing views on fair value.
  • Execution and capital allocation - while Granite has announced a sizable $495 million contract and plans to incorporate it into Q1 2026 capital allocation, the article does not provide further details on funding or execution timelines.

Risks

  • Market price variance - the current trading price of $116.49 is lower than the sale prices, indicating potential near-term downside for shareholders.
  • Valuation dispersion - a PEG ratio of 0.56 and analyst targets from $132 to $161 point to differing analyst views on the stock's fair value.
  • Execution and capital allocation uncertainties - while a $495 million contract was announced and will be part of Q1 2026 capital allocation, specifics on implementation and cash flow timing are not provided.

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