Stantec (STN) | News Based Sentiment Analysis

• On October 2, 2025, Stantec Inc. (STN) saw a positive trading day on the Australian market, closing at 150.09, a gain of +2.99 or +2.03%. This suggests positive investor sentiment in that specific market, and while localized, it's a small encouraging signal for the company.
• Insider activity has been notably bullish over the last three months, with insiders collectively purchasing CA$1.2 million worth of shares. Over the past year, total insider buying reached CA$3.6 million, significantly outweighing the CA$284k in sales, indicating strong confidence from within the company.
• Institutional investor activity was mixed during the second quarter of 2025. J. Safra Sarasin Holding AG trimmed its stake by 14.2%, reducing holdings by 35,614 shares to 214,753 shares valued at approximately $23,320,000.
• However, other institutions increased their positions. Union Bancaire Privee UBP SA increased its stake by 71.6%, acquiring 15,526 shares to own 37,222 shares worth $4,045,000. Janney Montgomery Scott LLC boosted holdings by 26.3%, adding 788 shares valued at $412,000, and Signaturefd LLC increased its stake by 5.7%, purchasing 289 shares worth $578,000. Ballentine Partners LLC also acquired a new stake valued at approximately $229,000.
• As of October 3, 2025, Stantec's stock opened at $109.27, with a market capitalization of $12.46 billion and a P/E ratio of 39.88. The stock's 52-week range is $73.18 to $113.50, and it trades with a beta of 1.04.
• Stantec currently holds a consensus "Buy" rating from seven investment analysts, as of October 3, 2025.
• An upcoming dividend payout is scheduled for Stantec Inc. on October 15, 2025, and an earnings announcement is tentatively scheduled for November 6, 2025.

The Investment Story: October 2025 presented a mixed bag for Stantec, with positive signals from the Australian market and strong insider buying offset by some institutional selling and a relatively high P/E ratio. The upcoming dividend and earnings announcement will be key catalysts.

What It Means for Investors: The insider buying is a particularly encouraging sign, suggesting those closest to the company believe in its future prospects. However, the institutional activity is mixed, and investors should monitor the November 6th earnings announcement for further clarity on the company's performance and outlook.

Looking Ahead: Investors should closely watch the November 6th earnings announcement and monitor whether the positive momentum from the Australian market and insider buying continues. The dividend payout on October 15th will also provide a small return for shareholders.

The Bottom Line: Stantec appears to be a reasonably valued company with positive internal sentiment, but investors should remain cautious and await further information from the upcoming earnings report to assess the sustainability of its growth trajectory.