PRIM

PRIM Earnings Preview

Primoris Services Corporation · Industrials · $9B

14d until earnings

PRIM Earnings

Monday, May 04 2026
EPS Estimate
$0.85
$0.69 – $1.10
Revenue Estimate
$1.7B
Current Price
$157.86

Our Position

bearish

Insiders dump stock as BlackRock loads up

structured data est. revisions rising (+10.1pp / 30d)

Heavy insider selling combined with a stock drop suggests management may lack confidence in near-term upside, yet BlackRock's aggressive accumulation signals institutional conviction in the long-term thesis. This mismatch — insiders fleeing while a mega-cap investor deepens exposure — warrants scrutiny on timing and execution risk versus structural opportunity.

Watch: Monitor whether insider selling accelerates or reverses over the next 60 days; sustained executive exits would suggest deeper hesitation beyond market volatility. Also track BlackRock's next quarterly filing to confirm whether the position continues to grow or if the February dip triggered rebalancing.

Data Signal Summary

0 bullish
3 bearish
Insider selling cluster Put/call 1.8 (bearish skew) Price downtrend

Key Context

Insider Activity
selling
Price Trend
downtrend
From 52w High
-5.0%
P/E Ratio
32.1
Est. Revisions (30d)
+0.5% 1up/0dn
Analyst Target (mean)
$175 $139–$205 +11%
Options P/C Ratio
1.78
Est. Dispersion
43% 11 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Bridgewater, Two Sigma

Recent Activity

insider trades 124 transactions
Other · KINCH JEREMY (Chief Operating Officer) ·147 shares
Other · KINCH JEREMY (Chief Operating Officer) ·244 shares
Other · KING DAVID LEE (Director) ·21,774 shares
Award · PERISICH JOHN M (Officer) ·48,197 shares
Other · PERISICH JOHN M (Officer) ·12,290 shares
119 more
Award · KINCH JEREMY ·20,290 shr
Other · KINCH JEREMY ·6,023 shr
Award · DODGEN KENNETH MORRIS ·42,842 shr
Other · DODGEN KENNETH MORRIS ·10,522 shr
Award · STRICKER TRAVIS L ·2,613 shr
Other · STRICKER TRAVIS L ·4,758 shr
Award · SCHAUERMAN JOHN P ·294 shr
Award · WAGNER PATRICIA K ·294 shr
Award · RODRIGUEZ JOSE RAMON ·294 shr
Award · CHING MICHAEL E. ·294 shr
Award · SALUJA HARPREET ·294 shr
Award · KING DAVID LEE ·166 shr
Award · MCCALLISTER TERRY DWIGHT ·294 shr
Award · MASHINSKI CARLA S ·294 shr
Other · STRICKER TRAVIS L ·2,500 shr
Buy · MCCALLISTER TERRY DWIGHT ·11 shr ·$1,643
Sell · SCHAUERMAN JOHN P ·7,815 shr ·$1,062,840
Sell · MASHINSKI CARLA S ·2,082 shr ·$281,362
Sell · KING DAVID LEE ·3,500 shr ·$455,000
Sell · WAGNER PATRICIA K ·13,491 shr ·$1,689,455
Award · SCHAUERMAN JOHN P ·302 shr
Award · WAGNER PATRICIA K ·302 shr
Other · WAGNER PATRICIA K ·615 shr
Award · RODRIGUEZ JOSE RAMON ·302 shr
Award · CHING MICHAEL E. ·302 shr
Award · SALUJA HARPREET ·302 shr
Award · MCCALLISTER TERRY DWIGHT ·302 shr
Award · MASHINSKI CARLA S ·302 shr
Buy · MCCALLISTER TERRY DWIGHT ·11 shr ·$1,618
Sell · KINCH JEREMY ·3,006 shr ·$372,744
Sell · CHING MICHAEL E. ·2,935 shr ·$351,877
Sell · SCHAUERMAN JOHN P ·20,000 shr ·$2,280,162
Sell · PERISICH JOHN M ·11,607 shr ·$1,294,342
Sell · STRICKER TRAVIS L ·4,635 shr ·$516,534
Sell · PERISICH JOHN M ·15,695 shr ·$1,724,825
Award · SCHAUERMAN JOHN P ·499 shr
Award · WAGNER PATRICIA K ·499 shr
Award · RODRIGUEZ JOSE RAMON ·499 shr
Award · CHING MICHAEL E. ·499 shr
Award · SALUJA HARPREET ·499 shr
Award · MCCALLISTER TERRY DWIGHT ·499 shr
Award · MASHINSKI CARLA S ·499 shr
Sell · SCHAUERMAN JOHN P ·15,000 shr ·$1,160,618
Other · WAGNER PATRICIA K ·14,006 shr
Award · SCHAUERMAN JOHN P ·589 shr
Award · WAGNER PATRICIA K ·589 shr
Award · RODRIGUEZ JOSE RAMON ·589 shr
Award · CHING MICHAEL E. ·589 shr
Award · KING DAVID LEE ·517 shr
Award · MCCALLISTER TERRY DWIGHT ·589 shr
Award · MASHINSKI CARLA S ·589 shr
Award · COOK STEPHEN C ·589 shr
Sell · MCCORMICK THOMAS EDWARD ·61,390 shr ·$3,935,120
Sell · KINCH JEREMY ·4,500 shr ·$307,080
Sell · COOK STEPHEN C ·998 shr ·$67,864
Award · PERISICH JOHN M ·21,973 shr
Other · PERISICH JOHN M ·9,919 shr
Award · KINCH JEREMY ·9,709 shr
Other · KINCH JEREMY ·5,384 shr
Award · MCCORMICK THOMAS EDWARD ·55,146 shr
Other · MCCORMICK THOMAS EDWARD ·22,016 shr
Award · DODGEN KENNETH MORRIS ·19,533 shr
Other · DODGEN KENNETH MORRIS ·8,595 shr
Award · STRICKER TRAVIS L ·1,190 shr
Other · STRICKER TRAVIS L ·3,659 shr
Award · SCHAUERMAN JOHN P ·467 shr
Award · WAGNER PATRICIA K ·467 shr
Award · RODRIGUEZ JOSE RAMON ·467 shr
Award · CHING MICHAEL E. ·467 shr
Award · KING DAVID LEE ·467 shr
Award · MCCALLISTER TERRY DWIGHT ·467 shr
Award · MASHINSKI CARLA S ·467 shr
Award · COOK STEPHEN C ·467 shr
Other · STRICKER TRAVIS L ·1,250 shr
Other · WAGNER PATRICIA K ·3,365 shr
Sell · STRICKER TRAVIS L ·4,583 shr ·$368,957
Other · STRICKER TRAVIS L ·200 shr
Sell · KING DAVID LEE ·2,000 shr ·$167,961
Sell · COOK STEPHEN C ·4,018 shr ·$315,548
Sell · MCCORMICK THOMAS EDWARD ·15,000 shr ·$1,219,156
Sell · SCHAUERMAN JOHN P ·20,000 shr ·$1,597,376
Sell · KING DAVID LEE ·2,000 shr ·$152,277
Award · SCHAUERMAN JOHN P ·686 shr
Award · WAGNER PATRICIA K ·686 shr
Award · RODRIGUEZ JOSE RAMON ·686 shr
Award · CHING MICHAEL E. ·686 shr
Award · KING DAVID LEE ·686 shr
Award · MCCALLISTER TERRY DWIGHT ·686 shr
Award · MASHINSKI CARLA S ·686 shr
Award · COOK STEPHEN C ·686 shr
Sell · SCHAUERMAN JOHN P ·25,000 shr ·$1,481,332
Sell · PERISICH JOHN M ·4,391 shr ·$242,958
Sell · SCHAUERMAN JOHN P ·25,000 shr ·$1,351,212
Award · SCHAUERMAN JOHN P ·615 shr
Award · WAGNER PATRICIA K ·615 shr
Award · RODRIGUEZ JOSE RAMON ·615 shr
Award · CHING MICHAEL E. ·615 shr
Award · KING DAVID LEE ·615 shr
Award · MCCALLISTER TERRY DWIGHT ·615 shr
Award · MASHINSKI CARLA S ·615 shr
Award · COOK STEPHEN C ·615 shr
Other · PERISICH JOHN M ·8,904 shr
Other · MCCORMICK THOMAS EDWARD ·25,441 shr
Other · DODGEN KENNETH MORRIS ·8,904 shr
Other · STRICKER TRAVIS L ·2,544 shr
Sell · KING DAVID LEE ·2,500 shr ·$132,150
Sell · MASHINSKI CARLA S ·3,883 shr ·$209,371
Sell · SCHAUERMAN JOHN P ·15,000 shr ·$795,106
Sell · SCHAUERMAN JOHN P ·15,000 shr ·$778,857
Sell · PERISICH JOHN M ·13,448 shr ·$663,461
Sell · MCCORMICK THOMAS EDWARD ·10,000 shr ·$494,669
Award · SCHAUERMAN JOHN P ·800 shr
Award · WAGNER PATRICIA K ·800 shr
Award · RODRIGUEZ JOSE RAMON ·800 shr
Award · CHING MICHAEL E. ·800 shr
Award · KING DAVID LEE ·800 shr
Award · MCCALLISTER TERRY DWIGHT ·800 shr
Award · MASHINSKI CARLA S ·800 shr
Award · COOK STEPHEN C ·800 shr