Pacific Ridge Reduces Stake in NWPX Infrastructure
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 14 2026
0mins
Source: Fool
- Share Reduction Details: According to an SEC filing dated May 11, 2026, Pacific Ridge Capital Partners, LLC reduced its holdings in NWPX Infrastructure by 39,979 shares, resulting in a decline of $805,374 in the fund's position value at quarter-end, reflecting the impact of market fluctuations on its investment portfolio.
- Ownership Proportion Analysis: Despite the reduction, Pacific Ridge retains a 1.86% stake, indicating confidence in NWPX's future potential, while its top holdings include NASDAQ: NBN and NASDAQ: ALCO, which account for 3.1% and 2.5% of its AUM, respectively.
- Company Performance: As of May 8, 2026, NWPX shares were priced at $112.52, marking a 191.8% increase over the past year, significantly outperforming the S&P 500 by 161.17 percentage points, demonstrating strong market recognition and performance in the water infrastructure sector.
- Future Outlook and Risks: NWPX's sales increased by 19.1% in the first quarter, with improved margins being a key highlight; however, investors need to focus on the quality of its infrastructure backlog, particularly regarding the pricing and execution of large water transmission projects to ensure future profitability.
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Analyst Views on NWPX
Wall Street analysts forecast NWPX stock price to fall
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 120.300
Low
70.00
Averages
70.00
High
70.00
Current: 120.300
Low
70.00
Averages
70.00
High
70.00
About NWPX
NWPX Infrastructure, Inc. is a manufacturer of water-related infrastructure products. The Company operates through two segments: Water Transmission Systems (WTS) and Precast Infrastructure and Engineered Systems (Precast). WTS manufactures large-diameter, high-pressure steel pipeline systems for use in water infrastructure applications, which are primarily related to drinking water systems. These products are also used for hydroelectric power systems, wastewater systems, seismic resiliency, and other applications. Precast manufactures stormwater and wastewater technology products, high-quality precast and reinforced concrete products, including reinforced concrete pipe (RCP), manholes, box culverts, vaults, and catch basins, pump lift stations, oil water separators, biofiltration units, and other environmental and engineered solutions. Precast has manufacturing facilities located in Dallas, Houston, and San Antonio, Texas; and Orem, Salt Lake City, and St. George, Utah.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Pacific Ridge Reduces Stake in NWPX Infrastructure
- Share Reduction Details: According to an SEC filing dated May 11, 2026, Pacific Ridge Capital Partners, LLC reduced its holdings in NWPX Infrastructure by 39,979 shares, resulting in a decline of $805,374 in the fund's position value at quarter-end, reflecting the impact of market fluctuations on its investment portfolio.
- Ownership Proportion Analysis: Despite the reduction, Pacific Ridge retains a 1.86% stake, indicating confidence in NWPX's future potential, while its top holdings include NASDAQ: NBN and NASDAQ: ALCO, which account for 3.1% and 2.5% of its AUM, respectively.
- Company Performance: As of May 8, 2026, NWPX shares were priced at $112.52, marking a 191.8% increase over the past year, significantly outperforming the S&P 500 by 161.17 percentage points, demonstrating strong market recognition and performance in the water infrastructure sector.
- Future Outlook and Risks: NWPX's sales increased by 19.1% in the first quarter, with improved margins being a key highlight; however, investors need to focus on the quality of its infrastructure backlog, particularly regarding the pricing and execution of large water transmission projects to ensure future profitability.
See More
First Wilshire Reduces NWPX Stake by 117,906 Shares
- Share Reduction Details: First Wilshire Securities Management reported a sale of 117,906 shares of NWPX Infrastructure in its May 11, 2026 SEC filing, with an estimated trade value of $8.51 million, indicating a cautious stance towards the company's future prospects.
- Impact of Position Change: Following the sale, First Wilshire's stake in NWPX now accounts for 3.11% of its 13F reportable AUM, with a position value decrease of $4.64 million due to both transaction and stock price changes, highlighting the impact of market volatility on its portfolio.
- Company Performance Highlights: NWPX's stock price has surged 185% over the past year, and in Q1 2026, it reported a 19% sales growth to $138.3 million, with net income more than doubling to $10.5 million, indicating ongoing improvement in the company's fundamentals that attracts investor interest.
- Future Outlook: NWPX's backlog for Water Transmission Systems reached a record $373 million, with total confirmed orders backlog at $430 million, as management anticipates 2026 to be a “historic year” for revenue and profitability, providing strong growth expectations for investors.
See More
Northwest Pipe Reports Strong Q1 Earnings Exceeding Expectations
- Significant Revenue Growth: Northwest Pipe reported Q1 revenue of $138.3 million, a 19.1% year-over-year increase that surpassed analyst expectations of $125.1 million, indicating strong market demand and operational execution in the water management sector.
- Enhanced Profitability: The adjusted EPS of $1.08 exceeded analyst estimates of $0.56 by 92.9%, reflecting the company's success in cost control and operational efficiency, which further bolsters investor confidence.
- Record Backlog: The Water Transmission Systems segment ended the quarter with a record backlog of $430 million, driven by robust bidding activity and the addition of a large government project, enhancing revenue visibility for the future.
- Strategic Acquisition Expansion: The acquisition of Bouton Precast in Colorado will expand the company's geographic reach and is expected to contribute to long-term growth, while the company is also evaluating further acquisition opportunities to strengthen its position in the precast market.
See More
NWPX Infrastructure Reports Strong Q1 2026 Earnings with Record Backlog
- Significant Sales Growth: NWPX achieved net sales of $138.3 million in Q1 2026, marking a 19% year-over-year increase, indicating strong market performance that is expected to drive future revenue growth.
- Record Profitability: The first quarter saw consolidated gross profit reach $26.7 million with a gross margin of 19.3%, reflecting effective cost control and enhancing the company's profitability in a competitive infrastructure market.
- Record Backlog: By the end of the quarter, the WTS backlog hit a record $430 million, up from $346 million at year-end, indicating strong execution capability and market demand for future projects, likely driving sustained revenue growth.
- Optimistic Cash Flow Outlook: NWPX raised its 2026 free cash flow guidance to $50 million to $56 million, up from a prior range of $40 million to $46 million, demonstrating confidence in the company's future financial health.
See More
NWPX Infrastructure Shares Surge 7.5% Amid Geopolitical Easing
- Price Surge Reason: NWPX Infrastructure shares rallied 7.5% to close at $76.04, driven by notable trading volume that exceeded typical levels, despite a 5.4% decline over the past four weeks, indicating increased market interest.
- Geopolitical Impact: The stock's rise is linked to President Trump's announcement of a temporary pause in military strikes on Iranian power plants, which eased geopolitical tensions and led to a significant drop in oil prices, triggering a broad rally in cyclical sectors.
- Earnings Expectations: NWPX is expected to report quarterly earnings of $0.56 per share, reflecting a year-over-year increase of 43.6%, with revenues projected at $125.1 million, up 7.7% from the previous year, highlighting the company's growth potential in the market.
- Earnings Estimate Revision: Although the consensus EPS estimate for NWPX has been revised down by 5.1% over the last 30 days, the stock maintains a Zacks Rank of #1 (Strong Buy), suggesting investor confidence in its future performance, warranting close monitoring of its price trajectory.
See More
Surge in Options Trading Volume for NWPX and WYNN
- NWPX Options Volume: NWPX Infrastructure Inc experienced options trading volume of 800 contracts, equating to approximately 80,000 shares, which represents about 76.8% of its average daily trading volume of 104,145 shares over the past month, indicating heightened market interest in the stock.
- High Strike Call Options: Within NWPX, the $75 strike call option has seen particularly high activity with 400 contracts traded today, representing around 40,000 underlying shares, suggesting an increased bullish sentiment among investors regarding future price movements.
- WYNN Options Activity: Wynn Resorts Ltd recorded options trading volume of 16,346 contracts, translating to approximately 1.6 million shares, which is about 76% of its average daily trading volume of 2.2 million shares over the past month, reflecting strong market engagement with the stock.
- WYNN High Strike Call Options: For WYNN, the $115 strike call option has traded 3,912 contracts today, representing approximately 391,200 underlying shares, indicating a positive outlook from investors on the stock's future performance.
See More
Pacific Ridge Reduces Stake in NWPX Infrastructure
- Share Reduction Details: According to an SEC filing dated May 11, 2026, Pacific Ridge Capital Partners, LLC reduced its holdings in NWPX Infrastructure by 39,979 shares, resulting in a decline of $805,374 in the fund's position value at quarter-end, reflecting the impact of market fluctuations on its investment portfolio.
- Ownership Proportion Analysis: Despite the reduction, Pacific Ridge retains a 1.86% stake, indicating confidence in NWPX's future potential, while its top holdings include NASDAQ: NBN and NASDAQ: ALCO, which account for 3.1% and 2.5% of its AUM, respectively.
- Company Performance: As of May 8, 2026, NWPX shares were priced at $112.52, marking a 191.8% increase over the past year, significantly outperforming the S&P 500 by 161.17 percentage points, demonstrating strong market recognition and performance in the water infrastructure sector.
- Future Outlook and Risks: NWPX's sales increased by 19.1% in the first quarter, with improved margins being a key highlight; however, investors need to focus on the quality of its infrastructure backlog, particularly regarding the pricing and execution of large water transmission projects to ensure future profitability.
See More
First Wilshire Reduces NWPX Stake by 117,906 Shares
- Share Reduction Details: First Wilshire Securities Management reported a sale of 117,906 shares of NWPX Infrastructure in its May 11, 2026 SEC filing, with an estimated trade value of $8.51 million, indicating a cautious stance towards the company's future prospects.
- Impact of Position Change: Following the sale, First Wilshire's stake in NWPX now accounts for 3.11% of its 13F reportable AUM, with a position value decrease of $4.64 million due to both transaction and stock price changes, highlighting the impact of market volatility on its portfolio.
- Company Performance Highlights: NWPX's stock price has surged 185% over the past year, and in Q1 2026, it reported a 19% sales growth to $138.3 million, with net income more than doubling to $10.5 million, indicating ongoing improvement in the company's fundamentals that attracts investor interest.
- Future Outlook: NWPX's backlog for Water Transmission Systems reached a record $373 million, with total confirmed orders backlog at $430 million, as management anticipates 2026 to be a “historic year” for revenue and profitability, providing strong growth expectations for investors.
See More
Northwest Pipe Reports Strong Q1 Earnings Exceeding Expectations
- Significant Revenue Growth: Northwest Pipe reported Q1 revenue of $138.3 million, a 19.1% year-over-year increase that surpassed analyst expectations of $125.1 million, indicating strong market demand and operational execution in the water management sector.
- Enhanced Profitability: The adjusted EPS of $1.08 exceeded analyst estimates of $0.56 by 92.9%, reflecting the company's success in cost control and operational efficiency, which further bolsters investor confidence.
- Record Backlog: The Water Transmission Systems segment ended the quarter with a record backlog of $430 million, driven by robust bidding activity and the addition of a large government project, enhancing revenue visibility for the future.
- Strategic Acquisition Expansion: The acquisition of Bouton Precast in Colorado will expand the company's geographic reach and is expected to contribute to long-term growth, while the company is also evaluating further acquisition opportunities to strengthen its position in the precast market.
See More
NWPX Infrastructure Reports Strong Q1 2026 Earnings with Record Backlog
- Significant Sales Growth: NWPX achieved net sales of $138.3 million in Q1 2026, marking a 19% year-over-year increase, indicating strong market performance that is expected to drive future revenue growth.
- Record Profitability: The first quarter saw consolidated gross profit reach $26.7 million with a gross margin of 19.3%, reflecting effective cost control and enhancing the company's profitability in a competitive infrastructure market.
- Record Backlog: By the end of the quarter, the WTS backlog hit a record $430 million, up from $346 million at year-end, indicating strong execution capability and market demand for future projects, likely driving sustained revenue growth.
- Optimistic Cash Flow Outlook: NWPX raised its 2026 free cash flow guidance to $50 million to $56 million, up from a prior range of $40 million to $46 million, demonstrating confidence in the company's future financial health.
See More
NWPX Infrastructure Shares Surge 7.5% Amid Geopolitical Easing
- Price Surge Reason: NWPX Infrastructure shares rallied 7.5% to close at $76.04, driven by notable trading volume that exceeded typical levels, despite a 5.4% decline over the past four weeks, indicating increased market interest.
- Geopolitical Impact: The stock's rise is linked to President Trump's announcement of a temporary pause in military strikes on Iranian power plants, which eased geopolitical tensions and led to a significant drop in oil prices, triggering a broad rally in cyclical sectors.
- Earnings Expectations: NWPX is expected to report quarterly earnings of $0.56 per share, reflecting a year-over-year increase of 43.6%, with revenues projected at $125.1 million, up 7.7% from the previous year, highlighting the company's growth potential in the market.
- Earnings Estimate Revision: Although the consensus EPS estimate for NWPX has been revised down by 5.1% over the last 30 days, the stock maintains a Zacks Rank of #1 (Strong Buy), suggesting investor confidence in its future performance, warranting close monitoring of its price trajectory.
See More
Surge in Options Trading Volume for NWPX and WYNN
- NWPX Options Volume: NWPX Infrastructure Inc experienced options trading volume of 800 contracts, equating to approximately 80,000 shares, which represents about 76.8% of its average daily trading volume of 104,145 shares over the past month, indicating heightened market interest in the stock.
- High Strike Call Options: Within NWPX, the $75 strike call option has seen particularly high activity with 400 contracts traded today, representing around 40,000 underlying shares, suggesting an increased bullish sentiment among investors regarding future price movements.
- WYNN Options Activity: Wynn Resorts Ltd recorded options trading volume of 16,346 contracts, translating to approximately 1.6 million shares, which is about 76% of its average daily trading volume of 2.2 million shares over the past month, reflecting strong market engagement with the stock.
- WYNN High Strike Call Options: For WYNN, the $115 strike call option has traded 3,912 contracts today, representing approximately 391,200 underlying shares, indicating a positive outlook from investors on the stock's future performance.
See More
