SG Capital Management LLC Makes New Investment in IES Holdings, Inc. $IESC

SG Capital Management LLC purchased a new stake in IES Holdings, Inc. (NASDAQ:IESC) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 97,094 shares of the technology company’s stock, valued at approximately $38,609,000. IES accounts for about 3.4% of SG Capital Management LLC’s investment portfolio, making the stock its 7th biggest holding. SG Capital Management LLC owned approximately 0.49% of IES as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Geode Capital Management LLC raised its holdings in IES by 4.8% in the 2nd quarter. Geode Capital Management LLC now owns 263,993 shares of the technology company’s stock worth $78,210,000 after acquiring an additional 12,026 shares during the period. Pertento Partners LLP acquired a new stake in shares of IES in the second quarter valued at about $46,916,000. Franklin Resources Inc. increased its stake in shares of IES by 17.0% in the second quarter. Franklin Resources Inc. now owns 149,573 shares of the technology company’s stock worth $44,308,000 after purchasing an additional 21,738 shares during the period. Arrowstreet Capital Limited Partnership lifted its position in shares of IES by 50.2% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 110,313 shares of the technology company’s stock worth $32,678,000 after purchasing an additional 36,845 shares during the last quarter. Finally, Invesco Ltd. boosted its stake in IES by 43.7% during the 2nd quarter. Invesco Ltd. now owns 91,567 shares of the technology company’s stock valued at $27,125,000 after purchasing an additional 27,849 shares during the period. 86.60% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at IES

In related news, CAO Mary K. Newman sold 2,000 shares of the business’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $477.86, for a total value of $955,720.00. Following the sale, the chief accounting officer directly owned 21,843 shares of the company’s stock, valued at approximately $10,437,895.98. The trade was a 8.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Matthew Michael Allen sold 700 shares of IES stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $457.95, for a total value of $320,565.00. Following the completion of the sale, the insider directly owned 1,098 shares in the company, valued at $502,829.10. This represents a 38.93% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 225,820 shares of company stock worth $100,678,437 over the last three months. 56.43% of the stock is currently owned by insiders.

IES News Summary

Here are the key news stories impacting IES this week:

• Positive Sentiment: High institutional ownership and recent institutional buying (several funds added or increased positions), which can support liquidity and reduce volatility. MarketBeat IESC Profile
• Positive Sentiment: Chairman Jeffrey Gendell remains heavily invested—still holding >10.58M shares—signaling alignment with shareholders despite recent sales. InsiderTrades Alert
• Neutral Sentiment: Analyst views are mixed but generally constructive (consensus “Buy” with an average target around $458), which is below recent trading levels and may cap upside near term. MarketBeat IESC Profile
• Neutral Sentiment: Reported short-interest data appear anomalous (near-zero in some feeds), so short-selling pressure is not a clear driver today.
• Negative Sentiment: Clustered insider sales by the chairman: multiple filings show sales on Feb. 12 (5,048 sh @ ~$529.50), Feb. 13 (2,791 sh @ ~$520.10) and Feb. 17 (320 sh @ ~$520.43). While each sale is a tiny percentage of his total holding, the sequence can weigh on near-term sentiment. Chairman Sells 5,048 Shares InsiderTrades Alert
• Negative Sentiment: Recent quarterly results missed estimates (Q4 EPS $3.71 vs. $3.94 consensus; revenue $870.96M vs. $876M consensus), which likely pressured the multiple given a relatively rich valuation. MarketBeat IESC Profile

Analyst Ratings Changes

Several brokerages have commented on IESC. Wall Street Zen downgraded IES from a “strong-buy” rating to a “buy” rating in a research report on Saturday, February 7th. Loop Capital set a $458.00 target price on shares of IES in a research report on Tuesday, February 3rd. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of IES in a report on Monday, December 22nd. One investment analyst has rated the stock with a Buy rating, According to MarketBeat.com, IES has a consensus rating of “Buy” and an average target price of $458.00.

IES Stock Performance

Shares of IESC stock opened at $490.49 on Thursday. IES Holdings, Inc. has a 52 week low of $146.51 and a 52 week high of $537.70. The stock’s fifty day moving average is $438.46 and its 200-day moving average is $400.10. The stock has a market capitalization of $9.78 billion, a PE ratio of 29.18 and a beta of 1.72.

IES (NASDAQ:IESC) last announced its earnings results on Friday, January 30th. The technology company reported $3.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.94 by ($0.23). IES had a return on equity of 35.62% and a net margin of 9.70%.The company had revenue of $870.96 million for the quarter, compared to analyst estimates of $876.00 million.

IES Company Profile

IES Holdings, Inc (NASDAQ: IESC) is a specialty contractor providing integrated electrical and mechanical construction services, engineering, and systems integration across North America. The company focuses on delivering end-to-end solutions for commercial, industrial and mission-critical facilities, combining design, build, commission and maintenance capabilities to serve a wide range of markets.

Through its subsidiaries, IES offers a comprehensive portfolio of services including electrical distribution and infrastructure, mechanical contracting, process piping, controls and automation, energy management, and ongoing service and maintenance.