Envestnet Asset Management Inc. Cuts Holdings in Willdan Group, Inc. $WLDN

Envestnet Asset Management Inc. lowered its position in Willdan Group, Inc. (NASDAQ:WLDN) by 37.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 17,828 shares of the construction company’s stock after selling 10,591 shares during the period. Envestnet Asset Management Inc.’s holdings in Willdan Group were worth $1,724,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of the business. AdvisorShares Investments LLC purchased a new position in shares of Willdan Group in the 2nd quarter valued at about $30,000. Private Trust Co. NA purchased a new position in Willdan Group during the third quarter worth approximately $48,000. State of Alaska Department of Revenue purchased a new position in Willdan Group during the third quarter worth approximately $75,000. Raymond James Financial Inc. acquired a new stake in Willdan Group in the second quarter valued at approximately $80,000. Finally, Ameritas Investment Partners Inc. increased its position in shares of Willdan Group by 15.6% in the second quarter. Ameritas Investment Partners Inc. now owns 1,419 shares of the construction company’s stock valued at $89,000 after buying an additional 191 shares in the last quarter. 72.29% of the stock is currently owned by institutional investors and hedge funds.

Willdan Group Trading Down 25.5%

Shares of WLDN stock opened at $89.14 on Friday. Willdan Group, Inc. has a fifty-two week low of $30.43 and a fifty-two week high of $137.00. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.48 and a current ratio of 1.48. The stock’s fifty day moving average is $118.42 and its two-hundred day moving average is $106.53. The firm has a market capitalization of $1.31 billion, a P/E ratio of 25.61 and a beta of 0.98.

Willdan Group (NASDAQ:WLDN) last released its earnings results on Thursday, February 26th. The construction company reported $1.57 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.78. The business had revenue of $89.51 million during the quarter, compared to analyst estimates of $174.50 million. Willdan Group had a net margin of 7.71% and a return on equity of 24.22%. Willdan Group has set its FY 2026 guidance at 4.500-4.700 EPS. Research analysts expect that Willdan Group, Inc. will post 1.82 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on WLDN. Weiss Ratings reiterated a “buy (b)” rating on shares of Willdan Group in a research report on Monday, December 29th. Zacks Research cut shares of Willdan Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Compass Point set a $125.00 price objective on shares of Willdan Group in a report on Friday, January 2nd. Wedbush lifted their target price on shares of Willdan Group from $120.00 to $145.00 and gave the company an “outperform” rating in a research report on Wednesday, January 14th. Finally, Wall Street Zen upgraded shares of Willdan Group from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Three analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, Willdan Group presently has an average rating of “Moderate Buy” and an average target price of $124.33.

Willdan Group News Summary

Here are the key news stories impacting Willdan Group this week:

• Positive Sentiment: Strong Q4 profitability — Willdan reported adjusted Q4 EPS of $1.57, well above consensus, with net income and adjusted EBITDA up year-over-year, showing healthy margin improvement. Zacks: Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Operational outlook remains solid — management expects EBITDA margins to stay above 20% in 2026 and cited growing data-center work and resilient services demand, signaling durable underlying business strength. Seeking Alpha: Tax Headwind, Data Center Tailwind
• Neutral Sentiment: FY2026 EPS guidance vs. consensus — management set FY2026 EPS at $4.50–$4.70, which is higher than some analyst models but below FY2025 EPS of $4.89, creating mixed interpretations (beat vs. consensus but down vs. prior year). BusinessWire: Q4 Results & 2026 Outlook
• Neutral Sentiment: Revenue reporting nuances — Q4 contract revenue and net revenue metrics differ (contract revenue $173.7M vs. net revenue $89.5M), and some street estimates use different measures, which contributed to confusion over an apparent revenue “miss.” Willdan: Q4 Slide Deck / Press Release
• Negative Sentiment: Tax headwind and lower revenue guidance drove the selloff — management attributed a lower FY2026 EPS versus FY2025 to tax-rate normalization after the sunset of Section 179D incentives, and issued revenue guidance ($390–$405M) well below some street expectations, which prompted the sharp negative market reaction. Seeking Alpha: Tax Headwind, Data Center Tailwind

Willdan Group Profile

Willdan Group, Inc provides energy efficiency, infrastructure engineering, and technical consulting services to a diverse range of public and private sector clients. The company works with utilities, municipalities, state and federal agencies, and commercial enterprises to design, implement, and manage programs that promote sustainable energy use, grid modernization, and resilient infrastructure. Willdan’s offerings span program design and implementation, energy audits, measurement and verification, and project management for both new construction and retrofit initiatives.

Core services include energy advisory and engineering solutions, including feasibility studies, facility commissioning and retro-commissioning, $0 down financing for energy projects, and demand response program development.