97,094 Shares in IES Holdings, Inc. $IESC Purchased by SG Capital Management LLC

SG Capital Management LLC acquired a new stake in IES Holdings, Inc. (NASDAQ:IESC) in the 3rd quarter, HoldingsChannel reports. The fund acquired 97,094 shares of the technology company’s stock, valued at approximately $38,609,000. IES makes up about 3.4% of SG Capital Management LLC’s investment portfolio, making the stock its 7th biggest holding.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Global Retirement Partners LLC lifted its stake in IES by 1,014.3% in the third quarter. Global Retirement Partners LLC now owns 78 shares of the technology company’s stock valued at $31,000 after acquiring an additional 71 shares during the last quarter. Nisa Investment Advisors LLC lifted its stake in IES by 841.7% in the 2nd quarter. Nisa Investment Advisors LLC now owns 113 shares of the technology company’s stock valued at $33,000 after purchasing an additional 101 shares during the last quarter. SBI Securities Co. Ltd. grew its holdings in IES by 157.9% during the third quarter. SBI Securities Co. Ltd. now owns 98 shares of the technology company’s stock worth $39,000 after purchasing an additional 60 shares during the period. Spire Wealth Management bought a new position in IES during the third quarter worth about $40,000. Finally, Elevation Point Wealth Partners LLC acquired a new position in IES during the second quarter worth approximately $47,000. 86.60% of the stock is owned by institutional investors.

IES News Roundup

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

Insider Buying and Selling

In other IES news, CEO Matthew J. Simmes sold 10,000 shares of IES stock in a transaction on Monday, December 1st. The stock was sold at an average price of $406.96, for a total value of $4,069,600.00. Following the completion of the transaction, the chief executive officer directly owned 98,575 shares of the company’s stock, valued at $40,116,082. The trade was a 9.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Tracy Mclauchlin sold 5,000 shares of the stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $411.48, for a total value of $2,057,400.00. Following the sale, the chief financial officer directly owned 65,525 shares in the company, valued at approximately $26,962,227. This trade represents a 7.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 225,820 shares of company stock worth $100,678,437 in the last quarter. Insiders own 56.43% of the company’s stock.

IES Stock Performance

NASDAQ:IESC 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 firm’s 50-day simple moving average is $438.46 and its 200 day simple moving average is $400.10. The firm has a market cap of $9.78 billion, a price-to-earnings 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 EPS for the quarter, missing the consensus estimate of $3.94 by ($0.23). IES had a return on equity of 35.62% and a net margin of 9.70%.The business had revenue of $870.96 million for the quarter, compared to the consensus estimate of $876.00 million.

Analysts Set New Price Targets

Several brokerages have recently commented on IESC. Wall Street Zen downgraded IES from a “strong-buy” rating to a “buy” rating in a research note on Saturday, February 7th. Loop Capital set a $458.00 target price on shares of IES in a research note on Tuesday, February 3rd. Finally, Weiss Ratings reaffirmed 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, the stock has an average rating of “Buy” and an average price target of $458.00.

About IES

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.