LGN Legence Corp.

NEUTRAL Impact: 2/10 8-K
Horizon days Filed Jun 11, 2026 Processed 7d 12h ago SEC 0001193125-26-267710
8-K context-dependent: Items 5.02
Latest settled — T+1d ⚠ clustered
LGN ▲ +0.85% at T+1d
NEUTRAL call ✓ call won +0.85% · α vs SPY -0.91% · entry $86.00 → $86.73
Next anchor: T+5d due 21h ago
Last close $85.11 (close Jun 17) · -1.03% from $86.00 entry
Entry anchored
Jun 11, 03:59 PM ET
via Databento tick
T+1d
+0.85%
call +0.85% · α -0.91%
$86.73
settled 7d ago
T+5d
call — · α —
due 21h ago
T+20d
call — · α —
in 21d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Legence Corp. filed an 8-K reporting results from its 2026 Annual Meeting of Stockholders. Stockholders approved the 2026 Employee Stock Purchase Plan authorizing up to 1,580,053 shares, elected Class I directors David Coghlan and Bilal Khan, and ratified Deloitte & Touche as independent auditor. This is a routine governance filing with no material financial impact.

Actionable Insight

No trading action warranted. The ESPP authorization is standard and the share count impact is minimal (~1.5% of outstanding). Monitor future 10-Q for actual ESPP share issuance and any related dilution.

Key Facts

  • Annual Meeting held June 11, 2026; ~93% of 108,037,932 shares voted
  • Stockholders approved 2026 Employee Stock Purchase Plan (ESPP) authorizing up to 1,580,053 shares of Class A common stock
  • David Coghlan and Bilal Khan elected as Class I directors through 2029
  • Non-binding advisory vote on NEO compensation approved (95,847,463 for, 2,119,206 against)
  • Frequency of future advisory votes on NEO compensation set at every one year
  • Deloitte & Touche LLP ratified as independent registered public accounting firm for fiscal 2026

Financial Impact

Up to 1,580,053 shares authorized for issuance under ESPP, representing approximately 1.5% of total shares outstanding (108,037,932). No material near-term dilution as ESPP shares are issued over time at a discount to market price.

dilution

Risk Factors

  • Potential modest dilution from ESPP share issuance over time
  • Bilal Khan received 21.4% withheld votes, indicating some shareholder dissent

Market Snapshot

Exchange
Nasdaq
Sector
Construction - Special Trade Contractors
Analyst Consensus
91% bullish (22 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-267710
Document: 0001193125-26-267710-index-headers.html0001193125-26-267710
Document: 0001193125-26-267710-index.html0001193125-26-267710
Document: 0001193125-26-267710.txt0001193125-26-267710
12 reports for LGN
Performance horizon
50% Hit rate 3 of 6 directional calls best @ T+20▲ +48.73%Mar 27, 2026
Filters
Rows
Reports for LGN — sortable, filterable
Type Now
Jun 11, 2026
7d ago
8-K
NEUTRAL ★ 2/10
$86.00 $86.73▲ +0.85%▼ −0.91%$85.11 (−1.03%)
Jun 11, 2026
7d ago
Institutional Cluster
BULLISH ★ 4/10
$85.12 $86.00▲ +1.03%▲ +0.49%$85.11 (−0.01%)
May 14, 2026
5w ago
8-K
BULLISH ★ 7/10
$89.00 $84.30▼ −5.28%▼ −4.05%$85.11 (−4.37%)
May 14, 2026
5w ago
Press Release
BULLISH ★ 8/10
$89.00 $84.30▼ −5.28%▼ −4.05%$85.11 (−4.37%)
May 4, 2026
6w ago
Press Release
NEUTRAL ★ 2/10
$91.41 $99.38▲ +8.72%▲ +7.92%$85.11 (−6.89%)
Apr 29, 2026
7w ago
DEFA14A
NEUTRAL ★ 2/10
$80.74 $86.96▲ +7.70%▲ +6.68%$85.11 (+5.41%)
Apr 8, 2026
10w ago
424B4
BEARISH ★ 5/10
$59.75 $63.20▼ −5.77%▼ −5.84%$85.11 (−42.44%)
Apr 8, 2026
10w ago
EFFECT
NEUTRAL ★ 4/10
$57.74 $59.75▲ +3.48%▲ +2.91%$85.11 (+47.40%)
Apr 8, 2026
10w ago
Press Release
NEUTRAL ★ 5/10
$57.74 $59.75▲ +3.48%▲ +2.91%$85.11 (+47.40%)
Apr 6, 2026
10w ago
Press Release
BEARISH ★ 6/10
$55.09 $54.98▲ +0.20%▲ +0.26%$85.11 (−54.49%)
Showing 10 of 12

US Market Status

Market Closed — Juneteenth — Opens Mon (76h 15m)

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