CECO
CECO ENVIRONMENTAL CORP
$96.74
+0.34%
$5.7B
No data for this timeframe.
Vol
Market Cap$5.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders50 funds
Inst. Value$1.1B
Inst. Activity14 buys / 16 sells
Insider Activity2B / 1S
Insider Net $$1.4M
SEC Reports8
Press Releases2
Exchange Nasdaq·Sector Industrial & Commercial Fans & Blowers & Air Purifing Equip·Inc. DE·CIK 0000003197·Prev Close $96.41
Recent Activity
Jun 14, 2026
SEC
CECO's Q1 2026 13F cluster reveals a sharp divergence: 14 buyers added $82.2M in new positions (led by Capital World Inv
INST-CLUSTER — Impact 5/10
Jun 11, 2026
SEC
During Q3 2025, four institutional buyers accumulated $38.4M net in CECO while three sellers trimmed only $3.0M, creatin
INST-CLUSTER — Impact 5/10
Jun 9, 2026
SEC
CECO issued a post-closing update on its acquisition of Thermon Group, providing initial full-year 2026 combined guidanc
8-K — Impact 7/10
Jun 8, 2026
Insider
Harris-Peterson Candace was granted 3,105 shares
Chief Human Resources Officer
Jun 1, 2026
m_and_a
CECO Environmental Completes Acquisition of Thermon Group Holdings
Company Announces Investor Call for June 9th <pre>Company Announces Investor Call for June 9th</pre>
Jun 1, 2026
Insider
WALLMAN RICHARD F was granted 3,443 shares
Director
Jun 1, 2026
Insider
SACHS VALERIE GENTILE was granted 3,190 shares
Director
Inst.
Capital World Investors — DOUBLED
1,055,080 shares ($62.9M)
Price Targets
$108.20
+11.8% upside
Buy
Current $96.74
Low $85.00
Median $111.00
High $118.00
5 analysts
$85.00
$118.00
Analyst Ratings
2Strong Buy
8Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 10, 2026 | Lake Street | MAINTAIN | Buy → Buy |
| Jun 10, 2026 | Needham | MAINTAIN | Buy → Buy |
| Apr 29, 2026 | Needham | MAINTAIN | Buy → Buy |
| Mar 26, 2026 | Needham | REITERATE | Buy → Buy |
| Feb 25, 2026 | Lake Street | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.31 ▼ -1.7% | $0.15 — $0.48 | 28% YoY | 3 |
| Next Q | $0.51 ▲ +28.3% | $0.42 — $0.62 | 97% YoY | 3 |
| Current FY | $1.88 ▲ +13.0% | $1.82 — $1.96 | 111% YoY | 3 |
| Next FY | $2.84 ▲ +26.5% | $2.57 — $2.99 | 51% YoY | 3 |
Latest Reports
MIXED
INST-CLUSTER
5/10
CECO's Q1 2026 13F cluster reveals a sharp divergence: 14 buyers added $82.2M in new positions (led by Capital World Inv
Jun 14, 2026
BULLISH
INST-CLUSTER
5/10
During Q3 2025, four institutional buyers accumulated $38.4M net in CECO while three sellers trimmed only $3.0M, creatin
Jun 11, 2026
BULLISH
Press
6/10
CECO Environmental completed its strategic combination with Thermon Group Holdings, a diversified industrial process hea
Jun 1, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| NOMURA ASSET MANAGEMENT CO | — | — |
| FMR LLC | $138.8M | — |
| BlackRock, Inc. | $136.2M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $79.4M | — |
| Capital World Investors | $62.9M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 8, 2026 | Harris-Peterson Candace | A | $0.00 |
| Jun 1, 2026 | WALLMAN RICHARD | A | $0.00 |
| Jun 1, 2026 | SACHS VALERIE | A | $0.00 |
| Jun 1, 2026 | WALLMAN RICHARD | BUY | $1.5M |
| Jun 1, 2026 | SIEGEL LAURIE | A | $0.00 |
50 institutional holders with $1.1B total value (18,131,102 shares) as of 2026-Q1. Top holders: NOMURA, FMR, BlackRock,. Net selling activity: 16 institutions trimmed/exited vs 14 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | NOMURA ASSET MANAGEMENT CO LTD | — | $0.00 | 0.0% | — |
| 2 | FMR LLC | 2,328,888 | $138.8M | 12.8% | — |
| 3 | BlackRock, Inc. | 2,285,277 | $136.2M | 12.6% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,332,469 | $79.4M | 7.3% | — |
| 5 | Capital World Investors | 1,055,080 | $62.9M | 5.8% | DOUBLED +216.7% |
| 6 | TWO SIGMA INVESTMENTS, LP | 959,698 | $57.2M | 5.3% | ADD +73.6% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 903,291 | $53.8M | 5.0% | — |
| 8 | JANUS HENDERSON GROUP PLC | 894,782 | $53.3M | 4.9% | — |
| 9 | ROYCE & ASSOCIATES LP | 827,781 | $49.3M | 4.6% | — |
| 10 | KING LUTHER CAPITAL MANAGEMENT CORP | 750,083 | $44.7M | 4.1% | — |
| 11 | STATE STREET CORP | 657,349 | $39.2M | 3.6% | — |
| 12 | DRIEHAUS CAPITAL MANAGEMENT LLC | 639,892 | $38.1M | 3.5% | — |
| 13 | Legal & General Group Plc | 400,472 | $23.9M | 2.2% | — |
| 14 | MORGAN STANLEY | 350,740 | $20.9M | 1.9% | ADD +37.9% |
| 15 | Rockefeller Capital Management L.P. | 254,321 | $15.2M | 1.4% | NEW |
| 16 | MARSHALL WACE, LLP | 251,904 | $15.0M | 1.4% | DOUBLED +3129.5% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 247,499 | $14.7M | 1.4% | — |
| 18 | First Eagle Investment Management, LLC | 242,511 | $14.4M | 1.3% | TRIM -33.9% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 237,837 | $14.2M | 1.3% | — |
| 20 | FARALLON CAPITAL MANAGEMENT LLC | 234,000 | $13.9M | 1.3% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Capital World Investors | DOUBLED | 333,098 | 1,055,080 | +216.7% | $62.9M | 2026-Q1 |
| Rockefeller Capital Management L.P. | NEW | — | 254,321 | — | $15.2M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 7,800 | 251,904 | +3129.5% | $15.0M | 2026-Q1 |
| First Eagle Investment Management, LLC | TRIM | 366,867 | 242,511 | -33.9% | $14.4M | 2026-Q1 |
| FARALLON CAPITAL MANAGEMENT LLC | NEW | — | 234,000 | — | $13.9M | 2026-Q1 |
| LOOMIS SAYLES & CO L P | TRIM | 327,509 | 229,014 | -30.1% | $13.6M | 2026-Q1 |
| FRANKLIN RESOURCES INC | TRIM | 253,491 | 147,465 | -41.8% | $8.8M | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC | DOUBLED | 69,775 | 143,231 | +105.3% | $8.5M | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | TRIM | 206,467 | 131,652 | -36.2% | $7.8M | 2026-Q1 |
| Nuveen, LLC | TRIM | 258,758 | 121,866 | -52.9% | $7.3M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 28,069 | 115,242 | +310.6% | $6.9M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 125,979 | 76,339 | -39.4% | $4.5M | 2026-Q1 |
| TD ASSET MANAGEMENT INC | DOUBLED | 23,962 | 52,724 | +120.0% | $3.1M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | TRIM | 104,616 | 47,252 | -54.8% | $2.8M | 2026-Q1 |
| Invesco Ltd. | TRIM | 135,511 | 36,956 | -72.7% | $2.2M | 2026-Q1 |
| HighTower Advisors, LLC | ADD | 20,577 | 34,416 | +67.3% | $2.1M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 4,843 | 33,426 | +590.2% | $2.0M | 2026-Q1 |
| Marex Group plc | ADD | 8,000 | 13,510 | +68.9% | $804.9K | 2026-Q1 |
| Independent Advisor Alliance | TRIM | 30,987 | 9,532 | -69.2% | $567.9K | 2026-Q1 |
| Brevan Howard Capital Management LP | TRIM | 14,770 | 6,101 | -58.7% | $363.5K | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC | TRIM | 8,855 | 5,230 | -40.9% | $311.6K | 2026-Q1 |
| CWM, LLC | DOUBLED | 201 | 1,587 | +689.6% | $94.6K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 462 | 595 | +28.8% | $35.5K | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | DOUBLED | 246 | 32,801 | +13233.7% | $33.3K | 2026-Q1 |
| GROUP ONE TRADING LLC | NEAR_EXIT | 3,325 | 361 | -89.1% | $21.5K | 2026-Q1 |
14 unique insiders with 34 transactions. Net insider value: $1.4M ($2.3M bought, $830.1K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 8, 2026 | Harris-Peterson Candace | Chief Human Resources Officer | AWARD | 3,105 | — | — |
| Jun 1, 2026 | WALLMAN RICHARD F | Director | AWARD | 3,443 | — | — |
| Jun 1, 2026 | SACHS VALERIE GENTILE | Director | AWARD | 3,190 | — | — |
| Jun 1, 2026 | WALLMAN RICHARD F | Director | BUY | 20,000 | $76.85 | $1.5M |
| Jun 1, 2026 | SIEGEL LAURIE | Director | AWARD | 2,215 | — | — |
| Jun 1, 2026 | KNOWLING ROBERT E JR | Director | AWARD | 2,215 | — | — |
| Jun 1, 2026 | Nanda Munish | Director | AWARD | 2,215 | — | — |
| Jun 1, 2026 | Mannarino Claudio A | Director | AWARD | 1,107 | — | — |
| Jun 1, 2026 | Mannarino Claudio A | Director | AWARD | 1,108 | — | — |
| Jun 1, 2026 | DEZWIREK JASON | Director | AWARD | 2,215 | — | — |
| Jun 1, 2026 | Harris-Peterson Candace | Chief Human Resources Officer | AWARD | 3,133 | — | — |
| Jun 1, 2026 | GEORGE MARCUS J | Director | AWARD | 36,690 | — | — |
| Jun 1, 2026 | RICHEY VICTOR L JR | Director | AWARD | 2,215 | — | — |
| Jun 1, 2026 | RICHEY VICTOR L JR | Director | AWARD | 6,378 | — | — |
| May 1, 2026 | Nanda Munish | Director | SELL | 11,218 | $74.00 | $830.1K |
| Apr 29, 2026 | WALLMAN RICHARD F | Director | BUY | 10,000 | $73.25 | $732.5K |
| Mar 31, 2026 | Johansson Peter K. | SVP, Chief Financial Officer | TAX W/H | 653 | $59.58 | $38.9K |
| Mar 31, 2026 | Gleason Todd R | Chief Executive Officer | TAX W/H | 2,110 | $59.58 | $125.7K |
| Mar 31, 2026 | Gregory Alyson Noel | General Counsel | TAX W/H | 175 | $59.58 | $10.4K |
| Mar 17, 2026 | Kovachev Kiril | Chief Accounting Officer | TAX W/H | 346 | $57.06 | $19.7K |
| Mar 17, 2026 | Gregory Alyson Noel | General Counsel | TAX W/H | 139 | $57.06 | $7.9K |
| Mar 17, 2026 | Johansson Peter K. | SVP, Chief Financial Officer | TAX W/H | 1,570 | $57.06 | $89.6K |
| Mar 16, 2026 | Gleason Todd R | Chief Executive Officer | AWARD | 17,563 | — | — |
| Mar 16, 2026 | Gregory Alyson Noel | General Counsel | AWARD | 3,155 | — | — |
| Mar 16, 2026 | Kovachev Kiril | Chief Accounting Officer | AWARD | 1,753 | — | — |
| Mar 16, 2026 | Johansson Peter K. | SVP, Chief Financial Officer | AWARD | 3,944 | — | — |
| Mar 15, 2026 | Gregory Alyson Noel | General Counsel | TAX W/H | 150 | $54.50 | $8.2K |
| Mar 15, 2026 | Kovachev Kiril | Chief Accounting Officer | TAX W/H | 380 | $54.50 | $20.7K |
| Mar 15, 2026 | Gleason Todd R | Chief Executive Officer | AWARD | 75,055 | — | — |
| Mar 15, 2026 | Gleason Todd R | Chief Executive Officer | TAX W/H | 29,535 | $54.85 | $1.6M |
| Mar 15, 2026 | Johansson Peter K. | SVP, Chief Financial Officer | AWARD | 16,083 | — | — |
| Mar 15, 2026 | Johansson Peter K. | SVP, Chief Financial Officer | TAX W/H | 4,967 | $54.85 | $272.4K |
| Mar 7, 2026 | Gregory Alyson Noel | General Counsel | TAX W/H | 287 | $52.53 | $15.1K |
| Mar 7, 2026 | Gleason Todd R | Chief Executive Officer | TAX W/H | 3,557 | $52.53 | $186.8K |
8 SEC filing reports analyzed. Sentiment: 4 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 4.9/10.
MIXED
INST-CLUSTER
5/10
CECO's Q1 2026 13F cluster reveals a sharp divergence: 14 buyers added $82.2M in new positions (led
Jun 14, 2026
BULLISH
INST-CLUSTER
5/10
During Q3 2025, four institutional buyers accumulated $38.4M net in CECO while three sellers trimmed
Jun 11, 2026
BULLISH
8-K
7/10
CECO issued a post-closing update on its acquisition of Thermon Group, providing initial full-year 2
Jun 9, 2026
BULLISH
8-K
7/10
CECO Environmental Corp. completed its transformative acquisition of Thermon Group Holdings on June
Jun 1, 2026
BULLISH
8-K
7/10
CECO stockholders overwhelmingly approved the issuance of shares for the Thermon merger (99.93% of v
May 28, 2026
NEUTRAL
CLUSTER
2/10
A minor insider cluster at CECO Environmental shows a director purchase ($733K) and a director sale
May 4, 2026
NEUTRAL
EFFECT
3/10
CECO Environmental Corp's shelf registration (Form S-3) has become effective, allowing the company t
Apr 23, 2026
NEUTRAL
PRESS-RELEASE
3/10
CECO Environmental announced it will report Q1 2026 earnings on April 28, 2026, premarket, with a su
Apr 15, 2026
Current analyst consensus: Strong Buy (91% buy). Based on 11 analysts: 2 strong buy, 8 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$108.20 mean target
+11.8% upside
Buy (1.20)
$85.00 Low
$118.00 High
| Metric | Value |
|---|---|
| Current Price | $96.74 |
| Target Low | $85.00 |
| Target Mean | $108.20 |
| Target Median | $111.00 |
| Target High | $118.00 |
| # Analysts | 5 |
| Recommendation | Buy (1.20) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.31 | $0.15 | $0.48 | 27.8% | -1.7% | 2↑ 3↓ | $0.3B | 52.9% | 3 |
| Next Q 2026-09-30 |
$0.51 | $0.42 | $0.62 | 97.4% | +28.3% | 2↑ 2↓ | $0.4B | 92.1% | 3 |
| Current FY 2026-12-31 |
$1.88 | $1.82 | $1.96 | 111.5% | +13.0% | 4↑ 1↓ | $1.3B | 67.2% | 3 |
| Next FY 2027-12-31 |
$2.84 | $2.57 | $2.99 | 51.0% | +26.5% | 4↑ 0↓ | $1.7B | 34.1% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.307 | |
| 7d ago | $0.312 | -0.005 |
| 30d ago | $0.312 | -0.005 |
| 60d ago | $0.332 | -0.025 |
| 90d ago | $0.332 | -0.025 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 10, 2026 | Lake Street | MAINTAIN | Buy | Buy |
| Jun 10, 2026 | Needham | MAINTAIN | Buy | Buy |
| Apr 29, 2026 | Needham | MAINTAIN | Buy | Buy |
| Mar 26, 2026 | Needham | REITERATE | Buy | Buy |
| Feb 25, 2026 | Lake Street | MAINTAIN | Buy | Buy |
| Feb 25, 2026 | Roth Capital | MAINTAIN | Buy | Buy |
| Feb 25, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Feb 25, 2026 | Needham | MAINTAIN | Buy | Buy |
| Jan 16, 2026 | Needham | MAINTAIN | Buy | Buy |
| Dec 24, 2025 | Northland Capital Markets | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| May 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% | |
| Jan 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 1, 2026
m_and_a
CECO Environmental Completes Acquisition of Thermon Group Holdings
Company Announces Investor Call for June 9th <pre>Company Announces Investor Call for June 9th</pre>
May 29, 2026
short_volume
Short Volume: CECO — 78.2% short (0.5M / 0.6M)
Short: 451,123 | Exempt: 15,942 | TRF Vol: 576,804 | Short Ratio: 78.2% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: CECO — 79.3% short (0.6M / 0.8M)
Short: 616,192 | Exempt: 8,560 | TRF Vol: 777,372 | Short Ratio: 79.3% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: CECO — 72.6% short (0.4M / 0.5M)
Short: 370,572 | Exempt: 0 | TRF Vol: 510,370 | Short Ratio: 72.6% | Off-exchange volume (dark pool + OTC)
May 15, 2026
activist
CECO Environmental and Thermon Group Holdings Announce Election Deadline for Thermon Stockholders to Elect Form of Merger Consideration
<p>ADDISON, Texas, and AUSTIN, Texas, May 15, 2026 (GLOBE NEWSWIRE) -- CECO Environmental Corp. (Nasdaq: CECO) (“CECO”) and Thermon Group Holdings,
May 6, 2026
short_interest
FTD: CECO — 66,652 shares ($5.9M) failed to deliver
Settlement: 20260506, Price: $87.78, FTD Value: $5,850,712.56, CECO ENVIRONMENTAL CORP
May 5, 2026
short_volume
Short Volume: CECO — 73.4% short (0.5M / 0.7M)
Short: 525,835 | Exempt: 200 | TRF Vol: 716,510 | Short Ratio: 73.4% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_interest
FTD: CECO — 27,639 shares ($2.2M) failed to deliver
Settlement: 20260505, Price: $78.17, FTD Value: $2,160,540.63, CECO ENVIRONMENTAL CORP
May 4, 2026
short_volume
Short Volume: CECO — 82.2% short (0.5M / 0.6M)
Short: 499,203 | Exempt: 0 | TRF Vol: 607,368 | Short Ratio: 82.2% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
earnings
CECO Environmental Reports First Quarter 2026 Results
<p align="center"><em>Strong First Quarter Results Highlighted by Orders up 97 Percent and Backlog Eclipsing $1B</em><br><em>Largest Natural Gas Power
Apr 28, 2026
earnings_calendar
CECO Q1 2026 Earnings Scheduled — 2026-04-28
Apr 28, 2026
short_volume
Short Volume: CECO — 75.6% short (0.7M / 0.9M)
Short: 707,658 | Exempt: 0 | TRF Vol: 936,233 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
earnings
CECO Environmental to Release First Quarter 2026 Earnings and Host Conference Call on April 28
<p align="justify">ADDISON, Texas, April 15, 2026 (GLOBE NEWSWIRE) -- <strong>CECO Environmental Corp. (Nasdaq: CECO)</strong>, a leading environmen
Apr 6, 2026
Enforcement
HSR Early Termination: CECO Environmental Corp.; Thermon Group Holdings, Inc.
The FTC granted early termination of the HSR Act waiting period for a transaction involving CECO Environmental Corp.; Thermon Group Holdings, Inc..
Apr 1, 2026
short_interest
FTD: CECO — 75,720 shares ($4.5M) failed to deliver
Settlement: 20260401, Price: $59.58, FTD Value: $4,511,397.6, CECO ENVIRONMENTAL CORP
Mar 20, 2026
other
CECO Environmental and Thermon to Host Joint CEO Fireside Chat at Upcoming Roth Conference
<p align="justify">ADDISON, Texas, March 20, 2026 (GLOBE NEWSWIRE) -- <strong>CECO Environmental </strong><strong>Corp. (Nasdaq: CECO)</strong>, a l