IESC
IES Holdings, Inc.
$734.91
+1.97%
$14.6B
No data for this timeframe.
Vol
Market Cap$14.6B
Cap SizeLarge Cap
Analyst ConsensusSell (0%)
Inst. Holders9 funds
Inst. Value$1.3B
Inst. Activity2 buys / 0 sells
Insider Activity0B / 21S
Insider Net $-$30.0M
Reddit Sentiment50° Neutral
SEC Reports4
Recent Activity
May 27, 2026
Insider
GENDELL JEFFREY L ET AL sold 6,000 shares
Executive Chairman @ $702.65 ($4.2M)
May 26, 2026
Insider
GENDELL JEFFREY L ET AL sold 2,006 shares
Executive Chairman @ $702.24 ($1.4M)
May 18, 2026
other
IES Holdings to Attend Upcoming Investor Conferences
<p align="justify">HOUSTON, May 18, 2026 (GLOBE NEWSWIRE) -- IES Holdings, Inc. (or “IES” or the “
May 14, 2026
Insider
GENDELL JEFFREY L ET AL sold 2,000 shares
Executive Chairman @ $683.09 ($1.4M)
May 12, 2026
SEC
Four IES Holdings insiders, including the CEO, CFO, Executive Chairman, and a Director, sold a total of $6.66M in open-m
CLUSTER — Impact 3/10
May 8, 2026
SEC
Three IESC insiders (including CEO and Executive Chairman) sold a total of ~$1.91M in open-market sales over the past we
CLUSTER — Impact 2/10
May 8, 2026
SEC
Executive Chairman Jeffrey Gendell and CEO Matthew Simmes sold a combined $1.82M in IESC shares over two days, represent
CLUSTER — Impact 2/10
Inst.
NORGES BANK — NEW
104,307 shares ($40.6M)
Price Targets
$700.00
-3.6% upside
Hold
Current $726.31
Low $700.00
Median $700.00
High $700.00
1 analysts
$700.00
$700.00
Analyst Ratings
0Strong Buy
0Buy
3Hold
1Sell
2Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 5, 2026 | Freedom Broker | DOWNGRADE | Buy → Hold |
| Feb 3, 2026 | Freedom Broker | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $4.83 ▲ +7.1% | $4.83 — $4.83 | 27% YoY | 1 |
| Next Q | $4.91 ▲ +7.0% | $4.91 — $4.91 | -2% YoY | 1 |
| Current FY | $19.69 ▲ +12.1% | $19.69 — $19.69 | 31% YoY | 1 |
| Next FY | $22.20 ▲ +9.6% | $22.20 — $22.20 | 13% YoY | 1 |
Latest Reports
NEUTRAL
CLUSTER
3/10
Four IES Holdings insiders, including the CEO, CFO, Executive Chairman, and a Director, sold a total of $6.66M in open-m
May 12, 2026
NEUTRAL
CLUSTER
2/10
Three IESC insiders (including CEO and Executive Chairman) sold a total of ~$1.91M in open-market sales over the past we
May 8, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $784.5M | ADD |
| VANGUARD GROUP INC | $331.9M | — |
| MORGAN STANLEY | $66.7M | TRIM |
| NORGES BANK | $40.6M | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $37.9M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 27, 2026 | GENDELL JEFFREY | SELL | $4.2M |
| May 26, 2026 | GENDELL JEFFREY | SELL | $1.4M |
| May 14, 2026 | GENDELL JEFFREY | SELL | $1.4M |
| May 13, 2026 | GENDELL JEFFREY | SELL | $10.4M |
| May 8, 2026 | GENDELL JEFFREY | SELL | $1.3M |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
9 institutional holders with $1.3B total value (3,375,906 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 2,016,668 | $784.5M | 59.7% | ADD +47.3% |
| 2 | VANGUARD GROUP INC | 853,214 | $331.9M | 25.3% | — |
| 3 | MORGAN STANLEY | 171,488 | $66.7M | 5.1% | TRIM -34.2% |
| 4 | NORGES BANK | 104,307 | $40.6M | 3.1% | NEW |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 97,392 | $37.9M | 2.9% | — |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 81,476 | $31.7M | 2.4% | NEW |
| 7 | BANK OF AMERICA CORP /DE/ | 25,418 | $9.9M | 0.8% | DOUBLED +220.1% |
| 8 | WELLS FARGO & COMPANY/MN | 19,243 | $7.5M | 0.6% | ADD +51.4% |
| 9 | TWO SIGMA INVESTMENTS, LP | 6,700 | $2.6M | 0.2% | TRIM -43.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 104,307 | — | $40.6M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 12,709 | 19,243 | +51.4% | $7.5M | 2025-Q4 |
| UBS Group AG | ADD | 54,123 | 84,556 | +56.2% | $33.6M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 9,468 | 30,305 | +220.1% | $12.1M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 11,813 | 6,700 | -43.3% | $2.7M | 2025-Q3 |
| MORGAN STANLEY | TRIM | 207,651 | 136,618 | -34.2% | $40.5M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 58,281 | 11,813 | -79.7% | $3.5M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 26,037 | 9,468 | -63.6% | $2.8M | 2025-Q2 |
| FMR LLC | ADD | 1,440,280 | 2,121,723 | +47.3% | $350.3M | 2025-Q1 |
| MORGAN STANLEY | ADD | 132,659 | 207,651 | +56.5% | $34.3M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 177,031 | 101,777 | -42.5% | $16.8M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 17,582 | 58,281 | +231.5% | $9.6M | 2025-Q1 |
| UBS Group AG | ADD | 26,653 | 51,512 | +93.3% | $8.5M | 2025-Q1 |
| NORGES BANK | EXIT | 7,746 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 82,738 | 177,031 | +114.0% | $35.6M | 2024-Q4 |
| UBS Group AG | DOUBLED | 10,288 | 26,653 | +159.1% | $5.4M | 2024-Q4 |
| NORGES BANK | NEW | — | 7,746 | — | $1.6M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 76,739 | — | $15.3M | 2024-Q3 |
9 unique insiders with 21 transactions. Net insider value: -$30.0M ($0.00 bought, $30.0M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 27, 2026 | GENDELL JEFFREY L ET AL | Executive Chairman | SELL | 6,000 | $702.65 | $4.2M |
| May 26, 2026 | GENDELL JEFFREY L ET AL | Executive Chairman | SELL | 2,006 | $702.24 | $1.4M |
| May 14, 2026 | GENDELL JEFFREY L ET AL | Executive Chairman | SELL | 2,000 | $683.09 | $1.4M |
| May 13, 2026 | GENDELL JEFFREY L ET AL | Executive Chairman | SELL | 15,000 | $692.71 | $10.4M |
| May 8, 2026 | GENDELL JEFFREY L ET AL | Executive Chairman | SELL | 2,000 | $672.45 | $1.3M |
| May 8, 2026 | Cleveland Todd M | Director | SELL | 4,308 | $660.23 | $2.8M |
| May 8, 2026 | McLauchlin Tracy | SVP & CFO | SELL | 3,000 | $662.61 | $2.0M |
| May 7, 2026 | GENDELL JEFFREY L ET AL | Executive Chairman | SELL | 1 | $677.47 | $677.47 |
| May 6, 2026 | GENDELL JEFFREY L ET AL | Executive Chairman | SELL | 2,000 | $670.03 | $1.3M |
| May 6, 2026 | Cleveland Todd M | Director | SELL | 141 | $675.00 | $95.2K |
| May 5, 2026 | Simmes Matthew J | President and CEO | SELL | 730 | $655.41 | $478.4K |
| Apr 1, 2026 | Baldock Jennifer A | Director | A | 56 | $0.00 | $0.00 |
| Apr 1, 2026 | Gendell David B. | Director | A | 53 | $0.00 | $0.00 |
| Apr 1, 2026 | Janzen Kelly | Director | A | 53 | $0.00 | $0.00 |
| Apr 1, 2026 | Cleveland Todd M | Director | A | 57 | $0.00 | $0.00 |
| Apr 1, 2026 | Koshkin Joe D | Director | A | 60 | $0.00 | $0.00 |
| Apr 1, 2026 | Fouts John Louis | Director | A | 107 | $0.00 | $0.00 |
| Mar 4, 2026 | Cleveland Todd M | Director | SELL | 825 | $500.28 | $412.7K |
| Mar 3, 2026 | Cleveland Todd M | Director | SELL | 575 | $500.52 | $287.8K |
| Mar 2, 2026 | Cleveland Todd M | Director | SELL | 200 | $513.54 | $102.7K |
| Feb 26, 2026 | Cleveland Todd M | Director | SELL | 714 | $510.26 | $364.3K |
| Feb 25, 2026 | Cleveland Todd M | Director | SELL | 2,144 | $510.32 | $1.1M |
| Feb 24, 2026 | Cleveland Todd M | Director | SELL | 181 | $520.25 | $94.2K |
| Feb 18, 2026 | Simmes Matthew J | President and CEO | SELL | 20 | $493.51 | $9.9K |
| Feb 17, 2026 | GENDELL JEFFREY L ET AL | Executive Chairman | SELL | 320 | $520.43 | $166.5K |
| Feb 13, 2026 | GENDELL JEFFREY L ET AL | Executive Chairman | SELL | 2,791 | $520.10 | $1.5M |
| Feb 12, 2026 | GENDELL JEFFREY L ET AL | Executive Chairman | SELL | 980 | $525.05 | $514.5K |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 3.3/10.
NEUTRAL
CLUSTER
3/10
Four IES Holdings insiders, including the CEO, CFO, Executive Chairman, and a Director, sold a total
May 12, 2026
NEUTRAL
CLUSTER
2/10
Three IESC insiders (including CEO and Executive Chairman) sold a total of ~$1.91M in open-market sa
May 8, 2026
NEUTRAL
CLUSTER
2/10
Executive Chairman Jeffrey Gendell and CEO Matthew Simmes sold a combined $1.82M in IESC shares over
May 8, 2026
MIXED
PRESS-RELEASE
6/10
IES Holdings reported Q2 fiscal 2026 revenue of $974M (+17% YoY) and operating income of $112.3M (+2
May 1, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (0% buy). Based on 6 analysts: 0 strong buy, 0 buy, 3 hold, 1 sell, 2 strong sell.
Analyst Price Targets
$700.00 mean target
-3.6% upside
Hold (3.00)
$700.00 Low
$700.00 High
| Metric | Value |
|---|---|
| Current Price | $726.31 |
| Target Low | $700.00 |
| Target Mean | $700.00 |
| Target Median | $700.00 |
| Target High | $700.00 |
| # Analysts | 1 |
| Recommendation | Hold (3.00) |
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 |
$4.83 | $4.83 | $4.83 | 26.8% | +7.1% | 1↑ 0↓ | $1.1B | 21.3% | 1 |
| Next Q 2026-09-30 |
$4.91 | $4.91 | $4.91 | -1.6% | +7.0% | 1↑ 0↓ | $1.1B | 21.6% | 1 |
| Current FY 2026-09-30 |
$19.69 | $19.69 | $19.69 | 31.1% | +12.1% | 1↑ 0↓ | $4.0B | 19.1% | 1 |
| Next FY 2027-09-30 |
$22.20 | $22.20 | $22.20 | 12.8% | +9.6% | 1↑ 0↓ | $4.7B | 17.4% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $4.830 | |
| 7d ago | $4.510 | +0.320 |
| 30d ago | $4.510 | +0.320 |
| 60d ago | $4.510 | +0.320 |
| 90d ago | $4.510 | +0.320 |
1 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 5, 2026 | Freedom Broker | DOWNGRADE | Buy | Hold |
| Feb 3, 2026 | Freedom Broker | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 3 | 1 | 2 | 0% | |
| May 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Apr 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Mar 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Feb 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Jan 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
1 mentions
0 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Feb 19, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
How do I buy options for a volatile stock after a dip
▲ 1
💬 3
⚡ 0.0
May 18, 2026
other
IES Holdings to Attend Upcoming Investor Conferences
<p align="justify">HOUSTON, May 18, 2026 (GLOBE NEWSWIRE) -- IES Holdings, Inc. (or “IES” or the “Company”) (NASDAQ: IESC) today announced that memb
May 6, 2026
short_interest
FTD: IESC — 1,085 shares ($0.7M) failed to deliver
Settlement: 20260506, Price: $661.40, FTD Value: $717,619, IES HLDGS INC COM
May 1, 2026
earnings
IES Holdings Reports Fiscal 2026 Second Quarter Results
<p align="justify">HOUSTON, May 01, 2026 (GLOBE NEWSWIRE) -- IES Holdings, Inc. (or “IES” or the “Company”) (NASDAQ: IESC) today announced financial
May 1, 2026
earnings_calendar
IESC Q2 2026 Earnings Scheduled — 2026-05-01
Apr 30, 2026
earnings_calendar
IESC Q2 2026 Earnings Scheduled — 2026-04-30
Apr 27, 2026
earnings
IES Holdings Announces Fiscal 2026 Second Quarter Results Earnings Release Schedule
<p align="justify">HOUSTON, April 27, 2026 (GLOBE NEWSWIRE) -- IES Holdings, Inc. (or “IES” or the “Company”) (NASDAQ: IESC) today announced that it
Apr 14, 2026
short_interest
FTD: IESC — 1,298 shares ($0.7M) failed to deliver
Settlement: 20260414, Price: $539.46, FTD Value: $700,219.08, IES HLDGS INC COM
Mar 11, 2026
short_interest
FTD: IESC — 4,480 shares ($2.0M) failed to deliver
Settlement: 20260311, Price: $448.38, FTD Value: $2,008,742.4, IES HLDGS INC COM
Mar 6, 2026
short_interest
FTD: IESC — 3,836 shares ($1.6M) failed to deliver
Settlement: 20260306, Price: $426.01, FTD Value: $1,634,174.36, IES HLDGS INC COM
Feb 27, 2026
short_interest
FTD: IESC — 1,783 shares ($0.9M) failed to deliver
Settlement: 20260227, Price: $515.05, FTD Value: $918,334.15, IES HLDGS INC COM
Feb 10, 2026
short_interest
FTD: IESC — 1,039 shares ($0.5M) failed to deliver
Settlement: 20260210, Price: $489.52, FTD Value: $508,611.28, IES HLDGS INC COM
Feb 4, 2026
short_interest
FTD: IESC — 2,915 shares ($1.2M) failed to deliver
Settlement: 20260204, Price: $420.62, FTD Value: $1,226,107.3, IES HLDGS INC COM