LMB
Limbach Holdings, Inc.
$79.09
-2.80%
$942.8M
No data for this timeframe.
Vol
Market Cap$942.8M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders50 funds
Inst. Value$505.0M
Inst. Activity9 buys / 7 sells
Insider Activity0B / 7S
Insider Net $-$1.6M
SEC Reports5
Exchange Nasdaq·Sector Construction - Special Trade Contractors·Inc. DE·CIK 0001606163·Prev Close $81.37
Recent Activity
Jun 12, 2026
SEC
A bullish institutional cluster formed in LMB during 2024-Q3, with 10 net buyers adding a combined $31.8M in new capital
INST-CLUSTER — Impact 5/10
May 18, 2026
Insider
Reed Michael James was granted 403 shares
Chief Operating Officer
May 5, 2026
SEC
Limbach Holdings reported Q1 2026 adjusted diluted EPS of $0.64, beating consensus of $0.21 by 205%, and revenue of $138
8-K — Impact 6/10
May 5, 2026
earnings_calendar
LMB Q1 2026 Earnings Scheduled — 2026-05-05
Apr 30, 2026
Insider
Brooks Jayme L. sold 3,440 shares
Chief Financial Officer @ $100.00 ($344.0K)
Apr 24, 2026
SEC
Jayme Brooks, an officer of Limbach Holdings, filed a Form 144 to report the intended sale of 5,613 shares of common sto
144 — Impact 3/10
Apr 24, 2026
Insider
Brooks Jayme L. sold 2,173 shares
Chief Financial Officer @ $100.05 ($217.4K)
Inst.
Capital International Investors — ADD
823,702 shares ($64.3M)
Price Targets
$116.60
+47.4% upside
Strong Buy
Current $79.09
Low $90.00
Median $115.00
High $156.00
5 analysts
$90.00
$156.00
Analyst Ratings
2Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 26, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Jan 26, 2026 | Stifel | MAINTAIN | Buy → Buy |
| Dec 16, 2025 | Stifel | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.91 ▼ -2.9% | $0.72 — $1.06 | -2% YoY | 4 |
| Next Q | $1.51 | $1.36 — $1.63 | 44% YoY | 4 |
| Current FY | $4.68 ▼ -1.4% | $3.79 — $5.39 | 4% YoY | 5 |
| Next FY | $5.04 ▼ -1.0% | $4.40 — $5.84 | 8% YoY | 5 |
Latest Reports
BULLISH
INST-CLUSTER
5/10
A bullish institutional cluster formed in LMB during 2024-Q3, with 10 net buyers adding a combined $31.8M in new capital
Jun 12, 2026
MIXED
8-K
6/10
Limbach Holdings reported Q1 2026 adjusted diluted EPS of $0.64, beating consensus of $0.21 by 205%, and revenue of $138
May 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| WASATCH ADVISORS LP | $75.7M | ADD |
| BlackRock, Inc. | $66.1M | — |
| Capital International Investors | $64.3M | ADD |
| FMR LLC | $54.8M | DOUBLED |
| VANGUARD CAPITAL MANAGEMENT LLC | $36.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | Reed Michael | A | $0.00 |
| Apr 30, 2026 | Brooks Jayme | SELL | $344.0K |
| Apr 24, 2026 | Brooks Jayme | SELL | $217.4K |
| Apr 13, 2026 | Brooks Jayme | SELL | $487.2K |
| Apr 9, 2026 | Brooks Jayme | SELL | $71.6K |
50 institutional holders with $505.0M total value (6,471,358 shares) as of 2026-Q1. Top holders: WASATCH, BlackRock,, Capital. Net buying activity: 9 institutions added/increased vs 7 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | WASATCH ADVISORS LP | 969,639 | $75.7M | 15.0% | ADD +37.8% |
| 2 | BlackRock, Inc. | 846,865 | $66.1M | 13.1% | — |
| 3 | Capital International Investors | 823,702 | $64.3M | 12.7% | ADD +27.6% |
| 4 | FMR LLC | 701,918 | $54.8M | 10.8% | DOUBLED +2209.4% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 462,766 | $36.1M | 7.2% | — |
| 6 | ROYCE & ASSOCIATES LP | 380,764 | $29.7M | 5.9% | ADD +83.7% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 265,771 | $20.7M | 4.1% | — |
| 8 | STATE STREET CORP | 235,061 | $18.3M | 3.6% | — |
| 9 | Rockefeller Capital Management L.P. | 230,625 | $18.0M | 3.6% | DOUBLED +1784.7% |
| 10 | MORGAN STANLEY | 156,830 | $12.2M | 2.4% | TRIM -27.6% |
| 11 | Clearbridge Investments, LLC | 132,819 | $10.4M | 2.1% | DOUBLED +169.0% |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 130,171 | $10.2M | 2.0% | TRIM -35.1% |
| 13 | GOLDMAN SACHS GROUP INC | 99,082 | $7.7M | 1.5% | — |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 89,433 | $7.0M | 1.4% | — |
| 15 | WCM INVESTMENT MANAGEMENT, LLC | 78,381 | $6.1M | 1.2% | — |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 77,688 | $6.1M | 1.2% | ADD +30.0% |
| 17 | CITADEL ADVISORS LLC | 77,407 | $6.0M | 1.2% | DOUBLED +589.6% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 75,751 | $5.9M | 1.2% | — |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 75,548 | $5.9M | 1.2% | — |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 50,300 | $3.9M | 0.8% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Capital International Investors | ADD | 645,288 | 823,702 | +27.6% | $64.3M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 216,518 | 156,830 | -27.6% | $12.2M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 59,771 | 77,688 | +30.0% | $6.1M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 18,758 | 39,004 | +107.9% | $3.0M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | NEAR_EXIT | 442,173 | 15,655 | -96.5% | $1.2M | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 42,153 | 12,372 | -70.6% | $965.6K | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 8,143 | 10,997 | +35.0% | $858.0K | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 17,916 | 8,520 | -52.4% | $665.0K | 2026-Q1 |
| STIFEL FINANCIAL CORP | ADD | 5,772 | 7,537 | +30.6% | $588.3K | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 4,410 | 7,339 | +66.4% | $572.8K | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 4,832 | 2,883 | -40.3% | $225.0K | 2026-Q1 |
| Freestone Grove Partners LP | NEAR_EXIT | 4,572 | 626 | -86.3% | $48.9K | 2026-Q1 |
| CWM, LLC | ADD | 245 | 372 | +51.8% | $29.0K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 87 | 191 | +119.5% | $14.9K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | NEAR_EXIT | 1,927 | 29 | -98.5% | $2.3K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 8,623 | 12,261 | +42.2% | $957.00 | 2026-Q1 |
| WASATCH ADVISORS LP | ADD | 723,576 | 997,394 | +37.8% | $77.6M | 2025-Q4 |
| FIRST TRUST ADVISORS LP | ADD | 325,138 | 442,173 | +36.0% | $34.4M | 2025-Q4 |
| ROYCE & ASSOCIATES LP | ADD | 182,707 | 335,663 | +83.7% | $26.1M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 195,971 | 127,271 | -35.1% | $9.9M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 18,731 | 47,921 | +155.8% | $3.7M | 2025-Q4 |
| Russell Investments Group, Ltd. | ADD | 33,438 | 42,153 | +26.1% | $3.3M | 2025-Q4 |
| AMERIPRISE FINANCIAL INC | ADD | 20,202 | 30,395 | +50.5% | $2.4M | 2025-Q4 |
| GREAT LAKES ADVISORS, LLC | TRIM | 37,421 | 24,673 | -34.1% | $1.9M | 2025-Q4 |
| Invesco Ltd. | NEAR_EXIT | 258,628 | 13,417 | -94.8% | $1.0M | 2025-Q4 |
5 unique insiders with 13 transactions. Net insider value: -$1.6M ($0.00 bought, $1.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | Reed Michael James | Chief Operating Officer | AWARD | 403 | — | — |
| Apr 30, 2026 | Brooks Jayme L. | Chief Financial Officer | SELL | 3,440 | $100.00 | $344.0K |
| Apr 24, 2026 | Brooks Jayme L. | Chief Financial Officer | SELL | 2,173 | $100.05 | $217.4K |
| Apr 13, 2026 | Brooks Jayme L. | Chief Financial Officer | SELL | 5,703 | $85.43 | $487.2K |
| Apr 9, 2026 | Brooks Jayme L. | Chief Financial Officer | SELL | 841 | $85.11 | $71.6K |
| Apr 8, 2026 | Brooks Jayme L. | Chief Financial Officer | SELL | 3,366 | $85.19 | $286.8K |
| Mar 17, 2026 | Brooks Jayme L. | Chief Financial Officer | SELL | 2,637 | $77.10 | $203.3K |
| Mar 16, 2026 | Sharp Jay | Executive Vice President | SELL | 491 | $78.61 | $38.6K |
| Mar 16, 2026 | Sharp Jay | Executive Vice President | GIFT | 700 | — | — |
| Mar 2, 2026 | Brooks Jayme L. | Chief Financial Officer | AWARD | 40,835 | — | — |
| Mar 2, 2026 | Sharp Jay | Executive Vice President | AWARD | 28,747 | — | — |
| Mar 2, 2026 | Angerosa Nicholas | Executive Vice President | AWARD | 22,559 | — | — |
| Mar 2, 2026 | McCann Michael M | Chief Executive Officer | AWARD | 52,008 | — | — |
5 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 5.0/10.
BULLISH
INST-CLUSTER
5/10
A bullish institutional cluster formed in LMB during 2024-Q3, with 10 net buyers adding a combined $
Jun 12, 2026
MIXED
8-K
6/10
Limbach Holdings reported Q1 2026 adjusted diluted EPS of $0.64, beating consensus of $0.21 by 205%,
May 5, 2026
NEUTRAL
144
3/10
Jayme Brooks, an officer of Limbach Holdings, filed a Form 144 to report the intended sale of 5,613
Apr 24, 2026
NEUTRAL
144
3/10
Jayme Brooks, an officer of Limbach Holdings, filed a Form 144 to notify intent to sell 9,910 shares
Apr 8, 2026
BULLISH
8-K
8/10
Limbach Holdings reported strong fourth quarter and full-year 2025 results, achieving record revenue
Mar 3, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (78% buy). Based on 9 analysts: 2 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$116.60 mean target
+47.4% upside
Strong Buy (1.60)
$90.00 Low
$156.00 High
| Metric | Value |
|---|---|
| Current Price | $79.09 |
| Target Low | $90.00 |
| Target Mean | $116.60 |
| Target Median | $115.00 |
| Target High | $156.00 |
| # Analysts | 5 |
| Recommendation | Strong Buy (1.60) |
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 |
$0.91 | $0.72 | $1.06 | -1.9% | -2.9% | 0↑ 4↓ | $0.2B | 24.2% | 4 |
| Next Q 2026-09-30 |
$1.51 | $1.36 | $1.63 | 43.8% | -0.3% | 2↑ 3↓ | $0.2B | 12.7% | 4 |
| Current FY 2026-12-31 |
$4.68 | $3.79 | $5.39 | 3.7% | -1.4% | 5↑ 0↓ | $0.7B | 14.6% | 5 |
| Next FY 2027-12-31 |
$5.04 | $4.40 | $5.84 | 7.8% | -1.0% | 4↑ 1↓ | $0.8B | 5.2% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.912 | |
| 7d ago | $0.940 | -0.028 |
| 30d ago | $0.940 | -0.028 |
| 60d ago | $1.018 | -0.106 |
| 90d ago | $0.982 | -0.070 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 26, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jan 26, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Dec 16, 2025 | Stifel | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| May 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Feb 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Jan 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% |
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.
May 5, 2026
earnings_calendar
LMB Q1 2026 Earnings Scheduled — 2026-05-05
Mar 10, 2026
short_interest
FTD: LMB — 8,395 shares ($0.7M) failed to deliver
Settlement: 20260310, Price: $84.36, FTD Value: $708,202.2, LIMBACH HLDGS INC
Mar 9, 2026
short_interest
FTD: LMB — 13,199 shares ($1.1M) failed to deliver
Settlement: 20260309, Price: $82.10, FTD Value: $1,083,637.9, LIMBACH HLDGS INC
Mar 2, 2026
earnings_calendar
LMB Q4 2025 Earnings After Market Close — 2026-03-02