IES Holdings, Inc.

NasdaqGM:IESC Stock Report

Market Cap: US$4.5b

IES Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:IESC Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
16 Dec 24SellUS$118,558Tontine Management, LLCCompany470US$252.25
12 Dec 24SellUS$1,265,100Tracy McLauchlinIndividual5,000US$253.02
12 Dec 24SellUS$3,509,127Tontine Management, LLCCompany13,635US$262.39
03 Dec 24SellUS$2,053,266Matthew SimmesIndividual7,000US$294.62
02 Dec 24SellUS$966,995Tontine Management, LLCCompany3,079US$314.25
27 Nov 24SellUS$715,575Mary NewmanIndividual2,500US$286.23
16 Sep 24SellUS$23,918,700Tontine Management, LLCCompany150,000US$163.30
11 Sep 24SellUS$1,535,712Todd ClevelandIndividual10,000US$155.48
30 Aug 24SellUS$1,872,643David GendellIndividual10,000US$187.48
15 Aug 24SellUS$883,640Tracy McLauchlinIndividual5,000US$177.51
08 Aug 24SellUS$16,030,771Tontine Management, LLCCompany100,000US$162.14
24 May 24SellUS$4,022,857Tontine Management, LLCCompany25,000US$161.41
07 May 24SellUS$2,387,229Matthew SimmesIndividual14,000US$172.11
14 Mar 24SellUS$408,160Matthew SimmesIndividual4,000US$102.76
07 Mar 24SellUS$3,249,274Todd ClevelandIndividual28,345US$116.15
07 Mar 24SellUS$575,700Tracy McLauchlinIndividual5,000US$115.14

Insider Trading Volume

Insider Buying: IESC insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of IESC?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders444,5682.22%
General Public1,104,1505.52%
Institutions7,739,94438.7%
Hedge Funds10,717,96853.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 83.86% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
53.6%
Tontine Management, LLC
10,717,968US$2.4b-0.16%70.47%
7.38%
FMR LLC
1,476,138US$335.0m4.61%0.02%
3.39%
Dimensional Fund Advisors LP
678,955US$154.1m-5.84%0.02%
3.29%
BlackRock, Inc.
658,118US$149.4m7.19%no data
2.71%
The Vanguard Group, Inc.
542,406US$123.1m-2.21%no data
1.47%
Royce & Associates, LP
294,808US$66.9m15.2%0.52%
1.34%
AltraVue Capital, LLC
268,569US$60.9m-0.42%4.63%
1.05%
State Street Global Advisors, Inc.
209,943US$47.6m3.19%no data
1.05%
Geode Capital Management, LLC
209,146US$47.5m0.3%no data
0.89%
Renaissance Technologies LLC
178,732US$40.6m-4.18%0.05%
0.83%
Jeffrey Gendell
166,581US$37.8m8.76%no data
0.82%
Arrowstreet Capital, Limited Partnership
164,961US$37.4m5.09%0.03%
0.75%
Ophir Asset Management Pty Ltd
150,711US$34.2m23.3%4.69%
0.75%
Putnam LLC
150,181US$34.1m83.8%0.03%
0.73%
Invesco Ltd.
145,975US$33.1m4,750%0.01%
0.6%
Summit Partners Public Asset Management, LLC
119,438US$27.1m165%0.92%
0.44%
Todd Cleveland
89,000US$20.2m-1.11%no data
0.42%
Northern Trust Global Investments
83,719US$19.0m0.88%no data
0.41%
Hennessy Advisors, Inc.
82,600US$18.7m6.86%0.49%
0.38%
Charles Schwab Investment Management, Inc.
76,739US$17.4m0%no data
0.34%
Eaton Vance Management
67,278US$15.3m0%no data
0.32%
David Gendell
63,867US$14.5m0%no data
0.32%
Capital Research and Management Company
63,289US$14.4m0%no data
0.3%
Goldman Sachs Asset Management, L.P.
59,120US$13.4m26.5%no data
0.29%
Tracy McLauchlin
58,907US$13.4m-8.5%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/31 23:36
End of Day Share Price 2025/01/31 00:00
Earnings2024/09/30
Annual Earnings2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

IES Holdings, Inc. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution