IES Holdings, Inc.

NasdaqGM:IESC Stock Report

Market Cap: US$11.0b

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
04 Mar 26SellUS$1,254,892Todd ClevelandIndividual2,500US$513.54
26 Feb 26SellUS$2,559,688Todd ClevelandIndividual5,000US$521.00
18 Feb 26SellUS$2,531,311Matthew SimmesIndividual5,000US$511.39
17 Feb 26SellUS$4,291,074Tontine Management, LLCCompany8,159US$533.26
15 Dec 25SellUS$320,565Matthew AllenIndividual700US$457.95
11 Dec 25SellUS$38,846,856Tontine Management, LLCCompany82,094US$480.37
11 Dec 25SellUS$955,711Mary NewmanIndividual2,000US$478.71
10 Dec 25SellUS$8,079,457David GendellIndividual17,867US$452.20
09 Dec 25SellUS$2,250,095Joe KoshkinIndividual5,000US$452.63
05 Dec 25SellUS$42,058,090Tontine Management, LLCCompany100,000US$424.91
02 Dec 25SellUS$2,057,400Tracy McLauchlinIndividual5,000US$411.48
01 Dec 25SellUS$4,069,608Matthew SimmesIndividual10,000US$409.86
15 Sep 25SellUS$2,593,220Tontine Management, LLCCompany6,811US$380.74
12 Sep 25SellUS$30,042,315Tontine Management, LLCCompany80,000US$385.88
28 Aug 25SellUS$20,740,471Tontine Management, LLCCompany57,316US$365.35
28 Aug 25SellUS$1,228,672Jeffrey GendellIndividual3,363US$365.35
21 Aug 25SellUS$971,915Mary NewmanIndividual3,000US$325.19
14 Aug 25SellUS$5,921,798Todd ClevelandIndividual17,000US$356.00
14 Aug 25SellUS$5,921,798Todd ClevelandIndividual17,000US$356.00
13 Aug 25SellUS$607,820Tontine Management, LLCCompany1,710US$355.45
11 Aug 25SellUS$1,697,300Tracy McLauchlinIndividual5,000US$339.46
07 Aug 25SellUS$1,356,000Matthew SimmesIndividual4,000US$339.00
11 Jun 25SellUS$1,576,985Tontine Management, LLCCompany5,764US$275.84
04 Jun 25SellUS$9,337,995Tontine Management, LLCCompany33,866US$276.11

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
General Public423,3602.12%
Individual Insiders470,9802.36%
Institutions8,693,41143.6%
Hedge Funds10,340,24851.9%

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

Top Shareholders

Top 25 shareholders own 86.73% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
51.9%
Tontine Management, LLC
10,340,248US$5.7b-0.08%73.14%
10.1%
FMR LLC
2,015,610US$1.1b-2.45%0.05%
4.28%
The Vanguard Group, Inc.
853,214US$472.1m-1.61%0.01%
3.63%
BlackRock, Inc.
722,732US$399.9m1.93%no data
2.29%
Dimensional Fund Advisors LP
457,067US$252.9m-9.09%0.03%
1.38%
Geode Capital Management, LLC
274,725US$152.0m2.37%0.01%
1.25%
First Trust Advisors LP
248,738US$137.6m-23.2%0.08%
1.05%
Pertento Partners LLP
209,351US$115.8m17.1%12.27%
1.03%
State Street Global Advisors, Inc.
205,905US$113.9m1.24%no data
0.91%
Jeffrey Gendell
181,844US$100.6m0%no data
0.86%
Royce & Associates, LP
171,343US$94.8m-2.88%0.75%
0.83%
Arrowstreet Capital, Limited Partnership
164,722US$91.1m25.3%0.05%
0.78%
Morgan Stanley
155,513US$86.0m37.1%0.01%
0.77%
Thrivent Investment Management Inc.
152,656US$84.5m2.5%0.13%
0.74%
Putnam LLC
147,584US$81.7m-0.77%0.05%
0.72%
AltraVue Capital, LLC
142,637US$78.9m-14.2%5.12%
0.52%
UBS Asset Management AG
104,580US$57.9m5.45%no data
0.52%
Norges Bank Investment Management
104,307US$57.7m0%no data
0.5%
Parsifal Capital Management, LP
100,180US$55.4m54.6%4.64%
0.49%
Renaissance Technologies LLC
97,392US$53.9m-7.89%0.08%
0.47%
American Century Investment Management Inc
94,411US$52.2m7.45%0.02%
0.47%
Matthew Simmes
93,575US$51.8m-70.4%no data
0.44%
Lord, Abbett & Co. LLC
87,032US$48.2m-23.7%0.13%
0.41%
Charles Schwab Investment Management, Inc.
81,476US$45.1m0%0.01%
0.39%
Driehaus Capital Management LLC
77,082US$42.6m-3.73%0.18%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/21 06:08
End of Day Share Price 2026/04/21 00:00
Earnings2025/12/31
Annual Earnings2025/09/30

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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 Github.

Analyst Sources

IES Holdings, Inc. is covered by 1 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Sergey GlinyanovFreedom Broker