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IES Holdings, Inc.

NasdaqGM:IESC Stock Report

Market Cap: US$13.7b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

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
12 Jun 26SellUS$3,809,460Todd ClevelandIndividual10,000US$381.68
12 Jun 26SellUS$35,342,118Tontine Management, LLCCompany93,440US$382.27
27 May 26SellUS$22,839,955Jeffrey GendellIndividual64,730US$355.07
14 May 26SellUS$37,707,432Jeffrey GendellIndividual108,722US$349.02
08 May 26SellUS$1,987,830Tracy McLauchlinIndividual6,000US$331.31
08 May 26SellUS$31,912,916Jeffrey GendellIndividual94,312US$343.21
08 May 26SellUS$8,310,608Todd ClevelandIndividual25,000US$341.65
05 May 26SellUS$4,607,705Matthew SimmesIndividual14,000US$332.58
04 Mar 26SellUS$1,254,892Todd ClevelandIndividual5,000US$256.77
26 Feb 26SellUS$2,559,688Todd ClevelandIndividual10,000US$260.50
18 Feb 26SellUS$2,531,311Matthew SimmesIndividual10,000US$255.70
17 Feb 26SellUS$4,291,074Tontine Management, LLCCompany16,318US$266.63
15 Dec 25SellUS$320,565Matthew AllenIndividual1,400US$228.98
11 Dec 25SellUS$955,711Mary NewmanIndividual4,000US$239.36
11 Dec 25SellUS$38,846,856Tontine Management, LLCCompany164,188US$240.19
10 Dec 25SellUS$8,079,457David GendellIndividual35,734US$226.10
09 Dec 25SellUS$2,250,095Joe KoshkinIndividual10,000US$226.32
05 Dec 25SellUS$42,058,090Tontine Management, LLCCompany200,000US$212.46
02 Dec 25SellUS$2,057,400Tracy McLauchlinIndividual10,000US$205.74
01 Dec 25SellUS$4,069,608Matthew SimmesIndividual20,000US$204.93
15 Sep 25SellUS$2,593,220Tontine Management, LLCCompany13,622US$190.37
12 Sep 25SellUS$30,042,315Tontine Management, LLCCompany160,000US$192.94

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
State or Government7,4200.0186%
General Public384,2590.964%
Individual Insiders637,8701.6%
Institutions18,232,10745.8%
Hedge Funds20,587,05651.7%

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


Top Shareholders

Top 25 shareholders own 87.89% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
51.7%
Tontine Management, LLC
20,587,056US$7.1b-0.45%66.15%
11.3%
FMR LLC
4,484,650US$1.5b-5.37%0.06%
4.43%
BlackRock, Inc.
1,767,040US$605.7m24.5%0.01%
2.3%
Vanguard Capital Management, LLC
917,396US$314.5m-0.33%no data
2.11%
Dimensional Fund Advisors LP
840,846US$288.2m-8.19%0.03%
1.91%
Vanguard Portfolio Management, LLC
760,636US$260.7m-3.12%0.01%
1.74%
First Trust Advisors LP
693,460US$237.7m-0.7%0.11%
1.38%
State Street Investment Management
548,138US$187.9m32%no data
1.34%
Geode Capital Management, LLC
533,992US$183.1m-9.75%0.01%
1.09%
UBS Asset Management AG
434,844US$149.1m11.7%0.01%
1.03%
Capital Research and Management Company
411,192US$141.0m0%no data
0.85%
Pertento Partners LLP
336,914US$115.5m-27.2%8.56%
0.75%
Royce & Associates, LP
298,058US$102.2m0%0.77%
0.73%
Thrivent Investment Management Inc.
289,470US$99.2m-5.2%0.14%
0.7%
Morgan Stanley
278,700US$95.5m-14.5%0.01%
0.64%
Arrowstreet Capital, Limited Partnership
253,250US$86.8m-19%0.03%
0.58%
Putnam LLC
232,292US$79.6m-25.5%0.04%
0.54%
Norges Bank Investment Management
214,572US$73.6m2.86%no data
0.54%
Renaissance Technologies LLC
213,504US$73.2m29.6%0.09%
0.48%
AltraVue Capital, LLC
192,634US$66.0m-25.8%4.8%
0.43%
Matthew Simmes
173,150US$59.4m-7.48%no data
0.38%
Invesco Ltd.
150,308US$51.5m7.05%0.01%
0.37%
Lord, Abbett & Co. LLC
146,478US$50.2m1.2%0.13%
0.33%
Northern Trust Global Investments
133,054US$45.6m-13.5%no data
0.33%
Charles Schwab Investment Management, Inc.
131,542US$45.1m-21.2%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/09 18:14
End of Day Share Price 2026/09/09 00:00
Earnings2026/06/30
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
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* 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 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

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