Market Cap
$4.1B
CECO
CECO ENVIRONMENTAL CORP
$73.66 ▲ +2.49%
Prev close $71.87Market cap$4.1B
ConsensusStrong Buy
12-mo target$111.86 (+51.9%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)47 New Institutional Positions3 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on CECO right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (93%)
Inst. Holders
50 funds
Inst. Value
$3.1B
Inst. Activity
47 buys / 3 sells
Insider Activity
$2.6M buy / $10.3M sell
Insider Net $
-$7.7M
SEC Reports
12
Press Releases
2
Price chart 30d -0.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 2, 2026 activist
CECO Environmental to Transfer U.S. Stock Exchange Listing to the Texas Stock Exchange
Voluntary transfer of primary listing of the Company’s common stock, from the Nasdaq Global Select M
Aug 15, 2026 Insider
Aug 10, 2026 SEC Johansson Peter K. surrendered for taxes 2,914 shares
SVP, Chief Financial Officer @ $79.59 ($231.9K)
CECO reported a mixed Q2 2026 with GAAP net loss of $(34.8)M due to acquisition costs from the closed Thermon deal, but
8-K — Impact 8/10
CECO Environmental reported Q2 2026 revenue of $285.0M (+54% YoY) and non-GAAP diluted EPS of $0.47, with orders up 191%
PRESS-RELEASE — Impact 6/10
18 institutional investors accumulated $61.9M in CECO during Q2 2026, with only one seller trimming $220K. The cluster i
INST-CLUSTER — Impact 5/10
Jul 15, 2026 Insider
Harris-Peterson Candace surrendered for taxes 890 shares
Chief Human Resources Officer @ $79.03 ($70.3K)
Jul 5, 2026 Insider
Kovachev Kiril surrendered for taxes 460 shares
Chief Accounting Officer @ $82.15 ($37.8K)
Jun 30, 2026 Inst.
FMR LLC — ADD
4,524,438 shares ($410.5M)
Analyst ratings buy % +1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
93% rate it Buy or better · 14 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 11, 2026 | Needham | REITERATE | Buy | 50% |
| Aug 5, 2026 | TD Cowen | INITIATE | Buy | 56% |
| Jul 9, 2026 | JP Morgan | INITIATE | Overweight | 55% |
| Jun 10, 2026 | Lake Street | MAINTAIN | Buy | 45% |
| Jun 10, 2026 | Needham | MAINTAIN | Buy | 50% |
| Apr 29, 2026 | Needham | MAINTAIN | Buy | 50% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 10 | 1 | 0 | 0 | 93% | |
| Aug 1, 2026 | 3 | 9 | 1 | 0 | 0 | 92% | |
| Jul 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| Jun 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| May 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% |
Price targets
Where 7 covering analysts think CECO trades over the next 12 months.
$111.86 +51.9% upside Strong Buy
Current$73.66 Low$85.00 Median$118.00 High$130.00 7 analysts
$85.00$130.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 7 bullish, 0 bearish, 1 mixed, 4 neutral · avg impact 5.2/10.Plus 2 press releases.
BULLISH8-K8/10
CECO reported a mixed Q2 2026 with GAAP net loss of $(34.8)M due to acquisition costs from the close
Aug 10, 2026
BULLISHPRESS-RELEASE6/10
CECO Environmental reported Q2 2026 revenue of $285.0M (+54% YoY) and non-GAAP diluted EPS of $0.47,
Aug 10, 2026
BULLISHINST-CLUSTER5/10
18 institutional investors accumulated $61.9M in CECO during Q2 2026, with only one seller trimming
Aug 9, 2026
NEUTRALCLUSTER4/10
Two CECO insiders (CFO and a Director) sold a combined $6.2M in open-market transactions over two da
Jun 26, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 2, 2026
activist
CECO Environmental to Transfer U.S. Stock Exchange Listing to the Texas Stock Exchange
Voluntary transfer of primary listing of the Company’s common stock, from the Nasdaq Global Select Market (“Nasdaq”) to the Texas Stock Exchange (“TXS
Aug 24, 2026
other
CECO Environmental Announces Upcoming Investor Conferences
ADDISON, Texas, Aug. 24, 2026 (GLOBE NEWSWIRE) -- CECO Environmental Corp. (Nasdaq: CECO) , a leading environmentally focused, diversified industrial
Aug 11, 2026
short_volume
Short Volume: CECO — 58.3% short (0.3M / 0.5M)
Short: 297,529 | Exempt: 2,124 | TRF Vol: 510,420 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Aug 10, 2026
earnings
CECO Environmental Reports Second Quarter 2026 Results
Q2 2026 Earnings
Aug 10, 2026
earnings_calendar
CECO Q2 2026 Earnings Before Market Open — 2026-08-10
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.59 | $0.46–$0.76 | 128.0% | +13.0% | 2↑ 1↓ | $0.4B | 7 |
| Next Q | $0.80 | $0.66–$0.97 | 163.6% | +9.0% | 2↑ 1↓ | $0.4B | 7 |
| Current FY | $2.30 | $2.02–$2.81 | 158.0% | +20.5% | 3↑ 0↓ | $1.3B | 7 |
| Next FY | $3.15 | $2.59–$4.03 | 37.1% | +11.2% | 2↑ 1↓ | $1.8B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.593 | — |
| 7d ago | $0.590 | +0.003 |
| 30d ago | $0.524 | +0.068 |
| 60d ago | $0.513 | +0.080 |
| 90d ago | $0.400 | +0.193 |
Institutional ownership
Which big funds own CECO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.1B total value (34,571,969 shares) as of 2026-Q2. Top holders: NOMURA, FMR, BlackRock,. Net buying activity: 47 institutions added/increased vs 3 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| FMR LLC | 4,524,438 | $410.5M | 13.1% | ADD +94.3% |
| BlackRock, Inc. | 4,323,986 | $392.4M | 12.5% | ADD +89.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,339,252 | $212.3M | 6.8% | ADD +75.6% |
| DIMENSIONAL FUND ADVISORS LP | 2,185,315 | $198.3M | 6.3% | DOUBLED +141.9% |
| AMERICAN CENTURY COMPANIES INC | 2,088,421 | $189.5M | 6.0% | — |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,560,486 | $141.6M | 4.5% | DOUBLED +143.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,460,389 | $132.5M | 4.2% | ADD +70.6% |
| STATE STREET CORP | 1,264,690 | $114.8M | 3.7% | ADD +92.4% |
| Capital World Investors | 1,157,200 | $105.0M | 3.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 2,328,888 | 4,524,438 | +94.3% | $410.5M |
| BlackRock, Inc. | ADD | 2,285,277 | 4,323,986 | +89.2% | $392.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | 1,332,469 | 2,339,252 | +75.6% | $212.3M |
| DIMENSIONAL FUND ADVISORS LP | DOUBLED | 903,291 | 2,185,315 | +141.9% | $198.3M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | DOUBLED | 639,892 | 1,560,486 | +143.9% | $141.6M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 856,133 | 1,460,389 | +70.6% | $132.5M |
| STATE STREET CORP | ADD | 657,349 | 1,264,690 | +92.4% | $114.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 115,242 | 568,484 | +393.3% | $51.6M |
| NORTHERN TRUST CORP | ADD | 251,874 | 492,491 | +95.5% | $44.7M |
| UBS Group AG | DOUBLED | 201,107 | 475,224 | +136.3% | $43.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 48 transactions. Net -$7.7M — $2.6M bought, $10.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 15, 2026 | Johansson Peter K. | SVP, Chief Financial Officer | TAX W/H | 2,914 | $79.59 | $231.9K |
| Jul 15, 2026 | Harris-Peterson Candace | Chief Human Resources Officer | TAX W/H | 890 | $79.03 | $70.3K |
| Jul 5, 2026 | Kovachev Kiril | Chief Accounting Officer | TAX W/H | 460 | $82.15 | $37.8K |
| Jun 25, 2026 | DEZWIREK JASON | Director | SELL | 34,000 | $97.28 | $3.3M |
| Jun 24, 2026 | Johansson Peter K. | SVP, Chief Financial Officer | SELL | 30,000 | $96.49 | $2.9M |
| Jun 24, 2026 | DEZWIREK JASON | Director | SELL | 34,000 | $96.61 | $3.3M |
| Jun 8, 2026 | Harris-Peterson Candace | Chief Human Resources Officer | AWARD | 3,105 | — | — |
| Jun 1, 2026 | RICHEY VICTOR L JR | Director | AWARD | 6,378 | — | — |
| Jun 1, 2026 | RICHEY VICTOR L JR | Director | AWARD | 2,215 | — | — |
| Jun 1, 2026 | GEORGE MARCUS J | Director | AWARD | 36,690 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CECO.
Shares short
1,967,749
Settlement Sep 15, 2026
Change vs prior
+13.3%
Semi-monthly cycle
Days to cover
2.7
At avg daily volume
Of shares outstanding
≈3.4%
Estimate — not % of float
All CECO filing & press-release reports (14)
- 8-K reportAug 10, 2026
- PRESS-RELEASE reportAug 10, 2026
- INST-CLUSTER reportAug 9, 2026
- CLUSTER reportJun 26, 2026
- INST-CLUSTER reportJun 14, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 9, 2026
- 8-K reportJun 1, 2026
- PRESS-RELEASE reportJun 1, 2026
- 8-K reportMay 28, 2026
- PRESS-RELEASE reportMay 15, 2026
- CLUSTER reportMay 4, 2026
- EFFECT reportApr 23, 2026
- PRESS-RELEASE reportApr 15, 2026