IESC
IES Holdings, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S May 8 to May 14 3 days of insider sells: $47.3M by 2 insiders, avg $688.67
- S May 26 to May 27 2 days of insider sells: $22.8M by 1 insider, avg $705.70
- S Jun 12 2 insiders sell $39.2M at $756.99
- R Jul 31 IES Holdings reported a massive Q3 fiscal 2026 beat, with revenue of…
- X Aug 31 Short interest jumps 81.2% to 1.23M
- A Sep 11 Freedom Broker upgrades
- E Oct 5 M&A: IES Holdings Completes Acquisition of DBM Global
- R Oct 6 IES Holdings completed its acquisition of DBM Global on October 5, 2…
Signal stack
Where each data set points today.
- InsidersBEARISH
2 insiders sold $109.3M.
- InstitutionsBULLISH
Q2 2026: 40 added (2 new), 26 trimmed or exited. Largest new: Capital International Investors $151.0M, Hrt Financial $32.8M.
- AnalystsBEARISH
0 of 6 rate it Buy or better. Every target is above the price.
- EstimatesRISING
Current-quarter EPS estimate $2.455 → $2.810 over 90 days. 1 up, 0 down in 30 days.
- Short sellersSTEADY
Short interest +15.0% to 1.39M shares. 6.1 days to cover, ≈3.5% of shares.
- TrendDOWNTREND
30% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| STATE STREET CORP | ADD | $201.3M |
| Capital International Investors | NEW | $151.0M |
| GOLDMAN SACHS GROUP INC | ADD | $78.7M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | $78.4M |
| Bank of New York Mellon Corp | ADD | $37.4M |
| AMERICAN CENTURY COMPANIES INC | TRIM | $35.8M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | $33.6M |
| HRT FINANCIAL LP | NEW | $32.8M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
6 analystsPrice is below the lowest target. Median implies +103%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 11, 2026 | Freedom Broker UPGRADE | Buy |
| May 5, 2026 | Freedom Broker DOWNGRADE | Hold |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | Gendell David B. Director | AWARD | 79 sh |
| Oct 1, 2026 | Baldock Jennifer A Director | AWARD | 83 sh |
| Oct 1, 2026 | Koshkin Joe D Director | AWARD | 89 sh |
| Oct 1, 2026 | Fouts John Louis Director | AWARD | 159 sh |
| Oct 1, 2026 | Cleveland Todd M Director | AWARD | 84 sh |
| Oct 1, 2026 | Janzen Kelly Director | AWARD | 79 sh |
| Jul 1, 2026 | Fouts John Louis Director | AWARD | 69 sh |
| Jul 1, 2026 | Koshkin Joe D Director | AWARD | 39 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $2.81 | $2.81–$2.81 | +0.2% | $1.1B |
| Next Q | $2.68 | $2.68–$2.68 | +0.2% | $1.1B |
| Current FY | $11.57 | $11.57–$11.57 | +0.0% | $4.2B |
| Next FY | $13.51 | $13.51–$13.51 | +0.4% | $6.3B |
Short side
FINRA· Sep 30, 2026SecBot reports
14 filings · 1 press release · 6 bullish · 1 bearish · 1 mixed · 6 neutral- NEUTRAL INST-CLUSTEROct 21, 2026
Four small asset managers added to or doubled their IESC positions in Q3 2026, with aggregate…
The cluster is too small in scale and conviction to drive price action. Monitor for larger institutional moves in upcoming 13F filings or insider buying to corroborate any thesis.
- NEUTRAL SC 13D/AOct 6, 2026
Tontine Capital Partners filed Amendment No. 33 to its Schedule 13D for IES Holdings, reporting a…
This is a non-event for trading — Tontine did not sell or buy shares. The ownership drop is purely mechanical from the DBM Global stock consideration. Monitor for any future 13D amendments if…
- BULLISH 8-KOct 6, 2026
IES Holdings completed its acquisition of DBM Global on October 5, 2026, for total consideration…
The acquisition of DBM Global is transformative, nearly doubling IES's revenue base and establishing a new Structural segment. The $525M debt draw will initially increase leverage, but management…
- BULLISH PRESS RELEASEOct 5, 2026
IES Holdings closed its $691M acquisition of DBM Global, a structural steel fabrication and…
Monitor IES's next quarterly filing for integration progress, debt repayment trajectory, and margin performance of the new Structural segment. The deal significantly scales IES's data center and…
All IESC filing & press-release reports (15)
- INST-CLUSTER reportOct 21, 2026
- SC 13D/A reportOct 6, 2026
- 8-K reportOct 6, 2026
- PRESS-RELEASE reportOct 5, 2026
- PRESS-RELEASE reportAug 14, 2026
- 8-K reportAug 11, 2026
- PRESS-RELEASE reportJul 31, 2026
- 8-K reportJul 31, 2026
- S-3ASR reportJul 2, 2026
- CLUSTER reportJun 16, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportMay 5, 2026
- CLUSTER reportMay 5, 2026
- CLUSTER reportMay 5, 2026
- PRESS-RELEASE reportMay 1, 2026