Market Cap
$5.8B
LGN
Legence Corp.
$52.50 ▲ +1.61%
Prev close $51.67Market cap$5.8B
ConsensusStrong Buy
12-mo target$102.53 (+95.3%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)43 New Institutional Positions7 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on LGN right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (91%)
Inst. Holders
50 funds
Inst. Value
$5.8B
Inst. Activity
43 buys / 7 sells
Insider Activity
$0.00 buy / $1.7B sell
Insider Net $
-$1.7B
Social Sentiment
60° Warm
SEC Reports
12
Press Releases
3
Congressional
1 trades
Price chart 30d +2.2%
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.
Sep 18, 2026 Insider
Le Bris Philippe sold 1,058 shares
Chief Accounting Officer @ $55.01 ($58.2K)
Sep 15, 2026 Insider
Hansen Stephen Dale surrendered for taxes 1,671 shares
Chief Operating Officer @ $53.03 ($88.6K)
Sep 15, 2026 Insider
Schwartz Justin surrendered for taxes 768 shares
Chief Strategy Officer @ $53.03 ($40.7K)
Aug 14, 2026 short_interest_report
Aug 13, 2026 SEC Short Interest: LGN down 24% to 3.2M shares
Settlement 2026-08-14 | Days to cover: 3.04 | ≈2.99% of shares outstanding (est.)
Legence Corp. reported Q2 2026 revenue of $1.26B (+110.7% YoY), beating the $1.07B consensus, but GAAP EPS of $0.17 miss
8-K — Impact 6/10
A strong institutional cluster shows 11 funds accumulating $154.2M net in LGN during Q2 2026, led by State Street (+$64.
INST-CLUSTER — Impact 5/10
Legence Corp announced it will release Q2 2026 results on August 13, 2026. No financial results or guidance were provide
PRESS-RELEASE — Impact 2/10
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
4,523,195 shares ($385.5M)
Analyst ratings buy % +3.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
91% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 19, 2026 | Tigress Financial | MAINTAIN | Buy | 59% |
| Aug 18, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Aug 14, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Aug 14, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Aug 14, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 12, 2026 | Roth Capital | REITERATE | Buy | 56% |
| Jul 22, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 10, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jun 22, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 19, 2026 | Tigress Financial | MAINTAIN | Buy | 59% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 12 | 2 | 0 | 0 | 91% | |
| Aug 1, 2026 | 8 | 12 | 2 | 0 | 0 | 91% | |
| Jul 1, 2026 | 8 | 12 | 2 | 0 | 0 | 91% | |
| Jun 1, 2026 | 8 | 12 | 2 | 0 | 0 | 91% | |
| May 1, 2026 | 8 | 11 | 2 | 0 | 0 | 90% | |
| Apr 1, 2026 | 8 | 10 | 2 | 0 | 0 | 90% | |
| Mar 1, 2026 | 8 | 9 | 2 | 0 | 0 | 89% | |
| Feb 1, 2026 | 8 | 9 | 2 | 0 | 0 | 89% |
Price targets
Where 17 covering analysts think LGN trades over the next 12 months.
$102.53 +95.3% upside Strong Buy
Current$52.50 Low$80.00 Median$103.00 High$130.00 17 analysts
$80.00$130.00
Analyst rating Strong Buy· 1.2/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 4 bullish, 1 bearish, 1 mixed, 6 neutral · avg impact 4.3/10.Plus 3 press releases.
MIXED8-K6/10
Legence Corp. reported Q2 2026 revenue of $1.26B (+110.7% YoY), beating the $1.07B consensus, but GA
Aug 13, 2026
BULLISHINST-CLUSTER5/10
A strong institutional cluster shows 11 funds accumulating $154.2M net in LGN during Q2 2026, led by
Aug 9, 2026
NEUTRALPRESS-RELEASE2/10
Legence Corp announced it will release Q2 2026 results on August 13, 2026. No financial results or g
Jul 27, 2026
NEUTRAL8-K2/10
Legence Corp. filed an 8-K reporting results from its 2026 Annual Meeting of Stockholders. Stockhold
Jun 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 14, 2026
short_interest_report
Short Interest: LGN down 24% to 3.2M shares
Settlement 2026-08-14 | Days to cover: 3.04 | ≈2.99% of shares outstanding (est.)
Aug 13, 2026
earnings_calendar
LGN Q2 2026 Earnings Scheduled — 2026-08-13
Jul 27, 2026
earnings
Legence Sets Second Quarter 2026 Earnings Release Date and Webcast Schedule
SAN JOSE, Calif., July 27, 2026 (GLOBE NEWSWIRE) -- Legence Corp. (Nasdaq: LGN) (“Legence” or the “Company”) today announced that it will release resu
Jul 13, 2026
ftd
FTD: LGN — 35,170 shares ($2.6M) failed to deliver
Settlement: 20260713, Price: $73.66, FTD Value: $2,590,622.2, LEGENCE CORP CL A
Jul 8, 2026
ftd
FTD: LGN — 7,358 shares ($0.5M) failed to deliver
Settlement: 20260708, Price: $70.40, FTD Value: $518,003.2, LEGENCE CORP CL A
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 | $0.23–$0.81 | 257.5% | +52.8% | 6↑ 2↓ | $1.3B | 8 |
| Next Q | $0.54 | $0.22–$0.76 | 128.9% | +43.3% | 6↑ 2↓ | $1.2B | 8 |
| Current FY | $1.49 | $0.55–$2.83 | 970.1% | +2.1% | 6↑ 2↓ | $4.8B | 9 |
| Next FY | $2.48 | $1.04–$3.33 | 66.1% | +1.7% | 11↑ 0↓ | $5.4B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.586 | — |
| 7d ago | $0.586 | — |
| 30d ago | $0.384 | +0.203 |
| 60d ago | $0.384 | +0.202 |
| 90d ago | $0.384 | +0.202 |
Institutional ownership
Which big funds own LGN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.8B total value (68,490,492 shares) as of 2026-Q2. Top holders: Blackstone, BlackRock,, Jupiter. Net buying activity: 43 institutions added/increased vs 7 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Blackstone Inc. | 19,475,952 | $1.7B | 28.6% | — |
| BlackRock, Inc. | 4,523,195 | $385.5M | 6.6% | ADD +70.9% |
| Jupiter Topco LLC | 2,882,048 | $245.6M | 4.2% | — |
| FRANKLIN RESOURCES INC | 2,870,439 | $244.6M | 4.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,564,791 | $218.6M | 3.8% | ADD +74.8% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2,539,939 | $216.5M | 3.7% | DOUBLED +287.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,495,846 | $212.7M | 3.7% | ADD +64.8% |
| FIRST TRUST ADVISORS LP | 1,881,424 | $160.4M | 2.8% | DOUBLED +1185.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,555,495 | $132.6M | 2.3% | ADD +73.6% |
| TWO SIGMA INVESTMENTS, LP | 1,478,072 | $126.0M | 2.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 2,647,194 | 4,523,195 | +70.9% | $385.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 1,466,863 | 2,564,791 | +74.8% | $218.6M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 655,000 | 2,539,939 | +287.8% | $216.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | 1,514,674 | 2,495,846 | +64.8% | $212.7M |
| FIRST TRUST ADVISORS LP | DOUBLED | 146,358 | 1,881,424 | +1185.5% | $160.4M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 895,953 | 1,555,495 | +73.6% | $132.6M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | TRIM | 1,861,653 | 1,341,963 | -27.9% | $114.4M |
| STATE STREET CORP | ADD | 822,018 | 1,296,500 | +57.7% | $110.5M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 579,700 | 1,180,400 | +103.6% | $100.6M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 1,957,280 | 1,045,881 | -46.6% | $89.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 37 transactions. Net -$1.7B — $0.00 bought, $1.7B sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 18, 2026 | Le Bris Philippe | Chief Accounting Officer | SELL | 1,058 | $55.01 | $58.2K |
| Sep 15, 2026 | Hansen Stephen Dale | Chief Operating Officer | TAX W/H | 1,671 | $53.03 | $88.6K |
| Sep 15, 2026 | Schwartz Justin | Chief Strategy Officer | TAX W/H | 768 | $53.03 | $40.7K |
| Sep 15, 2026 | Le Bris Philippe | Chief Accounting Officer | EXERCISE | 4,196 | $28.00 | $117.5K |
| Sep 15, 2026 | Sprau Jeffrey | Chief Executive Officer | TAX W/H | 9,792 | $53.03 | $519.3K |
| Sep 15, 2026 | Butz Stephen M | Chief Financial Officer | TAX W/H | 2,343 | $53.03 | $124.2K |
| Sep 15, 2026 | Seki Bryce | General Counsel & Secretary | TAX W/H | 653 | $53.03 | $34.6K |
| Sep 15, 2026 | Le Bris Philippe | Chief Accounting Officer | SELL | 4,196 | $54.06 | $226.8K |
| Sep 15, 2026 | Le Bris Philippe | Chief Accounting Officer | TAX W/H | 341 | $53.03 | $18.1K |
| Sep 15, 2026 | Barnes Gregory | See Remarks | TAX W/H | 653 | $53.03 | $34.6K |
Congressional trades
LGN trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 15, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | LEGENCE CORP | Feb 16, 2026(33d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LGN.
Shares short
3,400,660
Settlement Sep 15, 2026
Change vs prior
+5.4%
Semi-monthly cycle
Days to cover
4.2
At avg daily volume
Of shares outstanding
≈3.1%
Estimate — not % of float
All LGN filing & press-release reports (15)
- 8-K reportAug 13, 2026
- INST-CLUSTER reportAug 9, 2026
- PRESS-RELEASE reportJul 27, 2026
- 8-K reportJun 11, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 14, 2026
- PRESS-RELEASE reportMay 14, 2026
- PRESS-RELEASE reportMay 4, 2026
- DEFA14A reportApr 29, 2026
- 424B4 reportApr 8, 2026
- EFFECT reportApr 8, 2026
- PRESS-RELEASE reportApr 8, 2026
- PRESS-RELEASE reportApr 6, 2026
- S-1 reportApr 6, 2026
- PRESS-RELEASE reportMar 27, 2026