Exploring IES Holdings, Inc. (IESC) Investor Profile: Who’s Buying and Why?

Are you curious about who's investing in IES Holdings, Inc. (IESC) and what's driving their decisions? With a market capitalization of $1.77 billion and a remarkable Return on Equity (ROE) of 24.4% as of 2024, IESC presents an intriguing case for investors. Institutional ownership stands strong at 78.70%, signaling significant confidence from major players. But who are these key stakeholders, and what makes IESC an attractive investment? Dive in to explore the investor profile and the underlying factors influencing their investment strategies, from revenue growth to strategic acquisitions.

IES Holdings, Inc. (IESC) Who Invests in IES Holdings, Inc. (IESC) and Why?

Understanding the investor profile of IES Holdings, Inc. (IESC) provides valuable insights into market perceptions and future stock performance. A diverse investor base can contribute to a more stable stock price, while concentrated ownership may lead to higher volatility. Here’s a breakdown of who is investing in IESC and their potential motivations.

Key Investor Types

IES Holdings has a mix of different investor types which include:

• Institutional Investors: These entities, including mutual funds, hedge funds, insurance companies, and pension funds, hold a significant portion of IESC shares. As of April 2025, institutional investors held a total of 20,240,496 shares. Major institutions are defined as firms or individuals that exercise investment discretion over assets exceeding $100 million.
• Retail Investors: The general public holds a smaller stake in IES Holdings. While their individual impact might be limited, collectively, they can influence company policies. As of November 2021, the general public held a 10% stake in IES Holdings.
• Hedge Funds: Hedge funds often seek medium-term catalysts to drive share prices higher and can be quite active in their investment strategies.
• Individual Investors: These may include company insiders, such as executives and board members, as well as other individual investors who believe in the company's long-term potential.

Largest Shareholders

The largest shareholders of IES Holdings, Inc. include:

• Gendell Jeffrey L: Holds a significant position as one of the largest shareholders.
• FMR LLC: Another major institutional investor with a substantial stake.
• Vanguard Group Inc: A well-known investment firm with a considerable number of shares.
• BlackRock, Inc: One of the world's largest asset managers.
• Dimensional Fund Advisors LP: A major player among institutional investors.
• Tontine Capital Management LLC: Which was the company's largest shareholder with 55% of shares outstanding in November 2021.

Here is a table of the top institutional holders as of December 31, 2024:

Investment Motivations

Several factors attract investors to IES Holdings, Inc.:

• Growth Prospects: IES Holdings has demonstrated significant earnings per share (EPS) growth. The company's EPS has surged by 105% year-over-year (YoY) and 9% quarter-over-quarter (QoQ).
• Strong Financial Health: IES Holdings exhibits robust financial health, with total assets exceeding total liabilities. The company's equity rose by 41% YoY and 7% QoQ.
• Market Position: IES Holdings is a diversified provider of integrated electrical and technology systems, operating across various sectors, including data centers, residential, commercial, and industrial facilities.
• Strategic Initiatives: The company's focus on growing its HVAC and plumbing business, along with expanding its Infrastructure Solutions business, signals strategic growth initiatives.
• Increased Credit Facility: IES Holdings announced a new $300 million credit facility in January 2025, increasing from $150 million, to pursue strategic priorities such as organic growth, acquisitions, and share repurchases.

Investment Strategies

Different investors adopt various strategies when investing in IES Holdings:

• Long-Term Holding: Many institutional investors, such as Vanguard and BlackRock, tend to hold shares for the long term, indicating confidence in the company's sustained growth.
• Growth Investing: Given IES Holdings' high EPS growth and strategic market positioning, growth investors are likely attracted to the stock.
• Value Investing: With a Price to Earnings (P/E) ratio of 15.4, some value investors may find IES Holdings attractively priced relative to its earnings.
• Event-Driven Investing: Hedge funds and other active investors may capitalize on specific events, such as the new credit facility or strategic acquisitions, to generate short- to medium-term gains.

Financial Overview

Key financial highlights of IES Holdings include:

• Market Cap: $3.35 billion.
• Revenue: $3 billion.
• Gross Profit: $730.81 million.
• Operating Income: $317.51 million.
• Net Income: $234.46 million.
• EPS: $10.89.

Stock Performance

IES Holdings' stock has shown significant growth:

• The share price as of April 11, 2025, was $179.85 per share, compared to $119.75 on April 15, 2024, representing a 50.19% increase.
• The company's EPS has surged by 105% YoY and 9% QoQ.

IES Holdings, Inc. (IESC) Institutional Ownership and Major Shareholders of IES Holdings, Inc. (IESC)

Institutional ownership in IES Holdings, Inc. (IESC) reflects the degree of confidence that large financial entities have in the company's potential. These investors, which include mutual funds, pension funds, hedge funds, and insurance companies, often conduct extensive research before investing, and their actions can significantly influence stock price and company strategy.

Here's a look at the landscape of institutional investment in IES Holdings, Inc. (IESC):

• Top Institutional Investors: Identifying the top holders provides insight into who has the most influence and conviction in IES Holdings, Inc. (IESC).
• Recent Changes in Ownership: Examining recent buying and selling activity helps to understand the evolving sentiment of these major players.
• Overall Impact: Understanding how institutional ownership affects IES Holdings, Inc. (IESC)'s stock and strategic direction is crucial for all investors.

As of Q4 2023, the top institutional holders of IES Holdings, Inc. (IESC) include:

• Renaissance Technologies LLC: Holding 307,715 shares.
• Dimensional Fund Advisors LP: Holding 291,994 shares.
• Royce & Associates LP: Holding 279,068 shares.
• BlackRock Fund Advisors: Holding 187,666 shares.
• Vanguard Group Inc: Holding 185,732 shares.

These major institutional investors hold significant stakes in IES Holdings, Inc. (IESC), reflecting their belief in the company's value and growth potential. Their investment decisions and activities can exert considerable influence on the company’s stock performance and strategic direction.

Institutional investors frequently adjust their holdings based on ongoing analysis and market conditions. Recent transactions can offer valuable insights into current sentiments. For example, significant increases in holdings may indicate strong confidence in the company's future, while decreases may signal concerns or shifts in investment strategy.

Monitoring these changes can help investors understand the broader trends affecting IES Holdings, Inc. (IESC) and the factors driving institutional investment decisions.

Institutional investors play a crucial role in IES Holdings, Inc. (IESC)'s stock price and overall strategy. Their large trading volumes can lead to price volatility, and their long-term investments can provide stability. Additionally, institutional investors often engage with company management on issues such as corporate governance and strategic direction, influencing the company's policies and decisions.

Here is a summary of institutional ownership details:

Understanding the trends and influences of institutional investors is essential for anyone looking to invest in IES Holdings, Inc. (IESC). Their actions can provide valuable signals about the company's prospects and help inform investment decisions.

For further insights into the financial health of IES Holdings, Inc. (IESC), see Breaking Down IES Holdings, Inc. (IESC) Financial Health: Key Insights for Investors.

IES Holdings, Inc. (IESC) Key Investors and Their Impact on IES Holdings, Inc. (IESC)

Understanding the investor profile of IES Holdings, Inc. (IESC) provides valuable insights into the company's stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock performance through their holdings and actions.

Several institutional investors hold significant stakes in IES Holdings, Inc. (IESC). According to recent data, the top institutional holders include:

• BlackRock Fund Advisors: Holding approximately 1,136,448 shares, representing about 5.40% ownership.
• The Vanguard Group, Inc.: Holding approximately 1,979,777 shares, representing about 9.40% ownership.
• Dimensional Fund Advisors LP: Holding approximately 1,116,012 shares, representing about 5.30% ownership.

These major institutional investors often have a long-term investment horizon, which can provide stability to the stock price. Their investment decisions are typically based on thorough research and analysis, reflecting confidence in IES Holdings, Inc. (IESC)'s business model and growth prospects.

The influence of these investors can be seen in various aspects of the company:

• Corporate Governance: Large institutional investors often engage with the company's management on issues such as executive compensation, board composition, and environmental, social, and governance (ESG) matters.
• Strategic Decisions: Their substantial holdings give them the ability to influence significant corporate decisions, including mergers and acquisitions, capital allocation, and strategic direction.
• Stock Performance: Institutional buying or selling can have a significant impact on the stock price, affecting market sentiment and investor confidence.

Recent moves by notable investors can provide insights into the current sentiment surrounding IES Holdings, Inc. (IESC). For instance, significant increases in holdings by major institutional investors may signal positive expectations for future performance. Conversely, large stake sales could indicate concerns about the company's prospects.

Examining the trading activity of these key investors can offer clues about the potential direction of the stock. Monitoring their moves through regulatory filings and financial news can help investors make informed decisions about IES Holdings, Inc. (IESC). You might be interested in Mission Statement, Vision, & Core Values of IES Holdings, Inc. (IESC).

Here's a summary of some key investor activity:

IES Holdings, Inc. (IESC) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to ownership changes is crucial for evaluating IES Holdings, Inc. (IESC). Recent market dynamics and analyst perspectives provide valuable insights into the company's future.

Investor sentiment toward IES Holdings, Inc. (IESC) can be gauged by:

• Major shareholders' actions: Monitoring buying and selling activities of institutional investors.
• Stock performance: Analyzing stock price movements following significant investor transactions.
• Analyst ratings: Reviewing analyst opinions and price targets.

Recent market reactions to changes in ownership or large investor moves can significantly impact IES Holdings, Inc. (IESC). For example, a substantial increase in institutional ownership might drive the stock price up, reflecting confidence in the company's prospects. Conversely, a major sell-off could signal concerns and lead to a price decline.

Analyst perspectives play a key role in interpreting the impact of key investors on IES Holdings, Inc.'s future. Analysts often provide insights on how changes in ownership structure and investor sentiment might affect the company's strategic direction and financial performance. For instance, analysts at B. Riley Financial recently reiterated a Buy rating on IES Holdings with a price target of $95.00.

The table below summarizes key institutional ownership data for IES Holdings, Inc. (IESC):

Significant institutional ownership can provide stability and influence strategic decisions. Major institutional investors in IES Holdings, Inc. (IESC) include:

• BlackRock Fund Advisors: One of the largest asset managers globally, holding a substantial position in IESC.
• The Vanguard Group, Inc.: Another major institutional investor known for its extensive holdings in various companies.
• State Street Corporation: A leading financial services provider with a significant stake in IESC.

These institutions' investment decisions are often driven by in-depth research and analysis, reflecting their long-term outlook on the company. Monitoring their positions can offer valuable insights into the overall market sentiment toward IES Holdings, Inc. (IESC).

For more information on IES Holdings, Inc. (IESC), explore: IES Holdings, Inc. (IESC): History, Ownership, Mission, How It Works & Makes Money