IES Holdings, Inc.
In the published model solve dated 2026-Q2, anchored at $495.88, IES Holdings, Inc. (IESC) is priced for +30.8% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• IES Holdings is a collection of electrical, mechanical, and communications-infrastructure contractors whose Communications segment, roughly a third of the company, has become a direct play on data-center construction. • The price is the risk: at about 33 times operating income, it is paying for growth at the company's self-funding ceiling to persist for roughly seven years, a pace only a small minority of fast-growers have sustained that long. • Watch the backlog conversion, which reached abou
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338 institutional managers reported holding IESC in 13F filings for the quarter ended 2026-03-31. Together they hold about 95% of the company; the top 10 hold 79%. 48 opened new positions that quarter. Held by FMR (Fidelity), Vanguard Group, BlackRock, among others. On the short side, 586k shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
IESC has cut its share count 4.3% over the past five years, spending $137.42M on repurchases. It pays no dividend. Cash returned over the past three years: $105.13M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at IESC over the trailing three years. Absence is a fact about the company, not a signal. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
IESC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | +15.1% | +7.2% |
| 2023-12-08 | +14.4% | +12.8% |
| 2024-02-03 | +1.2% | +55.3% |
| 2024-05-04 | +18.4% | -13.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
IESC's latest 8-K filings: 2026-07-31 (items 2.02, 7.01, 8.01, 9.01); 2026-05-01 (items 2.02, 7.01, 9.01); 2026-02-20 (items 5.07); 2026-01-30 (items 2.02, 7.01, 9.01); 2025-11-21 (items 2.02, 5.02, 7.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.