RIHO Partners takes new $4.07M stake in IES Holdings
What's the deal? RIHO Partners LLC has disclosed a new $4.07 million position in IES HoldingsDealroom has a profile for this one. Try Dealroom →, buying 8,540 shares during the first quarter of 2026, according to a filing with the Securities and Exchange Commission. The stake accounts for about 2.6% of RIHO's portfolio, its 12th-largest holding.
What does IES do? IES Holdings is a specialty contractor providing integrated electrical and mechanical construction services, engineering, and systems integration across North America. It serves commercial, industrial, and mission-critical facilities.
The numbers: IES reported $4.16 earnings per share for the quarter ended 1 May 2026, beating the $3.95 consensus. Revenue came in at $974.2 million, below analyst estimates of $1.01 billion. The company posted a net margin of 10.4% and a return on equity of 33.97%.
Where the stock stands: IESC opened at $626.07 on 27 July 2026, giving it a market cap of $12.47 billion and a price-to-earnings ratio of 33.39. Shares have swung between a 12-month low of $309.51 and a high of $804.00.
Who else is buying? Institutional investors own 86.6% of the stock. Invesco raised its position by 43.7% to 91,567 shares, worth $27.1 million, while UBS Asset ManagementDealroom has a profile for this one. Try Dealroom → Americas and Mirae Asset Global ETFs added smaller amounts.
Insiders are selling. Director Todd M. Cleveland sold 5,000 shares at an average $761.89 on 12 June 2026, and CFO Tracy Mclauchlin sold 3,000 shares at $662.61 on 8 May 2026. Insiders offloaded 208,102 shares worth $146.5 million in the three months to late July 2026, though they still control 56.43% of the stock.
The signal: Analyst views are mixed. Freedom Capital cut IES to hold in May 2026, Wall Street Zen downgraded it to buy, and the consensus rating sits at "moderate buy" — leaving new money like RIHO's betting on a name that has already tripled from its 12-month low.
Read more: The Ticker Report
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