JB Capital Partners Sells 41,004 Shares of IES Holdings for $12.06 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Fool
- Reduction Action: JB Capital Partners sold 41,004 shares of IES Holdings in Q3, reducing its stake to just 841 shares valued at $334,424, indicating a potential decrease in confidence in the stock.
- Asset Allocation Shift: This transaction left IES Holdings at only 0.06% of JB Capital's reportable AUM, down from 2.3%, reflecting a significant decline in the stock's importance within the investment portfolio.
- Stock Performance: IES Holdings shares are priced at $404.40, having surged 86% over the past year, significantly outperforming the S&P 500's 15% increase, showcasing its strong market performance.
- Financial Health: IES Holdings reported a 17% revenue increase to $3.37 billion for fiscal 2025, with net income rising 40% year-over-year, indicating robust demand particularly in data center and infrastructure projects.
IESC
$405.73+Infinity%1D
Analyst Views on IESC
About IESC
IES Holdings, Inc. designs and installs integrated electrical and technology systems and provides infrastructure products and services to a variety of end markets, including data centers, residential housing, and commercial and industrial facilities. Its Communications segment is a national provider of technology infrastructure services, including the design, build, and maintenance of communications infrastructure. Its Residential segment is a regional provider of electrical installation services for single-family housing and multifamily apartment complexes. Its Infrastructure Solutions segment is a provider of electro-mechanical solutions for industrial operations, including apparatus repair and custom-engineered products. Its Commercial & Industrial segment is a provider of electrical and mechanical design, construction, and maintenance services to the commercial and industrial markets in various regional markets and nationwide.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
