Moran Wealth Management 13F: Adds $2.8M to IES (IESC) Stake

Moran Wealth Management grew its stake in IES Holdings, Inc. (IESC) during the period, lifting its position by 105.1% according to a Form 13F filing with the Securities and Exchange Commission on October 22, 2026.

IESC IES Holdings, Inc.

$220.75 ▲ +8.50% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Moran Wealth Management's IES Holdings, Inc. Position

The firm added 8,757 shares of the engineering and construction company to bring its total holdings to 17,089 shares. The reported value of the stake reached about $5.49 million at the time of the filing.

Other Institutional Activity in IES Holdings, Inc.

Other large investors also adjusted their positions in the company around the middle of the year. First Trust Advisors LP reduced its holdings by 4,888 shares, ending with 693,460 shares valued at about $153.08 million. Capital International Investors grew its position by 205,596 shares to hold 411,192 shares worth roughly $90.77 million. Meanwhile, Jeffrey L. Gendell trimmed his stake by 93,061 shares, finishing with 20,587,056 shares valued at approximately $4.54 billion.

IES Holdings, Inc. Stock Down 8.6%

Shares recently traded around $220.62, which is 30.7% below the 50-day moving average of $318.58 and 25.3% below the 200-day moving average of $295.38. The stock sits 46.0% below its 52-week high of $408.26 and 29.7% above its 52-week low of $170.07. The company has a market capitalization of roughly $10.03 billion and a price-to-earnings ratio of 21.01.

Recent Earnings

For its trailing twelve-month period, the company generated $3.99 billion in revenue with a net profit margin of 11.4%. Earnings per share reached $11.26, alongside a return on equity of 44.5%. The next quarterly financial update is scheduled for release on November 20, 2026. Revenue grew 39.6% compared to the same period a year earlier.

Insider Buying and Selling at IES Holdings, Inc.

Company insiders executed several share sales earlier in the year ahead of the filing. Director Todd M. Cleveland sold 12,500 shares valued at about $8.31 million on May 8, 2026. Beneficial owner Jeffrey L. Gendell Et Al sold 54,361 shares worth approximately $37.71 million on May 14, 2026, and an additional 32,365 shares valued at about $22.84 million on May 27, 2026. Later, on June 12, 2026, Todd M. Cleveland sold 5,000 shares for about $3.81 million.

Analysts Set New Price Targets

Freedom Broker upgraded the stock on September 11, 2026, issuing a buy rating and a $440.00 price target. The company currently carries a consensus analyst opinion count of one, with the mean price target also set at $440.00.

About IES Holdings, Inc.

Based in Sugar Land, Texas, IES Holdings, Inc. builds and maintains electrical and technology infrastructure for corporate clients, data centers, healthcare facilities, and manufacturing plants. The company provides specialized engineering services across multiple commercial and industrial markets, connecting power and data systems for modern digital infrastructure.

Bottom Line

The fund's increased investment points to ongoing institutional interest as the company approaches its next earnings announcement in November. Investors will watch for upcoming financial results and filing updates to track how institutional ownership shifts over the coming quarters.