Cross-institution positioning
May 6, 2026Accumulation leaning. 1 accumulating across 1 comparable institution.
Source: Schedule 13 researchIESC Institutional Ownership
IES Holdings, Inc.
Latest stored close $297.52 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Buy
68/100
1 tracked · 1 comparable
Latest filing
May 6, 2026
Positive breadth
1 positive · 0 negative
Recent close
$297.52
Research confidence
Limited
Institutional Research 72/100 · 1 accumulating · 0 reducing / exited
Ownership history
Reported ownership % history
Latest filing May 6, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported0
Reducing / exited
0
52-week position
—
Institutional Intelligence
Why STOCKNODE says Buy
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Buy 68/100
Confidence:Limited
Why this signal
- 1 tracked institution accumulating versus 0 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Comparable SEC fundamentals are improving.
Institutional
74/100
Insiders
50/100
Fundamentals
70/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Oct 1, 2026Recent Forms 3/4/5 activity is available, with no non-amendment non-derivative SEC-coded P/S transactions in the rolling 90-day window. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Oct 6, 20263 non-amendment material events in the last 90 days; 1 capital-related filing/event (1 equity-related, 0 debt-related); Latest classified evidence: Material definitive agreement. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Jul 31, 2026Revenue +39.6% YoY; Net income +93.7% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 59% through its reported 52-week range; +68.4% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Fidelity / FMR.
Filed May 6, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
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Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
May 6, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Fidelity / FMR
Filed May 6, 2026
Direction locked
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Fidelity / FMR
Filed May 6, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Gendell David B. | AGrant, award, or other acquisition · amendment | Common Stock | 79 | $0.00 | Direct | Oct 2, 2026 |
| Oct 1, 2026 | Baldock Jennifer A | AGrant, award, or other acquisition | Common Stock | 83 | $0.00 | Direct | Oct 2, 2026 |
| Oct 1, 2026 | Koshkin Joe D | AGrant, award, or other acquisition | Common Stock | 89 | $0.00 | Direct | Oct 2, 2026 |
| Oct 1, 2026 | Gendell David B. | AGrant, award, or other acquisition | Common Stock | 79 | $0.00 | Direct | Oct 2, 2026 |
| Oct 1, 2026 | Fouts John Louis | AGrant, award, or other acquisition | Common Stock | 159 | $0.00 | Direct | Oct 2, 2026 |
| Oct 1, 2026 | Cleveland Todd M | AGrant, award, or other acquisition | Common Stock | 84 | $0.00 | Direct | Oct 2, 2026 |
| Oct 1, 2026 | Janzen Kelly | AGrant, award, or other acquisition | Common Stock | 79 | $0.00 | Direct | Oct 2, 2026 |
| Jul 1, 2026 | Janzen Kelly | AGrant, award, or other acquisition | Common Stock | 34 | $0.00 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Cleveland Todd M | AGrant, award, or other acquisition | Common Stock | 37 | $0.00 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Fouts John Louis | AGrant, award, or other acquisition | Common Stock | 69 | $0.00 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Gendell David B. | AGrant, award, or other acquisition | Common Stock | 34 | $0.00 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Baldock Jennifer A | AGrant, award, or other acquisition | Common Stock | 36 | $0.00 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Koshkin Joe D | AGrant, award, or other acquisition | Common Stock | 39 | $0.00 | Direct | Jul 6, 2026 |
| Jun 12, 2026 | GENDELL JEFFREY L ET AL, TONTINE ASSET ASSOCIATES, L.L.C., TONTINE CAPITAL MANAGEMENT LLC, TONTINE CAPITAL OVERSEAS MASTER FUND II, L.P., TONTINE CAPITAL PARTNERS L P, TONTINE MANAGEMENT LLC, Tontine Associates, LLC, Tontine Capital Overseas GP, LLC | SOpen-market or private sale | Common Stock, par value $0.01 per share | 6.7K | $764.54 | Indirect | Jun 16, 2026 |
| Jun 12, 2026 | GENDELL JEFFREY L ET AL, TONTINE ASSET ASSOCIATES, L.L.C., TONTINE CAPITAL MANAGEMENT LLC, TONTINE CAPITAL OVERSEAS MASTER FUND II, L.P., TONTINE CAPITAL PARTNERS L P, TONTINE MANAGEMENT LLC, Tontine Associates, LLC, Tontine Capital Overseas GP, LLC | SOpen-market or private sale | Common Stock, par value $0.01 per share | 2.5K | $761.73 | Indirect | Jun 16, 2026 |
| Jun 12, 2026 | GENDELL JEFFREY L ET AL, TONTINE ASSET ASSOCIATES, L.L.C., TONTINE CAPITAL MANAGEMENT LLC, TONTINE CAPITAL OVERSEAS MASTER FUND II, L.P., TONTINE CAPITAL PARTNERS L P, TONTINE MANAGEMENT LLC, Tontine Associates, LLC, Tontine Capital Overseas GP, LLC | SOpen-market or private sale | Common Stock, par value $0.01 per share | 10.0K | $760.47 | Indirect | Jun 16, 2026 |
| Jun 12, 2026 | GENDELL JEFFREY L ET AL, TONTINE ASSET ASSOCIATES, L.L.C., TONTINE CAPITAL MANAGEMENT LLC, TONTINE CAPITAL OVERSEAS MASTER FUND II, L.P., TONTINE CAPITAL PARTNERS L P, TONTINE MANAGEMENT LLC, Tontine Associates, LLC, Tontine Capital Overseas GP, LLC | SOpen-market or private sale | Common Stock, par value $0.01 per share | 7.5K | $758.74 | Indirect | Jun 16, 2026 |
| Jun 12, 2026 | GENDELL JEFFREY L ET AL, TONTINE ASSET ASSOCIATES, L.L.C., TONTINE CAPITAL MANAGEMENT LLC, TONTINE CAPITAL OVERSEAS MASTER FUND II, L.P., TONTINE CAPITAL PARTNERS L P, TONTINE MANAGEMENT LLC, Tontine Associates, LLC, Tontine Capital Overseas GP, LLC | SOpen-market or private sale | Common Stock, par value $0.01 per share | 4 | $752.18 | Indirect | Jun 16, 2026 |
| Jun 12, 2026 | GENDELL JEFFREY L ET AL, TONTINE ASSET ASSOCIATES, L.L.C., TONTINE CAPITAL MANAGEMENT LLC, TONTINE CAPITAL OVERSEAS MASTER FUND II, L.P., TONTINE CAPITAL PARTNERS L P, TONTINE MANAGEMENT LLC, Tontine Associates, LLC, Tontine Capital Overseas GP, LLC | SOpen-market or private sale | Common Stock, par value $0.01 per share | 20.0K | $750.24 | Indirect | Jun 16, 2026 |
| Jun 12, 2026 | Cleveland Todd M | SOpen-market or private sale | Common Stock | 1.5K | $763.35 | Direct | Jun 16, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events1
90-day capital-related1
90-day equity-related1
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Oct 6, 2026 | 8-K | 1.01, 2.01, 7.01, 9.01 | Material definitive agreement; Acquisition or disposition of assets; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Aug 11, 2026 | 8-K | 1.01, 3.02, 7.01, 9.01 | Material definitive agreement; Unregistered sale of equity securities; Regulation FD disclosure; Financial statements / exhibits | Equity | Filing |
| Jul 31, 2026 | 8-K | 2.02, 7.01, 8.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
| Jul 2, 2026 | S-3ASR | — | Shelf securities registration | Capital-related | Filing |
| May 1, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Feb 20, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| Jan 30, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Nov 21, 2025 | 8-K | 2.02, 5.02, 7.01 | Results of operations / financial condition; Director or executive change; Regulation FD disclosure | — | Filing |
| Nov 12, 2025 | 8-K | 1.01, 7.01, 9.01 | Material definitive agreement; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$1.2B
Q3 2026
+39.6% YoY 10-Q filed Jul 31, 2026
Operating income
$178.5M
Q3 2026
+59.6% YoY 10-Q filed Jul 31, 2026
Operating margin
14.4%
Q3 2026
+1.8 pts YoY 10-Q filed Jul 31, 2026
Net income
$153.5M
Q3 2026
+93.7% YoY 10-Q filed Jul 31, 2026
Diluted EPS
$7.57
Q3 2026
+98.7% YoY 10-Q filed Jul 31, 2026
Operating cash flow
$239.4M
YTD through Jun 30, 2026
+55.4% YoY 10-Q filed Jul 31, 2026
Cash & equivalents
$77.3M
As of Jun 30, 2026
-23.8% YoY 10-Q filed Jul 31, 2026
Assets
$2.3B
As of Jun 30, 2026
+54.8% YoY 10-Q filed Jul 31, 2026
Liabilities
$1.0B
As of Jun 30, 2026
+60.9% YoY 10-Q filed Jul 31, 2026
Stockholders’ equity
$1.2B
As of Jun 30, 2026
+57.3% YoY 10-Q filed Jul 31, 2026
Shares outstanding
19.9M
As of Jul 27, 2026
+0.4% YoY 10-Q filed Jul 31, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $1.2B | +39.6% |
| Ended Mar 31, 2026 | $974.3M | +16.8% |
| Ended Dec 31, 2025 | $871.0M | +16.2% |
| Ended Jun 30, 2025 | $890.2M | +15.8% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Sep 30, 2025 | $3.4B | +16.9% |
| Ended Sep 30, 2024 | $2.9B | +21.3% |
| Ended Sep 30, 2023 | $2.4B | +9.7% |
| Ended Sep 30, 2022 | $2.2B | +41.0% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$311.41
View live quote ↗
52-week low
$170.07
Nov 14, 2025
52-week high
$408.26
Aug 12, 2026
Below 52-week high
23.7%
1W return
-9.2%
1M return
-17.6%
3M return
-14.3%
6M return
+40.7%
YTD return
+60.1%
1Y return
+68.4%
30-day volatility
67.6%
90-day volatility
82.2%
1Y max drawdown
-35.3%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 7 filing(s) · 4 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Fidelity / FMR CIK0000315066 | Mar 31, 2026 observed May 6, 2026 filed · 36d Schedule 13G amendment | Reported accumulation | 2.4K +305 | 12.00% +1.60 pts | $476.47 | $673.84 | $297.52 |
| Fidelity / FMR CIK0000315066 | Sep 30, 2025 observed Nov 5, 2025 filed · 36d Schedule 13G amendment | Reported reduction | 2.1K -321 | 10.40% -1.60 pts | $397.65 | $409.68 | $297.52 |
| Fidelity / FMR CIK0000315066 | Jun 30, 2025 observed Aug 6, 2025 filed · 37d Schedule 13G amendment | Reported accumulation | 2.4K +266 | 12.00% +1.40 pts | $296.23 | $328.70 | $297.52 |
Explore more institutional activity
Related research
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