Limbach Holdings
About: Limbach Holdings Inc is a commercial specialty contractor in the fields of heating, ventilation, air conditioning, plumbing, electrical, and building controls for the design and construction of new and renovated buildings, maintenance services, energy retrofits, and equipment upgrades. It operates in two segments namely General Contractor Relationships (GCR) and Owner Direct Relationships (ODR). The company generates maximum revenue from the ODR segment.
Employees: 1,400
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
1,244% more call options, than puts
Call options by funds: $15.5M | Put options by funds: $1.15M
144% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 18
100% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]
31% more capital invested
Capital invested by funds: $475M [Q2] → $624M (+$149M) [Q3]
19% more funds holding
Funds holding: 136 [Q2] → 162 (+26) [Q3]
4% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 50
1.51% less ownership
Funds ownership: 74.63% [Q2] → 73.12% (-1.51%) [Q3]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Stifel Brian Brophy 55% 1-year accuracy 6 / 11 met price target | 23%upside $110 | Buy Maintained | 11 Dec 2024 |
Roth MKM Gerry Sweeney 53% 1-year accuracy 10 / 19 met price target | 15%upside $103 | Buy Maintained | 7 Nov 2024 |
Financial journalist opinion
Based on 7 articles about LMB published over the past 30 days