Limbach HoldingsLMB
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 Q4 regulatory filings by fund managers ($100M+ AUM)
1,104% more call options, than puts
Call options by funds: $18.9M | Put options by funds: $1.57M
171% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 17
15% more funds holding
Funds holding: 162 [Q3] → 187 (+25) [Q4]
13% more capital invested
Capital invested by funds: $625M [Q3] → $704M (+$79.1M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]
0.1% less ownership
Funds ownership: 73.16% [Q3] → 73.06% (-0.1%) [Q4]
21% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 63
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Lake Street Rob Brown 80% 1-year accuracy 4 / 5 met price target | 56%upside $125 | Buy Maintained | 4 Feb 2025 |
Stifel Brian Brophy 19% 1-year accuracy 3 / 16 met price target | 46%upside $117 | Buy Maintained | 24 Jan 2025 |
Financial journalist opinion
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