Limbach Holdings (LMB)

• Market cap: $1.42B
• 1 day: 3.54%
• 5 days: 6.37%
• 1 month: -9.73%
• 3 months: -9.17%
• 6 months: 47.54%
• Year to date: 38.01%
• 1 year: 88.92%
• 5 years: 2,134.31%
• 10 years: 1,158.38%
• Sector: Industrials
• Industry: Building Products & Equipment

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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

1,458% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $729K

126% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 23

108% more capital invested

Capital invested by funds: $650M [Q1] → $1.35B (+$703M) [Q2]

100% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]

13% more funds holding

Funds holding: 194 [Q1] → 219 (+25) [Q2]

6.27% more ownership

Funds ownership: 76.86% [Q1] → 83.13% (+6.27%) [Q2]

34% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 91

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $156 27% upside
• Avg. target: $160 30% upside
• High target: $163 33% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Stifel Brian Brophy	33% upside $163	Buy Maintained	11 Jul 2025
Lake Street Rob Brown	27% upside $156	Buy Maintained	2 Jul 2025