ABM ABM INDUSTRIES INC /DE/

NEUTRAL Impact: 1/10 ANALYST-UPGRADE
Processed 5d 8h ago SEC analyst-ABM-maximgro-20260311
8 firms acted on ABM: Maxim Group, Truist Securities, UBS, Freedom Capital Markets, Baird, Truist Securities, Baird, UBS

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Executive Summary

Maxim Group upgraded ABM Industries from Hold to Buy on March 11, 2026, with a $50 price target, implying 17.5% upside from the current $42.54. The upgrade is part of a cluster of eight firms acting on ABM, including Truist Securities, UBS, Baird, and Freedom Capital Markets. Maxim Group has a 43% accuracy rate on 305 calls and an average return of 5.9%, placing it below average among covering firms. Consensus is mixed: 6 Buy (including 2 Strong Buy), 6 Hold, 0 Sell across 12 analysts. The mean price target is $51.86, median $50, high $68, low $45. The $50 target is in line with the median but below the mean. Over the past 30 days, there have been 0 upgrades and 0 downgrades, but EPS revisions for the current quarter show 5 upward revisions vs. 2 downward, indicating improving near-term sentiment. No insider trades or congressional activity are recorded. Institutional activity is mixed: Norges Bank opened a new $32.9M position but also exited a prior one, while FMR added 27.2% and Two Sigma doubled its stake. The upgrade from a below-average-accuracy firm in a cluster of mostly neutral actions limits conviction. The bottom line: a modest bullish signal from a low-accuracy firm, partially offset by mixed institutional flows and a consensus that already leans bullish. Traders should treat this as a mild positive but not a strong catalyst.

Impact Score

Base Score
0/7
LLM Adjustment
+0
Final Score
1/10

Consensus & Targets

Buy / Strong Buy
6 (50%)
Hold
6
Sell / Strong Sell
0
Total Analysts
7
Mean PT
$51.86
Median PT
$50.00
High PT
$68.00
Low PT
$45.00
Current Price
$42.54
Implied Upside
+21.9%

Consensus is mixed: 2 Strong Buy, 4 Buy, 6 Hold, 0 Sell, 0 Strong Sell across 12 analysts. That's 50% Buy/Strong Buy, 50% Hold, 0% Sell. The direction is slightly bullish but heavily split, with no bearish representation.

Current price: $42.54. Mean target: $51.86 (21.9% upside). Median: $50 (17.5% upside). High: $68 (59.8% upside). Low: $45 (5.8% upside). Maxim's $50 target is exactly at the median, below the mean, and above the low. It sits in the middle of the range, not aggressive.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-06-08 Baird maintain Neutral $48.00
2026-03-11 UBS maintain Neutral
2026-03-11 Maxim Group upgrade Buy
2026-03-11 Truist Securities maintain Hold
2026-03-11 Baird maintain Neutral
2026-01-21 Truist Securities downgrade Hold $47.00
2025-12-18 UBS downgrade Neutral $51.00
2025-12-10 Freedom Capital Markets initiate Buy $54.00
2025-09-08 UBS maintain Buy $55.00
2025-09-08 Baird downgrade Neutral $54.00

Over the past 30 days, there have been 0 upgrades and 0 downgrades. EPS revisions for the current quarter show 5 upward revisions vs. 2 downward in the last 30 days, with the average EPS estimate rising from $1.01947 to $1.02836. For the current fiscal year, 1 upward revision vs. 5 downward, indicating a mixed longer-term picture. Near-term estimates are improving.

Firm Track Record — Maxim Group

Maxim Group accuracy: 43% on 305 calls | avg return: 5.9%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 3 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
Baird 75% 3/4 1.3% top tier
Truist Securities 50% 1/2 5.8% below average
UBS 43% 3/7 -2.6% below average

Maxim Group has a 43% accuracy rate on 305 scored calls with an average return of 5.9%. This is below average among firms covering ABM. The best-performing firm is Baird (75% accuracy on 4 calls, top tier). The worst is UBS (43% on 7 calls, below average). Maxim's record is similar to UBS's, not a standout.

Earnings Estimates

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0q $1.03 $0.98 — $1.07 $2.3B ↑5 ↓0
0y $3.98 $3.85 — $4.04 $9.2B ↑1 ↓0
+1q $1.25 $1.14 — $1.40 $2.4B ↑3 ↓0
+1y $4.33 $4.11 — $4.55 $9.5B ↑2 ↓0

Cross-Platform Signals

Institutional
NORGES BANK — new
Institutional
FMR LLC — add (27.2%)
Institutional
WELLS FARGO & COMPANY/MN — add (41.4%)

No insider trades or congressional activity are recorded. Institutional changes are mixed: Norges Bank opened a new $32.9M position but also exited a prior one (net neutral). FMR added 27.2%, Wells Fargo added 41.4%, and Two Sigma doubled its stake (+130.4%). These large adds from multiple funds suggest institutional accumulation, which converges with the bullish upgrade. No short interest data is available. The institutional buying provides a confirming signal.

Actionable Insight

**The upgrade from a low-accuracy firm in a cluster of neutral actions is a mild positive, but the real signal is the institutional accumulation from FMR, Wells Fargo, and Two Sigma. Traders can use the $42.54 entry as a base, with upside to the $50 median target, but should not overweigh Maxim's call alone.**

Documents Analyzed

Report based on filing metadata.

7 reports for ABM
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for ABM — sortable, filterable
Type Now
Jun 14, 2026
1d ago
Institutional Cluster
MIXED ★ 4/10
awaiting T+5
Jun 10, 2026
5d ago
ANALYST-UPGRADE
NEUTRAL ★ 1/10
$41.41 awaiting T+5awaiting T+5$45.93 (+10.92%)
Jun 5, 2026
9d ago
8-K
MIXED ★ 5/10
$39.88 awaiting T+5awaiting T+5$45.93 (+15.18%)
Jun 5, 2026
9d ago
Press Release
MIXED ★ 5/10
$39.88 awaiting T+5awaiting T+5$45.93 (+15.18%)
May 22, 2026
23d ago
Press Release
BEARISH ★ 6/10
$40.19 $39.10▲ +2.71%▲ +4.39%$45.93 (−14.28%)
Mar 30, 2026
11w ago
Court Ruling
BULLISH ★ 5/10
$37.60 $38.30▲ +1.87%▼ −2.43%$45.93 (+22.17%)
Mar 10, 2026
13w ago
Press Release
MIXED ★ 6/10
$40.97 $37.87▼ −7.56%▼ −6.65%$45.93 (+12.10%)
Showing 7 of 7

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