LGN
Legence Corp.
$85.04
+1.61%
$9.2B
No data for this timeframe.
Vol
Market Cap$9.2B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders10 funds
Inst. Value$397.2M
Inst. Activity9 buys / 1 sells
Insider Activity0B / 2S
Insider Net $-$1.0B
SEC Reports7
Press Releases3
Congressional1 trades
Exchange Nasdaq·Sector Construction - Special Trade Contractors·Inc. DE·CIK 0002052568·Prev Close $83.69
Recent Activity
Jun 8, 2026
other
Legence Announces Improved Term Loan Pricing on Credit Rating Upgrade
<p align="justify">SAN JOSE, Calif., June 08, 2026 (GLOBE NEWSWIRE) -- Legence Corp. (Nasdaq: LGN)
May 14, 2026
SEC
Legence Corp. reported Q1 2026 revenue of $1.04B (+105% YoY, +57% organic ex-Bowers) and GAAP diluted EPS of $0.13, beat
8-K — Impact 7/10
May 14, 2026
SEC
Legence Corp reported Q1 2026 GAAP EPS of $0.13 (diluted), significantly below the $0.17 consensus estimate, but this is
PRESS-RELEASE — Impact 8/10
May 4, 2026
SEC
Legence Corp announced it will release Q1 2026 earnings on May 14, 2026, prior to market open. No financial results or g
PRESS-RELEASE — Impact 2/10
Apr 9, 2026
Insider
Blackstone EMA III L.L.C. sold 9,528,699 shares
10%+ Owner @ $0.00 ($0.00)
Apr 9, 2026
Insider
Legence Parent ML LLC sold 9,528,699 shares
10%+ Owner @ $0.00 ($0.00)
Apr 9, 2026
Insider
Legence Parent ML LLC sold 9,528,699 shares
10%+ Owner @ $0.00 ($0.00)
Inst.
FMR LLC — TRIM
4,007,235 shares ($172.5M)
Price Targets
$105.24
+23.0% upside
Strong Buy
Current $85.58
Low $60.00
Median $106.00
High $125.00
17 analysts
$60.00
$125.00
Analyst Ratings
8Strong Buy
12Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 19, 2026 | Tigress Financial | MAINTAIN | Buy → Buy |
| May 19, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| May 15, 2026 | BMO Capital | MAINTAIN | Outperform → Outperform |
| May 14, 2026 | BTIG | MAINTAIN | Buy → Buy |
| Apr 29, 2026 | Loop Capital | INITIATE | Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.33 ▲ +48.5% | $0.03 — $0.53 | 8 | |
| Next Q | $0.37 ▲ +27.0% | $0.25 — $0.56 | 126% YoY | 8 |
| Current FY | $1.46 ▲ +37.6% | $0.98 — $2.40 | 8 | |
| Next FY | $1.77 ▲ +28.5% | $0.93 — $2.93 | 22% YoY | 12 |
Latest Reports
BULLISH
8-K
7/10
Legence Corp. reported Q1 2026 revenue of $1.04B (+105% YoY, +57% organic ex-Bowers) and GAAP diluted EPS of $0.13, beat
May 14, 2026
BULLISH
PRESS-RELEASE
8/10
Legence Corp reported Q1 2026 GAAP EPS of $0.13 (diluted), significantly below the $0.17 consensus estimate, but this is
May 14, 2026
NEUTRAL
Press
5/10
Legence Corp. announced an upsized secondary public offering of 13,386,185 shares by Blackstone-affiliated selling stock
Apr 8, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $172.5M | TRIM |
| VANGUARD GROUP INC | $138.9M | ADD |
| NORGES BANK | $30.3M | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $13.3M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $13.0M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 9, 2026 | Blackstone EMA | C | $0.00 |
| Apr 9, 2026 | Legence Parent | C | $0.00 |
| Apr 9, 2026 | Legence Parent | C | $0.00 |
| Apr 9, 2026 | Legence Parent | SELL | $514.5M |
| Apr 9, 2026 | Legence Parent | C | $0.00 |
Congressional Trades
1 members: 1 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Gilbert Cisneros | D | BUY | $1,001 - $15,000 |
10 institutional holders with $397.2M total value (9,229,569 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, NORGES. Net buying activity: 9 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 4,007,235 | $172.5M | 43.4% | TRIM -38.8% |
| 2 | VANGUARD GROUP INC | 3,227,670 | $138.9M | 35.0% | ADD +78.1% |
| 3 | NORGES BANK | 705,000 | $30.3M | 7.6% | NEW |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 309,085 | $13.3M | 3.3% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 301,353 | $13.0M | 3.3% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 260,220 | $11.2M | 2.8% | DOUBLED +146.7% |
| 7 | MORGAN STANLEY | 146,114 | $6.3M | 1.6% | DOUBLED +397.8% |
| 8 | TWO SIGMA INVESTMENTS, LP | 130,864 | $5.6M | 1.4% | DOUBLED +1439.6% |
| 9 | Mawer Investment Management Ltd. | 85,338 | $3.7M | 0.9% | NEW |
| 10 | WELLS FARGO & COMPANY/MN | 56,690 | $2.4M | 0.6% | DOUBLED +602.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 6,545,917 | 4,007,235 | -38.8% | $172.5M | 2025-Q4 |
| VANGUARD GROUP INC | ADD | 1,812,388 | 3,227,670 | +78.1% | $138.9M | 2025-Q4 |
| NORGES BANK | NEW | — | 705,000 | — | $30.3M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 309,085 | — | $13.3M | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 301,353 | — | $13.0M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 105,474 | 260,220 | +146.7% | $11.2M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 29,350 | 146,114 | +397.8% | $6.3M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 8,500 | 130,864 | +1439.6% | $5.6M | 2025-Q4 |
| Mawer Investment Management Ltd. | NEW | — | 85,338 | — | $3.7M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 8,067 | 56,690 | +602.7% | $2.4M | 2025-Q4 |
| FMR LLC | NEW | — | 6,545,917 | — | $201.7M | 2025-Q3 |
| VANGUARD GROUP INC | NEW | — | 1,812,388 | — | $55.8M | 2025-Q3 |
| UBS Group AG | NEW | — | 124,921 | — | $3.8M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | NEW | — | 105,474 | — | $3.2M | 2025-Q3 |
| MORGAN STANLEY | NEW | — | 29,350 | — | $904.3K | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 8,500 | — | $261.9K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | NEW | — | 8,067 | — | $248.5K | 2025-Q3 |
9 unique insiders with 2 transactions. Net insider value: -$1.0B ($0.00 bought, $1.0B sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 9, 2026 | Blackstone EMA III L.L.C. | 10%+ Owner | C | 9,528,699 | $0.00 | $0.00 |
| Apr 9, 2026 | Legence Parent ML LLC | 10%+ Owner | C | 9,528,699 | $0.00 | $0.00 |
| Apr 9, 2026 | Legence Parent ML LLC | 10%+ Owner | C | 9,528,699 | $0.00 | $0.00 |
| Apr 9, 2026 | Legence Parent ML LLC | 10%+ Owner | SELL | 9,528,699 | $54.00 | $514.5M |
| Apr 9, 2026 | Legence Parent ML LLC | 10%+ Owner | C | 9,528,699 | $0.00 | $0.00 |
| Apr 9, 2026 | Blackstone EMA III L.L.C. | 10%+ Owner | SELL | 9,528,699 | $54.00 | $514.5M |
| Apr 9, 2026 | Blackstone EMA III L.L.C. | 10%+ Owner | C | 9,528,699 | $0.00 | $0.00 |
| Apr 9, 2026 | Blackstone EMA III L.L.C. | 10%+ Owner | C | 9,528,699 | $0.00 | $0.00 |
| Mar 16, 2026 | Hansen Stephen Dale | Chief Operating Officer | A | 8,298 | $0.00 | $0.00 |
| Mar 16, 2026 | Le Bris Philippe | Chief Accounting Officer | A | 3,610 | $0.00 | $0.00 |
| Mar 16, 2026 | Hansen Stephen Dale | Chief Operating Officer | A | 15,343 | $0.00 | $0.00 |
| Mar 16, 2026 | Le Bris Philippe | Chief Accounting Officer | A | 1,952 | $0.00 | $0.00 |
| Mar 16, 2026 | Seki Bryce | General Counsel & Secretary | A | 8,123 | $0.00 | $0.00 |
| Mar 16, 2026 | Seki Bryce | General Counsel & Secretary | A | 4,393 | $0.00 | $0.00 |
| Mar 16, 2026 | Barnes Gregory | Chief Human Resources Officer | A | 4,393 | $0.00 | $0.00 |
| Mar 16, 2026 | Sprau Jeffrey | Chief Executive Officer | A | 34,167 | $0.00 | $0.00 |
| Mar 16, 2026 | Sprau Jeffrey | Chief Executive Officer | A | 63,177 | $0.00 | $0.00 |
| Mar 16, 2026 | Barnes Gregory | Chief Human Resources Officer | A | 8,123 | $0.00 | $0.00 |
| Mar 16, 2026 | Butz Stephen M | Chief Financial Officer | A | 9,762 | $0.00 | $0.00 |
| Mar 16, 2026 | Butz Stephen M | Chief Financial Officer | A | 18,051 | $0.00 | $0.00 |
| Mar 16, 2026 | Schwartz Justin | Chief Strategy Officer | A | 3,905 | $0.00 | $0.00 |
| Mar 16, 2026 | Schwartz Justin | Chief Strategy Officer | A | 7,220 | $0.00 | $0.00 |
7 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 4 neutral. Avg impact: 4.6/10.
BULLISH
8-K
7/10
Legence Corp. reported Q1 2026 revenue of $1.04B (+105% YoY, +57% organic ex-Bowers) and GAAP dilute
May 14, 2026
BULLISH
PRESS-RELEASE
8/10
Legence Corp reported Q1 2026 GAAP EPS of $0.13 (diluted), significantly below the $0.17 consensus e
May 14, 2026
NEUTRAL
PRESS-RELEASE
2/10
Legence Corp announced it will release Q1 2026 earnings on May 14, 2026, prior to market open. No fi
May 4, 2026
NEUTRAL
DEFA14A
2/10
Legence Corp. filed DEFA14A proxy soliciting materials for its 2026 Annual Meeting, with standard pr
Apr 29, 2026
BEARISH
424B4
5/10
Legence Corp. (LGN) selling stockholders (affiliated with Blackstone) are selling 13.39 million shar
Apr 8, 2026
NEUTRAL
EFFECT
4/10
Legence Corp.'s S-1 registration has become effective, allowing selling stockholders (affiliated wit
Apr 8, 2026
NEUTRAL
S-1
4/10
Legence Corp. is conducting a secondary offering where selling stockholders (affiliated with Blackst
Apr 6, 2026
NEUTRAL
5/10
Legence Corp. announced an upsized secondary public offering of 13,386,185 shares by Blackstone-affi
Apr 8, 2026
BEARISH
6/10
Selling stockholders affiliated with Blackstone plan to offer 11,000,000 shares of Legence Corp (LGN
Apr 6, 2026
BULLISH
8/10
Legence Corp reported strong Q4 and full-year 2025 results with record quarterly revenue of $737.6 m
Mar 27, 2026
Current analyst consensus: Strong Buy (91% buy). Based on 22 analysts: 8 strong buy, 12 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$105.24 mean target
+23.0% upside
Strong Buy (1.24)
$60.00 Low
$125.00 High
| Metric | Value |
|---|---|
| Current Price | $85.58 |
| Target Low | $60.00 |
| Target Mean | $105.24 |
| Target Median | $106.00 |
| Target High | $125.00 |
| # Analysts | 17 |
| Recommendation | Strong Buy (1.24) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.33 | $0.03 | $0.53 | — | +48.5% | 4↑ 1↓ | $1.1B | — | 8 |
| Next Q 2026-09-30 |
$0.37 | $0.25 | $0.56 | 125.6% | +27.0% | 5↑ 0↓ | $1.1B | 52.5% | 8 |
| Current FY 2026-12-31 |
$1.46 | $0.98 | $2.40 | — | +37.6% | 5↑ 1↓ | $4.3B | 67.3% | 8 |
| Next FY 2027-12-31 |
$1.77 | $0.93 | $2.93 | 21.5% | +28.5% | 6↑ 1↓ | $4.8B | 13.6% | 12 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.329 | |
| 7d ago | $0.259 | +0.070 |
| 30d ago | $0.221 | +0.107 |
| 60d ago | $0.270 | +0.059 |
| 90d ago | $0.270 | +0.059 |
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 19, 2026 | Tigress Financial | MAINTAIN | Buy | Buy |
| May 19, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| May 15, 2026 | BMO Capital | MAINTAIN | Outperform | Outperform |
| May 14, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Apr 29, 2026 | Loop Capital | INITIATE | — | Buy |
| Apr 21, 2026 | GLJ Research | INITIATE | — | Buy |
| Apr 16, 2026 | Tigress Financial | MAINTAIN | Buy | Buy |
| Apr 16, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Mar 31, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Mar 30, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Mar 30, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Mar 30, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Mar 30, 2026 | BMO Capital | MAINTAIN | Outperform | Outperform |
| Mar 27, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Mar 27, 2026 | Tigress Financial | MAINTAIN | Buy | Buy |
| Mar 26, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Jan 28, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Jan 26, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Jan 23, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 22, 2026 | Tigress Financial | MAINTAIN | Buy | Buy |
| Dec 16, 2025 | Stifel | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 8 | 12 | 2 | 0 | 0 | 91% | |
| May 1, 2026 | 8 | 11 | 2 | 0 | 0 | 90% | |
| Apr 1, 2026 | 8 | 10 | 2 | 0 | 0 | 90% | |
| Mar 1, 2026 | 8 | 9 | 2 | 0 | 0 | 89% | |
| Feb 1, 2026 | 8 | 9 | 2 | 0 | 0 | 89% | |
| Jan 1, 2026 | 7 | 8 | 2 | 0 | 0 | 88% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 15, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | LEGENCE CORP | Feb 16, 2026 (33d) |
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 8, 2026
other
Legence Announces Improved Term Loan Pricing on Credit Rating Upgrade
<p align="justify">SAN JOSE, Calif., June 08, 2026 (GLOBE NEWSWIRE) -- Legence Corp. (Nasdaq: LGN) (“Legence” or the “Company”) today provided an up
May 14, 2026
earnings
Legence Reports First Quarter 2026 Financial Results
<p align="center">Record Quarterly Revenues of $1.04 Billion, a 105% Increase from a Year Ago</p>
May 14, 2026
earnings_calendar
LGN Q1 2026 Earnings Scheduled — 2026-05-14
May 4, 2026
earnings
Legence Sets First Quarter 2026 Earnings Release Date and Webcast Schedule
<p align="justify">SAN JOSE, Calif., May 04, 2026 (GLOBE NEWSWIRE) -- Legence Corp. (Nasdaq: LGN) (“Legence” or the “Company”) today announced that
Apr 9, 2026
offering
Legence Announces Closing of Upsized Secondary Underwritten Public Offering of Class A Common Stock and Full Exercise of Underwriters’ Option to Purchase Additional Shares
<p align="justify">SAN JOSE, Calif., April 09, 2026 (GLOBE NEWSWIRE) -- Legence Corp. (Nasdaq: LGN) (“Legence” or the “Company”) today announced tha
Apr 8, 2026
offering
Legence Announces Pricing of Upsized Secondary Underwritten Public Offering of Class A Common Stock
<p align="justify">SAN JOSE, Calif., April 07, 2026 (GLOBE NEWSWIRE) -- Legence Corp. (Nasdaq: LGN) (“Legence” or the “Company”) today announced the
Apr 8, 2026
short_interest
FTD: LGN — 24,928 shares ($1.4M) failed to deliver
Settlement: 20260408, Price: $54.98, FTD Value: $1,370,541.44, LEGENCE CORP CL A
Apr 7, 2026
short_volume
Short Volume: LGN — 71.6% short (0.5M / 0.6M)
Short: 462,908 | Exempt: 0 | TRF Vol: 646,141 | Short Ratio: 71.6% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
offering
Legence Announces Secondary Underwritten Public Offering of Class A Common Stock
<p align="justify">SAN JOSE, Calif., April 06, 2026 (GLOBE NEWSWIRE) -- Legence Corp. (Nasdaq: LGN) (“Legence” or the “Company”) today announced tha
Apr 6, 2026
short_volume
Short Volume: LGN — 55.9% short (0.4M / 0.6M)
Short: 359,549 | Exempt: 625 | TRF Vol: 643,451 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
short_interest
FTD: LGN — 16,854 shares ($1.0M) failed to deliver
Settlement: 20260401, Price: $56.46, FTD Value: $951,576.84, LEGENCE CORP CL A
Mar 31, 2026
short_volume
Short Volume: LGN — 56.7% short (0.3M / 0.6M)
Short: 321,007 | Exempt: 0 | TRF Vol: 565,883 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
short_volume
Short Volume: LGN — 75.8% short (0.5M / 0.7M)
Short: 511,184 | Exempt: 0 | TRF Vol: 674,810 | Short Ratio: 75.8% | Off-exchange volume (dark pool + OTC)
Mar 27, 2026
earnings
Legence Reports Fourth Quarter and Year End 2025 Financial Results
<p align="center">Record Quarterly Revenues of $737.6 Million, a 34.6% Increase from a Year Ago</p>
Mar 27, 2026
earnings_calendar
LGN Q4 2025 Earnings Scheduled — 2026-03-27