MWH

SOLV Energy, Inc.

Nasdaq · Heavy Construction Other Than Bldg Const - Contractors · Inc. DE · CIK 0002065636
$31.75 -0.44% $6.4B
High Impact Filing (7/10)13 New Institutional Positions
Vol
Market Cap$6.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (87%)
Inst. Holders48 funds
Inst. Value$461.3M
Inst. Activity13 buys / 0 sells
Insider Activity0B / 10S
SEC Reports7
Press Releases4
Exchange Nasdaq·Sector Heavy Construction Other Than Bldg Const - Contractors·Inc. DE·CIK 0002065636·Prev Close $31.89

Recent Activity

Jun 4, 2026 Press
SOLV Energy announced the full exercise of the underwriters' option to purchase an additional 2,250,000 shares of Class
Impact 6/10
Jun 4, 2026 offering
SOLV Energy Announces Full Exercise and Closing of Underwriters’ Option to Purchase Additional Shares of Class A Common Stock
<p align="justify">SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) -- SOLV Energy, Inc. (“SOLV” or the “
Jun 4, 2026 Insider
AMERICAN SECURITIES LLC sold 1,154,760 shares
10%+ Owner
Jun 4, 2026 Insider
AMERICAN SECURITIES LLC sold 727,765 shares
10%+ Owner
Jun 4, 2026 Insider
AMERICAN SECURITIES LLC sold 1,154,760 shares
10%+ Owner
May 29, 2026 SEC
SOLV Energy has priced a $540M secondary offering at $36.00 per share, below the prior close of $36.71, representing a ~
424B4 — Impact 7/10
May 29, 2026 SEC
The SEC declared effective SOLV Energy's S-1 registration statement (File No. 333-296238) on May 28, 2026, clearing the
EFFECT — Impact 7/10
May 26, 2026 SEC
SOLV Energy files S-1 for a secondary offering of 14,000,000 shares of Class A common stock, with 6,814,819 from the com
S-1 — Impact 4/10

Price Targets

$48.36 +52.3% upside Strong Buy
Current $31.75 Low $32.00 Median $50.00 High $55.00 11 analysts
$32.00 $55.00

Analyst Ratings

Strong Buy87% buy · 15 analysts
5Strong Buy
8Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 26, 2026 Guggenheim MAINTAIN Buy → Buy
May 14, 2026 UBS DOWNGRADE Buy → Neutral
May 13, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
May 13, 2026 Keybanc MAINTAIN Overweight → Overweight
May 13, 2026 Baird MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.21 ▲ +3.4% $0.19 — $0.23 3
Next Q $0.45 ▼ -10.4% $0.37 — $0.52 2
Current FY $1.39 $1.32 — $1.45 2
Next FY $1.62 $1.37 — $1.83 17% YoY 3

Top Institutional Holders

FundValueMove
Point72 Asset Management, L.P.$59.3MNEW
DRIEHAUS CAPITAL MANAGEMENT LLC$38.2MNEW
VANGUARD CAPITAL MANAGEMENT LLC$29.0M
JENNISON ASSOCIATES LLC$26.0MNEW
VANGUARD PORTFOLIO MANAGEMENT LLC$25.1M

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026AMERICAN SECURITIESSELL$0.00
Jun 4, 2026AMERICAN SECURITIESSELL$0.00
Jun 4, 2026AMERICAN SECURITIESSELL$0.00
Jun 4, 2026Hershman GeorgeD$0.00
Jun 4, 2026Plotkin ChadD$0.00
48 institutional holders with $461.3M total value (15,360,829 shares) as of 2026-Q1. Top holders: Point72, DRIEHAUS, VANGUARD. Net buying activity: 13 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Point72 Asset Management, L.P.1,976,191$59.3M12.9%NEW
2DRIEHAUS CAPITAL MANAGEMENT LLC1,270,506$38.2M8.3%NEW
3VANGUARD CAPITAL MANAGEMENT LLC967,340$29.0M6.3%
4JENNISON ASSOCIATES LLC864,823$26.0M5.6%NEW
5VANGUARD PORTFOLIO MANAGEMENT LLC834,883$25.1M5.4%
6DEUTSCHE BANK AG\756,390$22.7M4.9%NEW
7GOLDMAN SACHS GROUP INC662,451$19.9M4.3%
8BlackRock, Inc.646,943$19.4M4.2%NEW
9BALYASNY ASSET MANAGEMENT L.P.597,151$17.9M3.9%NEW
10FRANKLIN RESOURCES INC581,513$17.5M3.8%NEW
11Pictet Asset Management Holding SA572,426$17.2M3.7%NEW
12CITADEL ADVISORS LLC514,687$15.5M3.4%
13FEDERATED HERMES, INC.418,300$12.6M2.7%NEW
14ExodusPoint Capital Management, LP413,086$12.4M2.7%NEW
15CIBC Bancorp USA Inc.404,000$12.1M2.6%
16BNP Paribas Asset Management Holding S.A.379,974$11.4M2.5%NEW
17ADAGE CAPITAL PARTNERS GP, L.L.C.379,183$11.4M2.5%NEW
18MARSHALL WACE, LLP349,097$10.5M2.3%NEW
19Hood River Capital Management LLC312,255$9.4M2.0%
20TWO SIGMA INVESTMENTS, LP254,944$7.7M1.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Point72 Asset Management, L.P.NEW1,976,191$59.3M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCNEW1,270,506$38.2M2026-Q1
JENNISON ASSOCIATES LLCNEW864,823$26.0M2026-Q1
DEUTSCHE BANK AG\NEW756,390$22.7M2026-Q1
BlackRock, Inc.NEW646,943$19.4M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEW597,151$17.9M2026-Q1
FRANKLIN RESOURCES INCNEW581,513$17.5M2026-Q1
Pictet Asset Management Holding SANEW572,426$17.2M2026-Q1
FEDERATED HERMES, INC.NEW418,300$12.6M2026-Q1
ExodusPoint Capital Management, LPNEW413,086$12.4M2026-Q1
BNP Paribas Asset Management Holding S.A.NEW379,974$11.4M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.NEW379,183$11.4M2026-Q1
MARSHALL WACE, LLPNEW349,097$10.5M2026-Q1
17 unique insiders with 39 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026AMERICAN SECURITIES LLC10%+ OwnerSELL1,154,760
Jun 4, 2026AMERICAN SECURITIES LLC10%+ OwnerSELL727,765
Jun 4, 2026AMERICAN SECURITIES LLC10%+ OwnerSELL1,154,760
Jun 4, 2026Hershman George WilliamChief Executive OfficerD55,257
Jun 4, 2026Plotkin ChadChief Financial OfficerD13,264
Jun 4, 2026Forman Adam SCLO & SecretaryD2,722
Jun 4, 2026Valleton Eric JohnChief Technology OfficerD7,861
Jun 4, 2026Kimball Helena ElisabethChief Revenue OfficerD2,689
Jun 4, 2026Lerner Steven J.DirectorD2,400
Jun 4, 2026Stern Laura EllenDirectorD926
Jun 4, 2026Pearson Brandi MichelleChief People OfficerD6,059
Jun 4, 2026AMERICAN SECURITIES LLC10%+ OwnerSELL727,765
Jun 4, 2026Deters Kevin J.Chief Operating OfficerD16,640
Jun 4, 2026Grubb David Harold Jr.Chief Commercial OfficerD35,391
Jun 4, 2026McQuade Daniel PDirectorD464
Jun 4, 2026Stark Ronald BSVP, Controller and PAOD1,122
Jun 4, 2026Stefanowicz NancyDirectorD478
Jun 4, 2026Abram J AdamDirectorD1,319
Jun 4, 2026SOLV Energy Management Holdings LP10%+ OwnerSELL315,390
Jun 1, 2026Forman Adam SCLO & SecretaryD18,148
Jun 1, 2026Grubb David Harold Jr.Chief Commercial OfficerD235,947
Jun 1, 2026Hershman George WilliamChief Executive OfficerD368,400
Jun 1, 2026Pearson Brandi MichelleChief People OfficerD40,397
Jun 1, 2026Valleton Eric JohnChief Technology OfficerD52,413
Jun 1, 2026Stark Ronald BSVP, Controller and PAOD7,482
Jun 1, 2026Plotkin ChadChief Financial OfficerD88,422
Jun 1, 2026McQuade Daniel PDirectorD3,093
Jun 1, 2026Jackson William CDirectorD3,027
Jun 1, 2026Deters Kevin J.Chief Operating OfficerD110,934
Jun 1, 2026Lerner Steven J.DirectorD16,003
Jun 1, 2026Stefanowicz NancyDirectorD3,187
Jun 1, 2026Stern Laura EllenDirectorD6,170
Jun 1, 2026Kimball Helena ElisabethChief Revenue OfficerD17,930
Jun 1, 2026Abram J AdamDirectorD8,792
Jun 1, 2026SOLV Energy Management Holdings LP10%+ OwnerSELL2,102,601
Jun 1, 2026AMERICAN SECURITIES LLC10%+ OwnerSELL7,698,410
Jun 1, 2026AMERICAN SECURITIES LLC10%+ OwnerSELL4,851,766
Jun 1, 2026AMERICAN SECURITIES LLC10%+ OwnerSELL4,851,766
Jun 1, 2026AMERICAN SECURITIES LLC10%+ OwnerSELL7,698,410
Current analyst consensus: Strong Buy (87% buy). Based on 15 analysts: 5 strong buy, 8 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$48.36 mean target +52.3% upside Strong Buy (1.27)
$32.00 Low $55.00 High
MetricValue
Current Price$31.75
Target Low$32.00
Target Mean$48.36
Target Median$50.00
Target High$55.00
# Analysts11
RecommendationStrong Buy (1.27)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.21 $0.19 $0.23 +3.4% 2↑ 0↓ $0.7B 3
Next Q
2026-09-30
$0.45 $0.37 $0.52 -10.4% 2↑ 0↓ $1.1B 2
Current FY
2026-12-31
$1.39 $1.32 $1.45 1↑ 2↓ $3.8B 51.8% 2
Next FY
2027-12-31
$1.62 $1.37 $1.83 17.0% 3↑ 0↓ $4.4B 15.2% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.208
7d ago$0.000+0.208
30d ago$0.201+0.007
60d ago$0.194+0.014
90d ago$0.000+0.208
11 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 10 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 26, 2026 Guggenheim MAINTAIN Buy Buy
May 14, 2026 UBS DOWNGRADE Buy Neutral
May 13, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 13, 2026 Keybanc MAINTAIN Overweight Overweight
May 13, 2026 Baird MAINTAIN Outperform Outperform
Apr 20, 2026 CIBC MAINTAIN Outperformer Outperformer
Apr 15, 2026 Keybanc MAINTAIN Overweight Overweight
Mar 9, 2026 TD Cowen INITIATE Buy
Mar 9, 2026 UBS INITIATE Buy
Mar 9, 2026 JP Morgan INITIATE Overweight
Mar 9, 2026 Jefferies INITIATE Buy
Mar 9, 2026 Guggenheim INITIATE Buy
Mar 9, 2026 Wolfe Research INITIATE Outperform
Mar 9, 2026 Roth Capital INITIATE Buy
Mar 9, 2026 Evercore ISI Group INITIATE Outperform
Mar 9, 2026 Baird INITIATE Outperform
Mar 9, 2026 Keybanc INITIATE Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265820087%
May 1, 20265910093%
Apr 1, 20265910093%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 4, 2026
offering
SOLV Energy Announces Full Exercise and Closing of Underwriters’ Option to Purchase Additional Shares of Class A Common Stock
<p align="justify">SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) -- SOLV Energy, Inc. (“SOLV” or the “Company”) (Nasdaq: MWH), a leading provider of inf
May 29, 2026
offering
SOLV Energy Announces Pricing of Upsized Public Offering of Class A Common Stock
<p align="justify">SAN DIEGO, May 28, 2026 (GLOBE NEWSWIRE) -- SOLV Energy, Inc. (“SOLV” or the “Company”) (Nasdaq: MWH), a leading provider of infr
May 28, 2026
short_volume
Short Volume: MWH — 69.1% short (0.8M / 1.2M)
Short: 818,505 | Exempt: 400 | TRF Vol: 1,183,789 | Short Ratio: 69.1% | Off-exchange volume (dark pool + OTC)
May 26, 2026
offering
SOLV Energy Announces Launch of Public Offering of Class A Common Stock
<p align="justify">SAN DIEGO, May 26, 2026 (GLOBE NEWSWIRE) -- SOLV Energy, Inc. (“SOLV” or the “Company”) (Nasdaq: MWH), a leading provider of infr
May 19, 2026
short_volume
Short Volume: MWH — 66.5% short (0.5M / 0.7M)
Short: 479,754 | Exempt: 4,027 | TRF Vol: 721,226 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: MWH — 57.7% short (0.4M / 0.7M)
Short: 384,286 | Exempt: 0 | TRF Vol: 666,532 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
May 12, 2026
earnings
SOLV Energy Reports First Quarter 2026 Results
<p align="left">SAN DIEGO, May 12, 2026 (GLOBE NEWSWIRE) -- SOLV Energy, Inc. (“SOLV” or the “Company”) (Nasdaq: MWH), a leading provider of infrast
May 12, 2026
earnings_calendar
MWH Q1 2026 Earnings Scheduled — 2026-05-12
May 4, 2026
earnings
SOLV Energy to Report First Quarter 2026 Financial Results on May 12, 2026
<p align="left">SAN DIEGO, May 04, 2026 (GLOBE NEWSWIRE) -- SOLV Energy, Inc. (“SOLV” or the “Company”) (Nasdaq: MWH) plans to report first quarter
Apr 14, 2026
short_volume
Short Volume: MWH — 58.6% short (0.5M / 0.8M)
Short: 488,830 | Exempt: 4,452 | TRF Vol: 834,651 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
other
SOLV Energy Highlights Industry-Leading O&amp;M Scale and Largest Single-Site Agreement Ahead of AMNA 2026
SOLV Energy reported its O&M portfolio now exceeds 20 GW and highlighted its role operating one of the largest U.S. solar‑plus‑storage assets.
Mar 30, 2026
short_volume
Short Volume: MWH — 66.6% short (0.4M / 0.6M)
Short: 407,621 | Exempt: 471 | TRF Vol: 611,782 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Mar 19, 2026
earnings
SOLV Energy Reports Fourth Quarter and Full Year 2025 Results
<p>SAN DIEGO, March 19, 2026 (GLOBE NEWSWIRE) -- SOLV Energy, Inc. (“SOLV” or the “Company”) (Nasdaq: MWH), a leading provider of infrastructure ser
Mar 12, 2026
short_interest
FTD: MWH — 37,796 shares ($1.1M) failed to deliver
Settlement: 20260312, Price: $28.88, FTD Value: $1,091,548.48, SOLV ENERGY INC CL A
Mar 11, 2026
short_interest
FTD: MWH — 39,591 shares ($1.1M) failed to deliver
Settlement: 20260311, Price: $28.15, FTD Value: $1,114,486.65, SOLV ENERGY INC CL A