CECO
CECO ENVIRONMENTAL CORP
$80.53
+3.22%
$2.9B
No data for this timeframe.
Vol
Market Cap$2.9B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders7 funds
Inst. Value$316.7M
Inst. Activity3 buys / 0 sells
Insider Activity2B / 1S
Insider Net $$1.4M
SEC Reports6
Press Releases2
Exchange Nasdaq·Sector Industrial & Commercial Fans & Blowers & Air Purifing Equip·Inc. DE·CIK 0000003197·Prev Close $78.02
Recent Activity
Jun 9, 2026
SEC
CECO issued a post-closing update on its acquisition of Thermon Group, providing initial full-year 2026 combined guidanc
8-K — Impact 7/10
Jun 1, 2026
SEC
CECO Environmental Corp. completed its transformative acquisition of Thermon Group Holdings on June 1, 2026, issuing app
8-K — Impact 7/10
Jun 1, 2026
Press
CECO Environmental completed its strategic combination with Thermon Group Holdings, a diversified industrial process hea
Impact 6/10
Jun 1, 2026
m_and_a
CECO Environmental Completes Acquisition of Thermon Group Holdings
Company Announces Investor Call for June 9th <pre>Company Announces Investor Call for June 9th</pre>
Jun 1, 2026
Insider
WALLMAN RICHARD F sold 3,443 shares
Director @ $0.00 ($0.00)
Jun 1, 2026
Insider
SACHS VALERIE GENTILE sold 3,190 shares
Director @ $0.00 ($0.00)
Jun 1, 2026
Insider
WALLMAN RICHARD F bought 20,000 shares
Director @ $76.85 ($1.5M)
May 28, 2026
SEC
CECO stockholders overwhelmingly approved the issuance of shares for the Thermon merger (99.93% of votes cast in favor),
8-K — Impact 7/10
Price Targets
$98.60
+3.3% upside
Hold
Current $95.45
Low $85.00
Median $90.00
High $117.00
5 analysts
$85.00
$117.00
Analyst Ratings
2Strong Buy
8Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 29, 2026 | Needham | MAINTAIN | Buy → Buy |
| Mar 26, 2026 | Needham | REITERATE | Buy → Buy |
| Feb 25, 2026 | Roth Capital | MAINTAIN | Buy → Buy |
| Feb 25, 2026 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
| Feb 25, 2026 | Needham | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.34 ▲ +10.3% | $0.29 — $0.48 | 43% YoY | 5 |
| Next Q | $0.43 ▲ +7.0% | $0.34 — $0.50 | 65% YoY | 5 |
| Current FY | $1.80 ▲ +8.0% | $1.68 — $1.87 | 102% YoY | 5 |
| Next FY | $2.45 ▲ +8.9% | $1.92 — $2.99 | 36% YoY | 5 |
Latest Reports
BULLISH
8-K
7/10
CECO issued a post-closing update on its acquisition of Thermon Group, providing initial full-year 2026 combined guidanc
Jun 9, 2026
BULLISH
8-K
7/10
CECO Environmental Corp. completed its transformative acquisition of Thermon Group Holdings on June 1, 2026, issuing app
Jun 1, 2026
BULLISH
Press
6/10
CECO Environmental completed its strategic combination with Thermon Group Holdings, a diversified industrial process hea
Jun 1, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $132.4M | — |
| VANGUARD GROUP INC | $106.6M | — |
| TWO SIGMA INVESTMENTS, LP | $31.5M | ADD |
| MORGAN STANLEY | $17.6M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $15.2M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | WALLMAN RICHARD | A | $0.00 |
| Jun 1, 2026 | SACHS VALERIE | A | $0.00 |
| Jun 1, 2026 | WALLMAN RICHARD | BUY | $1.5M |
| Jun 1, 2026 | SIEGEL LAURIE | A | $0.00 |
| Jun 1, 2026 | KNOWLING ROBERT | A | $0.00 |
7 institutional holders with $316.7M total value (5,292,243 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, TWO. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 2,211,372 | $132.4M | 41.8% | — |
| 2 | VANGUARD GROUP INC | 1,780,596 | $106.6M | 33.6% | — |
| 3 | TWO SIGMA INVESTMENTS, LP | 525,567 | $31.5M | 9.9% | ADD +73.6% |
| 4 | MORGAN STANLEY | 294,115 | $17.6M | 5.6% | ADD +37.9% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 253,726 | $15.2M | 4.8% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 125,979 | $7.5M | 2.4% | ADD +63.7% |
| 7 | WELLS FARGO & COMPANY/MN | 100,888 | $6.0M | 1.9% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | ADD | 302,691 | 525,567 | +73.6% | $31.5M | 2025-Q4 |
| MORGAN STANLEY | ADD | 213,241 | 294,115 | +37.9% | $17.6M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 76,979 | 125,979 | +63.7% | $7.5M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 8,135 | 302,691 | +3620.8% | $15.5M | 2025-Q3 |
| MORGAN STANLEY | ADD | 155,475 | 213,241 | +37.2% | $10.9M | 2025-Q3 |
| UBS Group AG | TRIM | 69,154 | 48,689 | -29.6% | $2.5M | 2025-Q3 |
| UBS Group AG | TRIM | 102,206 | 69,154 | -32.3% | $2.0M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 55,317 | 8,135 | -85.3% | $230.3K | 2025-Q2 |
| MORGAN STANLEY | TRIM | 208,091 | 142,109 | -31.7% | $3.2M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 54,374 | 26,260 | -51.7% | $598.7K | 2025-Q1 |
| MORGAN STANLEY | TRIM | 290,001 | 208,091 | -28.2% | $6.3M | 2024-Q4 |
| UBS Group AG | DOUBLED | 30,468 | 123,571 | +305.6% | $3.7M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 18,600 | 54,374 | +192.3% | $1.6M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 235,497 | — | $6.6M | 2024-Q3 |
14 unique insiders with 3 transactions. Net insider value: $1.4M ($2.3M bought, $830.1K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | WALLMAN RICHARD F | Director | A | 3,443 | $0.00 | $0.00 |
| Jun 1, 2026 | SACHS VALERIE GENTILE | Director | A | 3,190 | $0.00 | $0.00 |
| Jun 1, 2026 | WALLMAN RICHARD F | Director | BUY | 20,000 | $76.85 | $1.5M |
| Jun 1, 2026 | SIEGEL LAURIE | Director | A | 2,215 | $0.00 | $0.00 |
| Jun 1, 2026 | KNOWLING ROBERT E JR | Director | A | 2,215 | $0.00 | $0.00 |
| Jun 1, 2026 | Nanda Munish | Director | A | 2,215 | $0.00 | $0.00 |
| Jun 1, 2026 | Mannarino Claudio A | Director | A | 1,107 | $0.00 | $0.00 |
| Jun 1, 2026 | Mannarino Claudio A | Director | A | 1,108 | $0.00 | $0.00 |
| Jun 1, 2026 | DEZWIREK JASON | Director | A | 2,215 | $0.00 | $0.00 |
| Jun 1, 2026 | Harris-Peterson Candace | Chief Human Resources Officer | A | 3,133 | $0.00 | $0.00 |
| Jun 1, 2026 | GEORGE MARCUS J | Director | A | 36,690 | $0.00 | $0.00 |
| Jun 1, 2026 | RICHEY VICTOR L JR | Director | A | 2,215 | $0.00 | $0.00 |
| Jun 1, 2026 | RICHEY VICTOR L JR | Director | A | 6,378 | $0.00 | $0.00 |
| May 1, 2026 | Nanda Munish | Director | SELL | 11,218 | $74.00 | $830.1K |
| Apr 29, 2026 | WALLMAN RICHARD F | Director | BUY | 10,000 | $73.25 | $732.5K |
| Mar 31, 2026 | Johansson Peter K. | SVP, Chief Financial Officer | F | 653 | $59.58 | $38.9K |
| Mar 31, 2026 | Gleason Todd R | Chief Executive Officer | F | 2,110 | $59.58 | $125.7K |
| Mar 31, 2026 | Gregory Alyson Noel | General Counsel | F | 175 | $59.58 | $10.4K |
| Mar 17, 2026 | Kovachev Kiril | Chief Accounting Officer | F | 346 | $57.06 | $19.7K |
| Mar 17, 2026 | Gregory Alyson Noel | General Counsel | F | 139 | $57.06 | $7.9K |
| Mar 17, 2026 | Johansson Peter K. | SVP, Chief Financial Officer | F | 1,570 | $57.06 | $89.6K |
| Mar 16, 2026 | Gleason Todd R | Chief Executive Officer | A | 17,563 | $0.00 | $0.00 |
| Mar 16, 2026 | Gregory Alyson Noel | General Counsel | A | 3,155 | $0.00 | $0.00 |
| Mar 16, 2026 | Kovachev Kiril | Chief Accounting Officer | A | 1,753 | $0.00 | $0.00 |
| Mar 16, 2026 | Johansson Peter K. | SVP, Chief Financial Officer | A | 3,944 | $0.00 | $0.00 |
| Mar 15, 2026 | Gregory Alyson Noel | General Counsel | F | 150 | $54.50 | $8.2K |
| Mar 15, 2026 | Kovachev Kiril | Chief Accounting Officer | F | 380 | $54.50 | $20.7K |
| Mar 15, 2026 | Gleason Todd R | Chief Executive Officer | A | 75,055 | $0.00 | $0.00 |
| Mar 15, 2026 | Gleason Todd R | Chief Executive Officer | F | 29,535 | $54.85 | $1.6M |
| Mar 15, 2026 | Johansson Peter K. | SVP, Chief Financial Officer | A | 16,083 | $0.00 | $0.00 |
| Mar 15, 2026 | Johansson Peter K. | SVP, Chief Financial Officer | F | 4,967 | $54.85 | $272.4K |
| Mar 7, 2026 | Gregory Alyson Noel | General Counsel | F | 287 | $52.53 | $15.1K |
| Mar 7, 2026 | Gleason Todd R | Chief Executive Officer | F | 3,557 | $52.53 | $186.8K |
6 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 4.8/10.
BULLISH
8-K
7/10
CECO issued a post-closing update on its acquisition of Thermon Group, providing initial full-year 2
Jun 9, 2026
BULLISH
8-K
7/10
CECO Environmental Corp. completed its transformative acquisition of Thermon Group Holdings on June
Jun 1, 2026
BULLISH
8-K
7/10
CECO stockholders overwhelmingly approved the issuance of shares for the Thermon merger (99.93% of v
May 28, 2026
NEUTRAL
CLUSTER
2/10
A minor insider cluster at CECO Environmental shows a director purchase ($733K) and a director sale
May 4, 2026
NEUTRAL
EFFECT
3/10
CECO Environmental Corp's shelf registration (Form S-3) has become effective, allowing the company t
Apr 23, 2026
NEUTRAL
PRESS-RELEASE
3/10
CECO Environmental announced it will report Q1 2026 earnings on April 28, 2026, premarket, with a su
Apr 15, 2026
Current analyst consensus: Strong Buy (91% buy). Based on 11 analysts: 2 strong buy, 8 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$98.60 mean target
+3.3% upside
Hold (1.20)
$85.00 Low
$117.00 High
| Metric | Value |
|---|---|
| Current Price | $95.45 |
| Target Low | $85.00 |
| Target Mean | $98.60 |
| Target Median | $90.00 |
| Target High | $117.00 |
| # Analysts | 5 |
| Recommendation | Hold (1.20) |
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 |
$0.34 | $0.29 | $0.48 | 43.3% | +10.3% | 2↑ 3↓ | $0.3B | 35.8% | 5 |
| Next Q 2026-09-30 |
$0.43 | $0.34 | $0.50 | 64.6% | +7.0% | 2↑ 2↓ | $0.3B | 51.1% | 5 |
| Current FY 2026-12-31 |
$1.80 | $1.68 | $1.87 | 102.1% | +8.0% | 4↑ 1↓ | $1.1B | 42.1% | 5 |
| Next FY 2027-12-31 |
$2.45 | $1.92 | $2.99 | 36.0% | +8.9% | 4↑ 0↓ | $1.3B | 22.1% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.344 | |
| 7d ago | $0.312 | +0.032 |
| 30d ago | $0.312 | +0.032 |
| 60d ago | $0.332 | +0.012 |
| 90d ago | $0.332 | +0.012 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 29, 2026 | Needham | MAINTAIN | Buy | Buy |
| Mar 26, 2026 | Needham | REITERATE | Buy | Buy |
| Feb 25, 2026 | Roth Capital | MAINTAIN | Buy | Buy |
| Feb 25, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Feb 25, 2026 | Needham | MAINTAIN | Buy | Buy |
| Jan 16, 2026 | Needham | MAINTAIN | Buy | Buy |
| Dec 24, 2025 | Northland Capital Markets | MAINTAIN | Outperform | Outperform |
| Dec 16, 2025 | Needham | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 8 | 1 | 0 | 0 | 91% | |
| May 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% | |
| Jan 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% |
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 1, 2026
m_and_a
CECO Environmental Completes Acquisition of Thermon Group Holdings
Company Announces Investor Call for June 9th <pre>Company Announces Investor Call for June 9th</pre>
May 29, 2026
short_volume
Short Volume: CECO — 78.2% short (0.5M / 0.6M)
Short: 451,123 | Exempt: 15,942 | TRF Vol: 576,804 | Short Ratio: 78.2% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: CECO — 79.3% short (0.6M / 0.8M)
Short: 616,192 | Exempt: 8,560 | TRF Vol: 777,372 | Short Ratio: 79.3% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: CECO — 72.6% short (0.4M / 0.5M)
Short: 370,572 | Exempt: 0 | TRF Vol: 510,370 | Short Ratio: 72.6% | Off-exchange volume (dark pool + OTC)
May 15, 2026
activist
CECO Environmental and Thermon Group Holdings Announce Election Deadline for Thermon Stockholders to Elect Form of Merger Consideration
<p>ADDISON, Texas, and AUSTIN, Texas, May 15, 2026 (GLOBE NEWSWIRE) -- CECO Environmental Corp. (Nasdaq: CECO) (“CECO”) and Thermon Group Holdings,
May 6, 2026
short_interest
FTD: CECO — 66,652 shares ($5.9M) failed to deliver
Settlement: 20260506, Price: $87.78, FTD Value: $5,850,712.56, CECO ENVIRONMENTAL CORP
May 5, 2026
short_interest
FTD: CECO — 27,639 shares ($2.2M) failed to deliver
Settlement: 20260505, Price: $78.17, FTD Value: $2,160,540.63, CECO ENVIRONMENTAL CORP
May 5, 2026
short_volume
Short Volume: CECO — 73.4% short (0.5M / 0.7M)
Short: 525,835 | Exempt: 200 | TRF Vol: 716,510 | Short Ratio: 73.4% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: CECO — 82.2% short (0.5M / 0.6M)
Short: 499,203 | Exempt: 0 | TRF Vol: 607,368 | Short Ratio: 82.2% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
earnings
CECO Environmental Reports First Quarter 2026 Results
<p align="center"><em>Strong First Quarter Results Highlighted by Orders up 97 Percent and Backlog Eclipsing $1B</em><br><em>Largest Natural Gas Power
Apr 28, 2026
earnings_calendar
CECO Q1 2026 Earnings Scheduled — 2026-04-28
Apr 28, 2026
short_volume
Short Volume: CECO — 75.6% short (0.7M / 0.9M)
Short: 707,658 | Exempt: 0 | TRF Vol: 936,233 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
earnings
CECO Environmental to Release First Quarter 2026 Earnings and Host Conference Call on April 28
<p align="justify">ADDISON, Texas, April 15, 2026 (GLOBE NEWSWIRE) -- <strong>CECO Environmental Corp. (Nasdaq: CECO)</strong>, a leading environmen
Apr 6, 2026
Enforcement
HSR Early Termination: CECO Environmental Corp.; Thermon Group Holdings, Inc.
The FTC granted early termination of the HSR Act waiting period for a transaction involving CECO Environmental Corp.; Thermon Group Holdings, Inc..
Apr 1, 2026
short_interest
FTD: CECO — 75,720 shares ($4.5M) failed to deliver
Settlement: 20260401, Price: $59.58, FTD Value: $4,511,397.6, CECO ENVIRONMENTAL CORP
Mar 20, 2026
other
CECO Environmental and Thermon to Host Joint CEO Fireside Chat at Upcoming Roth Conference
<p align="justify">ADDISON, Texas, March 20, 2026 (GLOBE NEWSWIRE) -- <strong>CECO Environmental </strong><strong>Corp. (Nasdaq: CECO)</strong>, a l