THR
Thermon Group Holdings, Inc.
No data for this timeframe.
Vol
Inst. Holders50 funds
Inst. Value$1.0B
Inst. Activity10 buys / 14 sells
SEC Reports6
Recent Activity
Jun 1, 2026
SEC
Thermon Group Holdings, Inc. (THR) has been acquired by CECO Environmental Corp. in a merger that closed on June 1, 2026
25-NSE — Impact 7/10
Jun 1, 2026
SEC
This 8-K confirms the completion of CECO Environmental's acquisition of Thermon Group on June 1, 2026. Thermon sharehold
8-K — Impact 7/10
Jun 1, 2026
Insider
Thames Bruce was granted 78,307 shares
President & CEO
Jun 1, 2026
Insider
Thames Bruce disposed of 468,595 shares
President & CEO
Jun 1, 2026
Insider
Buntin David was granted 19,386 shares
SVP, Products & Technology
May 28, 2026
SEC
Thermon Group Holdings stockholders overwhelmingly approved the merger with CECO Environmental at a special meeting on M
8-K — Impact 5/10
Inst.
Magnetar Financial LLC — NEW
757,996 shares ($38.2M)
Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — ADD
679,685 shares ($34.3M)
Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$51.00 (Feb 2026)
Current $61.14
Low $51.00
Median $51.00
High $51.00
3 analysts
$51.00
$51.00
Analyst Ratings
0Strong Buy
0Buy
7Hold
4Sell
1Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Feb 25, 2026 | William Blair | DOWNGRADE | Outperform → Market Perform |
| Feb 3, 2026 | Roth Capital | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.37 ▼ -5.1% | $0.36 — $0.38 | 3% YoY | 2 |
| Next Q | $0.54 ▼ -2.4% | $0.50 — $0.58 | -2% YoY | 2 |
| Current FY | $2.24 ▼ -0.8% | $2.14 — $2.35 | 4% YoY | 4 |
| Next FY | $2.49 | $2.35 — $2.60 | 11% YoY | 3 |
Latest Reports
BULLISH
25-NSE
7/10
Thermon Group Holdings, Inc. (THR) has been acquired by CECO Environmental Corp. in a merger that closed on June 1, 2026
Jun 1, 2026
BULLISH
8-K
7/10
This 8-K confirms the completion of CECO Environmental's acquisition of Thermon Group on June 1, 2026. Thermon sharehold
Jun 1, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $149.7M | — |
| BlackRock, Inc. | $130.4M | — |
| DIMENSIONAL FUND ADVISORS LP | $87.2M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $70.8M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $69.9M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Thames Bruce | A | $0.00 |
| Jun 1, 2026 | Thames Bruce | D | $0.00 |
| Jun 1, 2026 | Buntin David | A | $0.00 |
| Jun 1, 2026 | Buntin David | D | $0.00 |
| Jun 1, 2026 | Cerovski Thomas | A | $0.00 |
50 institutional holders with $1.0B total value (20,880,547 shares) as of 2026-Q1. Top holders: FMR, BlackRock,, DIMENSIONAL. Net selling activity: 14 institutions trimmed/exited vs 10 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 2,970,723 | $149.7M | 14.3% | — |
| 2 | BlackRock, Inc. | 2,588,149 | $130.4M | 12.4% | — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1,730,100 | $87.2M | 8.3% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,404,091 | $70.8M | 6.7% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1,387,057 | $69.9M | 6.7% | — |
| 6 | STATE STREET CORP | 772,529 | $38.9M | 3.7% | — |
| 7 | Magnetar Financial LLC | 757,996 | $38.2M | 3.6% | NEW |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 679,685 | $34.3M | 3.3% | ADD +33.7% |
| 9 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 647,539 | $32.6M | 3.1% | TRIM -27.0% |
| 10 | CITIGROUP INC | 577,926 | $29.1M | 2.8% | — |
| 11 | AMERIPRISE FINANCIAL INC | 569,672 | $28.7M | 2.7% | ADD +37.5% |
| 12 | GOLDMAN SACHS GROUP INC | 486,880 | $24.5M | 2.3% | — |
| 13 | Swedbank AB | 470,000 | $23.7M | 2.3% | TRIM -32.3% |
| 14 | BALYASNY ASSET MANAGEMENT L.P. | 450,549 | $22.7M | 2.2% | DOUBLED +2990.2% |
| 15 | SOROS FUND MANAGEMENT LLC | 448,088 | $22.6M | 2.2% | NEW |
| 16 | Nuveen, LLC | 428,179 | $21.6M | 2.1% | ADD +94.1% |
| 17 | TWO SIGMA INVESTMENTS, LP | 356,278 | $18.0M | 1.7% | TRIM -43.7% |
| 18 | Assenagon Asset Management S.A. | 345,731 | $17.4M | 1.7% | ADD +35.2% |
| 19 | DEUTSCHE BANK AG\ | 319,662 | $16.1M | 1.5% | NEW |
| 20 | First Eagle Investment Management, LLC | 305,373 | $15.4M | 1.5% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Magnetar Financial LLC | NEW | — | 757,996 | — | $38.2M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 508,339 | 679,685 | +33.7% | $34.3M | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | 887,451 | 647,539 | -27.0% | $32.6M | 2026-Q1 |
| Swedbank AB | TRIM | 694,000 | 470,000 | -32.3% | $23.7M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 14,580 | 450,549 | +2990.2% | $22.7M | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC | NEW | — | 448,088 | — | $22.6M | 2026-Q1 |
| Nuveen, LLC | ADD | 220,653 | 428,179 | +94.1% | $21.6M | 2026-Q1 |
| Assenagon Asset Management S.A. | ADD | 255,694 | 345,731 | +35.2% | $17.4M | 2026-Q1 |
| MORGAN STANLEY | NEAR_EXIT | 1,175,768 | 165,468 | -85.9% | $8.3M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 224,129 | 153,491 | -31.5% | $7.7M | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | ADD | 68,360 | 94,180 | +37.8% | $4.7M | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | NEAR_EXIT | 437,552 | 66,219 | -84.9% | $3.3M | 2026-Q1 |
| Cerity Partners LLC | TRIM | 79,901 | 22,683 | -71.6% | $1.1M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | ADD | 11,664 | 16,299 | +39.7% | $821.5K | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 27,559 | 12,689 | -54.0% | $639.5K | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 32,122 | 9,174 | -71.4% | $462.4K | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | TRIM | 7,541 | 5,251 | -30.4% | $264.6K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | TRIM | 5,066 | 3,088 | -39.0% | $155.6K | 2026-Q1 |
| FEDERATED HERMES, INC. | TRIM | 3,479 | 1,490 | -57.2% | $75.1K | 2026-Q1 |
| ASSETMARK, INC | TRIM | 1,530 | 869 | -43.2% | $43.8K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 238 | 406 | +70.6% | $20.5K | 2026-Q1 |
| DANSKE BANK A/S | NEAR_EXIT | 1,700 | 200 | -88.2% | $10.1K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 1 | 24 | +2300.0% | $1.2K | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | EXIT | 731,373 | 0 | -100.0% | $0.00 | 2026-Q1 |
| MORGAN STANLEY | ADD | 719,525 | 1,175,768 | +63.4% | $43.7M | 2025-Q4 |
14 unique insiders with 45 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Thames Bruce | President & CEO | AWARD | 78,307 | — | — |
| Jun 1, 2026 | Thames Bruce | President & CEO | D | 468,595 | — | — |
| Jun 1, 2026 | Buntin David | SVP, Products & Technology | AWARD | 19,386 | — | — |
| Jun 1, 2026 | Buntin David | SVP, Products & Technology | D | 99,767 | — | — |
| Jun 1, 2026 | Cerovski Thomas N | SVP, Chief Operating Officer | AWARD | 20,941 | — | — |
| Jun 1, 2026 | Cerovski Thomas N | SVP, Chief Operating Officer | D | 84,079 | — | — |
| Jun 1, 2026 | Harris-Peterson Candace | SVP, Human Resources | D | 52,063 | — | — |
| Jun 1, 2026 | Harris-Peterson Candace | SVP, Human Resources | D | 3,247 | — | — |
| Jun 1, 2026 | Roberto Kuahara | SVP, Operations | AWARD | 16,269 | — | — |
| Jun 1, 2026 | Roberto Kuahara | SVP, Operations | D | 59,807 | — | — |
| Jun 1, 2026 | Lucas Thomas Gregory | VP, CAO | AWARD | 6,976 | — | — |
| Jun 1, 2026 | Schott Jan L | SVP, CFO | D | 35,742 | — | — |
| Jun 1, 2026 | Ryan Tarkington | SVP, General Counsel | AWARD | 15,113 | — | — |
| Jun 1, 2026 | Ryan Tarkington | SVP, General Counsel | D | 68,531 | — | — |
| Jun 1, 2026 | Lucas Thomas Gregory | VP, CAO | D | 19,282 | — | — |
| Jun 1, 2026 | CLARKE JOHN U | Director | D | 41,570 | — | — |
| Jun 1, 2026 | Dalgetty Linda | Director | D | 34,584 | — | — |
| Jun 1, 2026 | FIX ROGER L | Director | D | 35,375 | — | — |
| Jun 1, 2026 | Harris-Peterson Candace | SVP, Human Resources | AWARD | 13,556 | — | — |
| Jun 1, 2026 | Schott Jan L | SVP, CFO | AWARD | 14,014 | — | — |
| Jun 1, 2026 | GEORGE MARCUS J | Director | D | 52,639 | — | — |
| Jun 1, 2026 | RICHEY VICTOR L JR | Director | D | 8,052 | — | — |
| Jun 1, 2026 | Thames Bruce | President & CEO | D | 32,472 | — | — |
| Jun 1, 2026 | Strzelecki Angela | Director | D | 13,643 | — | — |
| May 12, 2026 | Lucas Thomas Gregory | VP, CAO | TAX W/H | 2,412 | $64.69 | $156.0K |
| May 12, 2026 | Cerovski Thomas N | SVP, Global Sales | AWARD | 5,397 | — | — |
| May 12, 2026 | Thames Bruce | President & CEO | TAX W/H | 19,331 | $64.69 | $1.3M |
| May 12, 2026 | Buntin David | SVP, Thermon Heat Tracing | AWARD | 5,397 | — | — |
| May 12, 2026 | Buntin David | SVP, Thermon Heat Tracing | TAX W/H | 3,553 | $64.69 | $229.8K |
| May 12, 2026 | Harris-Peterson Candace | SVP, Human Resources | AWARD | 3,238 | — | — |
| May 12, 2026 | Harris-Peterson Candace | SVP, Human Resources | TAX W/H | 2,314 | $64.69 | $149.7K |
| May 12, 2026 | Roberto Kuahara | SVP, Operations | TAX W/H | 3,596 | $64.69 | $232.6K |
| May 12, 2026 | Cerovski Thomas N | SVP, Global Sales | TAX W/H | 7,322 | $64.69 | $473.7K |
| May 12, 2026 | Lucas Thomas Gregory | VP, CAO | AWARD | 2,157 | — | — |
| May 12, 2026 | Roberto Kuahara | SVP, Operations | AWARD | 5,397 | — | — |
| May 12, 2026 | Thames Bruce | President & CEO | AWARD | 28,067 | — | — |
| May 12, 2026 | Ryan Tarkington | SVP, General Counsel | AWARD | 5,397 | — | — |
| May 12, 2026 | Ryan Tarkington | SVP, General Counsel | TAX W/H | 3,564 | $64.69 | $230.6K |
| Apr 1, 2026 | Strzelecki Angela | Director | AWARD | 531 | $51.78 | $27.5K |
| Apr 1, 2026 | RICHEY VICTOR L JR | Director | AWARD | 531 | $51.78 | $27.5K |
| Apr 1, 2026 | Dalgetty Linda | Director | AWARD | 531 | $51.78 | $27.5K |
| Apr 1, 2026 | FIX ROGER L | Director | AWARD | 531 | $51.78 | $27.5K |
| Apr 1, 2026 | GEORGE MARCUS J | Director | AWARD | 531 | $51.78 | $27.5K |
| Apr 1, 2026 | CLARKE JOHN U | Director | AWARD | 531 | $51.78 | $27.5K |
| Jan 31, 2026 | Roberto Kuahara | SVP, Operations | TAX W/H | 3,986 | $45.25 | $180.4K |
6 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 5.8/10.
BULLISH
25-NSE
7/10
Thermon Group Holdings, Inc. (THR) has been acquired by CECO Environmental Corp. in a merger that cl
Jun 1, 2026
BULLISH
8-K
7/10
This 8-K confirms the completion of CECO Environmental's acquisition of Thermon Group on June 1, 202
Jun 1, 2026
NEUTRAL
8-K
5/10
Thermon Group Holdings stockholders overwhelmingly approved the merger with CECO Environmental at a
May 28, 2026
NEUTRAL
425
5/10
CECO Environmental's pending acquisition of Thermon Group is progressing toward a June 1, 2026 close
May 19, 2026
NEUTRAL
8-K
4/10
Thermon reported Q4 FY2026 revenue of $148.3M (+11% YoY) and adjusted EPS of $0.55, slightly below c
May 19, 2026
BULLISH
8-K
7/10
Thermon Group announced accelerating demand for its liquid load bank solutions in the data center ma
Apr 20, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Feb 2026): 0% buy across 12 analysts — 0 strong buy, 0 buy, 7 hold, 4 sell, 1 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$51.00 mean target (Feb 2026)
$51.00 Low
$51.00 High
| Metric | Value |
|---|---|
| Current Price | $61.14 |
| Target Low | $51.00 |
| Target Mean | $51.00 |
| Target Median | $51.00 |
| Target High | $51.00 |
| # Analysts | 3 |
| Recommendation | — (no recent coverage) |
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 |
$0.37 | $0.36 | $0.38 | 2.8% | -5.1% | — | $0.1B | 8.6% | 2 |
| Next Q 2026-09-30 |
$0.54 | $0.50 | $0.58 | -1.8% | -2.4% | — | $0.1B | 6.0% | 2 |
| Current FY 2027-03-31 |
$2.24 | $2.14 | $2.35 | 4.3% | -0.8% | 3↑ 0↓ | $0.6B | 3.5% | 4 |
| Next FY 2028-03-31 |
$2.49 | $2.35 | $2.60 | 10.9% | — | — | $0.6B | 6.6% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.370 | |
| 7d ago | $0.390 | -0.020 |
| 30d ago | $0.390 | -0.020 |
| 60d ago | $0.390 | -0.020 |
| 90d ago | $0.390 | -0.020 |
2 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Feb 25, 2026 | William Blair | DOWNGRADE | Outperform | Market Perform |
| Feb 3, 2026 | Roth Capital | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 7 | 4 | 1 | 0% | |
| May 1, 2026 | 0 | 0 | 7 | 4 | 1 | 0% | |
| Apr 1, 2026 | 1 | 3 | 5 | 0 | 0 | 44% | |
| Mar 1, 2026 | 1 | 4 | 4 | 0 | 0 | 56% | |
| Feb 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Jan 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
Recent Reddit Threads
Thor energy plc. good news.
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⚡ 0.5
May 21, 2026
earnings_calendar
THR Q4 2026 Earnings Scheduled — 2026-05-21
May 13, 2026
short_interest
FTD: THR — 9,849 shares ($0.6M) failed to deliver
Settlement: 20260513, Price: $64.69, FTD Value: $637,131.81, THERMON GROUP HLDGS INC
May 12, 2026
short_interest
FTD: THR — 8,802 shares ($0.6M) failed to deliver
Settlement: 20260512, Price: $65.47, FTD Value: $576,266.94, THERMON GROUP HLDGS INC
May 11, 2026
short_interest
FTD: THR — 13,233 shares ($0.9M) failed to deliver
Settlement: 20260511, Price: $65.66, FTD Value: $868,878.78, THERMON GROUP HLDGS INC
May 8, 2026
short_interest
FTD: THR — 13,521 shares ($0.9M) failed to deliver
Settlement: 20260508, Price: $65.32, FTD Value: $883,191.72, THERMON GROUP HLDGS INC
Mar 13, 2026
short_interest
FTD: THR — 26,714 shares ($1.2M) failed to deliver
Settlement: 20260313, Price: $46.52, FTD Value: $1,242,735.28, THERMON GROUP HLDGS INC