Envestnet Asset Management Inc. Reduces Holdings in Willdan Group, Inc. $WLDN

Envestnet Asset Management Inc. lowered its stake in shares of Willdan Group, Inc. (NASDAQ:WLDN) by 37.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,828 shares of the construction company’s stock after selling 10,591 shares during the quarter. Envestnet Asset Management Inc. owned about 0.12% of Willdan Group worth $1,724,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. AdvisorShares Investments LLC acquired a new stake in Willdan Group in the 2nd quarter worth approximately $30,000. Private Trust Co. NA purchased a new position in shares of Willdan Group in the third quarter worth $48,000. State of Alaska Department of Revenue acquired a new stake in shares of Willdan Group during the third quarter worth $75,000. Raymond James Financial Inc. acquired a new stake in shares of Willdan Group during the second quarter worth $80,000. Finally, Ameritas Investment Partners Inc. grew its holdings in shares of Willdan Group by 15.6% during the second quarter. Ameritas Investment Partners Inc. now owns 1,419 shares of the construction company’s stock valued at $89,000 after buying an additional 191 shares during the last quarter. 72.29% of the stock is owned by hedge funds and other institutional investors.

Willdan Group News Summary

Here are the key news stories impacting Willdan Group this week:

• Positive Sentiment: Strong Q4 profitability — Willdan reported adjusted Q4 EPS of $1.57, well above consensus, with net income and adjusted EBITDA up year-over-year, showing healthy margin improvement. Zacks: Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Operational outlook remains solid — management expects EBITDA margins to stay above 20% in 2026 and cited growing data-center work and resilient services demand, signaling durable underlying business strength. Seeking Alpha: Tax Headwind, Data Center Tailwind
• Neutral Sentiment: FY2026 EPS guidance vs. consensus — management set FY2026 EPS at $4.50–$4.70, which is higher than some analyst models but below FY2025 EPS of $4.89, creating mixed interpretations (beat vs. consensus but down vs. prior year). BusinessWire: Q4 Results & 2026 Outlook
• Neutral Sentiment: Revenue reporting nuances — Q4 contract revenue and net revenue metrics differ (contract revenue $173.7M vs. net revenue $89.5M), and some street estimates use different measures, which contributed to confusion over an apparent revenue “miss.” Willdan: Q4 Slide Deck / Press Release
• Negative Sentiment: Tax headwind and lower revenue guidance drove the selloff — management attributed a lower FY2026 EPS versus FY2025 to tax-rate normalization after the sunset of Section 179D incentives, and issued revenue guidance ($390–$405M) well below some street expectations, which prompted the sharp negative market reaction. Seeking Alpha: Tax Headwind, Data Center Tailwind

Analyst Ratings Changes

WLDN has been the subject of a number of research analyst reports. Wall Street Zen upgraded Willdan Group from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Zacks Research lowered Willdan Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Wedbush lifted their target price on Willdan Group from $120.00 to $145.00 and gave the stock an “outperform” rating in a report on Wednesday, January 14th. Weiss Ratings reiterated a “buy (b)” rating on shares of Willdan Group in a research report on Monday, December 29th. Finally, Compass Point set a $125.00 price target on shares of Willdan Group in a research report on Friday, January 2nd. Three equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $124.33.

Willdan Group Stock Performance

NASDAQ WLDN opened at $89.14 on Friday. The firm has a market capitalization of $1.31 billion, a P/E ratio of 25.61 and a beta of 0.98. The stock has a 50-day simple moving average of $118.42 and a two-hundred day simple moving average of $106.53. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.48 and a current ratio of 1.48. Willdan Group, Inc. has a fifty-two week low of $30.43 and a fifty-two week high of $137.00.

Willdan Group (NASDAQ:WLDN) last posted its earnings results on Thursday, February 26th. The construction company reported $1.57 EPS for the quarter, topping the consensus estimate of $0.79 by $0.78. The firm had revenue of $89.51 million for the quarter, compared to analyst estimates of $174.50 million. Willdan Group had a return on equity of 24.22% and a net margin of 7.71%.Willdan Group has set its FY 2026 guidance at 4.500-4.700 EPS. On average, equities analysts forecast that Willdan Group, Inc. will post 1.82 earnings per share for the current year.

Willdan Group Profile

Willdan Group, Inc provides energy efficiency, infrastructure engineering, and technical consulting services to a diverse range of public and private sector clients. The company works with utilities, municipalities, state and federal agencies, and commercial enterprises to design, implement, and manage programs that promote sustainable energy use, grid modernization, and resilient infrastructure. Willdan’s offerings span program design and implementation, energy audits, measurement and verification, and project management for both new construction and retrofit initiatives.

Core services include energy advisory and engineering solutions, including feasibility studies, facility commissioning and retro-commissioning, $0 down financing for energy projects, and demand response program development.