Sierra Summit Advisors LLC Buys New Shares in Willdan Group, Inc. $WLDN

Sierra Summit Advisors LLC purchased a new position in Willdan Group, Inc. (NASDAQ:WLDN) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm purchased 9,310 shares of the construction company’s stock, valued at approximately $900,000. Sierra Summit Advisors LLC owned about 0.06% of Willdan Group at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of Willdan Group by 1.1% during the second quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 7,615 shares of the construction company’s stock valued at $476,000 after buying an additional 85 shares during the last quarter. New York State Teachers Retirement System increased its stake in Willdan Group by 11.9% during the third quarter. New York State Teachers Retirement System now owns 1,263 shares of the construction company’s stock valued at $122,000 after acquiring an additional 134 shares during the period. CWM LLC raised its holdings in Willdan Group by 7.0% in the 3rd quarter. CWM LLC now owns 2,185 shares of the construction company’s stock valued at $211,000 after acquiring an additional 143 shares in the last quarter. Ameritas Investment Partners Inc. lifted its position in shares of Willdan Group by 15.6% in the 2nd quarter. Ameritas Investment Partners Inc. now owns 1,419 shares of the construction company’s stock worth $89,000 after acquiring an additional 191 shares during the period. Finally, Engineers Gate Manager LP grew its holdings in shares of Willdan Group by 3.3% during the 2nd quarter. Engineers Gate Manager LP now owns 6,925 shares of the construction company’s stock worth $433,000 after purchasing an additional 222 shares in the last quarter. Institutional investors own 72.29% of the company’s stock.

Wall Street Analysts Forecast Growth

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

Willdan Group Trading Down 25.5%

Shares of WLDN stock opened at $89.14 on Friday. The company has a market capitalization of $1.31 billion, a P/E ratio of 25.61 and a beta of 0.98. Willdan Group, Inc. has a 12-month low of $30.43 and a 12-month high of $137.00. The company has a quick ratio of 1.48, a current ratio of 1.48 and a debt-to-equity ratio of 0.17. The firm has a 50-day moving average price of $118.42 and a 200 day moving average price of $106.53.

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

More Willdan Group News

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

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.