Willdan Group (NASDAQ:WLDN) Issues FY 2026 Earnings Guidance

Willdan Group (NASDAQ:WLDN) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 4.900-5.050 for the period, compared to the consensus earnings per share estimate of 4.420. The company issued revenue guidance of $410.0 million-$425.0 million, compared to the consensus revenue estimate of $702.8 million.

Analyst Ratings Changes

Several analysts recently weighed in on the company. Wall Street Zen lowered Willdan Group from a “strong-buy” rating to a “buy” rating in a research note on Saturday, March 14th. Wedbush began coverage on Willdan Group in a research note on Thursday, April 9th. They set an “outperform” rating and a $110.00 price target on the stock. Finally, Weiss Ratings lowered Willdan Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, April 24th. Two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $112.67.

Willdan Group Trading Up 18.7%

Shares of Willdan Group stock opened at $88.39 on Friday. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.56 and a current ratio of 1.56. Willdan Group has a 52 week low of $40.56 and a 52 week high of $137.00. The stock has a 50 day moving average price of $80.66 and a two-hundred day moving average price of $98.89. The stock has a market capitalization of $1.32 billion, a PE ratio of 23.82 and a beta of 1.07.

Willdan Group (NASDAQ:WLDN) last announced its quarterly earnings data on Thursday, May 7th. The construction company reported $0.91 EPS for the quarter, beating analysts’ consensus estimates of $0.81 by $0.10. Willdan Group had a return on equity of 23.89% and a net margin of 8.24%.The firm had revenue of $92.43 million during the quarter, compared to analysts’ expectations of $92.17 million. Willdan Group has set its FY 2026 guidance at 4.900-5.050 EPS. As a group, equities analysts anticipate that Willdan Group will post 3.88 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Willdan Group news, Director Steven A. Cohen sold 6,000 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $81.82, for a total value of $490,920.00. Following the completion of the sale, the director owned 20,849 shares of the company’s stock, valued at approximately $1,705,865.18. This trade represents a 22.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Company insiders own 5.60% of the company’s stock.

Key Willdan Group News

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

• Positive Sentiment: Willdan posted Q1 EPS of $0.91, ahead of the $0.81 consensus, and revenue of $92.43 million, slightly above expectations, signaling solid operating execution. Article Title
• Positive Sentiment: The company raised FY2026 EPS guidance to $4.90-$5.05, well above the prior market view, which points to stronger earnings power ahead. Article Title
• Positive Sentiment: First-quarter contract revenue, net revenue, and net income all improved year over year, with management noting normalized growth was stronger than headline results due to one fewer week in the quarter. Article Title
• Positive Sentiment: Investor commentary highlighted expanding commercial exposure, higher-margin recurring energy management revenue from the Burton acquisition, and a healthy balance sheet that supports further M&A-driven growth. Article Title
• Neutral Sentiment: Coverage around the Q1 earnings call and snapshot articles reinforces the earnings story, but does not add materially new information beyond the reported results. Article Title
• Negative Sentiment: Some traders appear to be taking profits after the strong release, as one article notes the shares pulled back despite the solid results, suggesting the move may face near-term volatility. Article Title

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of WLDN. Wasatch Advisors LP purchased a new position in shares of Willdan Group during the second quarter valued at approximately $20,188,000. Two Sigma Investments LP boosted its position in shares of Willdan Group by 207.1% during the third quarter. Two Sigma Investments LP now owns 302,380 shares of the construction company’s stock valued at $29,237,000 after buying an additional 203,912 shares during the last quarter. First Trust Advisors LP boosted its position in shares of Willdan Group by 89.2% during the fourth quarter. First Trust Advisors LP now owns 237,697 shares of the construction company’s stock valued at $24,640,000 after buying an additional 112,094 shares during the last quarter. Mercer Global Advisors Inc. ADV purchased a new position in shares of Willdan Group during the third quarter valued at approximately $9,742,000. Finally, UBS Group AG boosted its position in shares of Willdan Group by 537.1% during the third quarter. UBS Group AG now owns 105,578 shares of the construction company’s stock valued at $10,208,000 after buying an additional 89,007 shares during the last quarter. Hedge funds and other institutional investors own 72.29% of the company’s stock.

About Willdan Group

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.