Willdan Stock Is Skyrocketing, but One Fund Still Cashed Out $7.7 Million

1 hour ago 2

Jonathan Ponciano, The Motley Fool

Sat, May 9, 2026 astatine 12:21 PM CDT 4 min read

Bard Associates reported a large simplification successful its Willdan Group (NASDAQ:WLDN) stake, selling an estimated $7.74 cardinal of shares successful the archetypal quarter, according to a May 7, 2026, SEC filing.

What happened

According to a SEC filing dated May 7, 2026, Bard Associates reduced its holding successful Willdan Group (NASDAQ:WLDN) by 73,167 shares during the archetypal quarter. The estimated worth of the trade, based connected the mean closing terms for the 4th ended March 31, 2026, was astir $7.74 million. The fund's quarter-end presumption worth successful Willdan Group decreased by $7.59 million, reflecting some the stock merchantability and terms changes.

What other to cognize

Bard Associates’ presumption successful Willdan Group present represents little than 0.004% of its reportable U.S. equity AUM aft the sell-down.
Top holdings aft the filing:
- NYSEMKT: JAAA: $25.28 cardinal (6.3% of AUM)
- NASDAQ: PFF: $20.98 cardinal (5.3% of AUM)
- NYSE: FFC: $18.84 cardinal (4.7% of AUM)
- NYSE: COHR: $12.78 cardinal (3.2% of AUM)
- NYSEMKT: SCHO: $12.35 cardinal (3.1% of AUM)
As of May 7, 2026, Willdan Group shares were priced astatine $74.47, up 85% implicit the past year, outperforming the S&P 500 by 55.46 percent points.

Company overview

Metric

Value

Price (as of marketplace adjacent May 7, 2026)	$74.47
Market capitalization	$1.10 billion
Revenue (TTM)	$681.6 million
Net income (TTM)	$52.6 million

Company snapshot

Willdan provides professional, technical, and consulting services crossed vigor efficiency, engineering, and operation management, including audit and survey, programme design, grid optimization, and compliance consulting.
The steadfast generates gross chiefly done project-based contracts, method consulting, and performance-based services for vigor and engineering projects.
It serves nationalist assemblage clients specified arsenic cities, counties, utilities, schoolhouse districts, and national agencies, arsenic good arsenic commercialized and concern organizations.

Willdan Group is simply a diversified supplier of engineering and vigor consulting services. The institution leverages method expertise and task absorption capabilities to present integrated solutions for nationalist agencies and utilities, supporting infrastructure modernization and vigor ratio initiatives. Its competitory vantage lies successful its wide work portfolio and heavy relationships with authorities and inferior clients, positioning it arsenic a cardinal spouse successful complex, multi-disciplinary projects.

What this transaction means for investors

This determination seems similar elemental profit-taking aft a monolithic tally alternatively than a nonaccomplishment of assurance successful the underlying business. Bard chopped the presumption during the archetypal quarter, good earlier Willdan’s latest net merchandise this week, which further buoyed shares.

On Thursday, Willdan reported first-quarter nett gross maturation of 8.3% to $92.4 million, portion adjusted EBITDA jumped 25% to $18.1 million. Net income surged 82% to $8.5 million, and absorption raised its 2026 outlook, present projecting adjusted EBITDA betwixt $100 cardinal and $105 million. The institution besides precocious completed its acquisition of Burton Energy Group, a determination that much than doubles its vulnerability to commercialized vigor customers and expands relationships with Fortune 500 clients.

The broader communicative present is that Willdan is progressively benefiting from immense request tied to grid modernization, vigor ratio upgrades, and infrastructure spending. That said, aft an 85% banal rally successful 1 twelvemonth (plus different astir 20% connected Friday alone), immoderate investors were ever apt to fastener successful gains.

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