Insider Trading April 15, 2026 04:17 PM

Limbach CFO Sells $487K in Stock as Company Posts Mixed Q4 Results

Jayme Brooks executed a pre-arranged 10b5-1 sale; Limbach reported EPS beat but revenue below expectations for Q4 2025

By Hana Yamamoto LMB
Limbach CFO Sells $487K in Stock as Company Posts Mixed Q4 Results
LMB

Limbach Holdings CFO Jayme L. Brooks sold 5,703 shares on April 13, 2026, under a 10b5-1 plan, generating $487,189. The transaction occurred at a weighted average price of $85.43. Separately, Limbach's fourth-quarter 2025 results showed earnings per share above forecasts but revenue short of expectations, while Stifel raised its price target and maintained a Buy rating.

Key Points

  • Limbach CFO Jayme L. Brooks sold 5,703 shares on April 13, 2026, under a pre-arranged 10b5-1 plan, generating $487,189 at a weighted average price of $85.43.
  • Limbach reported Q4 2025 EPS of $1.40, beating the $1.21 consensus (a 15.7% surprise), while revenue of $186.9 million missed the expected $198.45 million (a 5.82% shortfall).
  • Stifel raised its price target to $107 from $104 and reiterated a Buy rating after discussions with Limbach’s CEO and CFO; ODR organic revenue re-accelerated by 24% in the quarter.

Jayme L. Brooks, Chief Financial Officer of Limbach Holdings, Inc. (NASDAQ:LMB), completed the sale of 5,703 shares of the company’s common stock on April 13, 2026, according to a Form 4 filing with the Securities and Exchange Commission.

The shares were disposed of at a weighted average price of $85.43, producing total proceeds of $487,189. The execution prices for the individual shares ranged between $85.18 and $85.82. The filing notes that the sale was carried out pursuant to a pre-arranged 10b5-1 trading plan that Brooks adopted on December 16, 2025.

Following the transaction, Brooks’ direct holdings in Limbach total 130,840 shares. In addition, she retains indirect ownership of 3,897 shares through the Brooks Family Trust.

Market activity after the sale pushed Limbach’s share price to $88.90, which corresponds to a market capitalization of approximately $1.04 billion.


Quarterly results and analyst response

In related corporate reporting, Limbach released its fourth-quarter financials for 2025, which delivered a mixed set of outcomes. The company posted earnings per share of $1.40, ahead of the consensus estimate of $1.21. That EPS result represents a 15.7% surprise relative to expectations.

On the top line, however, revenue fell short of projections. Limbach reported $186.9 million in revenue for the quarter versus an anticipated $198.45 million, a shortfall of 5.82% versus the forecast.

Stifel reviewed the results and raised its price target on the stock to $107 from $104 while reiterating a Buy rating. The firm highlighted Limbach’s strong margins as a key factor behind the better-than-expected bottom-line performance for the quarter. Stifel also pointed to a re-acceleration in ODR organic revenue, which rose 24% during the quarter, and said it maintained its Buy stance following conversations with the company’s CEO and CFO that emphasized growth opportunities and margin-expansion potential.


Context and implications

The Form 4 filing documents the mechanics of the CFO’s stock sale and discloses current holdings. The company’s quarter combined an EPS outperformance with a revenue shortfall, and an analyst firm adjusted its price target and retained a positive rating after direct discussions with management. Investors and market participants will continue to track both insider filings and subsequent operational updates for further signals about the company’s trajectory.

Risks

  • Top-line performance shortfall: Q4 2025 revenue of $186.9 million missed expectations of $198.45 million, which may introduce uncertainty about revenue momentum.
  • Insider transaction: The CFO’s sale of 5,703 shares under a pre-arranged 10b5-1 plan is a material disclosure investors track when assessing insider holdings and liquidity.
  • Mixed financial picture: The combination of an EPS beat and a revenue miss produces an uneven signal that market participants must reconcile when valuing the company.

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