Orion Group Holdings, Inc. (ORN)

Orion Group Holdings, Inc. has experienced several stock events in the past six months. The company acquired J.E. McAmis and JEM Marine Leasing in February 2026 for approximately $60 million. It released its Q3 2025 earnings on October 28, 2025, and reported strong Q2 2025 results on July 29, 2025, with revenue increasing 7% and Adjusted EBITDA doubling. The company also announced a dual listing on NYSE Texas in May 2025, while maintaining its primary listing on the New York Stock Exchange. The stock price has increased by 65.77% between February 3, 2025, and February 2, 2026.

Demand for Orion Group Holdings' services exhibits some seasonality, particularly in the marine segment. Maintenance dredging projects may increase due to heavy rainfall or weather events. Port waterway and facility expansions, along with Gulf coastline restoration projects, indicate continuous demand influenced by economic and environmental factors.

Orion Group Holdings, Inc. is a specialty construction company in the Capital Goods sector, focusing on Construction and Engineering. It operates through two segments: Marine, offering construction and dredging services, and Concrete, providing turnkey concrete construction services for various commercial and structural projects, including data centers.

Orion Group Holdings, Inc. operates across the continental United States, Alaska, Hawaii, Canada, and the Caribbean Basin. Its service area includes major U.S. ports like Miami, Galveston, and Seattle, with a presence in the Pacific Northwest and expansion into Hawaii.

Orion Group Holdings maintains a positive brand reputation, emphasizing safety with zero lost time incidents for two years. The company rebranded its concrete segment under the Orion banner in 2023. Media sentiment is generally positive, and the acquisition of J.E. McAmis enhances its standing in specialized marine solutions.

Institutional investors hold 71.64% of Orion Group Holdings, Inc. stock, while individuals hold 5.83%. Major institutional shareholders include Brandes Investment Partners, LP (12.41%), BlackRock, Inc. (6.81%), Wasatch Advisors Inc (5.58%), Vanguard Group Inc (5.07%), Royce & Associates Lp (4.27%), Dimensional Fund Advisors Lp (4.22%), and Invesco Ltd. (3.07%).