Ameresco Inc SEC Filings

Grantham, Mayo, Van Otterloo & Co. LLC (GMO) filed Amendment No. 3 to a Schedule 13G reporting its beneficial ownership of Ameresco Inc. (AMRC) common stock. GMO reported beneficial ownership of 3,203,393 shares, representing 9.23% of the class, as of the event date 09/30/2025.

The filing states GMO has sole voting power and sole dispositive power over 3,203,393 shares, with no shared voting or dispositive power. GMO is identified as an investment adviser (IA). The certification affirms the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Ameresco.

Ameresco (AMRC) reported Q3 2025 results with revenues of $525,987 (in thousands), up from $500,873 (in thousands) a year ago. Operating income rose to $42,350 (in thousands) and net income attributable to common shareholders was $18,532 (in thousands), or diluted EPS of $0.35. Gross profit reached $84,329 (in thousands).

Year-to-date, cash flows from operating activities were $(37,465) (in thousands), reflecting working capital movements, while investing used $(258,282) (in thousands) mainly for energy assets, and financing provided $310,972 (in thousands). Cash, cash equivalents, and restricted cash ended at $215,596 (in thousands). Total debt and financing lease liabilities were $1,931,010 (in thousands), with $1,716,689 (in thousands) long term.

Backlog was $3,949,124 (in thousands), with ~34% expected as revenue over the next twelve months. Europe contributed strong project revenue growth, while energy asset revenue totaled $62,537 (in thousands) for the quarter. The company noted $26,683 (in thousands) of deposits with a supplier that filed Chapter 11. It is also discussing liquidated damages under an SCE agreement, with a disclosed maximum of $89 million, and obtained waivers for certain facility defaults.

Ameresco, Inc. announced financial results for the quarter ended September 30, 2025 and furnished supporting materials. A press release and a detailed supplemental presentation were made available to provide the full results and are accessible on the company’s Investor Relations website.

The materials were furnished as Exhibits 99.1 and 99.2 to a current report and are not deemed filed under Section 18 of the Exchange Act, nor incorporated by reference except as specifically stated. This keeps the focus on communicating quarterly performance while preserving the customary legal treatment of furnished disclosures.

First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed an amended Schedule 13G reporting beneficial ownership of 270,136 Ameresco, Inc. (Class A) common shares, representing 0.78% of the class as of September 30, 2025.

The filing lists shared voting power over 176,751 shares and shared dispositive power over 270,136 shares, with no sole voting or dispositive power. First Trust entities indicate that certain shares are held in unit investment trusts, where voting is handled by the trustee to mirror outside holders. The reporting persons—classified as BD (broker-dealer), IA (investment adviser), and HC (holding company)—certify the securities were acquired and are held in the ordinary course and not to change or influence control.

Ameresco (AMRC): Gagnon Securities LLC, Gagnon Advisors, LLC, and Neil Gagnon filed an amended Schedule 13G reporting a passive beneficial stake in Ameresco Class A Common Stock as of the 09/30/2025 event date.

Neil Gagnon reports beneficial ownership of 1,717,344 shares (4.9%), with 153,541 shares held with sole voting and dispositive power and shared voting power over 1,511,094 shares. Gagnon Securities LLC reports 964,139 shares (2.8%) with shared voting power over 920,138 shares. Gagnon Advisors, LLC reports 472,798 shares (1.4%), all with shared voting and dispositive power.

Percentages are based on 34,703,659 shares outstanding as of August 1, 2025. The certification states the securities were not acquired to change or influence control.

Ameresco (AMRC) executive insider activity: The EVP, CFO & CAO reported option exercises and open‑market sales on October 9 and 13, 2025 under a Rule 10b5‑1 trading plan adopted on June 5, 2025. He exercised options for 23,899 shares at $12.35 and $13.37 and sold 23,899 shares in multiple trades, including weighted‑average sales ranging from $39.72 to $40.18 and from $40.92 to $41.92, plus sales at $41.92 and $44.92. Following these transactions, direct holdings were 1,189 Class A shares.

Ameresco, Inc. insider filing shows a proposed sale of 5,000 common shares acquired on 10/09/2025 through an exercise of stock options, with an aggregate market value of $192,950. The broker is listed as Morgan Stanley Smith Barney LLC and the sale is planned for 10/09/2025 on the NYSE. The filing also discloses multiple recent 10b5-1 sales by Mark Chiplock during September–October 2025, including trades on 10/01/2025 through 10/08/2025 totaling several transactions and proceeds reported per trade.

The filer certifies no undisclosed material adverse information and indicates cash payment on acquisition. This is a routine insider notice of proposed sale under Rule 144 and records prior 10b5-1 activity.

Ameresco, Inc. (AMRC) reporting person Mark Chiplock, EVP, CFO & CAO, executed a series of transactions under a Rule 10b5-1 trading plan adopted on 06/05/2025. On 10/06/2025, 10/07/2025, and 10/08/2025 he exercised portions of stock options with a $13.37 exercise price and sold the resulting shares in multiple market transactions. The filings show 15,600 shares sold in total (5,900 + 5,900 + 3,800) at weighted average sale prices of about $39.51 and $39.75 across the trade dates, while the options exercised were originally granted with an exercise price of $13.37.

Following these transactions the reporting person’s beneficial ownership in Class A common stock is reported at 1,189 shares held directly; derivative holdings indicate remaining option-related rights equal to 19,798 underlying shares after the reported exercises and sales. The Form 4 includes footnotes disclosing sale price ranges and the 10b5-1 plan used for the sales.

Notice of Proposed Sale under Rule 144 by an insider showing planned and recent sales of common stock. The filer intends to sell 5,900 shares through Morgan Stanley Smith Barney LLC on 10/08/2025 with an aggregate market value of $229,215.00. The shares to be sold were acquired the same day 10/08/2025 by exercise of stock options and paid for in cash. The filing lists total shares outstanding of 34,703,659, which places the planned sale at a small fraction of total equity.

The notice also discloses multiple recent sales by the same person, executed under a Rule 10b5-1 plan: 10/07/2025 (5,900 shares), 10/06/2025 (5,900), 10/01/2025 (5,602), and a smaller sale on 09/15/2025 (269 shares). The filer certifies no undisclosed material adverse information and follows required signature and disclosure statements.