AssuredPartners Investment Advisors LLC Takes Position in EMCOR Group, Inc. $EME

Key Points

• AssuredPartners Investment Advisors bought 1,414 EMCOR shares worth approximately $1.17 million in the second quarter. Institutional investors collectively own 92.59% of EMCOR’s stock.
• EMCOR reported a strong quarter, with earnings of $9.06 per share versus the $7.23 consensus estimate and revenue of $5.15 billion, up 19.7% year over year. The company issued fiscal 2026 EPS guidance of $32.00–$33.25.
• EMCOR shares recently traded at $804.87, while analysts maintain a consensus “Buy” rating and an average price target of $965.86. The company also pays a quarterly dividend of $0.40 per share, equal to a 0.2% annual yield.

AssuredPartners Investment Advisors LLC purchased a new stake in shares of EMCOR Group, Inc. (NYSE:EME - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,414 shares of the construction company's stock, valued at approximately $1,174,000.

A number of other hedge funds also recently added to or reduced their stakes in EME. BlackRock Inc. purchased a new stake in shares of EMCOR Group during the second quarter valued at $3,416,412,000. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of EMCOR Group by 132,234.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 669,611 shares of the construction company's stock valued at $409,661,000 after acquiring an additional 669,105 shares during the last quarter. Norges Bank bought a new stake in shares of EMCOR Group in the fourth quarter worth approximately $389,702,000. Bank of Montreal Can grew its stake in shares of EMCOR Group by 425.8% in the fourth quarter. Bank of Montreal Can now owns 560,477 shares of the construction company's stock worth $342,894,000 after acquiring an additional 453,876 shares during the period. Finally, Deutsche Bank AG bought a new stake in shares of EMCOR Group in the second quarter worth approximately $342,273,000. 92.59% of the stock is currently owned by hedge funds and other institutional investors.

EMCOR Group Trading Down 2.4%

Shares of EME stock opened at $804.87 on Thursday. EMCOR Group, Inc. has a 12 month low of $564.92 and a 12 month high of $951.96. The stock has a market cap of $35.50 billion, a P/E ratio of 25.03 and a beta of 1.14. The company has a 50 day simple moving average of $798.75 and a two-hundred day simple moving average of $800.14.

EMCOR Group (NYSE:EME - Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The construction company reported $9.06 earnings per share for the quarter, topping the consensus estimate of $7.23 by $1.83. The business had revenue of $5.15 billion for the quarter, compared to analysts' expectations of $4.71 billion. EMCOR Group had a net margin of 7.74% and a return on equity of 35.49%. The company's revenue was up 19.7% compared to the same quarter last year. During the same quarter last year, the company posted $6.72 EPS. EMCOR Group has set its FY 2026 guidance at 32.000-33.250 EPS. As a group, equities analysts forecast that EMCOR Group, Inc. will post 33.04 earnings per share for the current year.

EMCOR Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Wednesday, July 15th were given a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend was Wednesday, July 15th. EMCOR Group's payout ratio is presently 4.98%.

Insider Activity

In related news, Director Carol P. Lowe sold 950 shares of the business's stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $844.50, for a total transaction of $802,275.00. Following the completion of the transaction, the director directly owned 17,278 shares in the company, valued at approximately $14,591,271. The trade was a 5.21% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.73% of the company's stock.

Analyst Upgrades and Downgrades

A number of research firms have commented on EME. Zacks Research raised shares of EMCOR Group from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, June 30th. Weiss Ratings reissued a "buy (b)" rating on shares of EMCOR Group in a report on Friday, July 17th. Stifel Nicolaus set a $918.00 price target on EMCOR Group in a research note on Thursday, April 30th. DA Davidson set a $1,047.00 price objective on EMCOR Group in a report on Monday, August 10th. Finally, UBS Group upped their price objective on EMCOR Group from $975.00 to $1,065.00 and gave the company a "buy" rating in a research report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, EMCOR Group currently has a consensus rating of "Buy" and an average target price of $965.86.

EMCOR Group Profile

EMCOR Group, Inc is a provider of mechanical and electrical construction, industrial and energy infrastructure, and facilities services to commercial, institutional and industrial clients. The company delivers a broad range of services that include design-build and traditional construction of mechanical, electrical and plumbing systems; ongoing facilities maintenance and operations; and specialized industrial services for sectors such as manufacturing, data centers, healthcare and utilities.

EMCOR's service offerings encompass HVAC, plumbing, electrical installation and maintenance, fire protection, building automation and controls, commissioning, testing and balancing, and energy management solutions.

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