Barlow Wealth Partners LLC Sells 4,454 Shares of EMCOR Group, Inc. $EME

Key Points

• Barlow Wealth Partners reduced its EMCOR Group stake by 12.2%, selling 4,454 shares and retaining 32,066 shares valued at approximately $24.7 million. Institutional investors collectively own 92.59% of the company.
• Analysts remain broadly positive, with EMCOR carrying an average “Buy” rating and a consensus price target of $965.86. Recent targets were raised by Oppenheimer and UBS, while Zacks upgraded the stock to “Strong Buy.”
• EMCOR reported strong quarterly results, including EPS of $9.06 versus the $7.23 consensus and revenue of $5.15 billion, up 19.7% year over year. The company also maintained fiscal 2026 EPS guidance of $32.00–$33.25 and pays a $0.40 quarterly dividend.

Barlow Wealth Partners LLC reduced its position in EMCOR Group, Inc. (NYSE:EME - Free Report) by 12.2% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 32,066 shares of the construction company's stock after selling 4,454 shares during the period. EMCOR Group comprises 2.6% of Barlow Wealth Partners LLC's holdings, making the stock its 19th largest position. Barlow Wealth Partners LLC owned about 0.07% of EMCOR Group worth $24,658,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. BlackRock Inc. acquired a new stake in shares of EMCOR Group in the second quarter valued at approximately $3,416,412,000. State Street Corp lifted its holdings in EMCOR Group by 2.2% during the 4th quarter. State Street Corp now owns 1,893,792 shares of the construction company's stock valued at $1,158,603,000 after purchasing an additional 40,801 shares during the last quarter. Geode Capital Management LLC boosted its position in EMCOR Group by 0.5% during the fourth quarter. Geode Capital Management LLC now owns 1,425,523 shares of the construction company's stock worth $869,343,000 after purchasing an additional 7,790 shares during the period. Victory Capital Management Inc. boosted its position in EMCOR Group by 34.5% during the fourth quarter. Victory Capital Management Inc. now owns 1,276,966 shares of the construction company's stock worth $781,239,000 after purchasing an additional 327,606 shares during the period. Finally, Invesco Ltd. increased its holdings in shares of EMCOR Group by 10.5% in the fourth quarter. Invesco Ltd. now owns 799,271 shares of the construction company's stock valued at $488,986,000 after purchasing an additional 75,692 shares during the last quarter. Institutional investors own 92.59% of the company's stock.

Analyst Upgrades and Downgrades

EME has been the topic of several research analyst reports. Weiss Ratings lowered shares of EMCOR Group from a "buy (b)" rating to a "buy (b-)" rating in a research report on Thursday, August 27th. DA Davidson set a $1,047.00 target price on shares of EMCOR Group in a report on Monday, August 10th. Oppenheimer upped their price target on shares of EMCOR Group from $1,100.00 to $1,200.00 and gave the company an "outperform" rating in a research note on Friday, July 31st. UBS Group increased their price target on shares of EMCOR Group from $975.00 to $1,065.00 and gave the company a "buy" rating in a report on Friday, July 31st. Finally, Zacks Research upgraded EMCOR Group from a "hold" rating to a "strong-buy" rating in a report on Tuesday, June 30th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Buy" and an average price target of $965.86.

Insider Buying and Selling

In other EMCOR Group news, Director Carol Lowe sold 950 shares of EMCOR Group stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $844.50, for a total value of $802,275.00. Following the completion of the transaction, the director directly owned 17,278 shares of the company's stock, valued at $14,591,271. The trade was a 5.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.73% of the stock is currently owned by company insiders.

EMCOR Group Stock Up 0.8%

Shares of EMCOR Group stock opened at $740.31 on Friday. The stock has a market capitalization of $32.66 billion, a price-to-earnings ratio of 23.03 and a beta of 1.13. EMCOR Group, Inc. has a twelve month low of $564.92 and a twelve month high of $951.96. The company has a 50-day simple moving average of $780.03 and a two-hundred day simple moving average of $799.91.

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

EMCOR Group Announces Dividend

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

About EMCOR Group

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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