Benchmark Investment Advisors LLC Acquires New Holdings in EMCOR Group, Inc. $EME

Key Points

• Benchmark Investment Advisors acquired 4,764 EMCOR Group shares worth approximately $3.95 million, making EME its 22nd-largest holding. Institutional investors own 92.59% of the company.
• Analyst sentiment remains positive: EME has an overall “Buy” rating, with an average price target of $965.86; UBS and Oppenheimer recently raised their targets, while Cantor Fitzgerald lowered its target but maintained an “overweight” rating.
• EMCOR exceeded quarterly expectations, reporting $9.06 in EPS versus a $7.23 consensus estimate and $5.15 billion in revenue, up 19.7% year over year. The company reaffirmed fiscal 2026 EPS guidance of $32.00–$33.25 and pays a quarterly dividend of $0.40.

Benchmark Investment Advisors LLC acquired a new position in EMCOR Group, Inc. (NYSE:EME - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,764 shares of the construction company's stock, valued at approximately $3,954,000. EMCOR Group comprises approximately 1.7% of Benchmark Investment Advisors LLC's holdings, making the stock its 22nd biggest position.

Several other large investors have also modified their holdings of EME. Whittier Trust Co. of Nevada Inc. boosted its holdings in EMCOR Group by 3.8% during the first quarter. Whittier Trust Co. of Nevada Inc. now owns 356 shares of the construction company's stock valued at $270,000 after acquiring an additional 13 shares during the period. PAX Financial Group LLC grew its holdings in EMCOR Group by 3.6% in the 4th quarter. PAX Financial Group LLC now owns 404 shares of the construction company's stock valued at $247,000 after buying an additional 14 shares during the last quarter. First National Bank of Hutchinson increased its position in EMCOR Group by 0.9% in the 4th quarter. First National Bank of Hutchinson now owns 1,614 shares of the construction company's stock worth $987,000 after buying an additional 15 shares during the period. Advisors Capital Management LLC increased its position in EMCOR Group by 3.4% in the 4th quarter. Advisors Capital Management LLC now owns 450 shares of the construction company's stock worth $275,000 after buying an additional 15 shares during the period. Finally, KPP Advisory Services LLC lifted its holdings in shares of EMCOR Group by 3.9% during the fourth quarter. KPP Advisory Services LLC now owns 399 shares of the construction company's stock worth $244,000 after buying an additional 15 shares during the last quarter. 92.59% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on EME shares. UBS Group raised their price objective on shares of EMCOR Group from $975.00 to $1,065.00 and gave the stock a "buy" rating in a research note on Friday, July 31st. Zacks Research upgraded shares of EMCOR Group from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, June 30th. Oppenheimer increased 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 report on Friday, July 31st. Stifel Nicolaus set a $918.00 price objective on shares of EMCOR Group in a report on Thursday, April 30th. Finally, Cantor Fitzgerald reduced their target price on shares of EMCOR Group from $1,123.00 to $1,047.00 and set an "overweight" rating for the company in a research note on Monday, August 10th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Buy" and an average target price of $965.86.

Insider Activity

In other news, Director Carol P. Lowe sold 950 shares of the stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $844.50, for a total transaction of $802,275.00. Following the sale, the director directly owned 17,278 shares of the company's stock, valued at $14,591,271. This represents a 5.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders own 0.73% of the company's stock.

EMCOR Group Stock Performance

EME opened at $777.68 on Friday. The firm has a market cap of $34.30 billion, a price-to-earnings ratio of 24.19 and a beta of 1.14. The firm's 50-day simple moving average is $797.37 and its 200-day simple moving average is $800.45. EMCOR Group, Inc. has a twelve month low of $564.92 and a twelve month high of $951.96.

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

EMCOR Group Announces Dividend

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

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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