Contravisory Investment Management Inc. Buys 10,044 Shares of EMCOR Group, Inc. $EME

Key Points

• Contravisory Investment Management increased its EMCOR Group stake by 636.5% in the second quarter, buying 10,044 additional shares for a total holding worth approximately $9.65 million. Institutional investors collectively own 92.59% of EMCOR’s stock.
• EMCOR reported a strong quarter, with earnings per share of $9.06 versus the $7.23 consensus estimate and revenue of $5.15 billion, up 19.7% year over year. The company maintained fiscal 2026 EPS guidance of $32.00 to $33.25.
• Analysts remain broadly positive, with a consensus “Buy” rating and average price target of $955.71, while recent targets from UBS and Oppenheimer rose to $1,065 and $1,200, respectively.

Contravisory Investment Management Inc. grew its stake in shares of EMCOR Group, Inc. (NYSE:EME - Free Report) by 636.5% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 11,622 shares of the construction company's stock after purchasing an additional 10,044 shares during the quarter. EMCOR Group makes up approximately 1.7% of Contravisory Investment Management Inc.'s portfolio, making the stock its 24th biggest position. Contravisory Investment Management Inc.'s holdings in EMCOR Group were worth $9,645,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently made changes to their positions in EME. Swiss RE Ltd. purchased a new stake in shares of EMCOR Group during the fourth quarter worth about $25,000. Ascentis Independent Advisors purchased a new position in EMCOR Group during the 1st quarter valued at about $27,000. Zions Bancorporation National Association UT bought a new position in EMCOR Group during the 4th quarter valued at approximately $28,000. Activest Wealth Management raised its position in EMCOR Group by 800.0% during the 4th quarter. Activest Wealth Management now owns 54 shares of the construction company's stock valued at $33,000 after purchasing an additional 48 shares during the last quarter. Finally, Richardson Financial Services Inc. lifted its holdings in EMCOR Group by 71.9% in the 4th quarter. Richardson Financial Services Inc. now owns 55 shares of the construction company's stock worth $34,000 after buying an additional 23 shares during the period. Institutional investors own 92.59% of the company's stock.

EMCOR Group Price Performance

Shares of NYSE EME opened at $818.15 on Monday. EMCOR Group, Inc. has a 1 year low of $564.92 and a 1 year high of $951.96. The stock has a market cap of $36.09 billion, a P/E ratio of 25.45 and a beta of 1.14. The firm has a 50-day moving average of $798.08 and a 200 day moving average of $793.45.

EMCOR Group (NYSE:EME - Get Free Report) last released its earnings results on Thursday, July 30th. The construction company reported $9.06 EPS 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 the consensus estimate of $4.71 billion. EMCOR Group had a return on equity of 35.49% and a net margin of 7.74%.The company's revenue for the quarter was up 19.7% compared to the same quarter last year. During the same period in the previous year, the company posted $6.72 earnings per share. EMCOR Group has set its FY 2026 guidance at 32.000-33.250 EPS. Research analysts expect that EMCOR Group, Inc. will post 32.91 earnings per share for the current fiscal year.

EMCOR Group Announces Dividend

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

Insider Transactions at EMCOR Group

In other news, Director Carol P. Lowe sold 950 shares of the company's stock in a transaction 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 transaction, 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 sale was disclosed in a document filed with the SEC, which is available through the SEC website. Company insiders own 0.73% of the company's stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on EME. UBS Group lifted their target price on shares of EMCOR Group from $975.00 to $1,065.00 and gave the company 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 report on Tuesday, June 30th. Oppenheimer lifted their price objective on EMCOR Group from $1,100.00 to $1,200.00 and gave the company an "outperform" rating in a research report on Friday, July 31st. Cantor Fitzgerald reiterated an "overweight" rating and set a $1,123.00 target price on shares of EMCOR Group in a report on Tuesday, June 16th. Finally, Wall Street Zen upgraded EMCOR Group from a "hold" rating to a "buy" rating in a research note on Saturday, May 2nd. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Buy" and a consensus target price of $955.71.

EMCOR Group Company 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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