Corient Private Wealth LP Acquires New Holdings in EMCOR Group, Inc. $EME

Key Points

• Corient Private Wealth initiated a position in EMCOR Group during the second quarter, purchasing 15,719 shares valued at approximately $13.0 million. Institutional investors collectively own 92.59% of the company.
• EMCOR reported strong quarterly results, with earnings of $9.06 per share and revenue of $5.15 billion, exceeding analyst estimates; revenue increased 19.7% year over year. The company set fiscal 2026 EPS guidance at $32.00–$33.25.
• Analysts maintain a generally positive outlook, with an average “Buy” rating and a $965.86 price target, although Cantor Fitzgerald recently lowered its target. EMCOR shares opened at $740.85, versus a 52-week high of $951.96.

Corient Private Wealth LP acquired a new position in EMCOR Group, Inc. (NYSE:EME - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 15,719 shares of the construction company's stock, valued at approximately $13,044,000.

A number of other large investors also recently bought and sold shares of EME. Ausdal Financial Partners Inc. bought a new stake in EMCOR Group during the 2nd quarter valued at $876,000. Bank of America Corp DE bought a new position in shares of EMCOR Group in the 2nd quarter worth $282,509,000. Caisse de depot et placement du Quebec bought a new position in shares of EMCOR Group in the 2nd quarter worth $136,529,000. Man Group plc purchased a new stake in shares of EMCOR Group during the 2nd quarter worth $119,192,000. Finally, Western Wealth Management LLC purchased a new stake in shares of EMCOR Group during the 2nd quarter worth $215,000. Institutional investors own 92.59% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on EME. Cantor Fitzgerald dropped their price objective on EMCOR Group from $1,123.00 to $1,047.00 and set an "overweight" rating on the stock in a research report on Monday, August 10th. Wall Street Zen upgraded shares of EMCOR Group from a "hold" rating to a "buy" rating in a report on Saturday, May 2nd. DA Davidson set a $1,047.00 price target on shares of EMCOR Group in a research report on Monday, August 10th. Oppenheimer raised 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. Finally, Weiss Ratings downgraded shares of EMCOR Group from a "buy (b)" rating to a "buy (b-)" rating in a research report on Thursday. One equities 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, the company has an average rating of "Buy" and an average price target of $965.86.

Insider Buying and Selling at EMCOR Group

In other news, Director Carol P. Lowe sold 950 shares of the company's stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $844.50, for a total transaction of $802,275.00. Following the transaction, the director owned 17,278 shares in the company, valued at $14,591,271. This represents a 5.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 0.73% of the company's stock.

EMCOR Group Price Performance

EMCOR Group stock opened at $740.85 on Friday. The stock has a market capitalization of $32.68 billion, a price-to-earnings ratio of 23.04 and a beta of 1.14. EMCOR Group, Inc. has a 1-year low of $564.92 and a 1-year high of $951.96. The business has a fifty day moving average price of $789.57 and a 200-day moving average price of $801.29.

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 for the quarter, topping the consensus estimate of $7.23 by $1.83. EMCOR Group had a return on equity of 35.49% and a net margin of 7.74%.The firm had revenue of $5.15 billion for the quarter, compared to the consensus estimate of $4.71 billion. During the same period in the previous year, the business earned $6.72 EPS. The firm's revenue for the quarter was up 19.7% on a year-over-year basis. EMCOR Group has set its FY 2026 guidance at 32.000-33.250 EPS. On average, equities research analysts anticipate that EMCOR Group, Inc. will post 33.04 earnings per share for the current fiscal year.

EMCOR Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Wednesday, July 15th were paid a dividend of $0.40 per share. The ex-dividend date 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 presently 4.98%.

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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