Dakota Wealth Management Invests $1.09 Million in EMCOR Group, Inc. $EME

Key Points

• Dakota Wealth Management opened a new position in EMCOR Group (NYSE:EME), buying 1,783 shares valued at approximately $1.09 million during the fourth quarter.
• EMCOR beat Q4 estimates with EPS $7.19 vs $6.68 and revenue of $4.51B (up 19.7% YoY), issued FY2026 guidance of 27.25–29.25 EPS, and is broadly favored by analysts with an average price target of $784.43.
• The board authorized a $500 million share buyback (~1.9% of outstanding shares) and raised the quarterly dividend to $0.40, while CEO Anthony Guzzi sold 36,000 shares (~$26.3M), trimming his stake by 17.45%.

Dakota Wealth Management bought a new position in EMCOR Group, Inc. (NYSE:EME - Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,783 shares of the construction company's stock, valued at approximately $1,091,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Great Lakes Advisors LLC raised its holdings in shares of EMCOR Group by 32.3% during the 1st quarter. Great Lakes Advisors LLC now owns 590 shares of the construction company's stock worth $218,000 after acquiring an additional 144 shares in the last quarter. Geneos Wealth Management Inc. boosted its position in shares of EMCOR Group by 93.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 220 shares of the construction company's stock valued at $81,000 after acquiring an additional 106 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in shares of EMCOR Group in the second quarter valued at $459,000. Steward Partners Investment Advisory LLC grew its holdings in shares of EMCOR Group by 8.7% in the second quarter. Steward Partners Investment Advisory LLC now owns 3,683 shares of the construction company's stock valued at $1,970,000 after purchasing an additional 294 shares in the last quarter. Finally, Choreo LLC increased its position in EMCOR Group by 6.8% in the second quarter. Choreo LLC now owns 910 shares of the construction company's stock worth $487,000 after purchasing an additional 58 shares during the last quarter. 92.59% of the stock is owned by institutional investors.

EMCOR Group Stock Up 0.1%

Shares of EME opened at $733.42 on Monday. The business has a fifty day moving average of $744.14 and a 200 day moving average of $680.51. The company has a market cap of $32.66 billion, a PE ratio of 25.98 and a beta of 1.16. EMCOR Group, Inc. has a 52-week low of $320.89 and a 52-week high of $835.00.

EMCOR Group (NYSE:EME - Get Free Report) last posted its quarterly earnings data on Thursday, February 26th. The construction company reported $7.19 earnings per share for the quarter, beating analysts' consensus estimates of $6.68 by $0.51. EMCOR Group had a net margin of 7.49% and a return on equity of 35.89%. The business had revenue of $4.51 billion for the quarter, compared to analysts' expectations of $4.28 billion. During the same quarter in the previous year, the business posted $6.32 earnings per share. The business's revenue was up 19.7% compared to the same quarter last year. EMCOR Group has set its FY 2026 guidance at 27.250-29.250 EPS. As a group, research analysts anticipate that EMCOR Group, Inc. will post 20.74 earnings per share for the current fiscal year.

EMCOR Group declared that its board has approved a share repurchase plan on Thursday, December 18th that allows the company to buyback $500.00 million in outstanding shares. This buyback authorization allows the construction company to reacquire up to 1.9% of its shares through open market purchases. Shares buyback plans are typically an indication that the company's board believes its stock is undervalued.

EMCOR Group Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Wednesday, January 14th were issued a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a yield of 0.2%. The ex-dividend date was Wednesday, January 14th. This is a positive change from EMCOR Group's previous quarterly dividend of $0.25. EMCOR Group's payout ratio is currently 5.67%.

Insider Buying and Selling

In related news, CEO Anthony Guzzi sold 36,000 shares of the stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $729.48, for a total value of $26,261,280.00. Following the sale, the chief executive officer directly owned 170,299 shares of the company's stock, valued at $124,229,714.52. This represents a 17.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 1.26% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have commented on EME shares. Robert W. Baird increased their price objective on shares of EMCOR Group from $713.00 to $808.00 and gave the company an "outperform" rating in a research report on Friday, February 27th. Stifel Nicolaus boosted their target price on shares of EMCOR Group from $754.00 to $814.00 and gave the stock a "buy" rating in a report on Monday, March 2nd. Weiss Ratings restated a "buy (b)" rating on shares of EMCOR Group in a research report on Wednesday, January 21st. UBS Group increased their price target on shares of EMCOR Group from $900.00 to $945.00 and gave the company a "buy" rating in a report on Friday, March 6th. Finally, DA Davidson lifted their price target on EMCOR Group from $800.00 to $900.00 and gave the stock a "buy" rating in a research report on Friday, February 27th. Nine analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, EMCOR Group currently has an average rating of "Moderate Buy" and an average price target of $784.43.

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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