EMCOR Group, Inc. $EME Shares Newly Acquired by ASK Capital Investment Managers LLC

Key Points

• ASK Capital Investment Managers acquired 3,658 EMCOR Group shares worth approximately $2.76 million, making the stock its 16th-largest holding and representing about 3% of its portfolio. Institutional investors collectively own 92.59% of EMCOR’s shares.
• EMCOR reported quarterly EPS of $9.06, exceeding estimates of $7.23, while revenue reached $5.15 billion and rose 19.7% year over year. The company maintained FY 2026 EPS guidance of $32.00–$33.25.
• Analysts hold a generally positive view, with a consensus “Buy” rating and an average price target of $1,014.17, compared with the stock’s reported price of $775. EMCOR also announced a quarterly dividend of $0.40 per share, yielding approximately 0.2%.

ASK Capital Investment Managers LLC bought a new position in shares of EMCOR Group, Inc. (NYSE:EME - Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 3,658 shares of the construction company's stock, valued at approximately $2,760,000. EMCOR Group accounts for about 3.0% of ASK Capital Investment Managers LLC's holdings, making the stock its 16th largest holding.

Several other hedge funds have also recently added to or reduced their stakes in the company. BlackRock Inc. acquired a new stake in EMCOR Group during the second quarter worth approximately $3,416,412,000. First Trust Advisors LP grew its holdings in shares of EMCOR Group by 7.3% during the first quarter. First Trust Advisors LP now owns 630,406 shares of the construction company's stock worth $465,435,000 after purchasing an additional 42,949 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of EMCOR Group by 9.0% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 416,734 shares of the construction company's stock worth $345,839,000 after purchasing an additional 34,358 shares in the last quarter. Deutsche Bank AG acquired a new stake in shares of EMCOR Group during the second quarter worth about $342,273,000. Finally, Value Aligned Research Advisors LLC lifted its holdings in shares of EMCOR Group by 56.6% in the 2nd quarter. Value Aligned Research Advisors LLC now owns 349,960 shares of the construction company's stock valued at $290,425,000 after purchasing an additional 126,439 shares during the last quarter. Institutional investors and hedge funds own 92.59% of the company's stock.

EMCOR Group Stock Performance

EMCOR Group stock opened at $775.00 on Wednesday. The company has a market cap of $34.19 billion, a P/E ratio of 26.27 and a beta of 1.12. EMCOR Group, Inc. has a one year low of $564.92 and a one year high of $951.96. The business has a fifty day moving average of $775.18 and a two-hundred day moving average of $802.33.

EMCOR Group (NYSE:EME - Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The construction company reported $9.06 earnings per share for the quarter, topping analysts' consensus estimates of $7.23 by $1.83. The business had revenue of $5.15 billion for the quarter, compared to analysts' expectations of $4.71 billion. EMCOR Group had a net margin of 7.74% and a return on equity of 35.49%. The business's revenue for the quarter was up 19.7% on a year-over-year basis. During the same period in the prior year, the company posted $6.72 EPS. EMCOR Group has set its FY 2026 guidance at 32.000-33.250 EPS. Sell-side analysts predict that EMCOR Group, Inc. will post 32.98 EPS for the current year.

EMCOR Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Thursday, October 15th will be given a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a yield of 0.2%. The ex-dividend date is Thursday, October 15th. EMCOR Group's dividend payout ratio is presently 4.98%.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on EME. UBS Group reissued a "buy" rating on shares of EMCOR Group in a research report on Friday. Oppenheimer boosted their price objective on 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. DA Davidson set a $1,047.00 price objective on EMCOR Group in a report on Monday, August 10th. Weiss Ratings downgraded EMCOR Group from a "buy (b)" rating to a "buy (b-)" rating in a report on Thursday, August 27th. Finally, Cantor Fitzgerald lowered their target price on shares of 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. One equities research analyst has rated the stock with a Strong Buy rating and seven have given a Buy rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Buy" and an average target price of $1,014.17.

EMCOR Group Company Profile

EMCOR Group, Inc is a specialty construction and facilities services company headquartered in Norwalk, Connecticut. The company provides mechanical and electrical construction, building services, industrial services, energy infrastructure, and related maintenance solutions for commercial, industrial, institutional, governmental, and utility customers.

Its activities include designing and installing heating, ventilation, and air-conditioning systems; electrical power and communications infrastructure; plumbing and piping systems; fire protection; process systems; and building automation technologies.

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