EMCOR Group, Inc. $EME Shares Purchased by Strs Ohio

Key Points

• Strs Ohio raised its stake in EMCOR by 21.9% in Q4 to 16,770 shares valued at $10.26M, and institutional investors now own about 92.59% of the stock with large increases from Vanguard, Victory Capital and State Street.
• EMCOR delivered a strong quarter—EPS $6.84 vs. $5.90 consensus and revenue $4.63B (up 19.7%)—and issued FY‑2026 guidance of 28.25–29.75 EPS, supporting its premium valuation (market cap $40.47B, PE ~30.6).
• Notable insider selling occurred on April 30 (including Director Steven Schwarzwaelder and VP Robert Lind), with insiders selling 43,077 shares worth about $32.6M over the last quarter, a potential headwind for sentiment.

Strs Ohio increased its stake in shares of EMCOR Group, Inc. (NYSE:EME - Free Report) by 21.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,770 shares of the construction company's stock after purchasing an additional 3,012 shares during the period. Strs Ohio's holdings in EMCOR Group were worth $10,260,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of EME. Vanguard Group Inc. raised its position in shares of EMCOR Group by 17.6% during the 3rd quarter. Vanguard Group Inc. now owns 5,332,636 shares of the construction company's stock worth $3,463,760,000 after purchasing an additional 798,975 shares during the last quarter. Victory Capital Management Inc. raised its position in shares of EMCOR Group by 48.8% during the 3rd quarter. Victory Capital Management Inc. now owns 949,360 shares of the construction company's stock worth $572,351,000 after purchasing an additional 311,474 shares during the last quarter. State Street Corp raised its position in shares of EMCOR Group by 15.2% during the 3rd quarter. State Street Corp now owns 1,852,991 shares of the construction company's stock worth $1,203,592,000 after purchasing an additional 244,494 shares during the last quarter. Qube Research & Technologies Ltd grew its stake in EMCOR Group by 68.3% in the 3rd quarter. Qube Research & Technologies Ltd now owns 489,658 shares of the construction company's stock worth $318,052,000 after acquiring an additional 198,657 shares during the period. Finally, Massachusetts Financial Services Co. MA grew its stake in EMCOR Group by 29,086.9% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 111,494 shares of the construction company's stock worth $68,211,000 after acquiring an additional 111,112 shares during the period. 92.59% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts have commented on EME shares. Stifel Nicolaus set a $918.00 target price on shares of EMCOR Group in a research note on Thursday. DA Davidson lifted their target price on shares of EMCOR Group from $800.00 to $900.00 and gave the stock a "buy" rating in a research note on Friday, February 27th. UBS Group lifted their target price on shares of EMCOR Group from $900.00 to $945.00 and gave the stock a "buy" rating in a research note on Friday, March 6th. Cantor Fitzgerald started coverage on shares of EMCOR Group in a research note on Tuesday, March 10th. They issued an "overweight" rating and a $848.00 target price for the company. Finally, Weiss Ratings reaffirmed a "buy (b)" rating on shares of EMCOR Group in a research note on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $799.29.

Key Stories Impacting EMCOR Group

Here are the key news stories impacting EMCOR Group this week:

• Positive Sentiment: EMCOR reported a strong April quarter and set robust FY‑2026 guidance (28.25–29.75 EPS); revenue and EPS beat consensus and management's outlook supports the stock’s premium valuation and recent rally.
• Neutral Sentiment: Heightened retail and analyst interest — EME has been a “trending” name on Zacks, which can increase short‑term volume and volatility but doesn’t change fundamentals. Here is What to Know Beyond Why EMCOR Group, Inc. (EME) is a Trending Stock
• Negative Sentiment: Several insiders executed notable sales on April 30 — Director Steven Schwarzwaelder sold 5,602 shares (~$5.01M at ~$895.19), CFO Jason Nalbandian sold 800 shares (~$685K at ~$856.43), and VP Robert Lind sold 675 shares (~$604K at ~$894.27). Multiple filings and a TipRanks roundup make the cluster more visible and could be perceived as profit‑taking or reduced confidence, putting some pressure on sentiment. Top EMCOR Insiders Quietly Cash In With Eye‑Catching Stock Sales Schwarzwaelder Form 4 Nalbandian Form 4 Lind Form 4

EMCOR Group Stock Up 0.8%

Shares of NYSE EME opened at $910.61 on Tuesday. EMCOR Group, Inc. has a 52-week low of $426.28 and a 52-week high of $921.22. The firm has a fifty day moving average of $774.16 and a 200-day moving average of $707.25. The stock has a market capitalization of $40.47 billion, a PE ratio of 30.55 and a beta of 1.17.

EMCOR Group (NYSE:EME - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The construction company reported $6.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.90 by $0.94. EMCOR Group had a net margin of 7.54% and a return on equity of 35.19%. The company had revenue of $4.63 billion during the quarter, compared to analysts' expectations of $4.20 billion. During the same period in the previous year, the company earned $5.41 EPS. The business's quarterly revenue was up 19.7% compared to the same quarter last year. EMCOR Group has set its FY 2026 guidance at 28.250-29.750 EPS. Equities research analysts expect that EMCOR Group, Inc. will post 28.53 EPS for the current fiscal year.

EMCOR Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Thursday, April 16th were paid a dividend of $0.40 per share. The ex-dividend date of this dividend was Thursday, April 16th. This represents a $1.60 annualized dividend and a dividend yield of 0.2%. EMCOR Group's payout ratio is currently 5.37%.

Insider Activity at EMCOR Group

In other news, VP Robert Peter Lind sold 675 shares of the business's stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $894.27, for a total transaction of $603,632.25. Following the completion of the sale, the vice president directly owned 4,216 shares of the company's stock, valued at $3,770,242.32. The trade was a 13.80% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Steven Schwarzwaelder sold 5,602 shares of the business's stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $895.19, for a total transaction of $5,014,854.38. Following the sale, the director directly owned 15,875 shares of the company's stock, valued at $14,211,141.25. This represents a 26.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 43,077 shares of company stock valued at $32,564,911 over the last quarter. 1.26% of the stock is currently owned by corporate insiders.

About EMCOR Group

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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