Fifth Third Bancorp Buys 1,795 Shares of EMCOR Group, Inc. $EME

Key Points

• Fifth Third Bancorp increased its stake in EMCOR by 344.5% in Q4, buying 1,795 shares to hold 2,316 shares valued at about $1.417 million at the quarter end.
• Significant insider selling: CEO Anthony Guzzi sold 36,000 shares for roughly $26.26 million and insiders have offloaded 43,077 shares (~$32.56M) in the last three months, while company insiders now own about 1.26% of the stock.
• Strong results and elevated guidance: EMCOR topped revenue and EPS estimates for the quarter and set FY‑2026 guidance of $28.25–29.75 EPS (consensus ~28.53), supporting the stock’s recent rally.

Fifth Third Bancorp increased its holdings in EMCOR Group, Inc. (NYSE:EME - Free Report) by 344.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,316 shares of the construction company's stock after buying an additional 1,795 shares during the quarter. Fifth Third Bancorp's holdings in EMCOR Group were worth $1,417,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the business. Danske Bank A S grew its position in EMCOR Group by 3.3% during the fourth quarter. Danske Bank A S now owns 43,830 shares of the construction company's stock valued at $26,815,000 after buying an additional 1,396 shares during the period. Sigma Planning Corp grew its position in EMCOR Group by 16.0% during the fourth quarter. Sigma Planning Corp now owns 680 shares of the construction company's stock valued at $416,000 after buying an additional 94 shares during the period. Citizens Financial Group Inc. RI grew its position in EMCOR Group by 6.0% during the fourth quarter. Citizens Financial Group Inc. RI now owns 479 shares of the construction company's stock valued at $293,000 after buying an additional 27 shares during the period. North Star Investment Management Corp. grew its position in EMCOR Group by 34,100.0% during the fourth quarter. North Star Investment Management Corp. now owns 342 shares of the construction company's stock valued at $209,000 after buying an additional 341 shares during the period. Finally, Activest Wealth Management grew its position in EMCOR Group by 800.0% during the fourth quarter. Activest Wealth Management now owns 54 shares of the construction company's stock valued at $33,000 after buying an additional 48 shares during the period. 92.59% of the stock is currently owned by institutional investors.

Insider Activity

In other EMCOR Group news, CEO Anthony Guzzi sold 36,000 shares of the company's stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer directly owned 170,299 shares in the company, valued at $124,229,714.52. This represents a 17.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Jason R. Nalbandian sold 800 shares of the company's stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $856.43, for a total transaction of $685,144.00. Following the completion of the transaction, the chief financial officer owned 18,157 shares of the company's stock, valued at approximately $15,550,199.51. The trade was a 4.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 43,077 shares of company stock valued at $32,564,911. Company insiders own 1.26% of the company's stock.

More EMCOR Group News

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 Price Performance

EME opened at $910.61 on Tuesday. The firm has a market cap of $40.47 billion, a P/E ratio of 30.55 and a beta of 1.17. EMCOR Group, Inc. has a 1-year low of $426.28 and a 1-year high of $921.22. The company has a 50 day simple moving average of $774.16 and a two-hundred day simple moving average of $707.25.

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

EMCOR Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Thursday, April 16th were given a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date was Thursday, April 16th. EMCOR Group's dividend payout ratio is presently 5.37%.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on EME. Zacks Research upgraded shares of EMCOR Group from a "hold" rating to a "strong-buy" rating in a research report on Monday, April 27th. Stifel Nicolaus set a $918.00 target price on shares of EMCOR Group in a research report on Thursday. Wall Street Zen upgraded shares of EMCOR Group from a "hold" rating to a "buy" rating in a research report on Saturday. Cantor Fitzgerald began coverage on shares of EMCOR Group in a research report on Tuesday, March 10th. They set an "overweight" rating and a $848.00 target price for the company. Finally, DA Davidson boosted their target price on shares of EMCOR Group from $800.00 to $900.00 and gave the company a "buy" rating in a research report on Friday, February 27th. One investment 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. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $799.29.

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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