KBC Group NV Grows Stock Position in EMCOR Group, Inc. $EME

Key Points

• KBC Group NV lifted its stake in EMCOR by 30.9% to 184,769 shares, worth about $113.04 million, and institutional investors now own roughly 92.59% of the stock.
• EMCOR beat quarterly estimates (EPS $7.19 vs. $6.68; revenue $4.51B vs. $4.28B), set FY2026 guidance of 27.25–29.25 EPS, and analysts are largely bullish with a consensus "Moderate Buy" and an average target of $784.43 (some targets up to $945).
• CEO Anthony Guzzi sold 36,000 shares for about $26.26 million (reducing his ownership 17.45%), while EMCOR authorized a $500 million share buyback and declared a quarterly dividend of $0.40 (0.2% yield).

KBC Group NV lifted its stake in EMCOR Group, Inc. (NYSE:EME - Free Report) by 30.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 184,769 shares of the construction company's stock after buying an additional 43,636 shares during the quarter. KBC Group NV owned approximately 0.41% of EMCOR Group worth $113,040,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of EME. Great Lakes Advisors LLC grew its stake 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 purchasing an additional 144 shares during the period. Geneos Wealth Management Inc. lifted its stake in shares of EMCOR Group by 93.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 220 shares of the construction company's stock valued at $81,000 after purchasing an additional 106 shares during the period. Sivia Capital Partners LLC acquired a new position in shares of EMCOR Group in the 2nd quarter valued at $459,000. Baird Financial Group Inc. boosted its holdings in EMCOR Group by 5.0% during the second quarter. Baird Financial Group Inc. now owns 5,820 shares of the construction company's stock worth $3,113,000 after buying an additional 275 shares in the last quarter. Finally, Bank of Nova Scotia grew its position in EMCOR Group by 406.1% during the second quarter. Bank of Nova Scotia now owns 4,565 shares of the construction company's stock valued at $2,442,000 after buying an additional 3,663 shares during the period. 92.59% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

EME has been the subject of a number of analyst reports. Weiss Ratings reiterated a "buy (b)" rating on shares of EMCOR Group in a research report on Wednesday, January 21st. Robert W. Baird lifted their price target on EMCOR Group from $713.00 to $808.00 and gave the company an "outperform" rating in a research note on Friday, February 27th. Cantor Fitzgerald started coverage on EMCOR Group in a report on Tuesday, March 10th. They issued an "overweight" rating and a $848.00 price target for the company. DA Davidson increased 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. Finally, UBS Group raised their price objective on EMCOR Group from $900.00 to $945.00 and gave the company a "buy" rating in a report on Friday, March 6th. Nine investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $784.43.

Insider Transactions at EMCOR Group

In other news, CEO Anthony Guzzi sold 36,000 shares of the company's stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $729.48, for a total transaction of $26,261,280.00. Following the completion of the sale, the chief executive officer owned 170,299 shares of the company's stock, valued at $124,229,714.52. This represents a 17.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.83% of the stock is currently owned by company insiders.

EMCOR Group Price Performance

Shares of EMCOR Group stock opened at $804.41 on Thursday. The business has a 50 day simple moving average of $759.46 and a two-hundred day simple moving average of $692.90. EMCOR Group, Inc. has a 12 month low of $356.97 and a 12 month high of $835.00. The stock has a market capitalization of $35.82 billion, a P/E ratio of 28.49 and a beta of 1.11.

EMCOR Group (NYSE:EME - Get Free Report) last issued its quarterly earnings results on Thursday, February 26th. The construction company reported $7.19 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $6.68 by $0.51. EMCOR Group had a return on equity of 35.89% and a net margin of 7.49%.The firm had revenue of $4.51 billion for the quarter, compared to analyst estimates of $4.28 billion. During the same period in the previous year, the company posted $6.32 earnings per share. The business's revenue was up 19.7% on a year-over-year basis. 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 EPS for the current fiscal year.

EMCOR Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Thursday, April 16th will be paid a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Thursday, April 16th. EMCOR Group's payout ratio is 5.67%.

EMCOR Group declared that its board has authorized a share repurchase program on Thursday, December 18th that allows the company to buyback $500.00 million in outstanding shares. This buyback authorization allows the construction company to repurchase up to 1.9% of its stock through open market purchases. Stock buyback programs are typically a sign that the company's management believes its stock is undervalued.

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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