Royal London Asset Management Ltd. Has $5.68 Million Position in EMCOR Group, Inc. $EME

Key Points

• Royal London Asset Management increased its EMCOR Group stake by 35.9% in the second quarter, bringing its holdings to 6,840 shares valued at approximately $5.68 million. Institutional investors collectively own 92.59% of the company.
• Analysts remain broadly bullish, with EMCOR receiving an average “Buy” rating and a consensus price target of $965.86. Recent targets range from $1,047 to $1,200.
• EMCOR reported strong quarterly results, posting $9.06 EPS versus the $7.23 estimate and $5.15 billion in revenue, up 19.7% year over year. The company also reaffirmed fiscal 2026 EPS guidance of $32.00–$33.25.

Royal London Asset Management Ltd. raised its holdings in EMCOR Group, Inc. (NYSE:EME - Free Report) by 35.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,840 shares of the construction company's stock after acquiring an additional 1,806 shares during the quarter. Royal London Asset Management Ltd.'s holdings in EMCOR Group were worth $5,676,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the business. Mufg Securities Americas Inc. increased its position in EMCOR Group by 8.1% during the second quarter. Mufg Securities Americas Inc. now owns 1,339 shares of the construction company's stock worth $1,111,000 after buying an additional 100 shares during the last quarter. Nissay Asset Management Corp Japan increased its holdings in shares of EMCOR Group by 2.0% during the 2nd quarter. Nissay Asset Management Corp Japan now owns 6,097 shares of the construction company's stock valued at $5,060,000 after acquiring an additional 119 shares during the last quarter. Navellier & Associates Inc. raised its stake in shares of EMCOR Group by 1.3% in the 2nd quarter. Navellier & Associates Inc. now owns 40,924 shares of the construction company's stock valued at $33,962,000 after acquiring an additional 513 shares in the last quarter. Archer Investment Corp acquired a new stake in EMCOR Group in the 2nd quarter worth approximately $67,000. Finally, Kingsview Wealth Management LLC bought a new stake in EMCOR Group during the second quarter worth approximately $640,000. Institutional investors and hedge funds own 92.59% of the company's stock.

Wall Street Analyst Weigh In

A number of research firms have recently commented on EME. UBS Group lifted their price target on shares of EMCOR Group from $975.00 to $1,065.00 and gave the company a "buy" rating in a research report on Friday, July 31st. 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 note on Monday, August 10th. Oppenheimer lifted their target price on shares of EMCOR Group from $1,100.00 to $1,200.00 and gave the stock an "outperform" rating in a report on Friday, July 31st. Weiss Ratings lowered shares of EMCOR Group from a "buy (b)" rating to a "buy (b-)" rating in a research report on Thursday. Finally, Zacks Research upgraded shares of EMCOR Group from a "hold" rating to a "strong-buy" rating in a report on Tuesday, June 30th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has assigned a Hold rating to the company's stock. Based on data from MarketBeat, EMCOR Group presently has an average rating of "Buy" and a consensus price target of $965.86.

Insider Activity

In other news, Director Carol P. Lowe sold 950 shares of the business's stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $844.50, for a total transaction of $802,275.00. Following the sale, the director directly owned 17,278 shares in the company, valued at approximately $14,591,271. The trade was a 5.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.73% of the company's stock.

EMCOR Group Price Performance

NYSE:EME opened at $734.73 on Tuesday. EMCOR Group, Inc. has a one year low of $564.92 and a one year high of $951.96. The company has a fifty day moving average price of $786.87 and a 200 day moving average price of $801.16. The stock has a market cap of $32.41 billion, a P/E ratio of 22.85 and a beta of 1.14.

EMCOR Group (NYSE:EME - Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The construction company reported $9.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.23 by $1.83. EMCOR Group had a net margin of 7.74% and a return on equity of 35.49%. The company had revenue of $5.15 billion for the quarter, compared to the consensus estimate of $4.71 billion. During the same quarter in the previous year, the firm posted $6.72 EPS. The business's revenue was up 19.7% compared to the same quarter last year. EMCOR Group has set its FY 2026 guidance at 32.000-33.250 EPS. As a group, equities research analysts anticipate that EMCOR Group, Inc. will post 33.04 EPS for the current year.

EMCOR Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Wednesday, July 15th were issued a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend was Wednesday, July 15th. EMCOR Group's dividend payout ratio (DPR) is presently 4.98%.

EMCOR Group 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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