Seizert Capital Partners LLC Sells 13,614 Shares of EMCOR Group, Inc. $EME

Key Points

• Seizert Capital Partners LLC reduced its stake in EMCOR Group by 86.8% in Q4, selling 13,614 shares and finishing the period with 2,069 shares valued at $1.266 million.
• EMCOR reported a strong quarter—EPS $6.84 vs. $5.90 estimate and revenue $4.63B vs. $4.20B—and set FY‑2026 guidance of 28.25–29.75 EPS, supporting its premium valuation as shares trade near their 52‑week high.
• Notable insider selling occurred (including a director and the CFO); insiders offloaded 43,077 shares worth about $32.56 million over the past 90 days, a development that could pressure sentiment.

Seizert Capital Partners LLC lessened its stake in EMCOR Group, Inc. (NYSE:EME - Free Report) by 86.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,069 shares of the construction company's stock after selling 13,614 shares during the period. Seizert Capital Partners LLC's holdings in EMCOR Group were worth $1,266,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Barnes Dennig Private Wealth Management LLC bought a new stake in shares of EMCOR Group during the 4th quarter valued at $26,000. Main Street Group LTD grew its position in shares of EMCOR Group by 110.0% during the 3rd quarter. Main Street Group LTD now owns 42 shares of the construction company's stock valued at $27,000 after acquiring an additional 22 shares during the period. Quent Capital LLC bought a new stake in shares of EMCOR Group during the 3rd quarter valued at $29,000. Orion Capital Management LLC bought a new stake in shares of EMCOR Group during the 3rd quarter valued at $31,000. Finally, Activest Wealth Management grew its position in shares of EMCOR Group by 800.0% during the 4th quarter. Activest Wealth Management now owns 54 shares of the construction company's stock valued at $33,000 after acquiring an additional 48 shares during the period. Institutional investors own 92.59% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on EME shares. Zacks Research raised shares of EMCOR Group from a "hold" rating to a "strong-buy" rating in a research report on Monday, April 27th. Robert W. Baird boosted their price objective on shares of EMCOR Group from $713.00 to $808.00 and gave the company an "outperform" rating in a research report on Friday, February 27th. Stifel Nicolaus set a $918.00 price objective on shares of EMCOR Group in a research report on Thursday. UBS Group boosted their price objective on shares of EMCOR Group from $900.00 to $945.00 and gave the company a "buy" rating in a research report on Friday, March 6th. Finally, Weiss Ratings reissued a "buy (b)" rating on shares of EMCOR Group in a research report on Monday, April 20th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $799.29.

Insider Activity

In related news, Director Steven Schwarzwaelder sold 5,602 shares of the company's stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $895.19, for a total value of $5,014,854.38. Following the completion of the transaction, the director owned 15,875 shares of the company's stock, valued at approximately $14,211,141.25. This represents a 26.08% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Jason R. Nalbandian sold 800 shares of the company's stock in a transaction 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 directly owned 18,157 shares of the company's stock, valued at $15,550,199.51. This represents a 4.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 43,077 shares of company stock worth $32,564,911. 1.26% of the stock is currently owned by corporate insiders.

EMCOR Group Stock Performance

Shares of EMCOR Group stock opened at $910.61 on Tuesday. The company has a market capitalization of $40.47 billion, a P/E ratio of 30.55 and a beta of 1.17. The company has a fifty day moving average of $774.16 and a 200 day moving average of $707.25. EMCOR Group, Inc. has a fifty-two week low of $426.28 and a fifty-two week high of $921.22.

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

EMCOR Group Dividend Announcement

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

Key Headlines 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 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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