Swedbank AB Acquires 1,783 Shares of EMCOR Group, Inc. $EME

Key Points

• Swedbank AB slightly increased its stake in EMCOR by 0.8%, buying 1,783 shares to hold 217,473 shares (0.49%) valued at about $133.05 million, while institutional investors own 92.59% of the stock.
• EMCOR beat expectations for the quarter with EPS $6.84 vs. $5.90 est. and revenue $4.63B vs. $4.20B (up 19.7%), and set FY2026 guidance of $28.25–29.75 EPS amid a consensus analyst rating of "Moderate Buy."
• Significant insider selling occurred recently — insiders sold 43,077 shares worth $32.56 million in the last 90 days, including sales by a director and the CFO, leaving insiders with 0.83% ownership.

Swedbank AB grew its holdings in EMCOR Group, Inc. (NYSE:EME - Free Report) by 0.8% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 217,473 shares of the construction company's stock after buying an additional 1,783 shares during the quarter. Swedbank AB owned 0.49% of EMCOR Group worth $133,048,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Asahi Life Asset Management CO. LTD. bought a new position in shares of EMCOR Group during the 3rd quarter worth approximately $445,000. Machina Capital S.A.S. bought a new stake in EMCOR Group in the third quarter valued at $1,074,000. Donoghue Forlines LLC bought a new stake in EMCOR Group in the third quarter valued at $2,221,000. Wealth Enhancement Advisory Services LLC raised its stake in EMCOR Group by 12.9% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 12,149 shares of the construction company's stock worth $7,972,000 after acquiring an additional 1,389 shares in the last quarter. Finally, Public Sector Pension Investment Board raised its stake in EMCOR Group by 18.7% during the third quarter. Public Sector Pension Investment Board now owns 23,982 shares of the construction company's stock worth $15,577,000 after acquiring an additional 3,783 shares in the last quarter. 92.59% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on EME. Stifel Nicolaus set a $918.00 target price on shares of EMCOR Group in a research note on Thursday, April 30th. Wall Street Zen upgraded shares of EMCOR Group from a "hold" rating to a "buy" rating in a research report on Saturday, May 2nd. Robert W. Baird lifted their price target on shares of EMCOR Group from $713.00 to $808.00 and gave the company an "outperform" rating in a report on Friday, February 27th. Weiss Ratings restated a "buy (b)" rating on shares of EMCOR Group in a research report on Monday, April 20th. Finally, Zacks Research raised shares of EMCOR Group from a "hold" rating to a "strong-buy" rating in a research note on Monday, April 27th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $799.29.

EMCOR Group Stock Performance

EMCOR Group stock opened at $945.28 on Thursday. The business's fifty day moving average is $779.38 and its two-hundred day moving average is $710.78. The firm has a market cap of $42.01 billion, a P/E ratio of 31.71 and a beta of 1.17. EMCOR Group, Inc. has a 52 week low of $427.89 and a 52 week high of $951.96.

EMCOR Group (NYSE:EME - Get Free Report) last announced its earnings results on Wednesday, April 29th. The construction company reported $6.84 earnings per share for the quarter, beating analysts' consensus estimates of $5.90 by $0.94. EMCOR Group had a return on equity of 35.19% and a net margin of 7.54%.The company had revenue of $4.63 billion during the quarter, compared to analyst estimates of $4.20 billion. During the same period last year, the company posted $5.41 earnings per share. The firm'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. On average, equities research analysts predict that EMCOR Group, Inc. will post 28.67 earnings per share for the current year.

EMCOR Group Announces Dividend

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

Insider Activity at EMCOR Group

In other news, Director Steven Schwarzwaelder sold 5,602 shares of the company's stock in a transaction that occurred 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 transaction, the director directly owned 15,875 shares in the company, valued at approximately $14,211,141.25. This represents a 26.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Jason R. Nalbandian sold 800 shares of the stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $856.43, for a total transaction of $685,144.00. Following the sale, the chief financial officer directly owned 18,157 shares in the company, valued at $15,550,199.51. This trade represents a 4.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 43,077 shares of company stock worth $32,564,911. 0.83% of the stock is owned by 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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