US Bancorp DE Grows Position in EMCOR Group, Inc. $EME

Key Points

• US Bancorp DE raised its stake in EMCOR by 17.8%, buying 2,040 shares to hold 13,511 shares valued at about $8.27 million, and institutional investors now own roughly 92.59% of the company.
• EMCOR beat expectations with Q results of $6.84 EPS versus $5.90 expected and $4.63B revenue versus $4.20B expected, issued FY2026 guidance of 28.25–29.75 EPS, and has seen multiple analyst upgrades and price-target increases (average rating: Moderate Buy; avg PT: $799.29).
• CEO Anthony Guzzi sold 36,000 shares at an average price of $729.48 (about $26.26M), a 17.45% reduction in his holding; corporate insiders now own 0.83% of the stock.

US Bancorp DE increased its position in shares of EMCOR Group, Inc. (NYSE:EME - Free Report) by 17.8% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 13,511 shares of the construction company's stock after buying an additional 2,040 shares during the quarter. US Bancorp DE's holdings in EMCOR Group were worth $8,266,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Renasant Bank grew its stake in EMCOR Group by 12.4% during the 4th quarter. Renasant Bank now owns 371 shares of the construction company's stock worth $227,000 after buying an additional 41 shares during the last quarter. Bogart Wealth LLC lifted its position in EMCOR Group by 44,410.7% during the 4th quarter. Bogart Wealth LLC now owns 12,463 shares of the construction company's stock worth $7,625,000 after acquiring an additional 12,435 shares during the period. Simplicity Wealth LLC lifted its position in EMCOR Group by 122.4% during the 4th quarter. Simplicity Wealth LLC now owns 685 shares of the construction company's stock worth $419,000 after acquiring an additional 377 shares during the period. Smart Money Group LLC acquired a new stake in EMCOR Group during the 4th quarter worth approximately $217,000. Finally, Interchange Capital Partners LLC lifted its position in EMCOR Group by 96.3% during the 4th quarter. Interchange Capital Partners LLC now owns 1,164 shares of the construction company's stock worth $712,000 after acquiring an additional 571 shares during the period. Hedge funds and other institutional investors own 92.59% of the company's stock.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the company. Zacks Research raised EMCOR Group from a "hold" rating to a "strong-buy" rating in a research report on Monday, April 27th. Wall Street Zen raised EMCOR Group from a "hold" rating to a "buy" rating in a research report on Saturday. DA Davidson increased their price objective on EMCOR Group from $800.00 to $900.00 and gave the stock a "buy" rating in a research report on Friday, February 27th. Stifel Nicolaus set a $918.00 price objective on EMCOR Group in a research report on Thursday. Finally, Robert W. Baird increased their price objective on EMCOR Group from $713.00 to $808.00 and gave the stock an "outperform" rating in a research report on Friday, February 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. According to data from MarketBeat.com, EMCOR Group has an average rating of "Moderate Buy" and an average price target of $799.29.

Insider Transactions at EMCOR Group

In related news, CEO Anthony Guzzi sold 36,000 shares of EMCOR Group stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $729.48, for a total transaction of $26,261,280.00. Following the completion of the transaction, the chief executive officer directly owned 170,299 shares of the company's stock, valued at approximately $124,229,714.52. The trade was a 17.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Corporate insiders own 0.83% of the company's stock.

EMCOR Group Price Performance

EME opened at $903.72 on Monday. The business has a 50 day simple moving average of $774.16 and a 200-day simple moving average of $707.25. The stock has a market capitalization of $40.16 billion, a P/E ratio of 30.32 and a beta of 1.17. EMCOR Group, Inc. has a 12 month low of $415.72 and a 12 month high of $905.72.

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

EMCOR Group Dividend Announcement

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

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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