Andra AP fonden Sells 6,900 Shares of EMCOR Group, Inc. $EME

Andra AP fonden lessened its holdings in EMCOR Group, Inc. (NYSE:EME) by 12.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 48,800 shares of the construction company’s stock after selling 6,900 shares during the quarter. Andra AP fonden owned 0.11% of EMCOR Group worth $31,698,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in EMCOR Group by 17.6% in the third quarter. Vanguard Group Inc. now owns 5,332,636 shares of the construction company’s stock valued at $3,463,760,000 after purchasing an additional 798,975 shares in the last quarter. Norges Bank acquired a new stake in shares of EMCOR Group in the 2nd quarter valued at approximately $344,548,000. Federated Hermes Inc. grew its stake in shares of EMCOR Group by 56.4% in the second quarter. Federated Hermes Inc. now owns 322,437 shares of the construction company’s stock valued at $172,468,000 after buying an additional 116,289 shares in the last quarter. American Century Companies Inc. grew its stake in shares of EMCOR Group by 40.2% in the second quarter. American Century Companies Inc. now owns 349,517 shares of the construction company’s stock valued at $186,953,000 after buying an additional 100,144 shares in the last quarter. Finally, Symphony Financial Ltd. Co. acquired a new position in EMCOR Group during the second quarter worth $47,504,000. Institutional investors and hedge funds own 92.59% of the company’s stock.

Trending Headlines about EMCOR Group

Here are the key news stories impacting EMCOR Group this week:

• Positive Sentiment: EMCOR posted an earnings beat: adjusted EPS of $7.19 vs. consensus $6.68 and revenue of $4.51B vs. $4.28B; organic revenue grew ~9.5% and operating margins improved year‑over‑year — evidence of underlying demand and margin leverage. Earnings Beat
• Positive Sentiment: Management set FY2026 EPS guidance of $27.25–$29.25 and revenue guidance of $17.8B–$18.5B; the EPS range implies continued strong full‑year profitability (range includes/exceeds consensus), supporting forward earnings visibility. Press Release
• Neutral Sentiment: EME is cited as a potential beneficiary of the AI data‑center buildout (power, cooling, infrastructure), a thematic tailwind that could boost longer‑term backlog but is uncertain in timing and magnitude. AI Data Center Theme
• Neutral Sentiment: The company’s earnings call / transcript and slide deck are available for detail on backlog, margins and capital allocation; these materials will matter to investors deciding whether the beat and guidance justify the current valuation. Earnings Call Transcript
• Negative Sentiment: Despite the beat, shares declined today—likely driven by profit‑taking after a recent run to near the 52‑week high, elevated valuation (P/E ~30) and mixed investor read of guidance versus very high expectations; the stock showed notable pre‑market volatility earlier. Market Reaction

Analysts Set New Price Targets

EME has been the subject of a number of recent analyst reports. DA Davidson increased their price target on shares of EMCOR Group from $725.00 to $800.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of EMCOR Group in a report on Wednesday, January 21st. Stifel Nicolaus lifted their price target on EMCOR Group from $713.00 to $754.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Zacks Research downgraded EMCOR Group from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. Finally, Robert W. Baird set a $713.00 price objective on EMCOR Group in a research note on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $698.83.

EMCOR Group Stock Performance

Shares of EMCOR Group stock opened at $746.38 on Friday. The firm has a 50-day moving average of $706.19 and a 200-day moving average of $663.39. EMCOR Group, Inc. has a 52-week low of $320.89 and a 52-week high of $835.00. The stock has a market cap of $33.42 billion, a PE ratio of 30.01 and a beta of 1.17.

EMCOR Group (NYSE:EME) last released its quarterly earnings results on Thursday, February 26th. The construction company reported $7.19 EPS for the quarter, topping analysts’ consensus estimates of $6.68 by $0.51. The business had revenue of $4.51 billion for the quarter, compared to analyst estimates of $4.28 billion. EMCOR Group had a net margin of 6.96% and a return on equity of 37.04%. EMCOR Group’s revenue for the quarter was up 19.7% compared to the same quarter last year. During the same period last year, the firm earned $6.32 earnings per share. EMCOR Group has set its FY 2026 guidance at 27.250-29.250 EPS. Equities research analysts predict that EMCOR Group, Inc. will post 20.74 earnings per share for the current fiscal year.

EMCOR Group Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Wednesday, January 14th were given a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date was Wednesday, January 14th. This is a positive change from EMCOR Group’s previous quarterly dividend of $0.25. EMCOR Group’s dividend payout ratio is currently 6.43%.

EMCOR Group announced that its Board of Directors has authorized a share repurchase plan on Thursday, December 18th that authorizes the company to repurchase $500.00 million in outstanding shares. This repurchase authorization authorizes the construction company to buy up to 1.9% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board of directors 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.