Fjarde AP Fonden Fourth Swedish National Pension Fund Boosts Stake in EMCOR Group, Inc. $EME

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its stake in shares of EMCOR Group, Inc. (NYSE:EME) by 23.8% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 20,180 shares of the construction company’s stock after purchasing an additional 3,880 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in EMCOR Group were worth $12,346,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. Barnes Dennig Private Wealth Management LLC purchased a new position in EMCOR Group in the 4th quarter worth $26,000. Main Street Group LTD lifted its position in EMCOR Group by 110.0% during the 3rd quarter. Main Street Group LTD now owns 42 shares of the construction company’s stock worth $27,000 after acquiring an additional 22 shares during the period. Activest Wealth Management grew its stake in 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 purchasing an additional 48 shares during the last quarter. Richardson Financial Services Inc. grew its stake in EMCOR Group by 71.9% during the 4th quarter. Richardson Financial Services Inc. now owns 55 shares of the construction company’s stock valued at $34,000 after purchasing an additional 23 shares during the last quarter. Finally, Elyxium Wealth LLC acquired a new position in shares of EMCOR Group in the fourth quarter valued at about $37,000. 92.59% of the stock is owned by hedge funds and other institutional investors.

EMCOR Group Stock Down 3.4%

Shares of EME stock opened at $817.00 on Friday. EMCOR Group, Inc. has a 52-week low of $455.14 and a 52-week high of $951.96. The stock has a market cap of $36.31 billion, a PE ratio of 27.41 and a beta of 1.12. The business has a 50-day simple moving average of $837.60 and a 200-day simple moving average of $739.90.

EMCOR Group (NYSE:EME) last announced its quarterly earnings results on Wednesday, April 29th. The construction company reported $6.84 earnings per share for the quarter, beating the consensus estimate 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 analysts’ expectations of $4.20 billion. During the same period last year, the business earned $5.41 earnings per share. EMCOR Group’s quarterly revenue was up 19.7% on a year-over-year basis. EMCOR Group has set its FY 2026 guidance at 28.250-29.750 EPS. Sell-side analysts anticipate that EMCOR Group, Inc. will post 29.22 earnings per share for the current fiscal year.

EMCOR Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Thursday, April 16th 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 Thursday, April 16th. EMCOR Group’s payout ratio is 5.37%.

Insider Activity

In related news, VP Robert Peter Lind sold 675 shares of the firm’s stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $894.27, for a total transaction of $603,632.25. Following the sale, the vice president owned 4,216 shares in the company, valued at approximately $3,770,242.32. This trade represents a 13.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director William P. Reid sold 2,000 shares of EMCOR Group stock in a transaction on Monday, May 11th. The shares were sold at an average price of $925.78, for a total transaction of $1,851,560.00. Following the completion of the transaction, the director directly owned 10,149 shares of the company’s stock, valued at $9,395,741.22. The trade was a 16.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 9,077 shares of company stock valued at $8,155,191 in the last quarter. Company insiders own 0.83% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on EME. Weiss Ratings restated a “buy (b)” rating on shares of EMCOR Group in a research note on Monday, April 20th. Zacks Research downgraded shares of EMCOR Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, May 26th. Wall Street Zen raised shares of EMCOR Group from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. UBS Group lifted their price objective on shares of EMCOR Group from $900.00 to $945.00 and gave the company a “buy” rating in a research note on Friday, March 6th. Finally, Stifel Nicolaus set a $918.00 price objective on shares of EMCOR Group in a report on Thursday, April 30th. Ten investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, EMCOR Group currently has an average rating of “Moderate Buy” and an average price target of $836.88.

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.