California State Teachers Retirement System Sells 1,565 Shares of EMCOR Group, Inc. $EME

California State Teachers Retirement System trimmed its position in EMCOR Group, Inc. (NYSE:EME) by 2.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 65,004 shares of the construction company’s stock after selling 1,565 shares during the quarter. California State Teachers Retirement System’s holdings in EMCOR Group were worth $47,993,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. grew its position in shares of EMCOR Group by 132,234.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 669,611 shares of the construction company’s stock worth $409,661,000 after buying an additional 669,105 shares during the last quarter. Norges Bank bought a new position in shares of EMCOR Group during the fourth quarter valued at approximately $389,702,000. Bank of Montreal Can raised its holdings in shares of EMCOR Group by 425.8% during the fourth quarter. Bank of Montreal Can now owns 560,477 shares of the construction company’s stock valued at $342,894,000 after acquiring an additional 453,876 shares in the last quarter. Victory Capital Management Inc. lifted its stake in EMCOR Group by 34.5% in the fourth quarter. Victory Capital Management Inc. now owns 1,276,966 shares of the construction company’s stock worth $781,239,000 after acquiring an additional 327,606 shares during the period. Finally, Earnest Partners LLC bought a new stake in EMCOR Group in the fourth quarter valued at $156,714,000. 92.59% of the stock is currently owned by institutional investors.

EMCOR Group News Summary

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

• Positive Sentiment: Q2 results exceeded expectations: EMCOR reported record quarterly revenue of $5.15 billion, up approximately 19.8% year over year and above the $4.71 billion consensus estimate. Earnings per share rose to $9.06 from $6.72 a year earlier, beating estimates of $7.23 by $1.83. EMCOR Group Second Quarter 2026 Results
• Positive Sentiment: Higher 2026 guidance: Management now expects full-year EPS of $32.00 to $33.25, versus the roughly $29.31 analyst consensus, and revenue of $20.0 billion to $20.5 billion, compared with about $19.0 billion expected. The improved outlook is a major positive catalyst because it signals stronger demand and earnings visibility. EMCOR Raises 2026 Outlook
• Positive Sentiment: Broad-based operating momentum: Reports highlighted growth across the business, margin improvement and a record backlog, supporting expectations for continued revenue growth. EMCOR’s reported 7.54% net margin and 35.19% return on equity also reinforce the company’s strong profitability profile. EME Q2 Earnings Beat Estimates

EMCOR Group Price Performance

NYSE:EME opened at $801.65 on Friday. The firm has a market capitalization of $35.63 billion, a P/E ratio of 26.89 and a beta of 1.13. EMCOR Group, Inc. has a one year low of $564.92 and a one year high of $951.96. The company’s 50-day simple moving average is $802.08 and its 200 day simple moving average is $787.69.

EMCOR Group (NYSE:EME) last announced its earnings results on Thursday, July 30th. The construction company reported $9.06 earnings per share for the quarter, beating analysts’ consensus estimates of $7.23 by $1.83. EMCOR Group had a net margin of 7.54% and a return on equity of 35.19%. The business had revenue of $5.15 billion during the quarter, compared to the consensus estimate of $4.71 billion. During the same quarter last year, the firm earned $6.72 earnings per share. The business’s revenue for the quarter was up 19.7% on a year-over-year basis. EMCOR Group has set its FY 2026 guidance at 32.000-33.250 EPS. On average, equities research analysts expect that EMCOR Group, Inc. will post 29.37 earnings per share for the current fiscal year.

EMCOR Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Wednesday, July 15th will be paid a $0.40 dividend. The ex-dividend date is Wednesday, July 15th. This represents a $1.60 annualized dividend and a dividend yield of 0.2%. EMCOR Group’s dividend payout ratio is presently 5.37%.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on EME shares. Oppenheimer initiated coverage on shares of EMCOR Group in a research report on Thursday, May 28th. They set an “outperform” rating and a $1,100.00 price objective on the stock. Stifel Nicolaus set a $918.00 target price on shares of EMCOR Group in a research report on Thursday, April 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of EMCOR Group in a research note on Friday, July 17th. Zacks Research upgraded shares of EMCOR Group from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 30th. Finally, Wall Street Zen raised shares of EMCOR Group from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $871.25.

Insider Buying and Selling

In other EMCOR Group news, Director Carol P. Lowe sold 950 shares of the business’s stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $844.50, for a total value of $802,275.00. Following the sale, the director directly owned 17,278 shares of the company’s stock, valued at approximately $14,591,271. The trade was a 5.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director William P. Reid sold 2,000 shares of the stock in a transaction on Monday, May 11th. The stock was sold at an average price of $925.78, for a total value of $1,851,560.00. Following the completion of the sale, the director directly owned 10,149 shares in the company, valued at approximately $9,395,741.22. This represents a 16.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.73% of the stock is owned by company insiders.

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.