1,100 Shares in EMCOR Group, Inc. $EME Purchased by TFR Capital LLC.

TFR Capital LLC. acquired a new position in shares of EMCOR Group, Inc. (NYSE:EME) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 1,100 shares of the construction company’s stock, valued at approximately $913,000.

Other hedge funds have also recently bought and sold shares of the company. State Street Corp increased its stake in EMCOR Group by 2.2% in the fourth quarter. State Street Corp now owns 1,893,792 shares of the construction company’s stock valued at $1,158,603,000 after acquiring an additional 40,801 shares during the last quarter. Geode Capital Management LLC lifted its stake in EMCOR Group by 0.5% during the fourth quarter. Geode Capital Management LLC now owns 1,425,523 shares of the construction company’s stock worth $869,343,000 after purchasing an additional 7,790 shares during the last quarter. Victory Capital Management Inc. lifted its stake in EMCOR Group by 34.5% during the fourth quarter. Victory Capital Management Inc. now owns 1,276,966 shares of the construction company’s stock worth $781,239,000 after purchasing an additional 327,606 shares during the last quarter. Invesco Ltd. boosted its holdings in shares of EMCOR Group by 10.5% in the 4th quarter. Invesco Ltd. now owns 799,271 shares of the construction company’s stock valued at $488,986,000 after purchasing an additional 75,692 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings 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 valued at $409,661,000 after purchasing an additional 669,105 shares in the last quarter. 92.59% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research firms have recently commented on EME. Zacks Research raised EMCOR Group from a “hold” rating to a “strong-buy” rating in a report on Tuesday, June 30th. Cantor Fitzgerald dropped their price objective on EMCOR Group from $1,123.00 to $1,047.00 and set an “overweight” rating for the company in a research report on Monday, August 10th. Stifel Nicolaus set a $918.00 price objective on EMCOR Group in a research note on Thursday, April 30th. Oppenheimer lifted their target price on EMCOR Group from $1,100.00 to $1,200.00 and gave the company an “outperform” rating in a research report on Friday, July 31st. Finally, DA Davidson set a $1,047.00 target price on EMCOR Group in a research note on Monday, August 10th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $965.86.

EMCOR Group Price Performance

Shares of EMCOR Group stock opened at $837.20 on Friday. EMCOR Group, Inc. has a fifty-two week low of $564.92 and a fifty-two week high of $951.96. The firm has a market capitalization of $36.93 billion, a P/E ratio of 26.04 and a beta of 1.14. The company’s 50 day moving average price is $797.43 and its two-hundred day moving average price is $797.26.

EMCOR Group (NYSE:EME) last posted its earnings results on Thursday, July 30th. The construction company reported $9.06 earnings per share for the quarter, topping analysts’ consensus estimates of $7.23 by $1.83. EMCOR Group had a net margin of 7.74% and a return on equity of 35.49%. The firm had revenue of $5.15 billion for the quarter, compared to analysts’ expectations of $4.71 billion. During the same quarter in the previous year, the firm posted $6.72 earnings per share. The company’s revenue 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, analysts expect that EMCOR Group, Inc. will post 33.04 earnings per share for the current year.

EMCOR Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Wednesday, July 15th were given a dividend of $0.40 per share. The ex-dividend date was Wednesday, July 15th. This represents a $1.60 dividend on an annualized basis and a yield of 0.2%. EMCOR Group’s payout ratio is currently 4.98%.

Insider Transactions at EMCOR Group

In other EMCOR Group news, Director Carol P. Lowe sold 950 shares of the company’s stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $844.50, for a total value of $802,275.00. Following the completion of the transaction, the director owned 17,278 shares of the company’s stock, valued at $14,591,271. This represents a 5.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.73% of the stock is currently owned by 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.