Osmosis Investment Management UK Ltd Acquires Shares of 1,157 EMCOR Group, Inc. $EME

Osmosis Investment Management UK Ltd acquired a new position in shares of EMCOR Group, Inc. (NYSE:EME) during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund acquired 1,157 shares of the construction company’s stock, valued at approximately $960,000.

A number of other institutional investors also recently made changes to their positions in the business. BlackRock Inc. acquired a new stake in shares of EMCOR Group during the second quarter worth approximately $3,416,412,000. Northwestern Mutual Wealth Management Co. increased its stake in shares of EMCOR Group by 132,234.2% in the fourth 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 acquired a new stake in EMCOR Group in the fourth quarter valued at $389,702,000. Bank of Montreal Can raised its holdings in EMCOR Group by 425.8% in 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. Finally, Deutsche Bank AG bought a new position in EMCOR Group during the 2nd quarter valued at $342,273,000. 92.59% of the stock is owned by institutional investors and hedge funds.

EMCOR Group Price Performance

EMCOR Group stock opened at $765.23 on Tuesday. The company has a market cap of $33.75 billion, a PE ratio of 23.80 and a beta of 1.14. The company has a fifty day moving average price of $795.86 and a two-hundred day moving average price of $801.09. EMCOR Group, Inc. has a 12 month low of $564.92 and a 12 month high of $951.96.

EMCOR Group (NYSE:EME) last released its earnings results on Thursday, July 30th. The construction company reported $9.06 earnings per share for the quarter, beating the consensus estimate of $7.23 by $1.83. The firm had revenue of $5.15 billion during the quarter, compared to analyst estimates of $4.71 billion. EMCOR Group had a net margin of 7.74% and a return on equity of 35.49%. The firm’s revenue for the quarter was up 19.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $6.72 earnings per share. EMCOR Group has set its FY 2026 guidance at 32.000-33.250 EPS. Equities research analysts anticipate that EMCOR Group, Inc. will post 33.04 earnings per share for the current year.

EMCOR Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Wednesday, July 15th were issued a $0.40 dividend. The ex-dividend date of this dividend was Wednesday, July 15th. This represents a $1.60 annualized dividend and a dividend yield of 0.2%. EMCOR Group’s dividend payout ratio (DPR) is 4.98%.

Analyst Ratings Changes

Several brokerages have weighed in on EME. Cantor Fitzgerald decreased their price objective on shares of EMCOR Group from $1,123.00 to $1,047.00 and set an “overweight” rating for the company in a report on Monday, August 10th. DA Davidson set a $1,047.00 target price on shares of EMCOR Group in a research note on Monday, August 10th. Stifel Nicolaus set a $918.00 price target on shares of EMCOR Group in a research report on Thursday, April 30th. UBS Group lifted their price target on EMCOR Group from $975.00 to $1,065.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of EMCOR Group in a report on Friday, July 17th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $965.86.

Insider Activity

In related news, Director Carol P. Lowe sold 950 shares of the firm’s stock in a transaction that occurred 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 owned 17,278 shares of the company’s stock, valued at approximately $14,591,271. This trade represents a 5.21% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.73% of the company’s stock.

EMCOR Group 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.