Mitsubishi UFJ Asset Management Co. Ltd. Has $58.59 Million Stock Position in EMCOR Group, Inc. $EME

Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in EMCOR Group, Inc. (NYSE:EME) by 130.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 90,195 shares of the construction company’s stock after buying an additional 51,002 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.20% of EMCOR Group worth $58,585,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Signaturefd LLC lifted its stake in EMCOR Group by 3.0% in the third quarter. Signaturefd LLC now owns 557 shares of the construction company’s stock valued at $362,000 after acquiring an additional 16 shares during the last quarter. Woodward Diversified Capital LLC raised its holdings in shares of EMCOR Group by 2.4% in the 3rd quarter. Woodward Diversified Capital LLC now owns 760 shares of the construction company’s stock valued at $494,000 after purchasing an additional 18 shares during the period. Cornerstone Investment Partners LLC lifted its stake in EMCOR Group by 0.9% in the 3rd quarter. Cornerstone Investment Partners LLC now owns 1,938 shares of the construction company’s stock valued at $1,259,000 after purchasing an additional 18 shares during the last quarter. Altus Wealth Group LLC grew its holdings in EMCOR Group by 1.4% during the third quarter. Altus Wealth Group LLC now owns 1,495 shares of the construction company’s stock worth $971,000 after purchasing an additional 20 shares during the period. Finally, Prospera Financial Services Inc grew its holdings in EMCOR Group by 0.7% during the third quarter. Prospera Financial Services Inc now owns 2,769 shares of the construction company’s stock worth $1,799,000 after purchasing an additional 20 shares during the period. 92.59% of the stock is owned by institutional investors.

EMCOR Group Price Performance

EME stock opened at $724.93 on Friday. EMCOR Group, Inc. has a fifty-two week low of $320.89 and a fifty-two week high of $835.00. The stock has a market capitalization of $32.46 billion, a price-to-earnings ratio of 25.68 and a beta of 1.17. The business’s fifty day moving average price is $708.44 and its two-hundred day moving average price is $664.16.

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 7.49% and a return on equity of 37.51%. 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. Research analysts expect that EMCOR Group, Inc. will post 20.74 EPS for the current year.

EMCOR Group announced that its board has initiated a stock repurchase program on Thursday, December 18th that authorizes the company to buyback $500.00 million in outstanding shares. This buyback authorization authorizes the construction company to repurchase up to 1.9% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s board believes its stock is undervalued.

EMCOR Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Wednesday, January 14th were paid a $0.40 dividend. This represents a $1.60 annualized dividend and a dividend yield of 0.2%. This is an increase from EMCOR Group’s previous quarterly dividend of $0.25. The ex-dividend date was Wednesday, January 14th. EMCOR Group’s dividend payout ratio is presently 6.43%.

Wall Street Analyst Weigh In

EME has been the subject of a number of recent analyst reports. Weiss Ratings reaffirmed a “buy (b)” rating on shares of EMCOR Group in a research report on Wednesday, January 21st. Stifel Nicolaus raised their price target on EMCOR Group from $713.00 to $754.00 and gave the company a “buy” rating in a report on Monday, January 26th. Wall Street Zen downgraded shares of EMCOR Group from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 8th. Robert W. Baird raised their target price on shares of EMCOR Group from $713.00 to $808.00 and gave the stock an “outperform” rating in a research note on Friday. Finally, Zacks Research downgraded shares of EMCOR Group from a “strong-buy” rating to a “hold” rating in a report on Wednesday, November 19th. Eight research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, EMCOR Group has an average rating of “Moderate Buy” and an average target price of $731.33.

Key Headlines Impacting EMCOR Group

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

• Positive Sentiment: Q4 results topped estimates — EPS $7.19 vs. $6.68 consensus and revenue $4.51B vs. $4.28B; revenue rose 19.7% year‑over‑year and margins/ROE remain strong. This is the main fundamental positive underpinning the stock today. EME Q4 Earnings Beat
• Positive Sentiment: Analyst upgrades/target raises — DA Davidson raised its target to $900 (buy) and Robert W. Baird lifted its target to $808 (outperform), signaling continued bullish analyst sentiment and sizable upside from current levels. Analyst Target Raises
• Positive Sentiment: Secular growth tailwind — industry pieces highlight EMCOR as a beneficiary of AI/data‑center buildouts (power, cooling, infrastructure), which supports multi‑year demand expectations. AI Data Center Tailwind
• Neutral Sentiment: FY‑2026 guidance provided — EPS guidance of $27.25–$29.25 and revenue guidance $17.8B–$18.5B (company release). Range roughly brackets consensus, so the update is not a clear surprise but will shift focus to execution against the midpoint. Company Press Release
• Neutral Sentiment: Full disclosure materials available — investors can review the slide deck and earnings‑call transcript for detail on backlog, margins and segment trends. Earnings Call Transcript
• Negative Sentiment: Stock sold off intraday/premarket despite the beat — some traders took profits after recent gains and the stock’s elevated valuation, which pressured the price even with strong results. Market Reaction
• Negative Sentiment: High valuation and recent run‑up increase sensitivity — EME’s premium multiple and proximity to 12‑month highs make the stock vulnerable to profit‑taking and any guidance nuance. No external link

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.