Vest Financial LLC Acquires 814 Shares of EMCOR Group, Inc. $EME

Vest Financial LLC increased its holdings in EMCOR Group, Inc. (NYSE:EME) by 7.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,423 shares of the construction company’s stock after purchasing an additional 814 shares during the period. Vest Financial LLC’s holdings in EMCOR Group were worth $6,988,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of EMCOR Group in the 4th quarter worth approximately $26,000. Main Street Group LTD boosted its stake in EMCOR Group by 110.0% in the 3rd quarter. Main Street Group LTD now owns 42 shares of the construction company’s stock valued at $27,000 after buying an additional 22 shares in the last quarter. Quent Capital LLC bought a new stake in EMCOR Group in the third quarter valued at $29,000. Orion Capital Management LLC bought a new stake in EMCOR Group in the third quarter valued at $31,000. Finally, Richardson Financial Services Inc. raised its stake in EMCOR Group by 71.9% during the fourth quarter. Richardson Financial Services Inc. now owns 55 shares of the construction company’s stock worth $34,000 after acquiring an additional 23 shares in the last quarter. 92.59% of the stock is owned by institutional investors and hedge funds.

EMCOR Group Stock Down 2.4%

EME stock opened at $863.79 on Wednesday. The business’s fifty day moving average is $771.43 and its 200-day moving average is $704.64. The company has a market cap of $38.39 billion, a P/E ratio of 30.60 and a beta of 1.11. EMCOR Group, Inc. has a twelve month low of $374.64 and a twelve month high of $888.05.

EMCOR Group (NYSE:EME) last issued its earnings results on Wednesday, April 29th. The construction company reported $6.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.90 by $0.94. The firm had revenue of $4.63 billion for the quarter, compared to analysts’ expectations of $4.20 billion. EMCOR Group had a return on equity of 35.89% and a net margin of 7.49%.The company’s revenue was up 19.7% compared to the same quarter last year. During the same quarter last year, the business earned $5.41 earnings per share. EMCOR Group has set its FY 2026 guidance at 28.250-29.750 EPS. Research analysts anticipate that EMCOR Group, Inc. will post 28.24 earnings per share for the current fiscal year.

EMCOR Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Thursday, April 16th will be issued a $0.40 dividend. The ex-dividend date is Thursday, April 16th. This represents a $1.60 annualized dividend and a yield of 0.2%. EMCOR Group’s dividend payout ratio (DPR) is 5.67%.

Analysts Set New Price Targets

Several equities research analysts have recently commented on EME shares. Cantor Fitzgerald began coverage on shares of EMCOR Group in a research note on Tuesday, March 10th. They issued an “overweight” rating and a $848.00 target price on the stock. Wall Street Zen downgraded shares of EMCOR Group from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Weiss Ratings restated a “buy (b)” rating on shares of EMCOR Group in a research report on Monday, April 20th. Stifel Nicolaus set a $901.00 price objective on shares of EMCOR Group in a research note on Thursday, April 16th. Finally, Zacks Research upgraded shares of EMCOR Group from a “hold” rating to a “strong-buy” rating in a research note on Monday. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, EMCOR Group currently has a consensus rating of “Moderate Buy” and an average target price of $796.86.

More EMCOR Group News

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

• Positive Sentiment: Q1 beats and record revenue — EMCOR reported EPS $6.84 vs. consensus $5.90 and revenue of $4.63B (record quarter, +19.7% y/y), both ahead of Street estimates, signaling solid operating performance. EMCOR Q1 Release
• Positive Sentiment: Raised/confirmed FY‑2026 outlook — EMCOR set EPS guidance of $28.25–29.75 and revenue guidance of $18.5B–$19.3B, above consensus revenue, implying continued top‑line growth for 2026. Guidance was included in the earnings release. Guidance Details
• Positive Sentiment: Analyst upgrade — Zacks upgraded EMCOR from Hold to Strong Buy, which can support demand for the shares among retail and momentum investors. Zacks Upgrade
• Neutral Sentiment: Industry positioning — EMCOR is highlighted among top data‑center engineering/construction names and continues to win commercial partnerships (Hill York HVAC deal for Nu Stadium), reinforcing secular end‑market exposure. Industry Coverage
• Neutral Sentiment: Profitability and capital metrics — Q1 net margin ~7.5% and ROE ~35.9% indicate strong returns, and company provided slide deck/press materials for detail. Press Materials
• Negative Sentiment: Organic growth questions and acquisition reliance — management noted acquisition contributions and the sale of U.K. operations affect comparables; some of the revenue gain is inorganic, which raises sustainability questions for investors focused on organic momentum. BusinessWire (note on acquisitions)
• Negative Sentiment: Valuation and near‑term risk — with a market cap ~ $38B and P/E around 30.6, shares may be sensitive to execution misses or a slowdown in large project wins; the stock is near its 12‑month high, which can amplify downside on any disappointment. Market Data

Insider Buying and Selling at EMCOR Group

In other EMCOR Group news, CEO Anthony Guzzi sold 36,000 shares of the business’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $729.48, for a total value of $26,261,280.00. Following the completion of the transaction, the chief executive officer directly owned 170,299 shares of the company’s stock, valued at approximately $124,229,714.52. The trade was a 17.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 1.26% of the stock is currently owned by corporate 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.