EMCOR Group, Inc. $EME is Hamilton Point Investment Advisors LLC’s 5th Largest Position

Hamilton Point Investment Advisors LLC reduced its holdings in EMCOR Group, Inc. (NYSE:EME) by 21.8% during the first quarter, Holdings Channel.com reports. The fund owned 30,399 shares of the construction company’s stock after selling 8,468 shares during the quarter. EMCOR Group accounts for 3.5% of Hamilton Point Investment Advisors LLC’s investment portfolio, making the stock its 5th largest holding. Hamilton Point Investment Advisors LLC’s holdings in EMCOR Group were worth $22,444,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of EME. Wealth Enhancement Advisory Services LLC increased its holdings in shares of EMCOR Group by 12.9% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 12,149 shares of the construction company’s stock worth $7,972,000 after buying an additional 1,389 shares during the last quarter. North Dakota State Investment Board purchased a new stake in shares of EMCOR Group during the 4th quarter valued at $928,000. Passumpsic Savings Bank bought a new stake in shares of EMCOR Group during the 4th quarter worth $1,726,000. Chase Investment Counsel Corp lifted its holdings in shares of EMCOR Group by 152.1% during the 4th quarter. Chase Investment Counsel Corp now owns 2,849 shares of the construction company’s stock worth $1,742,000 after acquiring an additional 1,719 shares during the last quarter. Finally, Thrivent Financial for Lutherans grew its position in EMCOR Group by 663.4% in the fourth quarter. Thrivent Financial for Lutherans now owns 113,562 shares of the construction company’s stock worth $69,476,000 after acquiring an additional 98,687 shares in the last quarter. Hedge funds and other institutional investors own 92.59% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on EME shares. Wall Street Zen raised EMCOR Group from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Oppenheimer started coverage on EMCOR Group in a research note on Thursday, May 28th. They set an “outperform” rating and a $1,100.00 price target for the company. Stifel Nicolaus set a $918.00 price objective on EMCOR Group in a report on Thursday, April 30th. Zacks Research upgraded EMCOR Group from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 30th. Finally, Cantor Fitzgerald reissued an “overweight” rating and set a $1,123.00 price objective on shares of EMCOR Group in a report on Tuesday, June 16th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, EMCOR Group has a consensus rating of “Moderate Buy” and an average price target of $871.25.

EMCOR Group Stock Performance

Shares of EMCOR Group stock opened at $741.30 on Friday. EMCOR Group, Inc. has a 52-week low of $540.00 and a 52-week high of $951.96. The stock has a market capitalization of $32.94 billion, a price-to-earnings ratio of 24.87 and a beta of 1.13. The company’s 50 day moving average price is $829.21 and its 200-day moving average price is $779.67.

EMCOR Group (NYSE:EME) last posted its quarterly earnings results on Wednesday, April 29th. The construction company reported $6.84 EPS for the quarter, beating analysts’ consensus estimates of $5.90 by $0.94. The company had revenue of $4.63 billion during the quarter, compared to analyst estimates of $4.20 billion. EMCOR Group had a net margin of 7.54% and a return on equity of 35.19%. The firm’s revenue was up 19.7% compared to the same quarter last year. During the same period in the prior year, the business posted $5.41 EPS. EMCOR Group has set its FY 2026 guidance at 28.250-29.750 EPS. As a group, equities research analysts forecast that EMCOR Group, Inc. will post 29.37 earnings per share for the current fiscal year.

EMCOR Group Announces Dividend

The firm also recently announced 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 of this dividend is 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 presently 5.37%.

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 on Wednesday, June 17th. The shares were sold at an average price of $844.50, for a total value of $802,275.00. Following the completion of the transaction, the director directly owned 17,278 shares in the company, valued at approximately $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 can be accessed through the SEC website. Also, CFO Jason R. Nalbandian sold 800 shares of the business’s stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $856.43, for a total transaction of $685,144.00. Following the transaction, the chief financial officer owned 18,157 shares in the company, valued at $15,550,199.51. This represents a 4.22% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 10,027 shares of company stock worth $8,957,466. Corporate insiders own 0.83% of the company’s stock.

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.