TFR Capital LLC. Makes New $913,000 Investment in EMCOR Group, Inc. $EME

TFR Capital LLC. purchased a new stake in EMCOR Group, Inc. (NYSE:EME) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 1,100 shares of the construction company’s stock, valued at approximately $913,000.

Other large investors have also recently modified their holdings of the company. Swiss RE Ltd. bought a new stake in shares of EMCOR Group in the fourth quarter worth $25,000. Ascentis Independent Advisors acquired a new stake in EMCOR Group in the first quarter valued at $27,000. Zions Bancorporation National Association UT bought a new position in EMCOR Group during the 4th quarter worth $28,000. Activest Wealth Management raised its position in EMCOR Group by 800.0% during the 4th quarter. Activest Wealth Management now owns 54 shares of the construction company’s stock worth $33,000 after purchasing an additional 48 shares during the last quarter. Finally, Basecamp Wealth Advisors LLC lifted its holdings in EMCOR Group by 4,700.0% during the 1st quarter. Basecamp Wealth Advisors LLC now owns 48 shares of the construction company’s stock worth $35,000 after buying an additional 47 shares during the period. Institutional investors own 92.59% of the company’s stock.

EMCOR Group Price Performance

Shares of NYSE:EME opened at $837.20 on Friday. EMCOR Group, Inc. has a 1 year low of $564.92 and a 1 year high of $951.96. The business’s 50-day moving average is $797.43 and its 200-day moving average is $797.26. The company has a market capitalization of $36.93 billion, a price-to-earnings ratio of 26.04 and a beta of 1.14.

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

EMCOR Group Announces Dividend

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

Wall Street Analyst Weigh In

EME has been the subject of several recent research reports. Zacks Research raised EMCOR Group from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 30th. Stifel Nicolaus set a $918.00 price objective on EMCOR Group in a research report on Thursday, April 30th. Oppenheimer lifted their price objective on EMCOR Group from $1,100.00 to $1,200.00 and gave the stock an “outperform” rating in a research note on Friday, July 31st. Cantor Fitzgerald reduced their target price on EMCOR Group from $1,123.00 to $1,047.00 and set an “overweight” rating on the stock in a report on Monday, August 10th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of EMCOR Group in a research report on Friday, July 17th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $965.86.

Insider Activity at EMCOR Group

In other news, Director Carol P. Lowe sold 950 shares of EMCOR Group 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 sale, the director owned 17,278 shares in the company, valued at $14,591,271. The trade was a 5.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.73% of the stock is currently owned by company 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.