EMCOR Group (NYSE:EME) Price Target Raised to $808.00

EMCOR Group (NYSE:EME) had its price target hoisted by Robert W. Baird from $713.00 to $808.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has an outperform rating on the construction company’s stock.

A number of other equities analysts also recently issued reports on EME. Stifel Nicolaus lifted their price objective on shares of EMCOR Group from $713.00 to $754.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Zacks Research cut shares of EMCOR Group from a “strong-buy” rating to a “hold” rating in a report on Wednesday, November 19th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of EMCOR Group in a research report on Wednesday, January 21st. DA Davidson increased their price objective on shares of EMCOR Group from $725.00 to $800.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Finally, Wall Street Zen downgraded EMCOR Group from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 8th. Eight equities 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.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $731.33.

EMCOR Group Stock Performance

Shares of EME opened at $724.93 on Friday. The firm has a market capitalization of $32.28 billion, a P/E ratio of 25.68 and a beta of 1.16. EMCOR Group has a 52 week low of $320.89 and a 52 week high of $835.00. The stock has a 50 day moving average price of $708.44 and a two-hundred day moving average price of $664.71.

EMCOR Group (NYSE:EME) last posted its earnings results on Thursday, February 26th. The construction company reported $7.19 earnings per share for the quarter, beating analysts’ consensus estimates of $6.68 by $0.51. The company had revenue of $4.51 billion for the quarter, compared to analyst estimates of $4.28 billion. EMCOR Group had a return on equity of 35.89% and a net margin of 7.49%.The company’s revenue for the quarter was up 19.7% on a year-over-year basis. During the same quarter last year, the company earned $6.32 earnings per share. EMCOR Group has set its FY 2026 guidance at 27.250-29.250 EPS. On average, equities analysts forecast that EMCOR Group will post 20.74 earnings per share for the current year.

EMCOR Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Wednesday, January 14th were paid a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 0.2%. The ex-dividend date was Wednesday, January 14th. This is an increase from EMCOR Group’s previous quarterly dividend of $0.25. EMCOR Group’s dividend payout ratio (DPR) is 5.67%.

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

Hedge Funds Weigh In On EMCOR Group

Several institutional investors and hedge funds have recently bought and sold shares of the company. PAX Financial Group LLC increased its position in shares of EMCOR Group by 3.6% during the fourth quarter. PAX Financial Group LLC now owns 404 shares of the construction company’s stock valued at $247,000 after buying an additional 14 shares during the period. Austin Private Wealth LLC grew its stake in EMCOR Group by 3.6% during the fourth quarter. Austin Private Wealth LLC now owns 437 shares of the construction company’s stock valued at $267,000 after acquiring an additional 15 shares in the last quarter. First National Bank of Hutchinson increased its holdings in EMCOR Group by 0.9% during the 4th quarter. First National Bank of Hutchinson now owns 1,614 shares of the construction company’s stock worth $987,000 after acquiring an additional 15 shares during the period. Advisors Capital Management LLC lifted its stake in EMCOR Group by 3.4% in the 4th quarter. Advisors Capital Management LLC now owns 450 shares of the construction company’s stock worth $275,000 after purchasing an additional 15 shares in the last quarter. Finally, KPP Advisory Services LLC boosted its holdings in EMCOR Group by 3.9% in the 4th quarter. KPP Advisory Services LLC now owns 399 shares of the construction company’s stock valued at $244,000 after purchasing an additional 15 shares during the period. 92.59% of the stock is owned by institutional investors.

More EMCOR Group News

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 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.