Chicago Partners Investment Group LLC Has $1.62 Million Holdings in EMCOR Group, Inc. $EME

Chicago Partners Investment Group LLC lifted its position in EMCOR Group, Inc. (NYSE:EME) by 127.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,198 shares of the construction company’s stock after buying an additional 1,231 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in EMCOR Group were worth $1,623,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. State Street Corp raised its position in EMCOR Group by 2.2% during the fourth quarter. State Street Corp now owns 1,893,792 shares of the construction company’s stock worth $1,158,603,000 after acquiring an additional 40,801 shares in the last quarter. Geode Capital Management LLC grew its position in shares of EMCOR Group by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 1,425,523 shares of the construction company’s stock valued at $869,343,000 after acquiring an additional 7,790 shares during the period. Victory Capital Management Inc. increased its stake in shares of EMCOR Group by 34.5% during the 4th quarter. Victory Capital Management Inc. now owns 1,276,966 shares of the construction company’s stock worth $781,239,000 after purchasing an additional 327,606 shares during the last quarter. Invesco Ltd. increased its stake in shares of EMCOR Group by 10.5% during the 4th quarter. Invesco Ltd. now owns 799,271 shares of the construction company’s stock worth $488,986,000 after purchasing an additional 75,692 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. raised its holdings in shares of EMCOR Group by 132,234.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 669,611 shares of the construction company’s stock valued at $409,661,000 after purchasing an additional 669,105 shares during the period. 92.59% of the stock is currently owned by institutional investors and hedge funds.

EMCOR Group Stock Performance

NYSE EME opened at $774.55 on Wednesday. The firm has a 50-day moving average of $839.81 and a 200-day moving average of $778.06. The stock has a market cap of $34.42 billion, a PE ratio of 25.98 and a beta of 1.13. EMCOR Group, Inc. has a 52-week low of $540.00 and a 52-week high of $951.96.

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

EMCOR Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Wednesday, July 15th will be 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 is Wednesday, July 15th. EMCOR Group’s payout ratio is currently 5.37%.

Analyst Ratings Changes

EME has been the subject of several recent analyst reports. Zacks Research upgraded shares of EMCOR Group from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 30th. Weiss Ratings reissued a “buy (b)” rating on shares of EMCOR Group in a research report on Monday, April 20th. Cantor Fitzgerald restated an “overweight” rating and issued a $1,123.00 price objective on shares of EMCOR Group in a research note on Tuesday, June 16th. Wall Street Zen raised EMCOR Group from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Finally, Stifel Nicolaus set a $918.00 target price on EMCOR Group in a research note on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $871.25.

Insider Activity at EMCOR Group

In related news, CFO Jason R. Nalbandian sold 800 shares of EMCOR Group stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $856.43, for a total transaction of $685,144.00. Following the completion of the sale, the chief financial officer directly owned 18,157 shares of the company’s stock, valued at approximately $15,550,199.51. This trade represents a 4.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Carol P. Lowe sold 950 shares of EMCOR Group stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $844.50, for a total value of $802,275.00. Following the sale, the director directly owned 17,278 shares of the company’s stock, valued at approximately $14,591,271. The trade was a 5.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 10,027 shares of company stock valued at $8,957,466. Insiders own 1.26% of the company’s stock.

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.