Dorsey Wright & Associates Has $8.31 Million Stake in EMCOR Group, Inc. $EME

Dorsey Wright & Associates raised its stake in shares of EMCOR Group, Inc. (NYSE:EME) by 4.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,590 shares of the construction company’s stock after buying an additional 637 shares during the period. EMCOR Group accounts for approximately 1.8% of Dorsey Wright & Associates’ portfolio, making the stock its 13th biggest holding. Dorsey Wright & Associates’ holdings in EMCOR Group were worth $8,314,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Swiss RE Ltd. acquired a new position in shares of EMCOR Group during the 4th quarter valued at about $25,000. Barnes Dennig Private Wealth Management LLC acquired a new stake in EMCOR Group in the 4th quarter worth approximately $26,000. Zions Bancorporation National Association UT acquired a new stake in EMCOR Group in the 4th quarter worth approximately $28,000. Activest Wealth Management boosted its position in EMCOR Group by 800.0% during the fourth 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 period. Finally, Richardson Financial Services Inc. grew its holdings in EMCOR Group by 71.9% during the fourth quarter. Richardson Financial Services Inc. now owns 55 shares of the construction company’s stock valued at $34,000 after purchasing an additional 23 shares during the last quarter. Institutional investors and hedge funds own 92.59% of the company’s stock.

EMCOR Group Stock Up 1.2%

Shares of NYSE EME opened at $837.57 on Friday. The business’s 50 day moving average is $852.00 and its two-hundred day moving average is $754.67. The company has a market cap of $37.22 billion, a P/E ratio of 28.10 and a beta of 1.12. EMCOR Group, Inc. has a 12 month low of $478.16 and a 12 month high of $951.96.

EMCOR Group (NYSE:EME) last issued its quarterly earnings results on Wednesday, April 29th. The construction company reported $6.84 EPS for the quarter, topping analysts’ consensus estimates of $5.90 by $0.94. EMCOR Group had a return on equity of 35.19% and a net margin of 7.54%.The company had revenue of $4.63 billion during the quarter, compared to analyst estimates of $4.20 billion. During the same period in the previous year, the company earned $5.41 earnings per share. The company’s quarterly 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. Sell-side analysts expect that EMCOR Group, Inc. will post 29.22 earnings per share for the current fiscal year.

EMCOR Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Thursday, April 16th were paid a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a yield of 0.2%. The ex-dividend date was Thursday, April 16th. EMCOR Group’s dividend payout ratio is presently 5.37%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on EME shares. Cantor Fitzgerald reissued an “overweight” rating and issued a $1,123.00 price target on shares of EMCOR Group in a research report on Tuesday. Oppenheimer started coverage on shares of EMCOR Group in a report on Thursday, May 28th. They set an “outperform” rating and a $1,100.00 price objective for the company. Wall Street Zen upgraded shares of EMCOR Group from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Robert W. Baird lifted their target price on shares of EMCOR Group from $713.00 to $808.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of EMCOR Group in a research report on Monday, April 20th. Ten equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, EMCOR Group presently has a consensus rating of “Moderate Buy” and an average target price of $871.25.

Insider Activity

In other EMCOR Group news, Director Steven Schwarzwaelder sold 5,602 shares of the stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $895.19, for a total value of $5,014,854.38. Following the completion of the sale, the director directly owned 15,875 shares of the company’s stock, valued at $14,211,141.25. This represents a 26.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Carol P. Lowe sold 950 shares of the business’s stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $844.50, for a total transaction of $802,275.00. Following the transaction, the director owned 17,278 shares in the company, valued at approximately $14,591,271. The trade was a 5.21% decrease in their position. The SEC filing for this sale provides additional information. Over 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.