MUFG Securities EMEA plc Raises Stock Holdings in EMCOR Group, Inc. $EME

Posted by Stanley Muller on Jun 3rd, 2026

MUFG Securities EMEA plc increased its position in EMCOR Group, Inc. (NYSE:EME – Free Report) by 114.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,837 shares of the construction company’s stock after buying an additional 980 shares during the quarter. MUFG Securities EMEA plc’s holdings in EMCOR Group were worth $1,124,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in the stock. Vanguard Group Inc. increased its position in EMCOR Group by 17.6% during the 3rd quarter. Vanguard Group Inc. now owns 5,332,636 shares of the construction company’s stock valued at $3,463,760,000 after purchasing an additional 798,975 shares during the period. State Street Corp increased its position in EMCOR Group by 15.2% during the 3rd quarter. State Street Corp now owns 1,852,991 shares of the construction company’s stock valued at $1,203,592,000 after purchasing an additional 244,494 shares during the period. Geode Capital Management LLC increased its position in EMCOR Group by 0.5% during 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 purchasing an additional 7,790 shares during the period. Victory Capital Management Inc. increased its position in EMCOR Group by 48.8% during the 3rd quarter. Victory Capital Management Inc. now owns 949,360 shares of the construction company’s stock valued at $572,351,000 after purchasing an additional 311,474 shares during the period. Finally, Northwestern Mutual Wealth Management Co. increased its position in EMCOR Group by 132,234.2% during 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 owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

EME has been the topic of a number of research analyst reports. Robert W. Baird boosted their price objective on shares of EMCOR Group from $713.00 to $808.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Oppenheimer initiated coverage on shares of EMCOR Group in a research report on Thursday, May 28th. They set an “outperform” rating and a $1,100.00 price objective on the stock. Zacks Research downgraded shares of EMCOR Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 26th. Wall Street Zen raised shares of 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 shares of EMCOR Group in a report on Thursday, April 30th. Ten analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, EMCOR Group presently has an average rating of “Moderate Buy” and an average price target of $836.88.

Get Our Latest Analysis on EMCOR Group

Insider Activity at EMCOR Group

In related news, CEO Anthony Guzzi sold 36,000 shares of the company’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $729.48, for a total value of $26,261,280.00. Following the transaction, the chief executive officer owned 170,299 shares in the company, valued at $124,229,714.52. The trade was a 17.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director William P. Reid sold 2,000 shares of the company’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $925.78, for a total transaction of $1,851,560.00. Following the completion of the transaction, the director owned 10,149 shares in the company, valued at approximately $9,395,741.22. The trade was a 16.46% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 45,077 shares of company stock worth $34,416,471 over the last 90 days. 1.26% of the stock is currently owned by insiders.

EMCOR Group Price Performance

Shares of NYSE EME opened at $827.59 on Wednesday. EMCOR Group, Inc. has a 1 year low of $455.14 and a 1 year high of $951.96. The stock has a market cap of $36.78 billion, a P/E ratio of 27.76 and a beta of 1.12. The firm has a 50-day moving average of $830.90 and a 200 day moving average of $734.89.

EMCOR Group (NYSE:EME – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The construction company reported $6.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.90 by $0.94. EMCOR Group had a net margin of 7.54% and a return on equity of 35.19%. The company had revenue of $4.63 billion during the quarter, compared to analysts’ expectations of $4.20 billion. During the same period last year, the company posted $5.41 EPS. EMCOR Group’s revenue was up 19.7% on a year-over-year basis. EMCOR Group has set its FY 2026 guidance at 28.250-29.750 EPS. Research analysts expect that EMCOR Group, Inc. will post 28.84 earnings per share for the current fiscal year.

EMCOR Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Thursday, April 16th were given a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend was Thursday, April 16th. EMCOR Group’s dividend payout ratio (DPR) is 5.37%.

EMCOR Group Profile

(Free Report)

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.