Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its stake in EMCOR Group, Inc. (NYSE:EME – Free Report) by 20.3% during the first quarter, HoldingsChannel reports. The institutional investor owned 24,271 shares of the construction company’s stock after acquiring an additional 4,091 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in EMCOR Group were worth $17,920,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also recently bought and sold shares of EME. State Street Corp boosted its stake in EMCOR Group by 2.2% in the fourth quarter. State Street Corp now owns 1,893,792 shares of the construction company’s stock valued at $1,158,603,000 after acquiring an additional 40,801 shares in the last quarter. Geode Capital Management LLC increased its position in shares of EMCOR Group by 0.5% during the fourth quarter. Geode Capital Management LLC now owns 1,425,523 shares of the construction company’s stock worth $869,343,000 after purchasing an additional 7,790 shares in the last quarter. Victory Capital Management Inc. increased its position in shares of EMCOR Group by 34.5% during the fourth 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 in the last quarter. Invesco Ltd. lifted its holdings in shares of EMCOR Group by 10.5% in the 4th quarter. Invesco Ltd. now owns 799,271 shares of the construction company’s stock valued at $488,986,000 after purchasing an additional 75,692 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. lifted 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 last quarter. 92.59% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
A number of analysts recently issued reports on the company. UBS Group upped their target price on EMCOR Group from $900.00 to $945.00 and gave the company a “buy” rating in a research report on Friday, March 6th. Wall Street Zen raised EMCOR Group from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Cantor Fitzgerald reiterated an “overweight” rating and issued a $1,123.00 price objective on shares of EMCOR Group in a research note on Tuesday, June 16th. Oppenheimer started coverage on EMCOR Group in a report on Thursday, May 28th. They issued an “outperform” rating and a $1,100.00 price objective for the company. Finally, Stifel Nicolaus set a $918.00 target price on shares of EMCOR Group in a research report on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $871.25.
EMCOR Group Stock Performance
Shares of NYSE:EME opened at $774.63 on Friday. The company has a 50-day simple moving average of $854.23 and a 200-day simple moving average of $769.21. EMCOR Group, Inc. has a one year low of $532.25 and a one year high of $951.96. The stock has a market capitalization of $34.42 billion, a price-to-earnings ratio of 25.99 and a beta of 1.13.
EMCOR Group (NYSE:EME – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The construction company reported $6.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.90 by $0.94. The firm had revenue of $4.63 billion for the quarter, compared to analyst estimates of $4.20 billion. EMCOR Group had a return on equity of 35.19% and a net margin of 7.54%.The business’s revenue was up 19.7% on a year-over-year basis. During the same quarter last year, the company posted $5.41 earnings per share. EMCOR Group has set its FY 2026 guidance at 28.250-29.750 EPS. As a group, research analysts forecast that EMCOR Group, Inc. will post 29.37 EPS for the current fiscal year.
EMCOR Group Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Wednesday, July 15th will be 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 is Wednesday, July 15th. EMCOR Group’s dividend payout ratio (DPR) is presently 5.37%.
Insider Buying and Selling
In other EMCOR Group news, VP Robert Peter Lind sold 675 shares of EMCOR Group stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $894.27, for a total value of $603,632.25. Following the transaction, the vice president directly owned 4,216 shares in the company, valued at approximately $3,770,242.32. This trade represents a 13.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Carol P. Lowe sold 950 shares of the business’s stock in a transaction that occurred 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 transaction, the director directly owned 17,278 shares in the company, valued at approximately $14,591,271. The trade was a 5.21% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 10,027 shares of company stock worth $8,957,466. 0.83% of the stock is currently owned by 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.
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