EMCOR Group, Inc. $EME Shares Sold by Epoch Investment Partners Inc.

Posted by Brian Himes on Jul 25th, 2026

Epoch Investment Partners Inc. trimmed its stake in EMCOR Group, Inc. (NYSE:EME – Free Report) by 6.4% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 262,823 shares of the construction company’s stock after selling 17,830 shares during the quarter. EMCOR Group makes up about 1.2% of Epoch Investment Partners Inc.’s investment portfolio, making the stock its 12th largest holding. Epoch Investment Partners Inc.’s holdings in EMCOR Group were worth $194,045,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of EME. Whittier Trust Co. of Nevada Inc. increased its holdings in shares of EMCOR Group by 3.8% in the 1st quarter. Whittier Trust Co. of Nevada Inc. now owns 356 shares of the construction company’s stock worth $270,000 after acquiring an additional 13 shares during the period. PAX Financial Group LLC boosted its stake in EMCOR Group by 3.6% during the 4th quarter. PAX Financial Group LLC now owns 404 shares of the construction company’s stock valued at $247,000 after purchasing an additional 14 shares during the period. Austin Private Wealth LLC boosted its stake in EMCOR Group by 3.6% during the 4th quarter. Austin Private Wealth LLC now owns 437 shares of the construction company’s stock valued at $267,000 after purchasing an additional 15 shares during the period. First National Bank of Hutchinson grew its position in EMCOR Group by 0.9% in the 4th quarter. First National Bank of Hutchinson now owns 1,614 shares of the construction company’s stock worth $987,000 after purchasing an additional 15 shares during the last quarter. Finally, Advisors Capital Management LLC grew its position 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 during the last quarter. Institutional investors and hedge funds own 92.59% of the company’s stock.

Insider Activity at EMCOR Group

In other news, CFO Jason R. Nalbandian sold 800 shares of the company’s stock in a transaction 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 $15,550,199.51. This represents a 4.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, 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 transaction, the director owned 15,875 shares of the company’s stock, valued at $14,211,141.25. This trade represents a 26.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 10,027 shares of company stock valued at $8,957,466 over the last ninety days. Company insiders own 0.73% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the stock. Wall Street Zen upgraded shares of EMCOR Group from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Oppenheimer began 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. Stifel Nicolaus set a $918.00 target price on EMCOR Group in a research report on Thursday, April 30th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $1,123.00 target price on shares of EMCOR Group in a research note on Tuesday, June 16th. Finally, Zacks Research upgraded EMCOR Group from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 30th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, EMCOR Group currently has an average rating of “Moderate Buy” and a consensus target price of $871.25.

Read Our Latest Report on EMCOR Group

EMCOR Group Price Performance

EME stock opened at $744.47 on Friday. The firm has a market cap of $33.08 billion, a PE ratio of 24.97 and a beta of 1.13. EMCOR Group, Inc. has a 12 month low of $564.92 and a 12 month high of $951.96. The firm has a 50 day simple moving average of $812.24 and a 200 day simple moving average of $784.37.

EMCOR Group (NYSE:EME – Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The construction company reported $6.84 earnings per share (EPS) for the quarter, topping the consensus estimate 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 net margin of 7.54% and a return on equity of 35.19%. The firm’s quarterly revenue was up 19.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $5.41 earnings per share. EMCOR Group has set its FY 2026 guidance at 28.250-29.750 EPS. As a group, sell-side analysts expect that EMCOR Group, Inc. will post 29.37 earnings per share for the current year.

EMCOR Group Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Wednesday, July 15th will be issued a $0.40 dividend. 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 presently 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.