Bristol Gate Capital Partners Inc. Takes $62.77 Million Position in EMCOR Group, Inc. $EME

Posted by Brian Himes on Aug 26th, 2026

Bristol Gate Capital Partners Inc. acquired a new position in EMCOR Group, Inc. (NYSE:EME – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 75,639 shares of the construction company’s stock, valued at approximately $62,773,000. EMCOR Group accounts for 4.4% of Bristol Gate Capital Partners Inc.’s investment portfolio, making the stock its 14th largest position.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in EME. Hsbc Holdings PLC acquired a new stake in EMCOR Group during the 2nd quarter valued at $91,075,000. Canada Pension Plan Investment Board acquired a new stake in shares of EMCOR Group in the second quarter worth $29,162,000. Castleark Management LLC purchased a new position in shares of EMCOR Group during the second quarter valued at $755,000. Osterweis Capital Management Inc. purchased a new position in shares of EMCOR Group during the second quarter valued at $113,000. Finally, Lakewood Capital Management LP acquired a new position in EMCOR Group during the second quarter valued at $5,809,000. 92.59% of the stock is currently owned by hedge funds and other institutional investors.

EMCOR Group Trading Down 3.4%

Shares of NYSE:EME opened at $739.04 on Wednesday. The firm has a market cap of $32.60 billion, a price-to-earnings ratio of 22.99 and a beta of 1.14. EMCOR Group, Inc. has a 1 year low of $564.92 and a 1 year high of $951.96. The business has a fifty day simple moving average of $793.95 and a 200 day simple moving average of $801.30.

EMCOR Group (NYSE:EME – Get Free Report) last issued its earnings results on Thursday, July 30th. The construction company reported $9.06 EPS for the quarter, beating analysts’ consensus estimates of $7.23 by $1.83. EMCOR Group had a return on equity of 35.49% and a net margin of 7.74%.The firm had revenue of $5.15 billion for the quarter, compared to the consensus estimate of $4.71 billion. During the same quarter in the previous year, the company posted $6.72 earnings per share. The business’s quarterly revenue was up 19.7% compared to the same quarter last year. EMCOR Group has set its FY 2026 guidance at 32.000-33.250 EPS. On average, sell-side analysts forecast that EMCOR Group, Inc. will post 33.04 EPS for the current year.

EMCOR Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Wednesday, July 15th were paid a $0.40 dividend. The ex-dividend date of this dividend was Wednesday, July 15th. This represents a $1.60 annualized dividend and a dividend yield of 0.2%. EMCOR Group’s payout ratio is presently 4.98%.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on EME shares. Wall Street Zen raised EMCOR Group from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Zacks Research raised EMCOR Group from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 30th. Oppenheimer upped their target price on EMCOR Group from $1,100.00 to $1,200.00 and gave the company an “outperform” rating in a report on Friday, July 31st. Stifel Nicolaus set a $918.00 price target on shares of EMCOR Group in a research report on Thursday, April 30th. Finally, DA Davidson set a $1,047.00 price target on shares of EMCOR Group in a report on Monday, August 10th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $965.86.

Read Our Latest Research Report on EME

Insider Activity at EMCOR Group

In related news, Director Carol P. Lowe sold 950 shares of the 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 transaction, the director owned 17,278 shares in the company, valued at approximately $14,591,271. This represents a 5.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.73% of the company’s stock.

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.