Seizert Capital Partners LLC Reduces Stock Position in EMCOR Group, Inc. $EME

20 Jan 2026, 14:48 by Michael Walen · The Markets Daily

Seizert Capital Partners LLC decreased its holdings in EMCOR Group, Inc. (NYSE:EME – Free Report) by 26.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,683 shares of the construction company’s stock after selling 5,503 shares during the quarter. Seizert Capital Partners LLC’s holdings in EMCOR Group were worth $10,187,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Quent Capital LLC acquired a new stake in shares of EMCOR Group in the third quarter valued at approximately $29,000. Tobam boosted its holdings in shares of EMCOR Group by 1,900.0% in the 2nd quarter. Tobam now owns 80 shares of the construction company’s stock valued at $43,000 after buying an additional 76 shares in the last quarter. Twin Peaks Wealth Advisors LLC purchased a new stake in EMCOR Group in the second quarter valued at approximately $43,000. Hazlett Burt & Watson Inc. increased its position in EMCOR Group by 37.5% in the 2nd quarter. Hazlett Burt & Watson Inc. now owns 110 shares of the construction company’s stock valued at $59,000 after acquiring an additional 30 shares during the period. Finally, True Wealth Design LLC lifted its stake in shares of EMCOR Group by 333.3% in the third quarter. True Wealth Design LLC now owns 91 shares of the construction company’s stock valued at $59,000 after purchasing an additional 70 shares during the period. Institutional investors and hedge funds own 92.59% of the company’s stock.

Wall Street Analysts Forecast Growth

EME has been the subject of a number of recent research reports. The Goldman Sachs Group upgraded shares of EMCOR Group from a “sell” rating to a “neutral” rating and lifted their price target for the stock from $495.00 to $676.00 in a report on Tuesday, October 7th. Zacks Research lowered shares of EMCOR Group from a “strong-buy” rating to a “hold” rating in a report on Wednesday, November 19th. Wall Street Zen downgraded EMCOR Group from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 8th. DA Davidson upped their target price on EMCOR Group from $725.00 to $800.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Finally, Stifel Nicolaus increased their price objective on shares of EMCOR Group from $692.00 to $718.00 and gave the company a “buy” rating in a research note on Monday, October 13th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $692.83.

View Our Latest Analysis on EME

Insider Activity at EMCOR Group

In other news, Director Robin A. Walker-Lee sold 1,325 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $677.22, for a total value of $897,316.50. Following the sale, the director directly owned 6,140 shares in the company, valued at approximately $4,158,130.80. This represents a 17.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Insiders own 1.26% of the company’s stock.

EMCOR Group Price Performance

EME stock opened at $684.64 on Tuesday. The firm has a market capitalization of $30.65 billion, a P/E ratio of 27.53 and a beta of 1.17. The company’s 50 day simple moving average is $627.94 and its 200-day simple moving average is $631.12. EMCOR Group, Inc. has a 52-week low of $320.89 and a 52-week high of $778.64.

EMCOR Group (NYSE:EME – Get Free Report) last posted its quarterly earnings results on Thursday, October 30th. The construction company reported $6.57 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $6.57. EMCOR Group had a net margin of 6.96% and a return on equity of 37.04%. The business had revenue of $4.30 billion during the quarter, compared to analyst estimates of $4.27 billion. During the same period in the prior year, the firm earned $5.80 earnings per share. The firm’s revenue was up 16.4% compared to the same quarter last year. EMCOR Group has set its FY 2025 guidance at 25.000-25.75 EPS. Sell-side analysts predict that EMCOR Group, Inc. will post 20.74 EPS for the current fiscal year.

EMCOR Group Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 30th. Stockholders of record on Wednesday, January 14th will be issued a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend is Wednesday, January 14th. This is a boost from EMCOR Group’s previous quarterly dividend of $0.25. EMCOR Group’s payout ratio is 6.43%.

EMCOR Group declared that its board has authorized a stock repurchase program on Thursday, December 18th that permits the company to buyback $500.00 million in outstanding shares. This buyback authorization permits the construction company to reacquire up to 1.9% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board of directors believes its shares are undervalued.

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.