Hennion & Walsh Asset Management Inc. Grows Position in EMCOR Group, Inc. $EME

10 Jan 2026, 10:26 by Kim Johansen · The Markets Daily

Hennion & Walsh Asset Management Inc. lifted its holdings in EMCOR Group, Inc. (NYSE:EME – Free Report) by 74.4% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 1,964 shares of the construction company’s stock after purchasing an additional 838 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in EMCOR Group were worth $1,276,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Tobam raised its holdings in 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 acquiring an additional 76 shares during the last quarter. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of EMCOR Group in the second quarter valued at approximately $43,000. Harbor Investment Advisory LLC lifted its position in EMCOR Group by 110.0% during the second quarter. Harbor Investment Advisory LLC now owns 105 shares of the construction company’s stock worth $56,000 after buying an additional 55 shares in the last quarter. Hazlett Burt & Watson Inc. boosted its stake in EMCOR Group by 37.5% during the second quarter. Hazlett Burt & Watson Inc. now owns 110 shares of the construction company’s stock worth $59,000 after buying an additional 30 shares during the last quarter. Finally, True Wealth Design LLC grew its holdings in EMCOR Group by 333.3% in the 3rd quarter. True Wealth Design LLC now owns 91 shares of the construction company’s stock valued at $59,000 after buying an additional 70 shares in the last quarter. 92.59% of the stock is currently owned by institutional investors and hedge funds.

EMCOR Group Stock Performance

Shares of EME stock opened at $646.80 on Friday. The firm has a market cap of $28.96 billion, a P/E ratio of 26.01 and a beta of 1.17. The firm’s 50 day moving average price is $625.76 and its 200-day moving average price is $623.26. EMCOR Group, Inc. has a one year low of $320.89 and a one year high of $778.64.

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

EMCOR Group announced that its Board of Directors has initiated a stock buyback program on Thursday, December 18th that allows the company to buyback $500.00 million in outstanding shares. This buyback authorization allows the construction company to buy up to 1.9% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s board believes its shares are undervalued.

EMCOR Group Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 30th. Investors of record on Wednesday, January 14th will be issued a $0.40 dividend. The ex-dividend date is Wednesday, January 14th. This represents a $1.60 annualized dividend and a dividend yield of 0.2%. This is a boost from EMCOR Group’s previous quarterly dividend of $0.25. EMCOR Group’s dividend payout ratio (DPR) is presently 4.02%.

Insider Transactions at EMCOR Group

In related news, Director Robin A. Walker-Lee sold 1,325 shares of the stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $677.22, for a total transaction of $897,316.50. Following the transaction, the director owned 6,140 shares of the company’s stock, valued at approximately $4,158,130.80. This represents a 17.75% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.83% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. Robert W. Baird set a $713.00 price target on shares of EMCOR Group in a research report on Friday, October 31st. DA Davidson boosted their target price on shares of EMCOR Group from $725.00 to $800.00 and gave the company a “buy” rating in a report on Friday, October 31st. Stifel Nicolaus increased their price target 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. Wall Street Zen lowered shares of EMCOR Group from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 8th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of EMCOR Group in a research report on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $692.83.

Check Out Our Latest Analysis on EME

About EMCOR Group

(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.