EMCOR Group, Inc. $EME Stock Holdings Cut by Comerica Bank
by Doug Wharley · The Cerbat GemComerica Bank reduced its position in shares of EMCOR Group, Inc. (NYSE:EME – Free Report) by 12.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 9,861 shares of the construction company’s stock after selling 1,457 shares during the quarter. Comerica Bank’s holdings in EMCOR Group were worth $6,033,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in EMCOR Group by 17.6% during the 3rd quarter. Vanguard Group Inc. now owns 5,332,636 shares of the construction company’s stock valued at $3,463,760,000 after purchasing an additional 798,975 shares in the last quarter. State Street Corp lifted its position in shares of EMCOR Group by 15.2% during the 3rd quarter. State Street Corp now owns 1,852,991 shares of the construction company’s stock valued at $1,203,592,000 after acquiring an additional 244,494 shares during the last quarter. Victory Capital Management Inc. lifted its position in shares of EMCOR Group by 48.8% during the 3rd quarter. Victory Capital Management Inc. now owns 949,360 shares of the construction company’s stock valued at $572,351,000 after acquiring an additional 311,474 shares during the last quarter. AQR Capital Management LLC lifted its position in shares of EMCOR Group by 0.9% during the 3rd quarter. AQR Capital Management LLC now owns 627,507 shares of the construction company’s stock valued at $405,295,000 after acquiring an additional 5,488 shares during the last quarter. Finally, Qube Research & Technologies Ltd lifted its position in shares of EMCOR Group by 68.3% during the 3rd quarter. Qube Research & Technologies Ltd now owns 489,658 shares of the construction company’s stock valued at $318,052,000 after acquiring an additional 198,657 shares during the last quarter. 92.59% of the stock is owned by institutional investors.
EMCOR Group Trading Up 7.1%
Shares of NYSE:EME opened at $892.81 on Friday. EMCOR Group, Inc. has a 1 year low of $407.48 and a 1 year high of $901.24. The business has a fifty day simple moving average of $774.16 and a 200 day simple moving average of $706.83. The firm has a market cap of $39.68 billion, a price-to-earnings ratio of 29.95 and a beta of 1.11.
EMCOR Group (NYSE:EME – Get Free Report) last announced its quarterly earnings data 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. EMCOR Group had a return on equity of 35.19% and a net margin of 7.54%.The business had revenue of $4.63 billion during the quarter, compared to analyst estimates of $4.20 billion. During the same period last year, the company earned $5.41 earnings per share. EMCOR Group’s quarterly revenue was up 19.7% compared to the same quarter last year. EMCOR Group has set its FY 2026 guidance at 28.250-29.750 EPS. On average, sell-side analysts forecast that EMCOR Group, Inc. will post 28.54 EPS for the current year.
EMCOR Group Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Thursday, April 16th were 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 was Thursday, April 16th. EMCOR Group’s dividend payout ratio (DPR) is currently 5.37%.
Wall Street Analyst Weigh In
EME has been the subject of a number of recent research reports. Weiss Ratings reiterated a “buy (b)” rating on shares of EMCOR Group in a research report on Monday, April 20th. UBS Group increased their price objective on EMCOR Group from $900.00 to $945.00 and gave the company a “buy” rating in a research report on Friday, March 6th. Stifel Nicolaus set a $918.00 price objective on EMCOR Group in a research report on Thursday. Robert W. Baird increased their price objective on EMCOR Group from $713.00 to $808.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Finally, DA Davidson increased their price objective on EMCOR Group from $800.00 to $900.00 and gave the company a “buy” rating in a research report on Friday, February 27th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $799.29.
Read Our Latest Research Report on EME
Insider Activity
In related news, CEO Anthony Guzzi sold 36,000 shares of the stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $729.48, for a total transaction of $26,261,280.00. Following the completion of the sale, the chief executive officer directly owned 170,299 shares in the company, valued at approximately $124,229,714.52. This trade represents a 17.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.83% of the company’s stock.
Key EMCOR Group News
Here are the key news stories impacting EMCOR Group this week:
- Positive Sentiment: Q1 results materially beat expectations — record revenue of $4.63B (+19.7% YoY) and EPS of $6.84 versus consensus ~ $5.9; management highlighted margin gains. Read More.
- Positive Sentiment: EME raised FY2026 guidance (EPS $28.25–29.75; revenue $18.5B–19.3B), and management cited stronger AI/data-center demand as a tailwind — a key driver behind investor enthusiasm. Read More.
- Positive Sentiment: Earnings call and analyst writeups emphasize “powerful momentum” — incremental acquisition contribution, strong backlog and execution were highlighted on the call. Read More.
- Positive Sentiment: Analyst sentiment is improving — Zacks upgraded EMCOR to a stronger rating and published pieces framing EME as a growth stock, supporting bullish interest. Read More.
- Neutral Sentiment: Non-core commercial activity: subsidiary Hill York announced a sports-venue HVAC partnership (brand/PR positive but limited direct earnings impact). Read More.
About EMCOR Group
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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