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Abacus FCF Advisors LLC purchased a new position in EMCOR Group, Inc. (NYSE:EME) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 14,514 shares valued at approximately $8,880,000.
Other institutional investors also adjusted their holdings in EMCOR Group. Vanguard Group Inc. increased its position by 17.6% in the third quarter, bringing its total to 5,332,636 shares valued at $3,463,760,000 after adding 798,975 shares. State Street Corp boosted its stake by 15.2%, to 1,852,991 shares worth $1,203,592,000 after purchasing an additional 244,494 shares.
Victory Capital Management Inc. grew its stake by 48.8% to 949,360 shares valued at $572,351,000 after adding 311,474 shares. AQR Capital Management LLC increased its position by 0.9% to 627,507 shares valued at $405,295,000 after purchasing an additional 5,488 shares. Qube Research & Technologies Ltd raised its stake by 68.3% to 489,658 shares valued at $318,052,000 after buying 198,657 additional shares.
Overall, 92.59% of the stock is owned by institutional investors.
EME has been the subject of multiple analyst reports. Robert W. Baird raised its target price from $713.00 to $808.00 and reiterated an “outperform” rating on February 27. UBS Group increased its price objective from $900.00 to $945.00 with a “buy” rating on March 6. Weiss Ratings reaffirmed a “buy (b)” rating on April 20.
Stifel Nicolaus set a $901.00 target price on April 16. Wall Street Zen downgraded the stock from a “buy” rating to a “hold” rating on April 18. Nine analysts rate the stock as Buy and four rate it Hold. Based on MarketBeat data, the average rating is “Moderate Buy” with a consensus target price of $796.86.
In related news, CEO Anthony Guzzi sold 36,000 shares of EMCOR Group stock on March 5 at an average price of $729.48, for a total value of $26,261,280.00. After the transaction, the CEO directly owned 170,299 shares, valued at approximately $124,229,714.52. The sale represented a 17.45% decrease in his position. Insiders own 0.83% of the company’s stock.
EMCOR Group shares opened at $869.81 on Friday. The stock’s 50-day moving average is $768.38 and its 200-day moving average is $701.75. The company’s 52-week range is $374.64 to $881.96. EMCOR Group has a market capitalization of $38.65 billion, a price-to-earnings ratio of 30.81, and a beta of 1.11.
EMCOR Group last reported quarterly earnings on February 26. The company posted earnings of $7.19 per share, beating analysts’ consensus estimates of $6.68 by $0.51. Revenue was $4.51 billion versus analysts’ expectations of $4.28 billion. The quarter included a return on equity of 35.89% and a net margin of 7.49%. Quarterly revenue rose 19.7% year over year, compared with $6.32 EPS in the prior-year period.
For FY 2026, EMCOR Group set guidance of 27.250–29.250 EPS. Analysts predict the company will post 28.24 EPS for the current year.
The company also declared a quarterly dividend of $0.40 per share, payable on April 30 to shareholders of record as of April 16. The dividend represents $1.60 on an annualized basis and a dividend yield of 0.2%. The ex-dividend date is April 16, and the dividend payout ratio is 5.67%.
EMCOR Group, Inc. provides mechanical and electrical construction, industrial and energy infrastructure, and facilities services to commercial, institutional, and industrial clients. Its services include design-build and traditional construction of mechanical, electrical, and plumbing systems, along with ongoing facilities maintenance and operations and specialized industrial services for sectors such as manufacturing, data centers, healthcare, and utilities.
The company’s offerings include HVAC, plumbing, electrical installation and maintenance, fire protection, building automation and controls, commissioning, testing and balancing, and energy management solutions.
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