Mitsubishi UFJ Trust & Banking Corp Has $18.60 Million Holdings in EMCOR Group, Inc. $EME

Mitsubishi UFJ Trust & Banking Corp lowered its holdings in EMCOR Group, Inc. (NYSE:EME) by 48.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 30,405 shares of the construction company’s stock after selling 28,302 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in EMCOR Group were worth $18,601,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in EME. Austin Private Wealth LLC raised its holdings in shares of EMCOR Group by 3.6% in the 4th quarter. Austin Private Wealth LLC now owns 437 shares of the construction company’s stock worth $267,000 after buying an additional 15 shares in the last quarter. Advisors Capital Management LLC grew its position in EMCOR Group by 3.4% in the fourth quarter. Advisors Capital Management LLC now owns 450 shares of the construction company’s stock valued at $275,000 after acquiring an additional 15 shares during the period. First National Bank of Hutchinson raised its stake in EMCOR Group by 0.9% during the fourth quarter. First National Bank of Hutchinson now owns 1,614 shares of the construction company’s stock worth $987,000 after acquiring an additional 15 shares in the last quarter. Signaturefd LLC raised its stake in EMCOR Group by 3.0% during the third quarter. Signaturefd LLC now owns 557 shares of the construction company’s stock worth $362,000 after acquiring an additional 16 shares in the last quarter. Finally, Raleigh Capital Management Inc. lifted its holdings in shares of EMCOR Group by 2.9% during the fourth quarter. Raleigh Capital Management Inc. now owns 603 shares of the construction company’s stock valued at $369,000 after acquiring an additional 17 shares during the period. Institutional investors and hedge funds own 92.59% of the company’s stock.

EMCOR Group Stock Up 7.1%

Shares of NYSE:EME opened at $892.81 on Friday. The firm has a market cap of $39.68 billion, a P/E ratio of 29.95 and a beta of 1.11. EMCOR Group, Inc. has a 12 month low of $407.48 and a 12 month high of $901.24. The company’s 50-day moving average price is $774.16 and its two-hundred day moving average price is $706.83.

EMCOR Group (NYSE:EME) last released its quarterly earnings results on Wednesday, April 29th. The construction company reported $6.84 EPS for the quarter, beating the consensus estimate of $5.90 by $0.94. The business had revenue of $4.63 billion for the quarter, compared to analysts’ expectations of $4.20 billion. EMCOR Group had a net margin of 7.54% and a return on equity of 35.19%. EMCOR Group’s revenue was up 19.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $5.41 earnings per share. EMCOR Group has set its FY 2026 guidance at 28.250-29.750 EPS. As a group, equities analysts predict that EMCOR Group, Inc. will post 28.54 earnings per share for the current fiscal year.

EMCOR Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Thursday, April 16th were given a dividend of $0.40 per share. The ex-dividend date was Thursday, April 16th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.2%. EMCOR Group’s payout ratio is presently 5.37%.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on EME shares. UBS Group upped their target price on shares of EMCOR Group from $900.00 to $945.00 and gave the stock a “buy” rating in a report on Friday, March 6th. Weiss Ratings restated a “buy (b)” rating on shares of EMCOR Group in a research report on Monday, April 20th. DA Davidson raised their price objective on shares of EMCOR Group from $800.00 to $900.00 and gave the stock a “buy” rating in a report on Friday, February 27th. Cantor Fitzgerald began coverage on shares of EMCOR Group in a research note on Tuesday, March 10th. They issued an “overweight” rating and a $848.00 target price for the company. Finally, Stifel Nicolaus set a $918.00 price target on EMCOR Group in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $799.29.

Key Stories Impacting EMCOR Group

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.

Insider Activity

In related news, CEO Anthony Guzzi sold 36,000 shares of the firm’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $729.48, for a total value of $26,261,280.00. Following the transaction, the chief executive officer owned 170,299 shares in the company, valued at $124,229,714.52. This trade represents a 17.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.83% of the stock is owned by company insiders.

EMCOR Group Company Profile

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.