Epoch Investment Partners Inc. Lowers Stock Holdings in EMCOR Group, Inc. $EME

Epoch Investment Partners Inc. reduced its position in EMCOR Group, Inc. (NYSE:EME) by 0.8% in the 4th quarter, Holdings Channel reports. The fund owned 280,653 shares of the construction company’s stock after selling 2,300 shares during the period. EMCOR Group makes up about 1.0% of Epoch Investment Partners Inc.’s investment portfolio, making the stock its 21st biggest position. Epoch Investment Partners Inc.’s holdings in EMCOR Group were worth $171,701,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Asahi Life Asset Management CO. LTD. purchased a new stake in EMCOR Group in the 3rd quarter worth approximately $445,000. Wealth Enhancement Advisory Services LLC grew its stake in EMCOR Group by 12.9% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 12,149 shares of the construction company’s stock worth $7,972,000 after acquiring an additional 1,389 shares during the period. Public Sector Pension Investment Board grew its stake in EMCOR Group by 18.7% in the 3rd quarter. Public Sector Pension Investment Board now owns 23,982 shares of the construction company’s stock worth $15,577,000 after acquiring an additional 3,783 shares during the period. Sierra Summit Advisors LLC purchased a new stake in EMCOR Group in the 3rd quarter worth approximately $5,459,000. Finally, ProShare Advisors LLC grew its stake in EMCOR Group by 284.3% in the 3rd quarter. ProShare Advisors LLC now owns 7,625 shares of the construction company’s stock worth $4,953,000 after acquiring an additional 5,641 shares during the period. 92.59% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other EMCOR Group news, VP Robert Peter Lind sold 675 shares of the business’s stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $894.27, for a total value of $603,632.25. Following the transaction, the vice president owned 4,216 shares in the company, valued at $3,770,242.32. The trade was a 13.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Steven Schwarzwaelder sold 5,602 shares of the business’s stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $895.19, for a total transaction of $5,014,854.38. Following the completion of the transaction, the director owned 15,875 shares in the company, valued at $14,211,141.25. This represents a 26.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 9,077 shares of company stock worth $8,155,191. 0.83% of the stock is owned by corporate insiders.

EMCOR Group Trading Up 1.3%

NYSE:EME opened at $822.27 on Friday. The firm has a market capitalization of $36.54 billion, a price-to-earnings ratio of 27.58 and a beta of 1.12. The firm’s fifty day simple moving average is $845.67 and its 200 day simple moving average is $747.35. EMCOR Group, Inc. has a twelve month low of $470.02 and a twelve month high of $951.96.

EMCOR Group (NYSE:EME) last posted its earnings results on Wednesday, April 29th. The construction company reported $6.84 earnings per share 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 analyst estimates of $4.20 billion. EMCOR Group had a net margin of 7.54% and a return on equity of 35.19%. The business’s quarterly revenue was up 19.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $5.41 EPS. EMCOR Group has set its FY 2026 guidance at 28.250-29.750 EPS. On average, analysts predict that EMCOR Group, Inc. will post 29.22 earnings per share for the current year.

EMCOR Group Announces Dividend

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

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Robert W. Baird lifted their target price on shares of EMCOR Group from $713.00 to $808.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. Zacks Research lowered shares of EMCOR Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, May 26th. Oppenheimer assumed coverage on shares of EMCOR Group in a report on Thursday, May 28th. They issued an “outperform” rating and a $1,100.00 price target on the stock. Stifel Nicolaus set a $918.00 price target on shares of EMCOR Group in a report on Thursday, April 30th. Finally, Wall Street Zen upgraded shares of EMCOR Group from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Ten equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, EMCOR Group has an average rating of “Moderate Buy” and an average price target of $836.88.

EMCOR Group 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.