EMCOR Group, Inc. $EME Shares Bought by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC increased its stake in EMCOR Group, Inc. (NYSE:EME) by 56.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,875 shares of the construction company’s stock after acquiring an additional 674 shares during the period. EverSource Wealth Advisors LLC’s holdings in EMCOR Group were worth $1,384,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the stock. Talon Private Wealth LLC bought a new position in EMCOR Group during the 1st quarter valued at $3,311,000. ROI Financial Advisors LLC acquired a new position in shares of EMCOR Group during the 1st quarter valued at $203,000. Rokos Capital Management LLP bought a new stake in shares of EMCOR Group in the 1st quarter worth $9,299,000. Empowered Funds LLC raised its stake in shares of EMCOR Group by 7.4% in the 1st quarter. Empowered Funds LLC now owns 31,937 shares of the construction company’s stock worth $23,579,000 after buying an additional 2,207 shares in the last quarter. Finally, Quantinno Capital Management LP lifted its holdings in shares of EMCOR Group by 17.2% in the first quarter. Quantinno Capital Management LP now owns 39,283 shares of the construction company’s stock valued at $29,004,000 after buying an additional 5,765 shares during the period. Institutional investors and hedge funds own 92.59% of the company’s stock.

Trending Headlines about EMCOR Group

Here are the key news stories impacting EMCOR Group this week:

• Positive Sentiment: Q2 results exceeded expectations: EMCOR reported record quarterly revenue of $5.15 billion, up approximately 19.8% year over year and above the $4.71 billion consensus estimate. Earnings per share rose to $9.06 from $6.72 a year earlier, beating estimates of $7.23 by $1.83. EMCOR Group Second Quarter 2026 Results
• Positive Sentiment: Higher 2026 guidance: Management now expects full-year EPS of $32.00 to $33.25, versus the roughly $29.31 analyst consensus, and revenue of $20.0 billion to $20.5 billion, compared with about $19.0 billion expected. The improved outlook is a major positive catalyst because it signals stronger demand and earnings visibility. EMCOR Raises 2026 Outlook
• Positive Sentiment: Broad-based operating momentum: Reports highlighted growth across the business, margin improvement and a record backlog, supporting expectations for continued revenue growth. EMCOR’s reported 7.54% net margin and 35.19% return on equity also reinforce the company’s strong profitability profile. EME Q2 Earnings Beat Estimates

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the company. Oppenheimer initiated coverage on EMCOR Group in a research note on Thursday, May 28th. They set an “outperform” rating and a $1,100.00 target price for the company. Stifel Nicolaus set a $918.00 price target on shares of EMCOR Group in a research report on Thursday, April 30th. Weiss Ratings reissued a “buy (b)” rating on shares of EMCOR Group in a report on Friday, July 17th. Cantor Fitzgerald reissued an “overweight” rating and issued a $1,123.00 price target on shares of EMCOR Group in a report on Tuesday, June 16th. Finally, Zacks Research upgraded shares of EMCOR Group from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 30th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, EMCOR Group has an average rating of “Moderate Buy” and an average target price of $871.25.

EMCOR Group Stock Performance

NYSE EME opened at $801.65 on Friday. EMCOR Group, Inc. has a 1 year low of $564.92 and a 1 year high of $951.96. The business’s fifty day moving average is $802.08 and its two-hundred day moving average is $787.69. The stock has a market capitalization of $35.63 billion, a P/E ratio of 26.89 and a beta of 1.13.

EMCOR Group (NYSE:EME) last released its quarterly earnings data on Thursday, July 30th. The construction company reported $9.06 earnings per share for the quarter, topping the consensus estimate of $7.23 by $1.83. The business had revenue of $5.15 billion during the quarter, compared to analyst estimates of $4.71 billion. EMCOR Group had a return on equity of 35.19% and a net margin of 7.54%.The company’s revenue was up 19.7% compared to the same quarter last year. During the same period last year, the company posted $6.72 EPS. EMCOR Group has set its FY 2026 guidance at 32.000-33.250 EPS. On average, research analysts forecast that EMCOR Group, Inc. will post 29.37 earnings per share for the current year.

EMCOR Group Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Wednesday, July 15th will be 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 of this dividend is Wednesday, July 15th. EMCOR Group’s dividend payout ratio is currently 5.37%.

Insiders Place Their Bets

In related news, Director Carol P. Lowe sold 950 shares of the stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $844.50, for a total value of $802,275.00. Following the completion of the transaction, the director owned 17,278 shares in the company, valued at $14,591,271. This trade represents a 5.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director William P. Reid sold 2,000 shares of EMCOR Group stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $925.78, for a total value of $1,851,560.00. Following the completion of the transaction, the director directly owned 10,149 shares in the company, valued at $9,395,741.22. This represents a 16.46% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.73% of the company’s stock.

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.