Pictet Asset Management Holding SA Sells 18,703 Shares of EMCOR Group, Inc. $EME

Pictet Asset Management Holding SA trimmed its holdings in shares of EMCOR Group, Inc. (NYSE:EME) by 27.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 50,451 shares of the construction company’s stock after selling 18,703 shares during the period. Pictet Asset Management Holding SA’s holdings in EMCOR Group were worth $30,867,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the business. Barnes Dennig Private Wealth Management LLC purchased a new stake in shares of EMCOR Group during the fourth quarter valued at $26,000. Main Street Group LTD raised its position in EMCOR Group by 110.0% in the 3rd quarter. Main Street Group LTD now owns 42 shares of the construction company’s stock worth $27,000 after buying an additional 22 shares during the last quarter. Quent Capital LLC bought a new position in EMCOR Group during the 3rd quarter valued at about $29,000. Orion Capital Management LLC bought a new position in EMCOR Group during the 3rd quarter valued at about $31,000. Finally, Richardson Financial Services Inc. boosted its holdings in shares of EMCOR Group by 71.9% during the 4th quarter. Richardson Financial Services Inc. now owns 55 shares of the construction company’s stock valued at $34,000 after acquiring an additional 23 shares during the last quarter. Hedge funds and other institutional investors own 92.59% of the company’s stock.

EMCOR Group Stock Performance

Shares of EMCOR Group stock opened at $831.60 on Thursday. The stock has a market cap of $36.96 billion, a P/E ratio of 29.46 and a beta of 1.11. The stock’s fifty day moving average is $772.37 and its 200 day moving average is $705.53. EMCOR Group, Inc. has a one year low of $374.64 and a one year high of $888.05.

EMCOR Group (NYSE:EME) last released its quarterly earnings results on Wednesday, April 29th. The construction company reported $6.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.90 by $0.94. EMCOR Group had a return on equity of 35.89% and a net margin of 7.49%.The business had revenue of $4.63 billion during the quarter, compared to analyst estimates of $4.20 billion. During the same quarter in the previous year, the company posted $5.41 earnings per share. EMCOR Group’s revenue for the quarter was up 19.7% on a year-over-year basis. EMCOR Group has set its FY 2026 guidance at 28.250-29.750 EPS. Analysts predict that EMCOR Group, Inc. will post 28.24 EPS for the current year.

EMCOR Group Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Thursday, April 16th will be paid a dividend of $0.40 per share. The ex-dividend date is Thursday, April 16th. This represents a $1.60 dividend on an annualized basis and a yield of 0.2%. EMCOR Group’s dividend payout ratio (DPR) is presently 5.67%.

Insider Buying and Selling

In other EMCOR Group news, CEO Anthony Guzzi sold 36,000 shares of EMCOR Group stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $729.48, for a total transaction of $26,261,280.00. Following the transaction, the chief executive officer owned 170,299 shares of the company’s stock, valued at $124,229,714.52. The trade was a 17.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 1.26% of the company’s stock.

Trending Headlines about EMCOR Group

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

• Positive Sentiment: Q1 results beat expectations: EPS $6.84 and revenue $4.63B; company cited strong demand and margin gains that supported the upside. EMCOR Q1 Earnings and Revenues Beat Estimates
• Positive Sentiment: Company issued FY‑2026 guidance (EPS 28.25–29.75; revenue $18.5B–$19.3B) and reported record quarterly revenue and improved margins — a fundamental positive for forward earnings power. EMCOR First Quarter 2026 Results (Business Wire)
• Positive Sentiment: Analyst sentiment improved: Zacks upgraded EME from “hold” to “strong-buy,” adding upward pressure to medium‑term sentiment. Zacks Upgrade
• Neutral Sentiment: Industry exposure highlighted (data centers, HVAC/building systems) — structural tailwinds remain, but impact timing varies by project and region. EMCOR as a Data Center/Engineering Play
• Neutral Sentiment: Company released slides and conference-call materials for the quarter — useful for drilling into backlog, organic growth and acquisition contribution. Earnings Slide Deck / Call Materials
• Negative Sentiment: Despite the beats, EME is trading lower today — likely due to profit-taking after recent gains, a valuation that already reflected much of the positive news (P/E ~29.5), and guidance that was largely in line with consensus rather than a material upside surprise. Elevated volume suggests short‑term repositioning. MarketBeat Earnings Summary & Materials

Analyst Ratings Changes

A number of brokerages have recently commented on EME. Wall Street Zen lowered shares of EMCOR Group from a “buy” rating to a “hold” rating in a research note on Saturday, April 18th. Robert W. Baird raised their target price on shares of EMCOR Group from $713.00 to $808.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Stifel Nicolaus set a $901.00 target price on shares of EMCOR Group in a research note on Thursday, April 16th. DA Davidson increased their price target on EMCOR Group from $800.00 to $900.00 and gave the company a “buy” rating in a report on Friday, February 27th. Finally, Cantor Fitzgerald started coverage on EMCOR Group in a research note on Tuesday, March 10th. They issued an “overweight” rating and a $848.00 price target on the stock. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $796.86.

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.