Value Aligned Research Advisors LLC Buys 126,439 Shares of EMCOR Group, Inc. $EME

Value Aligned Research Advisors LLC lifted its stake in shares of EMCOR Group, Inc. (NYSE:EME) by 56.6% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 349,960 shares of the construction company’s stock after buying an additional 126,439 shares during the quarter. EMCOR Group comprises about 0.7% of Value Aligned Research Advisors LLC’s investment portfolio, making the stock its 22nd biggest position. Value Aligned Research Advisors LLC’s holdings in EMCOR Group were worth $290,425,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of EME. BlackRock Inc. acquired a new position in shares of EMCOR Group in the second quarter valued at approximately $3,416,412,000. State Street Corp lifted its holdings in EMCOR Group by 2.2% during the 4th quarter. State Street Corp now owns 1,893,792 shares of the construction company’s stock worth $1,158,603,000 after purchasing an additional 40,801 shares during the last quarter. Geode Capital Management LLC boosted its stake in EMCOR Group by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 1,425,523 shares of the construction company’s stock valued at $869,343,000 after purchasing an additional 7,790 shares during the period. Victory Capital Management Inc. boosted its stake in EMCOR Group by 34.5% in the 4th quarter. Victory Capital Management Inc. now owns 1,276,966 shares of the construction company’s stock valued at $781,239,000 after purchasing an additional 327,606 shares during the period. Finally, Invesco Ltd. grew its holdings in EMCOR Group by 10.5% in the 4th quarter. Invesco Ltd. now owns 799,271 shares of the construction company’s stock valued at $488,986,000 after buying an additional 75,692 shares in the last quarter. Institutional investors and hedge funds own 92.59% of the company’s stock.

Insider Activity at EMCOR Group

In related news, Director Carol P. Lowe sold 950 shares of the company’s stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $844.50, for a total transaction of $802,275.00. Following the completion of the sale, the director directly owned 17,278 shares in the company, valued at $14,591,271. This represents a 5.21% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 0.73% of the company’s stock.

EMCOR Group Trading Up 1.6%

NYSE EME opened at $775.48 on Friday. The firm’s 50 day simple moving average is $791.50 and its 200 day simple moving average is $801.71. The firm has a market capitalization of $34.21 billion, a price-to-earnings ratio of 24.12 and a beta of 1.14. EMCOR Group, Inc. has a 1 year low of $564.92 and a 1 year high of $951.96.

EMCOR Group (NYSE:EME) last announced its quarterly earnings data on Thursday, July 30th. The construction company reported $9.06 EPS for the quarter, beating the consensus estimate of $7.23 by $1.83. EMCOR Group had a net margin of 7.74% and a return on equity of 35.49%. The business had revenue of $5.15 billion during the quarter, compared to the consensus estimate of $4.71 billion. During the same period in the previous year, the business earned $6.72 earnings per share. The company’s revenue was up 19.7% on a year-over-year basis. EMCOR Group has set its FY 2026 guidance at 32.000-33.250 EPS. On average, equities research analysts forecast that EMCOR Group, Inc. will post 33.04 earnings per share for the current year.

EMCOR Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Wednesday, July 15th were issued a dividend of $0.40 per share. The ex-dividend date of this dividend was Wednesday, July 15th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.2%. EMCOR Group’s payout ratio is 4.98%.

Analysts Set New Price Targets

A number of research firms have recently weighed in on EME. Cantor Fitzgerald dropped their target price on EMCOR Group from $1,123.00 to $1,047.00 and set an “overweight” rating for the company in a report on Monday, August 10th. Wall Street Zen upgraded shares of EMCOR Group from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Stifel Nicolaus set a $918.00 price target on shares of EMCOR Group in a research report on Thursday, April 30th. Oppenheimer lifted their price objective on shares of EMCOR Group from $1,100.00 to $1,200.00 and gave the stock an “outperform” rating in a research note on Friday, July 31st. Finally, Zacks Research raised shares of EMCOR Group from a “hold” rating to a “strong-buy” rating in a report on Tuesday, June 30th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $965.86.

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.