Key Points
- EMCOR CEO Anthony Guzzi sold 36,000 shares on March 5 at an average of $729.48 for about $26.26 million, reducing his direct holdings to 170,299 shares — roughly a 17.45% drop in his ownership.
- EMCOR posted a strong quarter (Feb. 26) with EPS $7.19 vs. $6.68 consensus and revenue of $4.51 billion (up 19.7% YoY), and set FY2026 guidance of 27.250–29.250 EPS.
- The Board authorized a $500 million share buyback (≈1.9% of shares) and raised the quarterly dividend to $0.40 ($1.60 annualized), while multiple analysts lifted price targets and the consensus rating is a Moderate Buy.
EMCOR Group, Inc. (NYSE:EME - Get Free Report) CEO Anthony Guzzi sold 36,000 shares of the company's stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $729.48, for a total value of $26,261,280.00. Following the sale, the chief executive officer directly owned 170,299 shares in the company, valued at approximately $124,229,714.52. This represents a 17.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink.
EMCOR Group Price Performance
EMCOR Group stock opened at $718.10 on Tuesday. The company has a market cap of $31.98 billion, a PE ratio of 25.44 and a beta of 1.16. The company has a fifty day moving average price of $720.55 and a two-hundred day moving average price of $669.67. EMCOR Group, Inc. has a 12 month low of $320.89 and a 12 month high of $835.00.
EMCOR Group (NYSE:EME - Get Free Report) last released its earnings results on Thursday, February 26th. The construction company reported $7.19 earnings per share for the quarter, beating the consensus estimate of $6.68 by $0.51. EMCOR Group had a net margin of 7.49% and a return on equity of 35.89%. The firm had revenue of $4.51 billion during the quarter, compared to analyst estimates of $4.28 billion. During the same quarter in the previous year, the firm earned $6.32 earnings per share. The firm's revenue for the quarter was up 19.7% compared to the same quarter last year. EMCOR Group has set its FY 2026 guidance at 27.250-29.250 EPS. Equities research analysts anticipate that EMCOR Group, Inc. will post 20.74 earnings per share for the current year.
EMCOR Group declared that its Board of Directors has initiated a share buyback program on Thursday, December 18th that allows the company to repurchase $500.00 million in outstanding shares. This repurchase authorization allows the construction company to buy up to 1.9% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company's leadership believes its stock is undervalued.
EMCOR Group Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Wednesday, January 14th were paid a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a yield of 0.2%. This is a positive change from EMCOR Group's previous quarterly dividend of $0.25. The ex-dividend date was Wednesday, January 14th. EMCOR Group's dividend payout ratio (DPR) is currently 5.67%.
Hedge Funds Weigh In On EMCOR Group
Several large investors have recently made changes to their positions in EME. Vanguard Group Inc. raised its holdings in shares of EMCOR Group by 17.6% in the 3rd quarter. Vanguard Group Inc. now owns 5,332,636 shares of the construction company's stock worth $3,463,760,000 after purchasing an additional 798,975 shares in the last quarter. State Street Corp boosted its holdings in EMCOR Group by 2.2% during the fourth quarter. State Street Corp now owns 1,893,792 shares of the construction company's stock worth $1,158,603,000 after buying an additional 40,801 shares in the last quarter. Geode Capital Management LLC grew its position in EMCOR Group by 0.5% in the fourth quarter. Geode Capital Management LLC now owns 1,425,523 shares of the construction company's stock worth $869,343,000 after buying an additional 7,790 shares during the last quarter. Victory Capital Management Inc. grew its position in EMCOR Group by 34.5% in the fourth quarter. Victory Capital Management Inc. now owns 1,276,966 shares of the construction company's stock worth $781,239,000 after buying an additional 327,606 shares during the last quarter. Finally, Invesco Ltd. increased its holdings in shares of EMCOR Group by 10.5% in the fourth 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 own 92.59% of the company's stock.
Analyst Ratings Changes
A number of analysts have recently weighed in on the company. UBS Group increased their price target on EMCOR Group from $900.00 to $945.00 and gave the stock a "buy" rating in a research report on Friday. Weiss Ratings restated a "buy (b)" rating on shares of EMCOR Group in a research note on Wednesday, January 21st. Robert W. Baird increased their target price on EMCOR Group from $713.00 to $808.00 and gave the stock an "outperform" rating in a research report on Friday, February 27th. DA Davidson raised their target price on EMCOR Group from $800.00 to $900.00 and gave the company a "buy" rating in a research note on Friday, February 27th. Finally, Zacks Research downgraded shares of EMCOR Group from a "strong-buy" rating to a "hold" rating in a report on Wednesday, November 19th. Eight analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $773.83.
View Our Latest Report on EMCOR Group
EMCOR Group Company Profile
(
Get Free Report)
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.
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