Groupama Asset Managment Invests $619,000 in EMCOR Group, Inc. $EME

Groupama Asset Managment bought a new stake in EMCOR Group, Inc. (NYSE:EME) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 839 shares of the construction company’s stock, valued at approximately $619,000.

Other large investors have also recently made changes to their positions in the company. Swiss RE Ltd. purchased a new stake in EMCOR Group in the fourth quarter valued at approximately $25,000. Ascentis Independent Advisors purchased a new position in shares of EMCOR Group during the first quarter worth approximately $27,000. Zions Bancorporation National Association UT purchased a new position in shares of EMCOR Group during the fourth quarter worth approximately $28,000. Activest Wealth Management increased its holdings in shares of EMCOR Group by 800.0% in the 4th quarter. Activest Wealth Management now owns 54 shares of the construction company’s stock valued at $33,000 after acquiring an additional 48 shares during the period. Finally, Richardson Financial Services Inc. raised its position in EMCOR Group by 71.9% in the 4th quarter. Richardson Financial Services Inc. now owns 55 shares of the construction company’s stock valued at $34,000 after purchasing an additional 23 shares during the last quarter. 92.59% of the stock is owned by institutional investors and hedge funds.

More EMCOR Group News

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

• Positive Sentiment: Record revenue and major earnings beat: Second-quarter revenue rose nearly 20% year over year to a record $5.15 billion, while EPS of $9.06 exceeded the $7.23 consensus estimate and increased from $6.72 a year earlier. Broad-based growth and improved margins strengthened the results. EMCOR Group Reports Second Quarter 2026 Results
• Positive Sentiment: Higher 2026 outlook: EMCOR raised its full-year EPS guidance to $32.00–$33.25, well above the approximately $29.31 analyst consensus, and forecast revenue of $20.0–$20.5 billion versus expectations near $19.0 billion. EME Q2 Earnings Beat Estimates
• Positive Sentiment: Data-center demand and backlog support growth: Management highlighted strong demand from data-center construction, a record backlog and broad-based activity across the business, providing visibility into future revenue and helping drive the upgraded outlook. EME Earnings Call Highlights
• Neutral Sentiment: Acquisition strategy remains a potential catalyst: EMCOR is reportedly seeking additional acquisitions, which could expand capabilities and growth but also introduces integration and capital-allocation considerations. EMCOR Group Seeking Acquisitions
• Neutral Sentiment: Valuation may limit near-term upside: The shares trade at roughly 27 times earnings after a substantial advance over the past year, increasing the market’s expectations and the risk of profit-taking despite the strong operating performance. EMCOR Valuation Attention

Analyst Upgrades and Downgrades

EME has been the subject of a number of recent research reports. Weiss Ratings reiterated a “buy (b)” rating on shares of EMCOR Group in a research note on Friday, July 17th. Wall Street Zen raised shares of EMCOR Group from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Oppenheimer increased their target price 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. Stifel Nicolaus set a $918.00 price target on EMCOR Group in a report on Thursday, April 30th. Finally, Zacks Research upgraded EMCOR Group from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 30th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, EMCOR Group has a consensus rating of “Moderate Buy” and a consensus price target of $898.75.

Insider Buying and Selling

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

EMCOR Group Stock Performance

Shares of EME opened at $799.83 on Monday. The stock has a market capitalization of $35.28 billion, a P/E ratio of 24.88 and a beta of 1.14. The company’s fifty day moving average is $801.11 and its two-hundred day moving average is $788.67. EMCOR Group, Inc. has a 1 year low of $564.92 and a 1 year high of $951.96.

EMCOR Group (NYSE:EME) last released its earnings results on Thursday, July 30th. The construction company reported $9.06 EPS for the quarter, topping the consensus estimate of $7.23 by $1.83. The company had revenue of $5.15 billion during the quarter, compared to analysts’ expectations of $4.71 billion. EMCOR Group had a net margin of 7.74% and a return on equity of 35.49%. The business’s revenue was up 19.7% on a year-over-year basis. During the same quarter last year, the business earned $6.72 EPS. EMCOR Group has set its FY 2026 guidance at 32.000-33.250 EPS. Sell-side analysts predict that EMCOR Group, Inc. will post 32.63 EPS for the current year.

EMCOR Group Announces Dividend

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

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.