Sapient Capital LLC Invests $5.96 Million in EMCOR Group, Inc. $EME

Sapient Capital LLC purchased a new stake in EMCOR Group, Inc. (NYSE:EME) in the second quarter, according to the company in its most recent filing with the SEC. The firm purchased 7,184 shares of the construction company’s stock, valued at approximately $5,962,000.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Whittier Trust Co. of Nevada Inc. increased its holdings in EMCOR Group by 3.8% in the first quarter. Whittier Trust Co. of Nevada Inc. now owns 356 shares of the construction company’s stock valued at $270,000 after buying an additional 13 shares in the last quarter. PAX Financial Group LLC grew its holdings in shares of EMCOR Group by 3.6% in the 4th quarter. PAX Financial Group LLC now owns 404 shares of the construction company’s stock worth $247,000 after acquiring an additional 14 shares during the period. First National Bank of Hutchinson grew its holdings in shares of EMCOR Group by 0.9% in the 4th quarter. First National Bank of Hutchinson now owns 1,614 shares of the construction company’s stock worth $987,000 after acquiring an additional 15 shares during the period. Advisors Capital Management LLC increased its stake in EMCOR Group by 3.4% in the 4th quarter. Advisors Capital Management LLC now owns 450 shares of the construction company’s stock valued at $275,000 after purchasing an additional 15 shares in the last quarter. Finally, KPP Advisory Services LLC raised its holdings in EMCOR Group by 3.9% during the fourth quarter. KPP Advisory Services LLC now owns 399 shares of the construction company’s stock worth $244,000 after purchasing an additional 15 shares during the last quarter. Hedge funds and other institutional investors own 92.59% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. Wall Street Zen raised EMCOR Group from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $1,123.00 price target on shares of EMCOR Group in a research note on Tuesday, June 16th. UBS Group increased their price objective on shares of EMCOR Group from $975.00 to $1,065.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Oppenheimer raised their target price on shares of EMCOR Group from $1,100.00 to $1,200.00 and gave the company an “outperform” rating in a report on Friday, July 31st. Finally, Stifel Nicolaus set a $918.00 target price on shares of EMCOR Group in a research report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $955.71.

EMCOR Group Stock Up 0.2%

NYSE EME opened at $818.15 on Monday. EMCOR Group, Inc. has a fifty-two week low of $564.92 and a fifty-two week high of $951.96. The business has a fifty day moving average of $798.08 and a 200-day moving average of $793.45. The stock has a market cap of $36.09 billion, a price-to-earnings ratio of 25.45 and a beta of 1.14.

EMCOR Group (NYSE:EME) last announced its earnings results on Thursday, July 30th. The construction company reported $9.06 earnings per share for the quarter, beating the consensus estimate of $7.23 by $1.83. The firm had revenue of $5.15 billion during the quarter, compared to the consensus estimate of $4.71 billion. EMCOR Group had a net margin of 7.74% and a return on equity of 35.49%. The firm’s revenue for the quarter was up 19.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $6.72 EPS. EMCOR Group has set its FY 2026 guidance at 32.000-33.250 EPS. As a group, analysts anticipate that EMCOR Group, Inc. will post 32.91 EPS for the current year.

EMCOR Group Dividend Announcement

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

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 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 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 legal filing with the SEC, which is accessible through this link. 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.