EMCOR Group (NYSE:EME) Releases FY 2026 Earnings Guidance

EMCOR Group (NYSE:EME) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 28.250-29.750 for the period, compared to the consensus estimate of 28.250. The company issued revenue guidance of $18.5 billion-$19.3 billion, compared to the consensus revenue estimate of $18.1 billion.

Analyst Ratings Changes

Several equities research analysts have commented on the company. Wall Street Zen lowered EMCOR Group from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Cantor Fitzgerald assumed coverage on EMCOR Group in a research report on Tuesday, March 10th. They issued an “overweight” rating and a $848.00 price objective on the stock. Stifel Nicolaus set a $918.00 price objective on EMCOR Group in a research report on Thursday. DA Davidson upped their price objective on EMCOR Group from $800.00 to $900.00 and gave the stock a “buy” rating in a research report on Friday, February 27th. Finally, Zacks Research upgraded EMCOR Group from a “hold” rating to a “strong-buy” rating in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $799.29.

EMCOR Group Trading Up 7.1%

EMCOR Group stock opened at $892.81 on Friday. EMCOR Group has a 12 month low of $407.48 and a 12 month high of $901.24. The stock’s 50 day simple moving average is $774.16 and its two-hundred day simple moving average is $706.83. The firm has a market cap of $39.68 billion, a PE ratio of 29.95 and a beta of 1.11.

EMCOR Group (NYSE:EME) last announced its earnings results on Wednesday, April 29th. The construction company reported $6.84 earnings per share for the quarter, topping the consensus estimate of $5.90 by $0.94. The business had revenue of $4.63 billion during the quarter, compared to the consensus estimate of $4.20 billion. EMCOR Group had a return on equity of 35.19% and a net margin of 7.54%.The business’s quarterly revenue was up 19.7% on a year-over-year basis. During the same period in the prior year, the company posted $5.41 EPS. EMCOR Group has set its FY 2026 guidance at 28.250-29.750 EPS. On average, equities research analysts forecast that EMCOR Group will post 28.54 EPS for the current year.

EMCOR Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Thursday, April 16th were paid a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend was Thursday, April 16th. EMCOR Group’s dividend payout ratio is presently 5.37%.

Insider Buying and Selling at EMCOR Group

In other news, CEO Anthony Guzzi sold 36,000 shares of the company’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $729.48, for a total transaction of $26,261,280.00. Following the completion of the transaction, the chief executive officer directly owned 170,299 shares of the company’s stock, valued at $124,229,714.52. This represents a 17.45% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. 0.83% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the business. Virtu Financial LLC acquired a new position in EMCOR Group in the 4th quarter valued at $507,000. Sunbelt Securities Inc. raised its stake in EMCOR Group by 6.4% in the 4th quarter. Sunbelt Securities Inc. now owns 529 shares of the construction company’s stock valued at $324,000 after purchasing an additional 32 shares during the last quarter. Invesco Ltd. raised its stake 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 purchasing an additional 75,692 shares during the last quarter. Corient Private Wealth LLC raised its stake in EMCOR Group by 6.6% in the 4th quarter. Corient Private Wealth LLC now owns 14,114 shares of the construction company’s stock valued at $8,637,000 after purchasing an additional 877 shares during the last quarter. Finally, Mercer Global Advisors Inc. ADV raised its stake in EMCOR Group by 12.1% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 9,879 shares of the construction company’s stock valued at $6,044,000 after purchasing an additional 1,066 shares during the last quarter. 92.59% of the stock is owned by institutional investors and hedge funds.

EMCOR Group Company 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.