Value Holdings Management CO. LLC Buys New Stake in EMCOR Group, Inc. $EME

Value Holdings Management CO. LLC bought a new stake in EMCOR Group, Inc. (NYSE:EME) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 71,020 shares of the construction company’s stock, valued at approximately $58,938,000. EMCOR Group makes up about 9.9% of Value Holdings Management CO. LLC’s portfolio, making the stock its 3rd largest holding. Value Holdings Management CO. LLC owned approximately 0.16% of EMCOR Group as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. North Dakota State Investment Board acquired a new position in EMCOR Group during the 4th quarter valued at approximately $928,000. Thrivent Financial for Lutherans lifted its stake in shares of EMCOR Group by 663.4% during the fourth quarter. Thrivent Financial for Lutherans now owns 113,562 shares of the construction company’s stock worth $69,476,000 after buying an additional 98,687 shares during the period. Passumpsic Savings Bank acquired a new stake in shares of EMCOR Group during the fourth quarter worth $1,726,000. Chase Investment Counsel Corp grew its holdings in shares of EMCOR Group by 152.1% during the fourth quarter. Chase Investment Counsel Corp now owns 2,849 shares of the construction company’s stock valued at $1,742,000 after buying an additional 1,719 shares during the last quarter. Finally, Spectrum Strategic Capital Management LLC purchased a new stake in shares of EMCOR Group during the fourth quarter valued at $970,000. 92.59% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on EME shares. DA Davidson set a $1,047.00 target price on EMCOR Group in a research note on Monday, August 10th. Zacks Research upgraded EMCOR Group from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 30th. Wall Street Zen raised EMCOR Group from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Cantor Fitzgerald reduced their price objective on EMCOR Group from $1,123.00 to $1,047.00 and set an “overweight” rating for the company in a research note on Monday, August 10th. Finally, Oppenheimer upped their target price on EMCOR Group from $1,100.00 to $1,200.00 and gave the company an “outperform” rating in a research report on Friday, July 31st. One equities 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. Based on data from MarketBeat.com, EMCOR Group presently has a consensus rating of “Buy” and a consensus price target of $965.86.

EMCOR Group Stock Down 2.2%

NYSE:EME opened at $788.39 on Friday. EMCOR Group, Inc. has a 52 week low of $564.92 and a 52 week high of $951.96. The stock has a market capitalization of $34.78 billion, a PE ratio of 24.52 and a beta of 1.14. The stock’s 50-day moving average price is $798.27 and its 200-day moving average price is $800.61.

EMCOR Group (NYSE:EME) last released its quarterly earnings results on Thursday, July 30th. The construction company reported $9.06 earnings per share for the quarter, topping analysts’ consensus estimates 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 return on equity of 35.49% and a net margin of 7.74%.EMCOR Group’s quarterly revenue was up 19.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $6.72 EPS. EMCOR Group has set its FY 2026 guidance at 32.000-33.250 EPS. Sell-side analysts expect that EMCOR Group, Inc. will post 33.04 earnings per share for the current fiscal year.

EMCOR Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Wednesday, July 15th were given a $0.40 dividend. The ex-dividend date 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%.

Insider Buying and Selling at EMCOR Group

In other news, Director Carol P. Lowe sold 950 shares of the company’s stock in a transaction that occurred 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 transaction, the director directly owned 17,278 shares of the company’s stock, valued at $14,591,271. This represents a 5.21% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. 0.73% of the stock is currently owned by insiders.

About EMCOR Group

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.