EMCOR Group, Inc. $EME Stock Sold by Motley Fool Asset Management LLC

Motley Fool Asset Management LLC cut its stake in EMCOR Group, Inc. (NYSE:EME) by 62.6% in the third quarter, Holdings Channel.com reports. The firm owned 1,357 shares of the construction company’s stock after selling 2,275 shares during the quarter. Motley Fool Asset Management LLC’s holdings in EMCOR Group were worth $1,024,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. North Dakota State Investment Board lifted its holdings in shares of EMCOR Group by 3.0% in the third quarter. North Dakota State Investment Board now owns 1,355 shares of the construction company’s stock valued at $1,022,000 after purchasing an additional 40 shares in the last quarter. Victory Financial Group LLC boosted its position in shares of EMCOR Group by 88.5% during the third quarter. Victory Financial Group LLC now owns 933 shares of the construction company’s stock worth $704,000 after buying an additional 438 shares during the period. Generali Asset Management SPA SGR grew its holdings in shares of EMCOR Group by 12.7% during the third quarter. Generali Asset Management SPA SGR now owns 1,074 shares of the construction company’s stock worth $810,000 after buying an additional 121 shares in the last quarter. Asset Management One Co. Ltd. grew its holdings in shares of EMCOR Group by 4.0% during the third quarter. Asset Management One Co. Ltd. now owns 19,886 shares of the construction company’s stock worth $15,004,000 after buying an additional 758 shares in the last quarter. Finally, Balance Wealth Partners LLC bought a new position in shares of EMCOR Group during the third quarter worth about $178,000. Institutional investors own 92.59% of the company’s stock.

EMCOR Group Stock Performance

NYSE:EME opened at $686.40 on Friday. EMCOR Group, Inc. has a 52-week low of $564.92 and a 52-week high of $951.96. The company has a market cap of $30.28 billion, a P/E ratio of 21.35 and a beta of 1.12. The stock’s 50-day simple moving average is $744.98 and its 200 day simple moving average is $779.49.

EMCOR Group (NYSE:EME) last issued its quarterly earnings results on Thursday, October 29th. The construction company reported $9.60 EPS for the quarter, beating the consensus estimate of $8.37 by $1.23. EMCOR Group had a return on equity of 35.49% and a net margin of 7.74%. The firm had revenue of $5.54 billion during the quarter, compared to analysts’ expectations of $5.19 billion. During the same period in the prior year, the firm posted $6.57 earnings per share. The business’s quarterly revenue was up 28.8% compared to the same quarter last year. As a group, equities analysts predict that EMCOR Group, Inc. will post 32.98 earnings per share for the current fiscal year.

EMCOR Group announced that its board has approved a stock repurchase plan on Thursday, October 29th that authorizes the company to repurchase $500 million in outstanding shares. This repurchase authorization authorizes the construction company to buy up to 1.7% of its stock through open market purchases. Share repurchase plans are often an indication that the company’s leadership believes its shares are undervalued.

EMCOR Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Thursday, October 15th will be paid a dividend of $0.40 per share. The ex-dividend date is Thursday, October 15th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.2%. EMCOR Group’s dividend payout ratio is currently 4.98%.

Key Stories Impacting EMCOR Group

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

• Positive Sentiment: Record quarterly performance: Third-quarter revenue reached $5.54 billion, up 28.8% year over year and above the $5.19 billion analyst consensus. Adjusted earnings were $9.60 per share, exceeding estimates of approximately $8.33-$8.37 and rising from $6.57 a year earlier. EMCOR Group Reports Record Third Quarter 2026 Results
• Positive Sentiment: Higher 2026 guidance: EMCOR now expects full-year adjusted EPS of $34.50 to $35.50, well above the FactSet consensus of $32.99. The raised outlook reinforces expectations for continued earnings growth and was a key catalyst for the stock’s advance. EMCOR Group Raises 2026 Guidance
• Positive Sentiment: Construction momentum remains strong: Investor coverage highlighted accelerating growth in EMCOR’s construction operations. The earnings beat, strong revenue growth and management’s outlook suggest demand remains resilient despite broader concerns about housing and interest rates. Why EMCOR Group Stock Popped
• Neutral Sentiment: Management discussed the results and outlook during the third-quarter earnings call, giving analysts an opportunity to assess the sustainability of project demand, margins and the raised forecast. EMCOR Group Q3 2026 Earnings Call Transcript
• Negative Sentiment: Although the earnings reaction was favorable, the stock remained below its 50-day and 200-day moving averages, indicating that investors may still be cautious about valuation, future growth expectations and the sustainability of recent gains.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the company. UBS Group reissued a “buy” rating on shares of EMCOR Group in a research report on Friday, October 9th. Weiss Ratings downgraded EMCOR Group from a “buy (b)” rating to a “buy (b-)” rating in a research report on Thursday, August 27th. DA Davidson set a $1,047.00 price target on shares of EMCOR Group in a research note on Monday, August 10th. Oppenheimer raised their price target 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, July 31st. Finally, The Goldman Sachs Group lowered their price objective on shares of EMCOR Group from $885.00 to $795.00 and set a “neutral” rating on the stock in a report on Tuesday, October 20th. Seven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $982.86.

EMCOR Group Profile

EMCOR Group, Inc provides construction, engineering, and building services through a network of specialty contracting businesses. Its core activities include electrical and mechanical construction, energy infrastructure, building systems, facilities services, and industrial maintenance. The company serves commercial, institutional, industrial, manufacturing, healthcare, education, government, and infrastructure customers.

Its services cover the design, installation, operation, maintenance, and upgrading of electrical, heating, ventilation, air-conditioning, plumbing, fire protection, and building automation systems.