EMCOR Group, Inc. $EME Shares Sold by VestGen Advisors LLC

VestGen Advisors LLC trimmed its holdings in shares of EMCOR Group, Inc. (NYSE:EME) by 60.8% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 1,202 shares of the construction company’s stock after selling 1,865 shares during the period. VestGen Advisors LLC’s holdings in EMCOR Group were worth $907,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Mascoma Wealth Management LLC purchased a new stake in shares of EMCOR Group in the 3rd quarter valued at about $26,000. Ascentis Independent Advisors bought a new stake in shares of EMCOR Group during the 1st quarter valued at about $27,000. NBH Bank bought a new stake in shares of EMCOR Group during the 2nd quarter valued at about $27,000. GK Wealth Management LLC bought a new stake in shares of EMCOR Group during the 3rd quarter valued at about $31,000. Finally, Basecamp Wealth Advisors LLC grew its holdings in shares of EMCOR Group by 4,700.0% during the first quarter. Basecamp Wealth Advisors LLC now owns 48 shares of the construction company’s stock worth $35,000 after purchasing an additional 47 shares in the last quarter. 92.59% of the stock is currently owned by institutional investors.

EMCOR Group Stock Performance

Shares of EME stock opened at $677.08 on Friday. EMCOR Group, Inc. has a fifty-two week low of $564.92 and a fifty-two week high of $951.96. The stock has a 50 day moving average price of $742.75 and a two-hundred day moving average price of $779.57. The company has a market capitalization of $29.87 billion, a P/E ratio of 19.56 and a beta of 1.12.

EMCOR Group (NYSE:EME) last released its quarterly earnings data on Thursday, October 29th. The construction company reported $9.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $8.37 by $1.23. EMCOR Group had a net margin of 7.78% and a return on equity of 36.65%. The firm had revenue of $5.54 billion for the quarter, compared to analysts’ expectations of $5.19 billion. During the same quarter in the previous year, the company earned $6.57 earnings per share. The company’s revenue for the quarter was up 28.8% compared to the same quarter last year. As a group, equities analysts predict that EMCOR Group, Inc. will post 35.00 earnings per share for the current year.

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

EMCOR Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, October 30th. Shareholders of record on Thursday, October 15th were issued a $0.40 dividend. The ex-dividend date was Thursday, October 15th. This represents a $1.60 annualized dividend and a yield of 0.2%. EMCOR Group’s dividend payout ratio is 4.62%.

Key Headlines Impacting EMCOR Group

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

• Positive Sentiment: Record Q3 results beat expectations. EMCOR reported adjusted earnings of $9.60 per share, exceeding the $8.37 consensus estimate, while revenue rose 28.8% year over year to a quarterly record of $5.54 billion, above the $5.19 billion forecast. EMCOR Group Reports Record Third Quarter 2026 Results
• Positive Sentiment: EMCOR raised its 2026 guidance. The company now expects adjusted earnings of $34.50 to $35.50 per share, well above the FactSet consensus of $32.99. The improved outlook reflects stronger margins, record project backlogs and continued execution. EMCOR Raises 2026 Earnings Outlook
• Positive Sentiment: Data-center demand remains a major growth driver. Management highlighted surging demand for data-center infrastructure, along with a sizable backlog, as support for sustained revenue growth and improving profitability. EME Q3 Earnings Call Highlights
• Positive Sentiment: A $500 million share-repurchase authorization allows EMCOR to buy back up to approximately 1.7% of its shares. The program may support earnings per share and signals that management views the stock as attractively valued. EMCOR Share Repurchase Program
• Neutral Sentiment: Analysts noted that non-GAAP profit measures were stronger than GAAP results, creating some uncertainty about the quality and sustainability of the earnings improvement even though the quarter produced another substantial beat. Why EMCOR Group Stock Popped
• Negative Sentiment: The pullback may reflect profit-taking after the earnings-driven advance. At roughly $677, EMCOR trades below its 50-day and 200-day moving averages, suggesting near-term investors remain cautious despite the improved fundamentals.

Wall Street Analysts Forecast Growth

A number of research firms have commented on EME. The Goldman Sachs Group cut their price target on shares of EMCOR Group from $885.00 to $795.00 and set a “neutral” rating for the company in a research note on Tuesday, October 20th. Robert W. Baird increased their price target on shares of EMCOR Group from $900.00 to $918.00 and gave the stock an “outperform” rating in a report on Friday, July 31st. Cantor Fitzgerald lowered their price objective on shares of EMCOR Group from $1,123.00 to $1,047.00 and set an “overweight” rating on the stock in a research report on Monday, August 10th. UBS Group reaffirmed a “buy” rating and set a $1,065.00 price objective (up from $975.00) on shares of EMCOR Group in a report on Friday, October 9th. Finally, Zacks Research downgraded shares of EMCOR Group from a “strong-buy” rating to a “hold” rating in a report on Monday, October 19th. Seven equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, EMCOR Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $998.57.

About EMCOR Group

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.