Caitlin John LLC Makes New Investment in EMCOR Group, Inc. $EME

Caitlin John LLC acquired a new stake in shares of EMCOR Group, Inc. (NYSE:EME) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,168 shares of the construction company’s stock, valued at approximately $969,000.

Other hedge funds have also recently modified their holdings of the company. North Dakota State Investment Board purchased a new stake in shares of EMCOR Group in the 4th quarter worth approximately $928,000. Sapient Capital LLC bought a new position in EMCOR Group during the 2nd quarter valued at approximately $5,962,000. Thrivent Financial for Lutherans raised its stake in EMCOR Group by 663.4% during the fourth quarter. Thrivent Financial for Lutherans now owns 113,562 shares of the construction company’s stock valued at $69,476,000 after buying an additional 98,687 shares during the last quarter. Summit Global Investments purchased a new position in EMCOR Group during the second quarter valued at $3,791,000. Finally, Chase Investment Counsel Corp boosted its holdings in EMCOR Group by 152.1% in the fourth quarter. Chase Investment Counsel Corp now owns 2,849 shares of the construction company’s stock worth $1,742,000 after acquiring an additional 1,719 shares in the last quarter. Institutional investors own 92.59% of the company’s stock.

Insiders Place Their Bets

In other EMCOR Group news, Director Carol P. Lowe sold 950 shares of the firm’s stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $844.50, for a total value of $802,275.00. Following the transaction, the director directly owned 17,278 shares of the company’s stock, valued at approximately $14,591,271. This trade represents a 5.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.73% of the company’s stock.

Analyst Ratings Changes

Several analysts recently commented on EME shares. Zacks Research raised shares of EMCOR Group from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 30th. UBS Group lifted their target price on shares of EMCOR Group from $975.00 to $1,065.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Cantor Fitzgerald dropped their target price on shares of EMCOR Group from $1,123.00 to $1,047.00 and set an “overweight” rating on the stock in a research note on Monday, August 10th. Wall Street Zen raised EMCOR Group from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Finally, DA Davidson set a $1,047.00 target price on EMCOR Group in a research report on Monday, August 10th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $965.86.

EMCOR Group Trading Up 1.6%

NYSE:EME opened at $775.48 on Friday. The company has a market cap of $34.21 billion, a PE ratio of 24.12 and a beta of 1.14. The company has a 50 day simple moving average of $791.50 and a two-hundred day simple moving average of $801.71. EMCOR Group, Inc. has a 12 month low of $564.92 and a 12 month high of $951.96.

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, beating the consensus estimate of $7.23 by $1.83. The firm had revenue of $5.15 billion for 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%.The company’s revenue was up 19.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $6.72 EPS. EMCOR Group has set its FY 2026 guidance at 32.000-33.250 EPS. Research analysts forecast that EMCOR Group, Inc. will post 33.04 earnings per share for the current year.

EMCOR Group Dividend Announcement

The company also recently disclosed 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. This represents a $1.60 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date was Wednesday, July 15th. EMCOR Group’s dividend payout ratio is 4.98%.

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.