Mitsubishi UFJ Asset Management Co. Ltd. Purchases 51,002 Shares of EMCOR Group, Inc. $EME

Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in shares of EMCOR Group, Inc. (NYSE:EME) by 130.1% during the third quarter, HoldingsChannel reports. The institutional investor owned 90,195 shares of the construction company’s stock after purchasing an additional 51,002 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in EMCOR Group were worth $58,585,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. raised its position in EMCOR Group by 17.6% during the third quarter. Vanguard Group Inc. now owns 5,332,636 shares of the construction company’s stock valued at $3,463,760,000 after purchasing an additional 798,975 shares in the last quarter. Norges Bank bought a new position in shares of EMCOR Group in the 2nd quarter valued at $344,548,000. Federated Hermes Inc. raised its holdings in shares of EMCOR Group by 56.4% during the 2nd quarter. Federated Hermes Inc. now owns 322,437 shares of the construction company’s stock worth $172,468,000 after buying an additional 116,289 shares in the last quarter. American Century Companies Inc. raised its holdings in shares of EMCOR Group by 40.2% during the 2nd quarter. American Century Companies Inc. now owns 349,517 shares of the construction company’s stock worth $186,953,000 after buying an additional 100,144 shares in the last quarter. Finally, Symphony Financial Ltd. Co. bought a new stake in shares of EMCOR Group during the 2nd quarter worth $47,504,000. 92.59% of the stock is currently owned by institutional investors and hedge funds.

EMCOR Group Stock Performance

Shares of NYSE EME opened at $724.93 on Friday. EMCOR Group, Inc. has a 52-week low of $320.89 and a 52-week high of $835.00. The firm has a 50 day moving average price of $708.44 and a two-hundred day moving average price of $664.16. The stock has a market cap of $32.46 billion, a P/E ratio of 25.68 and a beta of 1.17.

EMCOR Group (NYSE:EME) last issued its quarterly earnings results on Thursday, February 26th. The construction company reported $7.19 EPS for the quarter, topping analysts’ consensus estimates of $6.68 by $0.51. The company had revenue of $4.51 billion for the quarter, compared to analyst estimates of $4.28 billion. EMCOR Group had a net margin of 7.49% and a return on equity of 37.51%. EMCOR Group’s revenue was up 19.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $6.32 earnings per share. EMCOR Group has set its FY 2026 guidance at 27.250-29.250 EPS. Analysts predict that EMCOR Group, Inc. will post 20.74 earnings per share for the current fiscal year.

EMCOR Group announced that its board has authorized a share repurchase plan on Thursday, December 18th that permits the company to buyback $500.00 million in shares. This buyback authorization permits the construction company to reacquire up to 1.9% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s board believes its stock is undervalued.

EMCOR Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Wednesday, January 14th were paid a $0.40 dividend. The ex-dividend date of this dividend was Wednesday, January 14th. This is a positive change from EMCOR Group’s previous quarterly dividend of $0.25. This represents a $1.60 annualized dividend and a dividend yield of 0.2%. EMCOR Group’s payout ratio is currently 6.43%.

Key Headlines Impacting EMCOR Group

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

• Positive Sentiment: Q4 results topped estimates — EPS $7.19 vs. $6.68 consensus and revenue $4.51B vs. $4.28B; revenue rose 19.7% year‑over‑year and margins/ROE remain strong. This is the main fundamental positive underpinning the stock today. EME Q4 Earnings Beat
• Positive Sentiment: Analyst upgrades/target raises — DA Davidson raised its target to $900 (buy) and Robert W. Baird lifted its target to $808 (outperform), signaling continued bullish analyst sentiment and sizable upside from current levels. Analyst Target Raises
• Positive Sentiment: Secular growth tailwind — industry pieces highlight EMCOR as a beneficiary of AI/data‑center buildouts (power, cooling, infrastructure), which supports multi‑year demand expectations. AI Data Center Tailwind
• Neutral Sentiment: FY‑2026 guidance provided — EPS guidance of $27.25–$29.25 and revenue guidance $17.8B–$18.5B (company release). Range roughly brackets consensus, so the update is not a clear surprise but will shift focus to execution against the midpoint. Company Press Release
• Neutral Sentiment: Full disclosure materials available — investors can review the slide deck and earnings‑call transcript for detail on backlog, margins and segment trends. Earnings Call Transcript
• Negative Sentiment: Stock sold off intraday/premarket despite the beat — some traders took profits after recent gains and the stock’s elevated valuation, which pressured the price even with strong results. Market Reaction
• Negative Sentiment: High valuation and recent run‑up increase sensitivity — EME’s premium multiple and proximity to 12‑month highs make the stock vulnerable to profit‑taking and any guidance nuance. No external link

Analyst Ratings Changes

Several research analysts have commented on EME shares. Weiss Ratings reissued a “buy (b)” rating on shares of EMCOR Group in a research note on Wednesday, January 21st. Stifel Nicolaus upped their price objective on shares of EMCOR Group from $713.00 to $754.00 and gave the stock a “buy” rating in a research report on Monday, January 26th. Robert W. Baird increased their price objective on shares of EMCOR Group from $713.00 to $808.00 and gave the company an “outperform” rating in a research note on Friday. DA Davidson boosted their target price on shares of EMCOR Group from $800.00 to $900.00 and gave the stock a “buy” rating in a research note on Friday. Finally, Wall Street Zen downgraded shares of EMCOR Group from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 8th. Eight analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $731.33.

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.