Two Sigma Securities LLC Makes New $1.35 Million Investment in EMCOR Group, Inc. $EME

Two Sigma Securities LLC bought a new stake in EMCOR Group, Inc. (NYSE:EME) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 1,628 shares of the construction company’s stock, valued at approximately $1,351,000.

Several other large investors also recently modified their holdings of EME. Swiss RE Ltd. bought a new position in shares of EMCOR Group during the 4th quarter valued at about $25,000. Ascentis Independent Advisors acquired a new stake in EMCOR Group during the 1st quarter worth approximately $27,000. Zions Bancorporation National Association UT acquired a new stake in EMCOR Group during the 4th quarter worth approximately $28,000. Basecamp Wealth Advisors LLC lifted its stake in EMCOR Group by 4,700.0% in the first quarter. Basecamp Wealth Advisors LLC now owns 48 shares of the construction company’s stock valued at $35,000 after buying an additional 47 shares in the last quarter. Finally, Elyxium Wealth LLC bought a new position in EMCOR Group in the fourth quarter valued at approximately $37,000. 92.59% of the stock is currently owned by institutional investors.

Insider Activity

In other news, Director Carol P. Lowe sold 950 shares of EMCOR Group 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 in the company, valued at approximately $14,591,271. The trade was a 5.21% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.73% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. DA Davidson set a $1,047.00 price objective on shares of EMCOR Group in a research report on Monday, August 10th. Zacks Research raised shares of EMCOR Group from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 30th. Weiss Ratings downgraded EMCOR Group from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday. Cantor Fitzgerald decreased their price objective on EMCOR Group from $1,123.00 to $1,047.00 and set an “overweight” rating for the company in a report on Monday, August 10th. Finally, Oppenheimer upped their price target on EMCOR Group from $1,100.00 to $1,200.00 and gave the stock 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 assigned a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, EMCOR Group currently has an average rating of “Buy” and a consensus price target of $965.86.

EMCOR Group Price Performance

Shares of EME stock opened at $734.73 on Tuesday. The company has a fifty day moving average price of $786.87 and a two-hundred day moving average price of $801.16. EMCOR Group, Inc. has a one year low of $564.92 and a one year high of $951.96. The stock has a market cap of $32.41 billion, a P/E ratio of 22.85 and a beta of 1.14.

EMCOR Group (NYSE:EME) last released its quarterly earnings data on Thursday, July 30th. The construction company reported $9.06 earnings per share for the quarter, topping the consensus estimate of $7.23 by $1.83. EMCOR Group had a net margin of 7.74% and a return on equity of 35.49%. The company had revenue of $5.15 billion for the quarter, compared to analyst estimates of $4.71 billion. During the same period in the previous year, the business earned $6.72 EPS. EMCOR Group’s revenue for the quarter was up 19.7% compared to the same quarter last year. EMCOR Group has set its FY 2026 guidance at 32.000-33.250 EPS. As a group, equities research analysts anticipate that EMCOR Group, Inc. will post 33.04 EPS for the current fiscal year.

EMCOR Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Wednesday, July 15th were paid a $0.40 dividend. The ex-dividend date was Wednesday, July 15th. This represents a $1.60 annualized dividend and a yield of 0.2%. EMCOR Group’s dividend payout ratio is currently 4.98%.

EMCOR Group 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.