Quantinno Capital Management LP Purchases 5,765 Shares of EMCOR Group, Inc. $EME

Quantinno Capital Management LP raised its position in EMCOR Group, Inc. (NYSE:EME) by 17.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 39,283 shares of the construction company’s stock after buying an additional 5,765 shares during the quarter. Quantinno Capital Management LP’s holdings in EMCOR Group were worth $29,004,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in EME. Lazard Asset Management LLC lifted its holdings in shares of EMCOR Group by 20.2% during the first quarter. Lazard Asset Management LLC now owns 49,082 shares of the construction company’s stock worth $36,238,000 after buying an additional 8,236 shares in the last quarter. Gateway Wealth Partners LLC acquired a new position in shares of EMCOR Group in the first quarter valued at about $859,000. OMERS ADMINISTRATION Corp grew its stake in shares of EMCOR Group by 24.8% in the first quarter. OMERS ADMINISTRATION Corp now owns 4,408 shares of the construction company’s stock valued at $3,254,000 after acquiring an additional 875 shares in the last quarter. Lombard Odier Asset Management Switzerland SA bought a new position in EMCOR Group during the first quarter worth about $1,494,000. Finally, Waverly Advisors LLC increased its position in EMCOR Group by 57.1% during the first quarter. Waverly Advisors LLC now owns 1,551 shares of the construction company’s stock worth $1,145,000 after acquiring an additional 564 shares during the period. Institutional investors own 92.59% of the company’s stock.

Insider Buying and Selling

In related news, Director Carol P. Lowe sold 950 shares of the stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $844.50, for a total transaction of $802,275.00. Following the sale, the director owned 17,278 shares in the company, valued at approximately $14,591,271. This trade represents a 5.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director William P. Reid sold 2,000 shares of EMCOR Group stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $925.78, for a total transaction of $1,851,560.00. Following the completion of the transaction, the director directly owned 10,149 shares in the company, valued at $9,395,741.22. This trade represents a 16.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.73% of the company’s stock.

Key Headlines Impacting EMCOR Group

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

• Positive Sentiment: Record revenue and major earnings beat: Second-quarter revenue rose nearly 20% year over year to a record $5.15 billion, while EPS of $9.06 exceeded the $7.23 consensus estimate and increased from $6.72 a year earlier. Broad-based growth and improved margins strengthened the results. EMCOR Group Reports Second Quarter 2026 Results
• Positive Sentiment: Higher 2026 outlook: EMCOR raised its full-year EPS guidance to $32.00–$33.25, well above the approximately $29.31 analyst consensus, and forecast revenue of $20.0–$20.5 billion versus expectations near $19.0 billion. EME Q2 Earnings Beat Estimates
• Positive Sentiment: Data-center demand and backlog support growth: Management highlighted strong demand from data-center construction, a record backlog and broad-based activity across the business, providing visibility into future revenue and helping drive the upgraded outlook. EME Earnings Call Highlights
• Neutral Sentiment: Acquisition strategy remains a potential catalyst: EMCOR is reportedly seeking additional acquisitions, which could expand capabilities and growth but also introduces integration and capital-allocation considerations. EMCOR Group Seeking Acquisitions
• Neutral Sentiment: Valuation may limit near-term upside: The shares trade at roughly 27 times earnings after a substantial advance over the past year, increasing the market’s expectations and the risk of profit-taking despite the strong operating performance. EMCOR Valuation Attention

EMCOR Group Stock Down 0.3%

EME stock opened at $799.83 on Friday. The company has a market cap of $35.54 billion, a PE ratio of 24.88 and a beta of 1.13. The business has a 50-day simple moving average of $801.11 and a 200 day simple moving average of $787.78. EMCOR Group, Inc. has a 52 week low of $564.92 and a 52 week high of $951.96.

EMCOR Group (NYSE:EME) last posted 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. The business had revenue of $5.15 billion during the quarter, compared to analysts’ expectations of $4.71 billion. EMCOR Group had a net margin of 7.74% and a return on equity of 35.49%. EMCOR Group’s revenue was up 19.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $6.72 earnings per share. EMCOR Group has set its FY 2026 guidance at 32.000-33.250 EPS. On average, analysts anticipate that EMCOR Group, Inc. will post 29.37 EPS for the current fiscal year.

EMCOR Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Wednesday, July 15th were issued a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend was Wednesday, July 15th. EMCOR Group’s dividend payout ratio is 4.98%.

Analyst Upgrades and Downgrades

Several analysts have weighed in on EME shares. Cantor Fitzgerald reiterated an “overweight” rating and issued a $1,123.00 price objective on shares of EMCOR Group in a research note on Tuesday, June 16th. Zacks Research raised shares of EMCOR Group from a “hold” rating to a “strong-buy” rating in a report on Tuesday, June 30th. Oppenheimer lifted their price target on shares of EMCOR Group from $1,100.00 to $1,200.00 and gave the company an “outperform” rating in a research report on Friday. UBS Group boosted their price target on EMCOR Group from $975.00 to $1,065.00 and gave the company a “buy” rating in a research note on Friday. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of EMCOR Group in a research report on Friday, July 17th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, EMCOR Group currently has a consensus rating of “Moderate Buy” and an average target price of $898.75.

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.