Is Wall Street Bullish or Bearish on EMCOR Group Stock?
EMCOR Group, Inc. (EME) has significantly outperformed the S&P 500 and a related infrastructure ETF over the past year and year-to-date, driven by a recent dividend hike. Analysts maintain a "Moderate Buy" consensus rating for EME, with Stifel Financial Corp. reiterating a "Buy" and raising its price target, suggesting a potential upside for the stock. The company is expected to see strong EPS growth of 17.3% for the current fiscal year, despite a mixed earnings surprise history.
Emcor Group (EME) Reports Next Week: Wall Street Expects Earnings Growth
Emcor Group (EME) is expected to report a year-over-year increase in earnings and higher revenues for the quarter ended December 2025. Wall Street consensus anticipates earnings of $6.68 per share and revenues of $4.28 billion. Despite a positive Zacks Rank #2, the company has a negative Earnings ESP of -1.00%, making a conclusive prediction about an earnings beat difficult.
Is Wall Street Bullish or Bearish on EMCOR Group Stock?
EMCOR Group, Inc. (EME) has significantly outperformed the broader market and the infrastructure ETF, with its shares soaring 80.5% over the past 52 weeks and 28% YTD. The company recently boosted its quarterly dividend to $0.40 per share, signaling management's confidence. Analysts have a "Moderate Buy" consensus rating for EME, with a Street-high price target suggesting a 14.9% potential upside.
TimesSquare Capital Management LLC Has $171.63 Million Holdings in EMCOR Group, Inc. $EME
TimesSquare Capital Management LLC reduced its stake in EMCOR Group, Inc. (NYSE:EME) by 5.8% in the third quarter, now holding 264,237 shares valued at $171.63 million, making it their largest position. Several other hedge funds have adjusted their holdings in EME, with institutional investors and hedge funds collectively owning 92.59% of the company's stock. Analysts currently rate EMCOR Group with a "Moderate Buy" consensus and a target price of $698.83, while the company has also authorized a $500 million share repurchase program and increased its quarterly dividend.
Public Sector Pension Investment Board Buys 3,783 Shares of EMCOR Group, Inc. $EME
Public Sector Pension Investment Board increased its stake in EMCOR Group, Inc. by 18.7% during the third quarter, purchasing an additional 3,783 shares to hold a total of 23,982 shares valued at approximately $15.58 million. This acquisition represents about 0.05% of EMCOR Group, a construction company whose stock market capitalization is $35.84 billion. The article also notes EMCOR's recent authorization of a $500 million share repurchase plan and an increase in its quarterly dividend from $0.25 to $0.40.
Atria Investments Inc Sells 1,684 Shares of EMCOR Group, Inc. $EME
Atria Investments Inc. reduced its stake in EMCOR Group, Inc. by 18.1%, selling 1,684 shares, but still holds 7,614 shares valued at $4.945 million. EMCOR's board authorized a $500 million share buyback, suggesting management views the stock as undervalued, and the company increased its quarterly dividend to $0.40. Institutional investors own approximately 92.6% of EMCOR's stock.
Assessing EMCOR Group (EME) Valuation After Raised Guidance And Strengthening Contracting Fundamentals
EMCOR Group (EME) has seen significant share price appreciation following raised guidance and strong fundamentals in its contracting businesses. While one popular narrative suggests the stock is 70.8% overvalued with a fair value of $468.79, another analysis, including discounted cash flow, indicates it might be trading at good value, estimating its intrinsic future cash flow value at $924.20. Key drivers for EMCOR include data center expansion, electrification, infrastructure spending, and industrial reshoring.
ProShare Advisors LLC Purchases 5,641 Shares of EMCOR Group, Inc. $EME
ProShare Advisors LLC significantly increased its stake in EMCOR Group, Inc. (NYSE:EME) by 284.3% in the third quarter, purchasing 5,641 additional shares and bringing its total holdings to 7,625 shares valued at approximately $4.953 million. The construction company also announced an increased quarterly dividend of $0.40 per share and authorized a $500 million share repurchase program. Analysts currently rate EMCOR Group as a "Moderate Buy" with a consensus price target of $698.83, despite the stock trading near $800.50.
ING Groep NV Takes Position in EMCOR Group, Inc. $EME
ING Groep NV has acquired a new position in EMCOR Group (NYSE:EDE), purchasing 5,787 shares valued at approximately $3.76 million, making institutional investors own about 92.59% of the company. EMCOR's board authorized a $500 million share repurchase program and increased its quarterly dividend to $0.40 per share, up from $0.25. The company's stock trades near $782 with a market cap of $35.0 billion and a P/E of 31.45, with analysts maintaining a "Moderate Buy" consensus rating and an average price target of $698.83.
2,031 Shares in EMCOR Group, Inc. $EME Purchased by Krilogy Financial LLC
Krilogy Financial LLC has acquired a new stake of 2,031 shares in EMCOR Group, Inc. (NYSE:EME), valued at approximately $1.37 million. This purchase, alongside actions by other institutional investors, indicates growing interest in the construction company. EMCOR's board recently approved a $500 million share buyback and increased its quarterly dividend, signaling confidence and enhanced shareholder returns, while analysts maintain a generally positive outlook with an average target price of $698.83.
Rhumbline Advisers Sells 40,322 Shares of EMCOR Group, Inc. $EME
Rhumbline Advisers reduced its stake in EMCOR Group by 29.5% in the third quarter, selling 40,322 shares and retaining 96,332 shares valued at $62.57 million. Meanwhile, other institutional investors have adjusted their holdings, and analysts maintain a "Moderate Buy" consensus with an average target price of $698.83. EMCOR Group also increased its quarterly dividend to $0.40 and authorized a $500 million share buyback program.
EMCOR Group, Inc. $EME Shares Acquired by Cookson Peirce & Co. Inc.
Cookson Peirce & Co. Inc. increased its stake in EMCOR Group, Inc. (NYSE:EME) by 2.3% during the third quarter, making it the firm's 18th largest position. EMCOR also authorized a $500 million share buyback program and raised its quarterly dividend to $0.40 per share. The stock trades near $782, with analysts giving it a "Moderate Buy" rating and an average price target of $698.83.
1 Volatile Stock with Exciting Potential and 2 We Question
This article analyzes three stocks based on their volatility and potential. It recommends selling Alta Equipment Group (ALTG) and U.S. Bancorp (USB) due to unexciting sales, cash-burning tendencies, and limited growth potential respectively. Conversely, it identifies EMCOR (EME) as a stock to buy, citing its outstanding revenue growth, amplified shareholder returns through share repurchases, and improving returns on capital.
Strengthening fundamentals in mechanical and electrical contracting industry drive analyst sentiment on EMCOR Group (EME)
The article discusses the positive analyst sentiment towards EMCOR Group (EME), driven by strengthening fundamentals in the mechanical and electrical contracting industry. This upbeat outlook suggests potential growth and investor interest in the company.
Strengthening Fundamentals in Mechanical and Electrical Contracting Industry Drive Analyst Sentiment on EMCOR Group (EME)
Stifel analyst Brian Brophy recently raised the price target for EMCOR Group (NYSE: EME) from $713 to $754 and reiterated a 'Buy' rating, citing strengthening fundamentals in the mechanical and electrical contracting industry. The firm's survey indicates rising activity levels that could lead EMCOR to surpass Q4 consensus estimates. Despite a 27% year-to-date increase in shares, the article notes that the consensus 1-year median price target suggests a limited upside of 3-4%.
EMCOR Group, Inc. Sets Fourth Quarter 2025 Earnings Release Date and Webcast
EMCOR Group, Inc. (NYSE: EME) announced it will release its fourth quarter 2025 financial results on Thursday, February 26, 2026, before market open. The company will host an earnings conference call and webcast on the same day at 10:30 am EST, featuring key executives. Interested parties can access the webcast and its replay via EMCOR’s website.
Emcor Group Inc stock hits all-time high of 778.68 USD By Investing.com
Emcor Group Inc's stock recently hit an all-time high of $778.68, reflecting a 65.88% surge over the past year and strong investor confidence. The company, a prominent player in Construction & Engineering, boasts a market capitalization of $34.68 billion and "GREAT" financial health according to InvestingPro. Despite its strong performance and growth, InvestingPro analysis suggests the stock might be trading above its Fair Value.
Emcor Group Inc stock hits all-time high of 778.68 USD
Emcor Group Inc.'s stock recently hit an all-time high of $778.68, marking a significant milestone after a 65.88% surge over the past year. With a market capitalization of $34.68 billion, the company demonstrates strong investor confidence and operational excellence, despite InvestingPro indicating it might be trading above its fair value. Recent strategic moves include a dividend increase, increased share repurchase program, and the sale of its UK subsidiary to focus on U.S. operations.
Emcor Group Inc stock hits all-time high of 778.68 USD By Investing.com
Emcor Group Inc (EME) stock has reached an all-time high of $778.68, surging 65.88% over the past year. The company boasts a market capitalization of $34.68 billion, strong revenue growth, and robust diluted earnings, though InvestingPro indicates it may be trading above its Fair Value. Emcor also recently increased its quarterly dividend and authorized a significant share repurchase program.
EMCOR Group, Inc. Sets Fourth Quarter 2025 Earnings Release Date and Webcast
EMCOR Group, Inc. (NYSE: EME) announced that it will release its fourth quarter 2025 financial results on Thursday, February 26, 2026, before the market opens. The company will host an earnings conference call and webcast on the same day at 10:30 am EST to review these results and operations, with key executives leading the discussion. Interested parties can access the webcast and a replay through EMCOR's website.
EMCOR Group, Inc. Sets Fourth Quarter 2025 Earnings Release Date and Webcast
EMCOR Group, Inc. (NYSE: EME) announced it will release its financial results for the fourth quarter ended December 31, 2025, on Thursday, February 26, 2026, before market open. The company will host an earnings conference call and webcast at 10:30 AM EST on the same day to review the results and its operations. A replay of the webcast will be available through March 31, 2026.
EMCOR Group (NYSE:EME) Stock Performs Better Than Its Underlying Earnings Growth Over Last Five Years
Over the past five years, EMCOR Group (NYSE:EME) has seen its stock price surge by 718%, significantly outperforming its underlying earnings per share (EPS) growth of 59% annually. Despite the market's efficiency, the share price largely reflects this strong EPS growth, indicating consistent investor sentiment. When considering total shareholder return (TSR), which includes dividends, EMCOR's performance is even stronger at 732% over five years, suggesting that dividends have meaningfully boosted shareholder returns.
EMCOR Group (EME) Is Up 6.1% After EPS Outpaces 15.9% Revenue Growth Via Buybacks
EMCOR Group (EME) has reported a 6.1% increase in stock value driven by strong market share gains and approximately 15.9% annual revenue growth over the past two years. The company's earnings per share expanded rapidly, primarily aided by an active share buyback program that boosted profit per share. This performance reinforces EMCOR's investment narrative as a diversified construction group effectively converting scale into per-share value, although project cyclicality and margin pressure remain watchpoints.
EMCOR (EME) Shares Skyrocket, What You Need To Know
EMCOR (EME) shares jumped 5.6% following a broader market rebound driven by a recovery in tech stocks and Bitcoin, as well as improved U.S. consumer sentiment. The specialty construction contractor's stock closed up 6.5% at $764.18, bringing its year-to-date gain to 17.7%. This move is significant given the stock's typically low volatility, despite a previous drop three months ago when its full-year revenue forecast fell short of optimistic investor expectations.
Evaluating EMCOR Group (EME) After Recent Share Price Pullback And Conflicting Valuation Signals
EMCOR Group (EME) has experienced a recent share price pullback, with a 4.8% decline in one day and 2.6% in seven days, despite a strong 55.5% one-year return. Conflicting valuation signals exist, with one narrative suggesting the stock is 51.2% overvalued at its current price of US$708.62 compared to an intrinsic value of $468.79, while another views it as undervalued based on market P/E ratios. Investors are encouraged to build their own narratives or explore other investment ideas using Simply Wall Street's tools.
1 Industrials Stock with Exciting Potential and 2 We Brush Off
This article analyzes the industrials sector, which has recently outperformed the S&P 500, but warns that economic cycles can turn quickly. The author recommends purchasing EMCOR (EME) due to its strong revenue growth, share buybacks, and climbing returns on capital. Conversely, the article advises against investing in Wabash (WNC) and NN (NNBR) due to declining backlogs, shrinking returns, cash depletion, and end-market challenges, respectively.
EMCOR Group Inc (EME) Shares Down 5.09% on Feb 4
EMCOR Group Inc (EME) shares dropped 5.09% in mid-day trading on February 4th, closing at $706.62. The stock is 9.25% below its 52-week high but 120.21% above its 52-week low. Analyst forecasts show an average target price of $717.15, suggesting a slight upside, while GuruFocus's GF Value estimates a 28.32% downside.
EMCOR's Project Mix Lifts Margins: Is Execution the Key?
EMCOR Group, Inc. (EME) reported a 9.1% operating margin for the first nine months of 2025, driven by its focus on high-demand sectors like data centers, health care, and manufacturing. The company's strategic project selection, combined with disciplined execution and advanced construction technologies, has led to a record $12.61 billion backlog and enhanced long-term visibility. EMCOR's robust performance is supported by strong demand, successful scaling, and favorable competitive positioning against peers like Quanta Services and Sterling Infrastructure.
EME to Divest EMCOR UK to Enhance Focus on U.S. Growth Strategy
EMCOR Group, Inc. (EME) announced its decision to divest its U.K. operations, EMCOR UK, as part of a strategic initiative to concentrate on its core U.S. electrical and mechanical construction and facilities services businesses. This move is expected to streamline operations and enhance capital allocation towards growth opportunities within the U.S. market. The divestiture aligns with EMCOR's long-term strategy to drive shareholder value through focused growth and operational efficiency.
EMCOR's Project Mix Lifts Margins: Is Execution the Key?
EMCOR Group, Inc. reported exceptional operating margins in the first nine months of 2025, driven by its strategic focus on high-demand, high-return sectors like data centers and successful project execution. The company’s record backlog and expansion into new geographies further underscore its ability to maintain elevated margins. While EMCOR faces competition in the public infrastructure market, its strategic project selection and disciplined execution contribute to its strong financial performance and positive earnings outlook.
Is EMCOR Group stock outperforming the S&P 500?
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How Investors May Respond To EMCOR Group (EME) Upgraded 2025 Outlook And Acquisition-Fueled Expansion
EMCOR Group recently garnered positive attention due to strong financial performance, profitability, and growth, driven by increasing demand in electrical and mechanical construction and strategic acquisitions like Miller Electric. The company's upgraded 2025 outlook for revenue, operating margin, and EPS, coupled with analyst endorsement, signals management's confidence. This improved outlook and acquisition-led expansion are shaping a compelling investment narrative for EMCOR.
EMCOR Group Outlook Raised As Acquisitions Support Growth And Valuation Potential
EMCOR Group (NYSE:EME) has seen its outlook raised for 2025 following strong operational performance and the completion of six acquisitions that expanded its services in healthcare, high-tech manufacturing, and institutional markets. The company's stock has shown significant momentum, with a strong 3-year return and recent gains. While the stock is trading below analyst targets and an estimated fair value, investors are advised to monitor the integration of new acquisitions and the persistence of current demand levels in key end markets.
Assessing EMCOR Group (EME) Valuation After Strong Multi Year Returns And Backlog Driven Growth Expectations
EMCOR Group (EME) has shown strong share price returns, and despite its current trading price of $727.35, it is considered 4.1% undervalued with a fair value of $758.50 according to one narrative. This valuation is supported by a record-high and diversified backlog, driven by increasing demand in construction and retrofitting across various sectors. Investors should consider the potential for continued growth, though risks like labor shortages or project execution issues could impact future margins.
Here's Why Emcor Group (EME) is a Strong Growth Stock
Emcor Group (EME) is highlighted as a strong growth stock, earning a Zacks Rank #2 (Buy) and a Growth Style Score of A. The company is poised for a 17.3% year-over-year earnings growth for the current fiscal year, with analysts revising estimates higher. This strong performance, combined with robust Style Scores, makes EME a compelling option for growth-oriented investors.
EME: Stifel Maintains Buy Rating, Increases Price Target to $754
Stifel analyst Brian Brophy has reaffirmed a Buy rating for EMCOR Group (EME) and increased its price target from $713 to $754, representing a 5.75% increase. This adjustment reflects an optimistic outlook for the company, aligning with other analysts' recent price target increases. EMCOR Group is a specialty contractor offering electrical, mechanical, and facilities services, primarily in the United States.
EMCOR Group, Inc.'s (NYSE:EME) Stock's On An Uptrend: Are Strong Financials Guiding The Market?
EMCOR Group's stock has seen an 11% increase over the last month, driven by its robust financial performance. The company boasts a high Return on Equity (ROE) of 34% and has demonstrated exceptional net income growth of 36% over the past five years, outperforming the industry average. Furthermore, EMCOR Group retains 95% of its profits, indicating a strong reinvestment strategy aimed at business expansion.
EMCOR Group, Inc. (EME) Is a Trending Stock: Facts to Know Before Betting on It
EMCOR Group (EME) has been a trending stock on Zacks.com, with shares returning +12.3% over the past month. The article reviews factors affecting its near-term performance, focusing on earnings estimate revisions and projected revenue growth. EMCOR currently holds a Zacks Rank #3 (Hold), suggesting it may perform in line with the broader market.
EMCOR Group Inc. (NYSE:EME) Passes the Caviar Cruise Quality Investing Screen
EMCOR Group Inc. (NYSE:EME) has been identified as a quality investment candidate through the "Caviar Cruise" stock screen. The company exhibits robust financial health with a high Return on Invested Capital (112.5%) and a very low Debt-to-Free Cash Flow ratio (0.005). Its strong 5-year EBIT growth of 23.8% and exceptional cash conversion rate (over 203% of net income to free cash flow) highlight its operational efficiency and earnings quality, making it an attractive prospect for long-term investors.
Assessing EMCOR Group (EME) Valuation After Strong Multi‑Year Returns And Recent Price Momentum
This article analyzes EMCOR Group (EME)'s valuation after significant multi-year returns and recent price movements. It suggests that despite a recent pullback, the stock shows strong long-term positive trends. The analysis indicates that EMCOR Group appears undervalued with a P/E ratio of 27.2x, below its estimated fair P/E of 29.8x and industry averages, and a DCF model also points to a discount of about 24%.
Emcor Group (EME) Stock Moves -1.56%: What You Should Know
Emcor Group (EME) shares fell 1.56% to $687.76 in the latest trading session, underperforming the broader S&P 500. Analysts project a 5.38% increase in EPS to $6.66 and a 13.32% rise in revenue to $4.27 billion for the upcoming earnings report. The stock currently holds a Zacks Rank of #3 (Hold) and a Forward P/E of 25.49, aligning with its industry average.
EMCOR vs. Tutor Perini: Which Construction Stock Has More Upside Now?
This article compares EMCOR (EME) and Tutor Perini (TPC), two construction stocks benefiting from strong infrastructure investment. While EMCOR offers diversified services and consistent execution, Tutor Perini focuses on large-scale projects with higher potential upside but also greater risk. Currently, both hold a Zacks Rank #3 (Hold), but Tutor Perini is considered more compelling due to its stronger growth outlook and discounted valuation.
EMCOR Group Earnings Preview: What to Expect
EMCOR Group (EME) is set to announce its fiscal Q4 2025 earnings, with analysts expecting a 5.4% increase in profit to $6.66 per share. The company has a history of surpassing Wall Street's bottom-line estimates and recently increased its quarterly dividend to $0.40 per share, reflecting confidence in its financial health. EME stock has significantly outperformed broader market indices, and analysts maintain a "Moderate Buy" rating with a projected upside of 4.8%.
Emcor Group (EME) Stock Moves -1.56%: What You Should Know
Emcor Group (EME) experienced a 1.56% drop in its stock price, closing at $687.76, underperforming the broader S&P 500. Despite this recent dip, the company's shares have risen 12.36% over the past month. Analysts project a 5.38% increase in earnings per share for its upcoming disclosure, with full-year earnings expected to grow by 17.29%.
Emcor Group (EME) Stock Moves -1.56%: What You Should Know
Emcor Group (EME) shares dropped 1.56% in its latest trading session, underperforming the S&P 500, Dow, and Nasdaq. Despite the recent dip, the construction and maintenance company's stock has gained 12.36% over the past month. Analysts are projecting an increase in EPS and revenue for Emcor Group's upcoming earnings disclosure, with a Zacks Rank of #3 (Hold).
Is EMCOR Group’s (EME) EPS Surge and Buyback Strategy Quietly Redefining Its Long-Term Narrative?
EMCOR Group (EME) has demonstrated strong underlying performance with robust revenue expansion and rapid earnings per share (EPS) growth, amplified by active share repurchases. This strategy suggests the company is effectively utilizing its balance sheet and gaining market share, which could redefine its long-term investment narrative, despite potential risks from project volatility in cyclical industrial sectors. While analyst fair value estimates vary widely, the company's projected revenue and earnings by 2028 suggest a significant upside potential.
EMCOR Group, Inc. $EME Shares Sold by Ritholtz Wealth Management
Ritholtz Wealth Management reduced its stake in EMCOR Group, Inc. by 7.5%, selling 1,530 shares during the third quarter, though their remaining holdings are valued at over $12 million. Other institutional investors either bought new stakes or increased their holdings in EMCOR. The company recently reported strong Q3 earnings, approved a $500 million stock buyback, and raised its quarterly dividend, signaling management confidence despite the partial sell-off by Ritholtz Wealth.
Thames Capital Management LLC Makes New $5.06 Million Investment in EMCOR Group, Inc. $EME
Thames Capital Management LLC initiated a new position in EMCOR Group, Inc. (NYSE:EME) during Q3, acquiring 7,791 shares valued at approximately $5.06 million. EMCOR's board recently approved a $500 million share buyback program and increased its quarterly dividend to $0.40 per share. The company reported strong Q3 results with EPS of $6.57 and revenue of $4.30 billion, and provided positive FY2025 guidance.
Meritage Portfolio Management Has $3.06 Million Stock Holdings in EMCOR Group, Inc. $EME
Meritage Portfolio Management reduced its investment in EMCOR Group by 28.8% in the third quarter, now holding 4,710 shares valued at approximately $3.06 million. EMCOR Group reported strong Q3 earnings in line with estimates and provided optimistic FY2025 guidance. The company also demonstrated shareholder-friendly actions by authorizing a $500 million stock buyback and increasing its quarterly dividend.
EMCOR Group Inc (EME) Shares Up 3.43% on Jan 15
EMCOR Group Inc (EME) shares rose 3.43% on January 15, closing at $683.37, which is 12.23% below its 52-week high and 112.96% above its 52-week low. Wall Street analysts have an average target price of $707.03 for EME, indicating a 3.46% upside, and a consensus "Outperform" recommendation. However, GuruFocus estimates a GF Value of $504.49, suggesting a potential 26.18% downside from the current price.
