EME
EMCOR Group, Inc.
$847.67
-0.64%
$37.9B
No data for this timeframe.
Vol
Market Cap$37.9B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (71%)
Inst. Holders8 funds
Inst. Value$6.0B
Inst. Activity3 buys / 1 sells
Insider Activity0B / 7S
Insider Net $-$39.1M
Reddit Sentiment67° Warm
SEC Reports6
Congressional2 trades
Recent Activity
May 11, 2026
Insider
Reid William P sold 2,000 shares
Director @ $925.78 ($1.9M)
May 5, 2026
SEC
Four EMCOR insiders sold $8.54M in open-market shares over a week, including two directors and the CFO, following a reco
CLUSTER — Impact 3/10
May 4, 2026
SEC
Three EMCOR insiders sold a total of $6.3M in stock on April 30, 2026, the day after the company reported a record Q1 wi
CLUSTER — Impact 3/10
May 1, 2026
Insider
Altmeyer John W sold 2,500 shares
Director @ $895.00 ($2.2M)
Apr 30, 2026
Insider
Mauricio Maxine Lum sold 4 shares
CAO, EVP & General Counsel @ $0.00 ($0.00)
Apr 29, 2026
SEC
EMCOR reported a record Q1 2026 with revenue of $4.63B (+19.7% YoY) and diluted EPS of $6.84 (+30% YoY), both materially
8-K — Impact 8/10
Inst.
NORGES BANK — NEW
636,986 shares ($389.7M)
Inst.
BANK OF AMERICA CORP — ADD
325,926 shares ($199.4M)
Price Targets
$983.50
+16.0% upside
Buy
Current $847.67
Low $885.00
Median $946.50
High $1,123.00
6 analysts
$885.00
$1,123.00
Analyst Ratings
5Strong Buy
5Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 10, 2026 | Cantor Fitzgerald | INITIATE | Overweight |
| Mar 6, 2026 | UBS | MAINTAIN | Buy → Buy |
| Mar 3, 2026 | Stifel | MAINTAIN | Buy → Buy |
| Feb 27, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| Feb 27, 2026 | Baird | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $7.26 ▲ +0.8% | $7.07 — $7.70 | 8% YoY | 9 |
| Next Q | $7.49 | $7.18 — $7.93 | 14% YoY | 9 |
| Current FY | $29.27 ▲ +3.4% | $28.76 — $30.06 | 13% YoY | 9 |
| Next FY | $32.43 ▲ +2.7% | $31.15 — $35.35 | 11% YoY | 9 |
Latest Reports
NEUTRAL
CLUSTER
3/10
Four EMCOR insiders sold $8.54M in open-market shares over a week, including two directors and the CFO, following a reco
May 5, 2026
NEUTRAL
CLUSTER
3/10
Three EMCOR insiders sold a total of $6.3M in stock on April 30, 2026, the day after the company reported a record Q1 wi
May 4, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $3.2B | — |
| FMR LLC | $1.5B | ADD |
| NORGES BANK | $389.7M | NEW |
| MORGAN STANLEY | $304.2M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $206.4M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 11, 2026 | Reid William | SELL | $1.9M |
| May 1, 2026 | Altmeyer John | SELL | $2.2M |
| Apr 30, 2026 | Mauricio Maxine | A | $0.00 |
| Apr 30, 2026 | Nalbandian Jason | A | $0.00 |
| Apr 30, 2026 | Altmeyer John | A | $0.00 |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
Congressional Trades
1 members: 2 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| April McClain | D | BUY | $1,001 - $15,000 |
| April McClain | D | BUY | $1,001 - $15,000 |
8 institutional holders with $6.0B total value (9,747,813 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 5,294,480 | $3.2B | 54.3% | — |
| 2 | FMR LLC | 2,425,130 | $1.5B | 24.9% | ADD +29.1% |
| 3 | NORGES BANK | 636,986 | $389.7M | 6.5% | NEW |
| 4 | MORGAN STANLEY | 497,258 | $304.2M | 5.1% | — |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 337,405 | $206.4M | 3.5% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 325,926 | $199.4M | 3.3% | ADD +42.0% |
| 7 | WELLS FARGO & COMPANY/MN | 227,928 | $139.4M | 2.3% | TRIM -41.4% |
| 8 | TWO SIGMA INVESTMENTS, LP | 2,700 | $1.7M | 0.0% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 636,986 | — | $389.7M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 229,581 | 325,926 | +42.0% | $199.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 2,700 | — | $1.7M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 6,000 | 0 | -100.0% | $0.00 | 2025-Q4 |
| FMR LLC | ADD | 2,045,092 | 2,641,058 | +29.1% | $1.7B | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 23,500 | 6,000 | -74.5% | $3.9M | 2025-Q3 |
| NORGES BANK | EXIT | 644,147 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 644,147 | — | $344.5M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 228,914 | 291,070 | +27.2% | $155.7M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 86,920 | 23,500 | -73.0% | $12.6M | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 96,309 | 159,936 | +66.1% | $59.1M | 2025-Q1 |
| NORGES BANK | EXIT | 660,618 | 0 | -100.0% | $0.00 | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 489,408 | 286,621 | -41.4% | $130.1M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 154,675 | 103,520 | -33.1% | $47.0M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 155,292 | 96,309 | -38.0% | $43.7M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 350,262 | — | $150.8M | 2024-Q3 |
8 unique insiders with 7 transactions. Net insider value: -$39.1M ($0.00 bought, $39.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 11, 2026 | Reid William P | Director | SELL | 2,000 | $925.78 | $1.9M |
| May 1, 2026 | Altmeyer John W | Director | SELL | 2,500 | $895.00 | $2.2M |
| Apr 30, 2026 | Mauricio Maxine Lum | CAO, EVP & General Counsel | A | 4 | $0.00 | $0.00 |
| Apr 30, 2026 | Nalbandian Jason R | SVP, Chief Acct Officer & CFO | A | 4 | $0.00 | $0.00 |
| Apr 30, 2026 | Altmeyer John W | Director | A | 2 | $0.00 | $0.00 |
| Apr 30, 2026 | Reid William P | Director | A | 1 | $0.00 | $0.00 |
| Apr 30, 2026 | Guzzi Anthony | Chairman, President and CEO | A | 13 | $0.00 | $0.00 |
| Apr 30, 2026 | Schwarzwaelder Steven | Director | SELL | 5,602 | $895.19 | $5.0M |
| Apr 30, 2026 | Guzzi Anthony | Chairman, President and CEO | G | 3,000 | $0.00 | $0.00 |
| Apr 30, 2026 | Nalbandian Jason R | SVP, CFO, Chief Acct. Officer | SELL | 800 | $856.43 | $685.1K |
| Apr 30, 2026 | Lind Robert Peter | VP and Controller | SELL | 675 | $894.27 | $603.6K |
| Mar 17, 2026 | Mauricio Maxine Lum | CAO, EVP & General Counsel | G | 1,377 | $0.00 | $0.00 |
| Mar 5, 2026 | Guzzi Anthony | Chairman, President and CEO | SELL | 36,000 | $729.48 | $26.3M |
| Mar 2, 2026 | Mauricio Maxine Lum | CAO, EVP & General Counsel | SELL | 3,357 | $735.00 | $2.5M |
| Feb 27, 2026 | Guzzi Anthony | Chairman, President and CEO | F | 8,303 | $724.62 | $6.0M |
| Feb 27, 2026 | Nalbandian Jason R | SVP, CFO, Chief Acct. Officer | F | 734 | $724.62 | $531.9K |
| Feb 27, 2026 | Lind Robert Peter | VP and Controller | F | 233 | $724.62 | $168.8K |
| Feb 27, 2026 | Mauricio Maxine Lum | CAO, EVP & General Counsel | F | 1,709 | $724.62 | $1.2M |
| Jan 30, 2026 | Altmeyer John W | Director | A | 4 | $0.00 | $0.00 |
| Jan 30, 2026 | Mauricio Maxine Lum | CAO, EVP & General Counsel | A | 6 | $0.00 | $0.00 |
| Jan 30, 2026 | Nalbandian Jason R | SVP, Chief Acct Officer & CFO | A | 4 | $0.00 | $0.00 |
| Jan 30, 2026 | Guzzi Anthony | Chairman, President and CEO | A | 25 | $0.00 | $0.00 |
| Jan 30, 2026 | Lowe Carol P | Director | A | 1 | $0.00 | $0.00 |
| Jan 30, 2026 | Reid William P | Director | A | 1 | $0.00 | $0.00 |
6 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 5.0/10.
NEUTRAL
CLUSTER
3/10
Four EMCOR insiders sold $8.54M in open-market shares over a week, including two directors and the C
May 5, 2026
NEUTRAL
CLUSTER
3/10
Three EMCOR insiders sold a total of $6.3M in stock on April 30, 2026, the day after the company rep
May 4, 2026
BULLISH
8-K
8/10
EMCOR reported a record Q1 2026 with revenue of $4.63B (+19.7% YoY) and diluted EPS of $6.84 (+30% Y
Apr 29, 2026
NEUTRAL
DEFA14A
2/10
EMCOR Group, Inc. has filed its definitive proxy statement (DEFA14A) for its annual shareholder meet
Apr 21, 2026
BEARISH
CLUSTER
7/10
EMCOR Group CEO Anthony Guzzi sold $26.26M worth of shares in a single open-market transaction, repr
Mar 9, 2026
BULLISH
INST-CLUSTER
7/10
Three major institutions, including sovereign wealth fund Norges Bank and mega-passive BofA, signifi
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (71% buy). Based on 14 analysts: 5 strong buy, 5 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$983.50 mean target
+16.0% upside
Buy (1.67)
$885.00 Low
$1,123.00 High
| Metric | Value |
|---|---|
| Current Price | $847.67 |
| Target Low | $885.00 |
| Target Mean | $983.50 |
| Target Median | $946.50 |
| Target High | $1,123.00 |
| # Analysts | 6 |
| Recommendation | Buy (1.67) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$7.26 | $7.07 | $7.70 | 8.0% | +0.8% | 5↑ 2↓ | $4.7B | 9.0% | 9 |
| Next Q 2026-09-30 |
$7.49 | $7.18 | $7.93 | 13.9% | +0.5% | 4↑ 3↓ | $4.7B | 10.3% | 9 |
| Current FY 2026-12-31 |
$29.27 | $28.76 | $30.06 | 13.2% | +3.4% | 7↑ 0↓ | $19.0B | 11.8% | 9 |
| Next FY 2027-12-31 |
$32.43 | $31.15 | $35.35 | 10.8% | +2.7% | 6↑ 0↓ | $20.3B | 6.9% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $7.257 | |
| 7d ago | $7.170 | +0.087 |
| 30d ago | $7.197 | +0.060 |
| 60d ago | $7.187 | +0.069 |
| 90d ago | $7.163 | +0.094 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 10, 2026 | Cantor Fitzgerald | INITIATE | — | Overweight |
| Mar 6, 2026 | UBS | MAINTAIN | Buy | Buy |
| Mar 3, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Feb 27, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Feb 27, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Jan 26, 2026 | Stifel | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 5 | 5 | 4 | 0 | 0 | 71% | |
| Apr 1, 2026 | 5 | 6 | 4 | 0 | 0 | 73% | |
| Mar 1, 2026 | 5 | 5 | 4 | 0 | 0 | 71% | |
| Feb 1, 2026 | 5 | 5 | 4 | 0 | 0 | 71% | |
| Jan 1, 2026 | 5 | 5 | 4 | 0 | 0 | 71% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 2 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 27, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | EMCOR Group Inc | Mar 11, 2026 (13d) |
| Feb 4, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | EMCOR Group Inc | Mar 11, 2026 (36d) |
67°
Warm
Bearish
Neutral
Bullish
2 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 24, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 24, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
What stocks should I invest my $1000 into (Roth IRA).
▲ 1
💬 0
⚡ 0.5
Apr 29, 2026
earnings_calendar
EME Q1 2026 Earnings Scheduled — 2026-04-29
Apr 27, 2026
dark_pool
Dark Pool: EME — 0.6M shares, 37,579 trades
Week starting 2026-04-27. Total ATS volume: 640,818 shares across 37,579 trades.
Apr 23, 2026
earnings_calendar
EME Q1 2026 Earnings Scheduled — 2026-04-23
Apr 20, 2026
dark_pool
Dark Pool: EME — 0.5M shares, 28,791 trades
Week starting 2026-04-20. Total ATS volume: 499,705 shares across 28,791 trades.
Apr 13, 2026
dark_pool
Dark Pool: EME — 0.3M shares, 25,356 trades
Week starting 2026-04-13. Total ATS volume: 318,765 shares across 25,356 trades.
Apr 6, 2026
dark_pool
Dark Pool: EME — 0.3M shares, 25,180 trades
Week starting 2026-04-06. Total ATS volume: 342,535 shares across 25,180 trades.
Mar 30, 2026
dark_pool
Dark Pool: EME — 0.3M shares, 18,144 trades
Week starting 2026-03-30. Total ATS volume: 266,086 shares across 18,144 trades.
Mar 23, 2026
dark_pool
Dark Pool: EME — 0.3M shares, 24,583 trades
Week starting 2026-03-23. Total ATS volume: 338,115 shares across 24,583 trades.
Mar 16, 2026
dark_pool
Dark Pool: EME — 0.4M shares, 24,467 trades
Week starting 2026-03-16. Total ATS volume: 422,211 shares across 24,467 trades.
Mar 9, 2026
dark_pool
Dark Pool: EME — 0.3M shares, 24,892 trades
Week starting 2026-03-09. Total ATS volume: 346,164 shares across 24,892 trades.
Mar 2, 2026
dark_pool
Dark Pool: EME — 0.6M shares, 29,208 trades
Week starting 2026-03-02. Total ATS volume: 592,703 shares across 29,208 trades.
Feb 26, 2026
earnings_calendar
EME Q4 2025 Earnings Before Market Open — 2026-02-26
Feb 23, 2026
dark_pool
Dark Pool: EME — 0.7M shares, 31,641 trades
Week starting 2026-02-23. Total ATS volume: 705,624 shares across 31,641 trades.
Feb 16, 2026
dark_pool
Dark Pool: EME — 0.4M shares, 18,920 trades
Week starting 2026-02-16. Total ATS volume: 373,330 shares across 18,920 trades.
Feb 9, 2026
dark_pool
Dark Pool: EME — 0.5M shares, 28,286 trades
Week starting 2026-02-09. Total ATS volume: 531,368 shares across 28,286 trades.