Emcor (EME)

• Market cap: $28.2B
• 1 day: 1.98%
• 5 days: -1.38%
• 1 month: 2.61%
• 3 months: 29.62%
• 6 months: 62.71%
• Year to date: 37.43%
• 1 year: 53.86%
• 5 years: 813.07%
• 10 years: 1,274.09%
• Sector: Industrials
• Industry: Engineering & Construction

About: EMCOR Group Inc is a specialty contractor in the United States and a provider of electrical and mechanical construction and facilities services, building services, and industrial services. Its services are provided to a broad range of commercial, technology, manufacturing, industrial, healthcare, utility, and institutional customers through approximately 100 operating subsidiaries. The company's operating subsidiaries are organized into reportable segments: United States mechanical construction and facilities services, which derives key revenue; United States electrical construction and facilities services; United States building services; United States industrial services; and United Kingdom building services. Geographically, its key revenue is derived from the United States.

Employees: 40,400

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

111% more funds holding in top 10

Funds holding in top 10: 9 [Q1] → 19 (+10) [Q2]

89% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 92

47% more capital invested

Capital invested by funds: $15.4B [Q1] → $22.6B (+$7.18B) [Q2]

8% more funds holding

Funds holding: 864 [Q1] → 934 (+70) [Q2]

2.01% more ownership

Funds ownership: 92.51% [Q1] → 94.52% (+2.01%) [Q2]

8% more call options, than puts

Call options by funds: $118M | Put options by funds: $109M

5% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 336

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $435
• Avg. target: $606
• High target: $725

5 analyst ratings

• positive: 4 80%
• neutral: 0 0%
• negative: 1 20%

DA Davidson Brent Thielman	$725	Buy Maintained	1 Aug 2025
UBS Avinatan Jaroslawicz	$715	Buy Maintained	25 Jul 2025
Stifel Brian Brophy	$597	Buy Maintained	11 Jul 2025
Goldman Sachs Adam Bubes	$435	Sell Maintained	8 Jul 2025
Baird Justin Hauke	$560	Outperform Initiated	27 Jun 2025