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EMCOR Group Gains as Investors Appear to Lean on Strong Backlog, Guidance, and Recent Dividend News

Investivoq PriceTracker

EMCOR Group (EME) is up 5.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears to be tied less to a single breaking headline and more to continued investor enthusiasm around EMCOR’s strong operating momentum. This could be because the company recently posted record quarterly results, raised full-year guidance, showed a sharply higher backlog, and then followed with a fresh quarterly dividend declaration.

Details:

  • In late July, EMCOR reported record second-quarter 2026 revenue of $5.15 billion, record diluted earnings per share of $9.06, and operating margin of 10.6%.
  • The company also raised its 2026 outlook, lifting projected revenue to $20.00 billion to $20.50 billion and diluted EPS to $32.00 to $33.25.
  • Remaining performance obligations reached a record $17.14 billion as of June 30, 2026, with notable growth in network and communications, water and wastewater, institutional, and healthcare work.
  • On October 2, EMCOR declared a regular quarterly cash dividend of $0.40 per share, which may have reinforced confidence even though it was not a transformational announcement on its own.

    • Sources:

    EMCOR Group, SEC, Business Wire

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $EME Insider Trading Activity

    EME Insider Trades

    $EME insiders have traded $EME stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.

    Here’s a breakdown of recent trading of $EME stock by insiders over the last 6 months:

    • STEVEN SCHWARZWAELDER sold 5,602 shares for an estimated $5,014,854
    • JOHN W ALTMEYER sold 2,500 shares for an estimated $2,237,500
    • WILLIAM P REID sold 2,000 shares for an estimated $1,851,560
    • CAROL P LOWE sold 950 shares for an estimated $802,275
    • JASON R NALBANDIAN (SVP, CFO, Chief Acct. Officer) sold 800 shares for an estimated $685,144
    • ROBERT PETER LIND (VP and Controller) sold 675 shares for an estimated $603,632

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $EME Hedge Fund Activity

    We have seen 631 institutional investors add shares of $EME stock to their portfolio, and 480 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • VICTORY CAPITAL MANAGEMENT INC removed 689,431 shares (-54.0%) from their portfolio in Q2 2026, for an estimated $572,144,998
    • FMR LLC removed 624,178 shares (-31.9%) from their portfolio in Q2 2026, for an estimated $517,992,838
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 368,895 shares (+inf%) to their portfolio in Q2 2026, for an estimated $306,138,582
    • JPMORGAN CHASE & CO added 321,330 shares (+inf%) to their portfolio in Q2 2026, for an estimated $266,665,340
    • GOLDMAN SACHS GROUP INC added 279,942 shares (+95.8%) to their portfolio in Q2 2026, for an estimated $232,318,266
    • GEODE CAPITAL MANAGEMENT, LLC removed 195,039 shares (-13.2%) from their portfolio in Q2 2026, for an estimated $161,858,965
    • UBS GROUP AG removed 176,713 shares (-49.8%) from their portfolio in Q2 2026, for an estimated $146,650,584

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $EME Government Contracts

    We have seen $103,074,678 of award payments to $EME over the last year.

    Here are some of the awards which we have have seen pay out the most over the last year:

    • THIS TASK ORDER IS FOR COMPLETE FACILITIES MAINTENANCE (CFM) AT NATIONAL ARCHIVES I, WASHINGTON, DC AND ARC...: $18,092,424
    • REQUISITION 21MA000387 WAS CREATED TO ISSUE A DELIVERY/TASK ORDER OFF OF THE MAIN IDIQ 89303020DMA000012 FO...: $14,574,042
    • PROJECT AND LOCATIONS - OPERATIONS AND MAINTENANCE SERVICES, ST ELIZABETHS WEST CAMPUS, EXERCISE OF OPTION ...: $13,638,787
    • THE PURPOSE OF THIS REQUISITION IS TO PROVIDE FUNDING FOR OPTION YEAR TWO (2) FIXED MONTHLY SERVICES FROM T...: $11,017,740

    To track government contracts to publicy traded companies, check out Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq API government contracts endpoint.

    $EME Congressional Stock Trading

    Members of Congress have traded $EME stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

    Here’s a breakdown of recent trading of $EME stock by members of Congress over the last 6 months:

    • REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 2 times. They made 0 purchases and 2 sales worth up to $265,000 on 08/25, 05/28.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $EME Price Targets

    Multiple analysts have issued price targets for $EME recently. We have seen 2 analysts offer price targets for $EME in the last 6 months, with a median target of $1111.5.

    Here are some recent targets:

    • Manish A. Somaiya from Cantor Fitzgerald set a target price of $1123.0 on 06/16/2026
    • Brent Thielman from Oppenheimer set a target price of $1100.0 on 05/28/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.