EmcorEME
Market Cap: $16.6B
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 electrical construction and facilities services, United States mechanical construction and facilities services, United States building services, United States industrial services, and United Kingdom building services. Geographically the majority of revenue is generated from the United States.
Employees: 38,300
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
165% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 51
98% more call options, than puts
Call options by funds: $113M | Put options by funds: $57M
13% more funds holding
Funds holding: 647 [Q1] → 731 (+84) [Q2]
6% more capital invested
Capital invested by funds: $15B [Q1] → $15.9B (+$850M) [Q2]
1.15% more ownership
Funds ownership: 91.57% [Q1] → 92.72% (+1.15%) [Q2]
0% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 262
39% less funds holding in top 10
Funds holding in top 10: 23 [Q1] → 14 (-9) [Q2]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
DA Davidson Brent Thielman 74% 1-year accuracy 26 / 35 met price target | 22%upside $430 | Buy Maintained | 26 Jul 2024 |
Financial journalist opinion
Based on 11 articles about EME published over the past 30 days