Emcor
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 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
187% more first-time investments, than exits
New positions opened: 155 | Existing positions closed: 54
25% more call options, than puts
Call options by funds: $120M | Put options by funds: $95.7M
11% more funds holding
Funds holding: 782 [Q3] → 865 (+83) [Q4]
7% more capital invested
Capital invested by funds: $18.1B [Q3] → $19.4B (+$1.31B) [Q4]
1.9% more ownership
Funds ownership: 89.53% [Q3] → 91.43% (+1.9%) [Q4]
3% less repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 317
18% less funds holding in top 10
Funds holding in top 10: 17 [Q3] → 14 (-3) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Stifel Brian Brophy 21% 1-year accuracy 5 / 24 met price target | 32%upside $514 | Buy Maintained | 27 Feb 2025 |
Financial journalist opinion
Based on 17 articles about EME published over the past 30 days
