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 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 Q3 regulatory filings by fund managers ($100M+ AUM)
103% more call options, than puts
Call options by funds: $162M | Put options by funds: $79.6M
51% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 81
21% more funds holding in top 10
Funds holding in top 10: 14 [Q2] → 17 (+3) [Q3]
12% more repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 267
10% more capital invested
Capital invested by funds: $16.3B [Q2] → $18B (+$1.69B) [Q3]
6% more funds holding
Funds holding: 736 [Q2] → 777 (+41) [Q3]
6.0% less ownership
Funds ownership: 95.12% [Q2] → 89.12% (-6.0%) [Q3]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Goldman Sachs Adam Bubes 75% 1-year accuracy 3 / 4 met price target | 4%downside $445 | Sell Initiated | 22 Nov 2024 |
Stifel Brian Brophy 55% 1-year accuracy 6 / 11 met price target | 29%upside $600 | Buy Initiated | 15 Nov 2024 |
Financial journalist opinion
Based on 19 articles about EME published over the past 30 days
