Why EMCOR Group (EME) Stock Is Down Today

EMCOR Group (EME) is down 5.0% today. Here is some analysis on what might have caused this price movement.

Analysis: There does not appear to be a fresh company-specific negative announcement tied to today’s drop. The move looks more like a sector-led pullback and position trimming ahead of EMCOR’s second-quarter earnings report on July 30, with investors possibly locking in gains after a strong run and resetting expectations before results.

Details:

EMCOR said on July 16 that it will release second-quarter 2026 results before the market opens on Thursday, July 30, followed by a management webcast later that morning.

In its first-quarter release on April 29, EMCOR raised its 2026 guidance to revenue of $18.50 billion to $19.25 billion and diluted EPS of $28.25 to $29.75, which leaves less room for disappointment going into earnings.

EMCOR’s June investor presentation showed remaining performance obligations rising to about $15.6 billion as of March 31, 2026, up from roughly $13.3 billion at December 31, 2025, with demand tied to data centers, connectivity, reshoring, and energy-related work.

Other infrastructure and construction names traded lower today as well, which suggests part of EMCOR’s decline could be broad industry weakness rather than a new company event.

Sources:

EMCOR Group, SEC, Market data

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 insiders have traded $EME stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.

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

ANTHONY GUZZI (Chairman, President and CEO) sold 36,000 shares for an estimated $26,261,280
STEVEN SCHWARZWAELDER sold 5,602 shares for an estimated $5,014,854
MAXINE LUM MAURICIO (CAO, EVP & General Counsel) sold 3,357 shares for an estimated $2,467,395
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 Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$EME Hedge Fund Activity

We have seen 560 institutional investors add shares of $EME stock to their portfolio, and 464 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 669,078 shares (-99.9%) from their portfolio in Q1 2026, for an estimated $493,986,978
FMR LLC removed 466,306 shares (-19.2%) from their portfolio in Q1 2026, for an estimated $344,278,382
AQR CAPITAL MANAGEMENT LLC added 269,382 shares (+40.3%) to their portfolio in Q1 2026, for an estimated $198,887,424
ASSENAGON ASSET MANAGEMENT S.A. removed 235,484 shares (-81.2%) from their portfolio in Q2 2026, for an estimated $195,423,461
MILLENNIUM MANAGEMENT LLC removed 235,043 shares (-85.3%) from their portfolio in Q1 2026, for an estimated $173,534,597
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 199,559 shares (+179.0%) to their portfolio in Q1 2026, for an estimated $147,336,405
AUSTRALIANSUPER PTY LTD added 147,943 shares (+184.3%) to their portfolio in Q1 2026, for an estimated $109,227,796

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

$EME Government Contracts

We have seen $129,196,630 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:

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

$EME Congressional Stock Trading

Members of Congress have traded $EME stock 7 times in the past 6 months. Of those trades, 6 have been purchases and 1 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 6 times. They made 5 purchases worth up to $75,000 on 03/10, 03/09, 03/03, 02/27, 02/04 and 1 sale worth up to $15,000 on 05/28.
SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.

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

$EME Price Targets

Multiple analysts have issued price targets for $EME recently. We have seen 6 analysts offer price targets for $EME in the last 6 months, with a median target of $922.5.

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
Avinatan Jaroslawicz from UBS set a target price of $945.0 on 03/06/2026
Brian Brophy from Stifel set a target price of $814.0 on 03/03/2026
Justin Hauke from Baird set a target price of $808.0 on 02/27/2026
Brent Thielman from DA Davidson set a target price of $900.0 on 02/27/2026

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