Why EMCOR Group (EME) Stock Is Down Today

EMCOR Group (EME) is down 3.3% 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 filing or press release driving EMCOR lower today, so the move looks more like a pullback after a strong earnings-driven run earlier this month. This could be because investors are taking profits while digesting a recent analyst price-target cut, even though the broader long-term view on the company still appears constructive.

Details:

EMCOR’s most recent major update was its July 30, 2026 second-quarter release, which showed record revenue, record diluted EPS, record remaining performance obligations, and higher full-year guidance.

That report included second-quarter revenue of $5.15 billion, diluted EPS of $9.06, and raised 2026 EPS guidance to a range of $32.00 to $33.25.

An August analyst update lowered a price target on EMCOR while keeping a positive rating, which can sometimes pressure shares after a sharp post-earnings rally.

The stock had already been volatile in recent weeks, including a large jump following earnings, so part of today’s decline may simply reflect consolidation after that move.

Sources:

SEC, EMCOR Group, TipRanks

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.

$EME Hedge Fund Activity

We have seen 658 institutional investors add shares of $EME stock to their portfolio, and 561 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
ASSENAGON ASSET MANAGEMENT S.A. added 237,519 shares (+452.0%) to their portfolio in Q1 2026, for an estimated $175,362,652
GEODE CAPITAL MANAGEMENT, LLC removed 195,039 shares (-13.2%) from their portfolio in Q2 2026, for an estimated $161,858,965

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 $121,198,737 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 6 times in the past 6 months. Of those trades, 5 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 5 times. They made 4 purchases worth up to $60,000 on 03/10, 03/09, 03/03, 02/27 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.