EMCOR Group remains a Buy, driven by robust industrial and energy infrastructure momentum and secular megatrends like electrification, reshoring, and AI/data center demand. EME has delivered a 107% total return since March 2024, but forward earnings growth is expected to moderate, with 2026–2027 EPS growth below S&P 500 projections. Valuation is elevated, with a Shiller P/E of 70.8 versus a 10-...
Ulta Beauty shares gained more than 10% in the quarter after the company reported results ahead of market expectations. We added EMCOR Group, Inc. to the portfolio during the quarter. We also added Vertiv Holdings Co. We sold Air Lease, a leading aircraft leasing company that specializes in providing a wide range of commercial aircraft to airlines worldwide, helping it expand its fleets and mee...
We are transitioning from a globalization-focused world to one prioritizing resilience, autarky, and supply chain security. Heightened geopolitical risks and deglobalization support investment in defense, resource, and infrastructure sectors for portfolio resilience. Stock exchange operators, defense contractors, resource producers, and infrastructure enablers are positioned to benefit from thi...
Dividends are on the rise for three stocks that are benefiting significantly from data center demand. Their expertise spans energy generation, server supply, and construction management.
NORWALK, Conn.--(BUSINESS WIRE)--EMCOR Group, Inc. (NYSE: EME) today announced that its Board of Directors has declared a regular quarterly cash dividend of $0.40 per common share. The dividend will be paid on January 30, 2026 to stockholders of record as of January 14, 2026. A Fortune 500 company and a member of the S&P 500, EMCOR Group, Inc. is a leader in mechanical and electrical constructi...
Advanced chips are arguably the most important resource for developing AI, and LLMs are the main way people interact with AI today. However, developing AI requires many different industries to work together, from energy to construction to engineering.
NORWALK, Conn.--(BUSINESS WIRE)--EMCOR Group, Inc. (NYSE: EME) today announced that its Board of Directors (the “Board”) has approved an increase to the Company's regular quarterly dividend to $0.40 per share from $0.25 per share. The Board expects to declare this cash dividend starting in the first quarter of 2026. The Company also announced that its Board has authorized an additional $500 mil...
aktien.guide ist das Tool zum einfachen Finden, Analysieren und Beobachten von Aktien. Lerne von erfolgreichen Investoren und triff fundierte Anlageentscheidungen. Wir machen Dich zum selbstbestimmten Investor.