Boston Common Asset Management LLC Sells 11,140 Shares of Emerson Electric Co. $EMR

Boston Common Asset Management LLC decreased its holdings in shares of Emerson Electric Co. (NYSE:EMR) by 9.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 111,665 shares of the industrial products company’s stock after selling 11,140 shares during the quarter. Boston Common Asset Management LLC’s holdings in Emerson Electric were worth $14,648,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of EMR. Coldstream Capital Management Inc. increased its position in shares of Emerson Electric by 18.3% during the second quarter. Coldstream Capital Management Inc. now owns 21,378 shares of the industrial products company’s stock worth $2,850,000 after purchasing an additional 3,308 shares in the last quarter. Marshall Wace LLP boosted its stake in Emerson Electric by 74.4% during the 2nd quarter. Marshall Wace LLP now owns 1,286,755 shares of the industrial products company’s stock worth $171,563,000 after purchasing an additional 548,795 shares during the last quarter. CORDA Investment Management LLC. acquired a new stake in shares of Emerson Electric in the second quarter valued at about $1,173,000. QRG Capital Management Inc. boosted its position in Emerson Electric by 29.2% during the third quarter. QRG Capital Management Inc. now owns 167,314 shares of the industrial products company’s stock worth $21,948,000 after acquiring an additional 37,822 shares during the last quarter. Finally, Legal & General Group Plc grew its stake in Emerson Electric by 5.0% during the 2nd quarter. Legal & General Group Plc now owns 3,600,518 shares of the industrial products company’s stock valued at $480,057,000 after acquiring an additional 172,507 shares in the last quarter. Institutional investors own 74.30% of the company’s stock.

Insider Buying and Selling

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the company’s stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $133.00, for a total transaction of $965,979.00. Following the sale, the chief executive officer owned 196,292 shares in the company, valued at $26,106,836. This represents a 3.57% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.23% of the stock is owned by insiders.

Emerson Electric Stock Performance

Shares of Emerson Electric stock opened at $149.69 on Thursday. The stock has a market capitalization of $84.17 billion, a price-to-earnings ratio of 37.05, a price-to-earnings-growth ratio of 2.35 and a beta of 1.26. The company has a debt-to-equity ratio of 0.41, a current ratio of 0.88 and a quick ratio of 0.65. The business has a 50-day moving average of $136.46 and a 200 day moving average of $135.48. Emerson Electric Co. has a 12 month low of $90.06 and a 12 month high of $151.34.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings data on Wednesday, November 5th. The industrial products company reported $1.62 EPS for the quarter, meeting the consensus estimate of $1.62. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. The business had revenue of $4.86 billion during the quarter, compared to analyst estimates of $4.91 billion. During the same quarter last year, the firm posted $1.48 earnings per share. The business’s revenue for the quarter was up 5.1% compared to the same quarter last year. Emerson Electric has set its FY 2026 guidance at 6.350-6.550 EPS and its Q1 2026 guidance at 1.400-1.400 EPS. As a group, sell-side analysts forecast that Emerson Electric Co. will post 5.96 earnings per share for the current year.

Emerson Electric declared that its board has approved a stock repurchase program on Wednesday, November 5th that permits the company to buyback $0.00 in shares. This buyback authorization permits the industrial products company to reacquire shares of its stock through open market purchases. Stock buyback programs are often a sign that the company’s leadership believes its stock is undervalued.

Emerson Electric Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Friday, November 14th were paid a $0.555 dividend. The ex-dividend date was Friday, November 14th. This is an increase from Emerson Electric’s previous quarterly dividend of $0.53. This represents a $2.22 annualized dividend and a dividend yield of 1.5%. Emerson Electric’s payout ratio is 54.95%.

Analyst Ratings Changes

Several brokerages have recently weighed in on EMR. Morgan Stanley boosted their target price on Emerson Electric from $115.00 to $125.00 and gave the stock an “underweight” rating in a report on Friday, January 9th. Robert W. Baird boosted their price objective on Emerson Electric from $143.00 to $164.00 and gave the stock a “neutral” rating in a research note on Friday, January 16th. JPMorgan Chase & Co. lifted their price target on Emerson Electric from $150.00 to $157.00 and gave the stock a “neutral” rating in a report on Friday, January 16th. Barclays raised their price objective on shares of Emerson Electric from $135.00 to $145.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 7th. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on shares of Emerson Electric from $157.00 to $159.00 and gave the company a “buy” rating in a report on Thursday, October 2nd. Ten research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $154.76.

Emerson Electric Company Profile

Emerson Electric Co is a global technology and engineering company that designs and manufactures products and provides services for industrial, commercial and consumer markets. Founded in 1890, the company is headquartered in St. Louis, Missouri, and has built a long-standing presence in automation, control and climate-related technologies. Emerson’s offerings are aimed at improving productivity, energy efficiency and reliability for a wide range of end markets.

Emerson operates through two principal platforms—Automation Solutions and Commercial & Residential Solutions—providing process automation systems, measurement and analytical instrumentation, valves and actuators, control software, and related aftermarket services, alongside products for heating, ventilation and refrigeration, residential and commercial climate controls, tools and storage solutions.