SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Invests $3.28 Million in Emerson Electric Co. $EMR

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co purchased a new stake in shares of Emerson Electric Co. (NYSE:EMR) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 24,473 shares of the industrial products company’s stock, valued at approximately $3,276,000. Emerson Electric makes up approximately 2.3% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings, making the stock its 13th biggest holding.

A number of other hedge funds have also bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in Emerson Electric by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 54,129,898 shares of the industrial products company’s stock worth $7,217,139,000 after purchasing an additional 695,105 shares in the last quarter. State Street Corp increased its position in shares of Emerson Electric by 3.0% during the second quarter. State Street Corp now owns 27,053,019 shares of the industrial products company’s stock valued at $3,606,979,000 after buying an additional 784,987 shares during the period. JPMorgan Chase & Co. lifted its holdings in shares of Emerson Electric by 75.0% in the second quarter. JPMorgan Chase & Co. now owns 12,538,402 shares of the industrial products company’s stock worth $1,671,762,000 after buying an additional 5,371,585 shares in the last quarter. Geode Capital Management LLC boosted its position in shares of Emerson Electric by 0.7% in the second quarter. Geode Capital Management LLC now owns 12,143,357 shares of the industrial products company’s stock valued at $1,610,958,000 after acquiring an additional 89,192 shares during the period. Finally, Nordea Investment Management AB grew its stake in Emerson Electric by 19.5% during the second quarter. Nordea Investment Management AB now owns 9,195,005 shares of the industrial products company’s stock valued at $1,223,947,000 after acquiring an additional 1,499,000 shares in the last quarter. 74.30% of the stock is currently owned by hedge funds and other institutional investors.

Emerson Electric Stock Up 4.3%

EMR opened at $157.47 on Monday. The company has a market cap of $88.50 billion, a P/E ratio of 38.50, a P/E/G ratio of 2.50 and a beta of 1.26. Emerson Electric Co. has a 12 month low of $90.06 and a 12 month high of $160.13. The business’s 50-day moving average price is $141.69 and its 200-day moving average price is $136.20. The company has a current ratio of 0.84, a quick ratio of 0.62 and a debt-to-equity ratio of 0.37.

Emerson Electric (NYSE:EMR) last announced its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 EPS for the quarter, topping analysts’ consensus estimates of $1.41 by $0.05. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The business had revenue of $4.35 billion for the quarter, compared to analysts’ expectations of $4.37 billion. During the same period in the previous year, the firm earned $1.38 EPS. The business’s quarterly revenue was up 4.1% on a year-over-year basis. Emerson Electric has set its FY 2026 guidance at 6.400-6.550 EPS and its Q2 2026 guidance at 1.500-1.550 EPS. On average, equities analysts expect that Emerson Electric Co. will post 5.96 EPS for the current year.

Emerson Electric declared that its board has initiated a share buyback program on Wednesday, November 5th that authorizes the company to repurchase $0.00 in shares. This repurchase authorization authorizes the industrial products company to repurchase shares of its stock through open market purchases. Shares repurchase programs are usually an indication that the company’s board of directors believes its shares are undervalued.

Emerson Electric Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, February 13th. Emerson Electric’s dividend payout ratio is currently 54.28%.

Insiders Place Their Bets

In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of Emerson Electric stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $133.00, for a total value of $965,979.00. Following the sale, the chief executive officer owned 196,292 shares in the company, valued at $26,106,836. The trade was a 3.57% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.23% of the stock is currently owned by company insiders.

Emerson Electric News Roundup

Here are the key news stories impacting Emerson Electric this week:

• Positive Sentiment: Multiple sell‑side firms raised price targets and maintained bullish ratings (Evercore ISI to $185, KeyCorp to $185, Wolfe and Daiwa to the high‑$170s, HSBC to $170), signaling analyst confidence in upside ahead. Analyst price target raises (Benzinga/MarketScreener) HSBC price target KeyCorp price target
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $6.40–$6.55 and Q2 guidance to $1.50–$1.55, signaling stronger forward earnings outlook driven by AI‑enabled products and robust North America orders. This guidance is a major supportive catalyst for the stock. Guidance raise (Seeking Alpha)
• Positive Sentiment: Emerson reported fiscal Q1 results that beat EPS estimates and produced margin strength (profit beat; revenue roughly in line), which supports the higher guidance and analyst upgrades. Q1 highlights (Yahoo Finance) Earnings beat (Seeking Alpha)
• Positive Sentiment: Unusually large volume of call options was purchased, indicating some traders are positioned for further upside in EMR in the near term. Options flow can amplify intraday moves. Call option activity (AmericanBankingNews)
• Neutral Sentiment: Quarterly sales were reported in line with estimates — neutral for upside but supportive given the EPS beat and margin commentary. Investors will watch whether revenue picks up alongside higher margins. Q4 sales in line (MSN)
• Negative Sentiment: Deutsche Bank downgraded EMR from Buy to Hold and set a $170 target — a mixed message that could cap some momentum, though DB’s $170 PT still implies upside from prior levels. Deutsche Bank downgrade (MSN)

Analyst Ratings Changes

Several brokerages have commented on EMR. JPMorgan Chase & Co. raised their price target on shares of Emerson Electric from $150.00 to $157.00 and gave the company a “neutral” rating in a report on Friday, January 16th. TD Cowen lowered Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price objective for the company. in a research note on Friday, January 9th. Jefferies Financial Group boosted their target price on Emerson Electric from $150.00 to $160.00 and gave the stock a “hold” rating in a research report on Thursday. Oppenheimer reaffirmed a “market perform” rating on shares of Emerson Electric in a report on Tuesday, January 27th. Finally, Deutsche Bank Aktiengesellschaft lowered Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 price objective for the company. in a report on Thursday. Nine research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $163.50.

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.