AXQ Capital LP Lowers Position in Emerson Electric Co. $EMR

AXQ Capital LP trimmed its position in Emerson Electric Co. (NYSE:EMR) by 81.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,607 shares of the industrial products company’s stock after selling 6,947 shares during the period. AXQ Capital LP’s holdings in Emerson Electric were worth $211,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Compound Planning Inc. grew its position in shares of Emerson Electric by 6.2% in the 3rd quarter. Compound Planning Inc. now owns 9,486 shares of the industrial products company’s stock worth $1,244,000 after buying an additional 557 shares during the period. EverSource Wealth Advisors LLC boosted its stake in Emerson Electric by 2.4% during the third quarter. EverSource Wealth Advisors LLC now owns 4,212 shares of the industrial products company’s stock worth $553,000 after acquiring an additional 100 shares in the last quarter. Cary Street Partners Investment Advisory LLC grew its holdings in Emerson Electric by 19.6% in the third quarter. Cary Street Partners Investment Advisory LLC now owns 3,026 shares of the industrial products company’s stock worth $397,000 after purchasing an additional 495 shares during the period. Vestmark Advisory Solutions Inc. increased its stake in shares of Emerson Electric by 13.5% during the third quarter. Vestmark Advisory Solutions Inc. now owns 5,229 shares of the industrial products company’s stock valued at $686,000 after purchasing an additional 621 shares in the last quarter. Finally, Siligmueller & Norvid Wealth Advisors LLC bought a new stake in shares of Emerson Electric in the 3rd quarter worth approximately $339,000. Hedge funds and other institutional investors own 74.30% of the company’s stock.

Wall Street Analyst Weigh In

EMR has been the subject of a number of recent research reports. Wells Fargo & Company lifted their price objective on Emerson Electric from $145.00 to $160.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 4th. Citigroup lifted their price target on Emerson Electric from $165.00 to $174.00 and gave the stock a “buy” rating in a research report on Wednesday, February 4th. UBS Group raised shares of Emerson Electric from a “neutral” rating to a “buy” rating and increased their price objective for the company from $131.00 to $168.00 in a research report on Monday, January 5th. HSBC lifted their target price on shares of Emerson Electric from $165.00 to $170.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Finally, Stephens raised their price target on shares of Emerson Electric from $145.00 to $155.00 and gave the company an “equal weight” rating in a research report on Monday, February 9th. Eleven investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Emerson Electric currently has an average rating of “Hold” and an average target price of $164.85.

Emerson Electric Stock Performance

Shares of EMR stock opened at $150.67 on Friday. The firm has a market capitalization of $84.67 billion, a PE ratio of 36.84, a P/E/G ratio of 2.43 and a beta of 1.26. The company has a 50 day moving average price of $146.53 and a 200-day moving average price of $137.27. Emerson Electric Co. has a 52 week low of $90.06 and a 52 week high of $165.15. The company has a quick ratio of 0.62, a current ratio of 0.84 and a debt-to-equity ratio of 0.37.

Emerson Electric (NYSE:EMR) last issued its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.41 by $0.05. The company had revenue of $4.35 billion for the quarter, compared to analysts’ expectations of $4.37 billion. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The firm’s quarterly revenue was up 4.1% on a year-over-year basis. During the same quarter last year, the company posted $1.38 earnings per share. 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. As a group, equities research analysts expect that Emerson Electric Co. will post 5.96 earnings per share for the current year.

Emerson Electric Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be issued a $0.555 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $2.22 dividend on an annualized basis and a yield of 1.5%. Emerson Electric’s dividend payout ratio is currently 54.28%.

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

Insider Buying and Selling at Emerson Electric

In related news, Director Matthew S. Levatich sold 1,476 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total transaction of $239,348.16. Following the completion of the sale, the director directly owned 24,349 shares in the company, valued at approximately $3,948,433.84. The trade was a 5.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $133.00, for a total transaction of $965,979.00. Following the completion of the transaction, 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 15,442 shares of company stock worth $2,271,573 in the last three months. 0.23% of the stock is currently owned by company insiders.

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.