Alliancebernstein L.P. Decreases Position in Emerson Electric Co. $EMR

Alliancebernstein L.P. cut its stake in Emerson Electric Co. (NYSE:EMR) by 8.8% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,171,324 shares of the industrial products company’s stock after selling 208,412 shares during the quarter. Alliancebernstein L.P. owned 0.39% of Emerson Electric worth $284,834,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. increased its holdings in Emerson Electric by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 54,330,938 shares of the industrial products company’s stock valued at $7,127,132,000 after acquiring an additional 201,040 shares during the last quarter. State Street Corp boosted its holdings in Emerson Electric by 3.0% during the 2nd quarter. State Street Corp now owns 27,053,019 shares of the industrial products company’s stock valued at $3,606,979,000 after acquiring an additional 784,987 shares during the period. JPMorgan Chase & Co. grew its position in Emerson Electric by 75.0% in the 2nd quarter. JPMorgan Chase & Co. now owns 12,538,402 shares of the industrial products company’s stock valued at $1,671,762,000 after acquiring an additional 5,371,585 shares during the last quarter. Schroder Investment Management Group increased its stake in Emerson Electric by 13.5% in the third quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company’s stock worth $945,227,000 after purchasing an additional 859,171 shares during the period. Finally, Norges Bank bought a new position in Emerson Electric in the 2nd quarter worth about $918,830,000. 74.30% of the stock is currently owned by hedge funds and other institutional investors.

Emerson Electric Price Performance

Shares of NYSE:EMR opened at $132.26 on Monday. The company has a market cap of $74.33 billion, a PE ratio of 32.34, a price-to-earnings-growth ratio of 2.10 and a beta of 1.24. Emerson Electric Co. has a twelve month low of $90.06 and a twelve month high of $165.15. The company’s 50 day moving average is $147.72 and its 200 day moving average is $137.93. 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 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 firm had revenue of $4.35 billion during 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 revenue was up 4.1% compared to the same quarter last year. 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. On average, sell-side analysts forecast that Emerson Electric Co. will post 5.96 EPS for the current year.

Emerson Electric Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th were issued a dividend of $0.555 per share. This represents a $2.22 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend was Friday, February 13th. Emerson Electric’s payout ratio is 54.28%.

Analysts Set New Price Targets

Several equities analysts have recently commented on the company. HSBC raised their price target on Emerson Electric from $165.00 to $170.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. UBS Group upgraded Emerson Electric from a “neutral” rating to a “buy” rating and lifted their price target for the company from $131.00 to $168.00 in a report on Monday, January 5th. Weiss Ratings cut shares of Emerson Electric from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, February 4th. Wolfe Research lowered their target price on shares of Emerson Electric from $177.00 to $176.00 and set an “outperform” rating for the company in a research note on Friday, February 27th. Finally, TD Cowen downgraded Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price target for the company. in a report on Friday, January 9th. Eleven analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $164.85.

Insider Buying and Selling at Emerson Electric

In related news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the company’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $142.32, for a total value of $811,224.00. Following the completion of the transaction, the chief executive officer owned 281,393 shares of the company’s stock, valued at approximately $40,047,851.76. This represents a 1.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Nicholas J. Piazza sold 6,703 shares of the business’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $159.07, for a total transaction of $1,066,246.21. Following the completion of the sale, the vice president directly owned 31,664 shares of the company’s stock, valued at approximately $5,036,792.48. The trade was a 17.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 13,879 shares of company stock valued at $2,116,818. Corporate insiders own 0.23% of the company’s stock.

About Emerson Electric

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.