Boston Common Asset Management LLC Sells 10,100 Shares of Emerson Electric Co. $EMR

Boston Common Asset Management LLC lessened its holdings in Emerson Electric Co. (NYSE:EMR) by 9.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 101,565 shares of the industrial products company’s stock after selling 10,100 shares during the period. Boston Common Asset Management LLC’s holdings in Emerson Electric were worth $13,480,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. Ameriprise Financial Inc. boosted its stake in shares of Emerson Electric by 185.7% in the 3rd quarter. Ameriprise Financial Inc. now owns 3,192,982 shares of the industrial products company’s stock valued at $418,730,000 after purchasing an additional 2,075,425 shares in the last quarter. Fisher Asset Management LLC increased its position in Emerson Electric by 43.0% during the 2nd quarter. Fisher Asset Management LLC now owns 5,193,448 shares of the industrial products company’s stock worth $692,442,000 after purchasing an additional 1,561,600 shares in the last quarter. Bank of New York Mellon Corp lifted its stake in Emerson Electric by 29.2% in the 3rd quarter. Bank of New York Mellon Corp now owns 5,260,097 shares of the industrial products company’s stock valued at $690,020,000 after purchasing an additional 1,187,974 shares during the last quarter. Schroder Investment Management Group boosted its position 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 valued at $945,227,000 after buying an additional 859,171 shares in the last quarter. Finally, State Street Corp grew its stake 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 worth $3,606,979,000 after buying an additional 784,987 shares during the last quarter. Institutional investors and hedge funds own 74.30% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently commented on EMR. Jefferies Financial Group increased their price target on Emerson Electric from $150.00 to $160.00 and gave the company a “hold” rating in a research note on Thursday, February 5th. Citigroup boosted their price objective on Emerson Electric from $165.00 to $174.00 and gave the stock a “buy” rating in a research report on Wednesday, February 4th. Royal Bank Of Canada increased their target price on Emerson Electric from $153.00 to $176.00 and gave the company an “outperform” rating in a research report on Wednesday, February 4th. Weiss Ratings lowered Emerson Electric from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, February 4th. Finally, Wells Fargo & Company upped 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. Eleven analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $164.14.

Insider Activity

In related news, VP Nicholas J. Piazza sold 6,703 shares of the firm’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $159.07, for a total transaction of $1,066,246.21. Following the transaction, the vice president directly owned 31,664 shares of the company’s stock, valued at $5,036,792.48. This trade represents a 17.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Matthew S. Levatich sold 1,476 shares of the business’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $162.16, for a total transaction of $239,348.16. Following the transaction, the director owned 24,349 shares in the company, valued at approximately $3,948,433.84. This trade represents a 5.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 13,879 shares of company stock worth $2,116,818 over the last quarter. Insiders own 0.23% of the company’s stock.

Emerson Electric Stock Performance

Shares of Emerson Electric stock opened at $123.28 on Tuesday. 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. The business has a 50 day moving average price of $143.98 and a 200-day moving average price of $137.63. The company has a market cap of $69.28 billion, a PE ratio of 30.14, a price-to-earnings-growth ratio of 2.00 and a beta of 1.24.

Emerson Electric (NYSE:EMR) last announced its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, beating 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 return on equity of 17.25% and a net margin of 12.72%.Emerson Electric’s quarterly revenue was up 4.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $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. Equities analysts anticipate that Emerson Electric Co. will post 5.96 earnings per share for the current fiscal year.

Emerson Electric Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th were paid a $0.555 dividend. The ex-dividend date was Friday, February 13th. This represents a $2.22 annualized dividend and a dividend yield of 1.8%. Emerson Electric’s dividend payout ratio is presently 54.28%.

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.