Forbes J M & Co. LLP Buys 83,721 Shares of Emerson Electric Co. $EMR

Forbes J M & Co. LLP grew its stake in shares of Emerson Electric Co. (NYSE:EMR) by 692.5% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 95,811 shares of the industrial products company’s stock after buying an additional 83,721 shares during the quarter. Forbes J M & Co. LLP’s holdings in Emerson Electric were worth $12,716,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of EMR. Murphy Middleton Hinkle & Parker Inc. lifted its holdings in shares of Emerson Electric by 229.1% during the fourth quarter. Murphy Middleton Hinkle & Parker Inc. now owns 46,467 shares of the industrial products company’s stock worth $6,167,000 after purchasing an additional 32,346 shares during the period. AustralianSuper Pty Ltd acquired a new position in shares of Emerson Electric during the third quarter worth $950,000. Cahill Financial Advisors Inc. acquired a new position in shares of Emerson Electric during the third quarter worth $823,000. Vanguard Group Inc. lifted its holdings in shares of Emerson Electric by 0.4% during the third quarter. Vanguard Group Inc. now owns 54,330,938 shares of the industrial products company’s stock worth $7,127,132,000 after purchasing an additional 201,040 shares during the period. Finally, Caprock Group LLC acquired a new position in shares of Emerson Electric during the third quarter worth $3,359,000. Institutional investors own 74.30% of the company’s stock.

Emerson Electric Price Performance

EMR stock opened at $132.66 on Tuesday. The firm has a market cap of $74.56 billion, a price-to-earnings ratio of 32.44, a PEG ratio of 2.10 and a beta of 1.28. 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 Co. has a 12-month low of $90.06 and a 12-month high of $165.15. The company’s fifty day simple moving average is $142.33 and its 200 day simple moving average is $137.60.

Emerson Electric (NYSE:EMR) last announced its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share for the quarter, beating the consensus estimate of $1.41 by $0.05. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The firm had revenue of $4.35 billion for the quarter, compared to analyst estimates of $4.37 billion. During the same quarter in the prior year, the business earned $1.38 earnings per share. The business’s quarterly revenue was up 4.1% compared to the same quarter last year. 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, analysts expect that Emerson Electric Co. will post 5.96 earnings per share for the current year.

Emerson Electric Announces Dividend

The business also recently disclosed 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. The ex-dividend date was Friday, February 13th. This represents a $2.22 annualized dividend and a dividend yield of 1.7%. Emerson Electric’s dividend payout ratio is currently 54.28%.

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. Rothschild & Co Redburn lifted their price target on shares of Emerson Electric from $154.00 to $165.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Jefferies Financial Group started coverage on shares of Emerson Electric in a report on Tuesday, March 31st. They set a “buy” rating and a $175.00 price target on the stock. KeyCorp boosted their target price on shares of Emerson Electric from $155.00 to $185.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. BMO Capital Markets started coverage on shares of Emerson Electric in a report on Friday, March 27th. They issued a “market perform” rating and a $150.00 target price on the stock. Finally, JPMorgan Chase & Co. boosted their target price 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. Twelve research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $163.43.

Insider Activity

In other news, VP Nicholas J. Piazza sold 6,703 shares of the company’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 owned 31,664 shares in the company, valued at approximately $5,036,792.48. This represents a 17.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Matthew S. Levatich sold 1,476 shares of the company’s stock in a transaction dated Tuesday, February 10th. The shares were 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 $3,948,433.84. This represents a 5.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 13,879 shares of company stock worth $2,116,818. Company insiders own 0.23% of the company’s stock.

Emerson Electric 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.