Franklin Street Advisors Inc. NC cut its stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 30.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,117 shares of the industrial products company’s stock after selling 8,680 shares during the quarter. Franklin Street Advisors Inc. NC’s holdings in Emerson Electric were worth $2,670,000 at the end of the most recent reporting period.
Several other large investors have also modified their holdings of EMR. Brighton Jones LLC boosted its stake in shares of Emerson Electric by 74.1% during the 4th quarter. Brighton Jones LLC now owns 11,392 shares of the industrial products company’s stock worth $1,412,000 after acquiring an additional 4,850 shares in the last quarter. Dynamic Technology Lab Private Ltd bought a new stake in shares of Emerson Electric during the 1st quarter worth $232,000. Caxton Associates LLP purchased a new stake in shares of Emerson Electric in the first quarter valued at $275,000. Sivia Capital Partners LLC purchased a new stake in shares of Emerson Electric in the second quarter valued at $203,000. Finally, Jump Financial LLC lifted its holdings in shares of Emerson Electric by 121.5% in the second quarter. Jump Financial LLC now owns 10,543 shares of the industrial products company’s stock valued at $1,406,000 after purchasing an additional 5,783 shares in the last quarter. 74.30% of the stock is owned by institutional investors.
Analysts Set New Price Targets
A number of research firms have recently issued reports on EMR. UBS Group upgraded Emerson Electric from a “neutral” rating to a “buy” rating and increased their target price for the company from $131.00 to $168.00 in a report on Monday, January 5th. Oppenheimer restated a “market perform” rating on shares of Emerson Electric in a report on Tuesday, January 27th. Loop Capital increased their target price on Emerson Electric from $155.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Daiwa Securities Group increased their target price on Emerson Electric from $153.00 to $177.00 and gave the company an “outperform” rating in a report on Thursday, February 5th. Finally, TD Cowen lowered Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 target price for the company. in a report on Friday, January 9th. Twelve analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $162.38.
Emerson Electric News Roundup
Here are the key news stories impacting Emerson Electric this week:
- Positive Sentiment: Emerson won the automation contract to deliver controls and automation for Strategic Biofuels’ US$2 billion Louisiana Green Fuels facility — a sizable project that supports EMR’s exposure to renewable fuels and recurring automation services, improving near‑term revenue visibility in a growth vertical. Emerson and Strategic Biofuels to deliver renewable carbon-neutral power to Louisiana
- Positive Sentiment: Recent price momentum: multiple writeups note sharp short‑term gains (1‑day and 7‑day moves) and a strong 1‑year total shareholder return, which can attract momentum traders and raise trading volume. That helps explain today’s strength alongside the contract news. Emerson Electric (EMR) Valuation Check After Recent Short-Term Share Price Gains EMR Exceeds Market Returns
- Neutral Sentiment: EMR has been a “trending” stock on investor platforms (heightened attention can amplify intraday moves but is not a fundamental catalyst). This increases flow and volatility but doesn’t change fundamentals by itself. Emerson Electric Co. (EMR) Is a Trending Stock
- Negative Sentiment: Two sell‑side firms trimmed price targets (Wolfe Research to $169 and RBC to $161) while maintaining Outperform ratings — a modest negative since lower targets reduce analyst‑implied upside even though the ratings remain constructive. That likely tempers some investor enthusiasm despite the positive news flow. Wolfe Research adjusts price target on Emerson Electric to $169 RBC adjusts price target on Emerson Electric to $161
Insider Buying and Selling
In related news, Director Matthew S. Levatich sold 1,476 shares of the stock in a transaction on Tuesday, February 10th. The stock was 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. This trade represents a 5.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $142.32, for a total value of $811,224.00. Following the sale, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 13,879 shares of company stock worth $2,116,818. Corporate insiders own 0.23% of the company’s stock.
Emerson Electric Price Performance
Shares of NYSE:EMR opened at $142.44 on Thursday. 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 Co. has a 1 year low of $92.36 and a 1 year high of $165.15. The business has a fifty day simple moving average of $141.95 and a 200 day simple moving average of $137.65. The firm has a market cap of $80.05 billion, a price-to-earnings ratio of 34.83, a P/E/G ratio of 2.10 and a beta of 1.28.
Emerson Electric (NYSE:EMR – Get Free Report) last announced its quarterly earnings data 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. 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 during the quarter, compared to analyst estimates of $4.37 billion. During the same period last year, the company earned $1.38 earnings per share. Emerson Electric’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. As a group, sell-side analysts predict that Emerson Electric Co. will post 5.96 earnings per share for the current fiscal year.
Emerson Electric Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors 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 1.6%. The ex-dividend date was Friday, February 13th. Emerson Electric’s dividend payout ratio (DPR) is currently 54.28%.
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.
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