Emerson Electric Co. $EMR Shares Sold by Envestnet Portfolio Solutions Inc.

Envestnet Portfolio Solutions Inc. trimmed its position in Emerson Electric Co. (NYSE:EMR) by 23.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 16,074 shares of the industrial products company’s stock after selling 5,057 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Emerson Electric were worth $2,109,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in EMR. Coldstream Capital Management Inc. lifted its stake in Emerson Electric by 18.3% in the 2nd quarter. Coldstream Capital Management Inc. now owns 21,378 shares of the industrial products company’s stock worth $2,850,000 after purchasing an additional 3,308 shares in the last quarter. Marshall Wace LLP increased its holdings in shares of Emerson Electric by 74.4% in the second quarter. Marshall Wace LLP now owns 1,286,755 shares of the industrial products company’s stock valued at $171,563,000 after purchasing an additional 548,795 shares during the last quarter. QRG Capital Management Inc. lifted its position in Emerson Electric by 29.2% during the third quarter. QRG Capital Management Inc. now owns 167,314 shares of the industrial products company’s stock worth $21,948,000 after buying an additional 37,822 shares in the last quarter. CORDA Investment Management LLC. acquired a new position in Emerson Electric during the second quarter worth $1,173,000. Finally, Cordatus Wealth Management LLC purchased a new stake in Emerson Electric in the 3rd quarter valued at $2,403,000. Institutional investors and hedge funds own 74.30% of the company’s stock.

Emerson Electric Price Performance

Shares of EMR opened at $149.23 on Tuesday. The company has a market cap of $83.91 billion, a P/E ratio of 36.94, a PEG ratio of 2.39 and a beta of 1.26. Emerson Electric Co. has a fifty-two week low of $90.06 and a fifty-two week high of $151.74. The company has a quick ratio of 0.65, a current ratio of 0.88 and a debt-to-equity ratio of 0.41. The firm’s 50 day moving average price is $137.74 and its 200 day moving average price is $135.65.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings results on Wednesday, November 5th. The industrial products company reported $1.62 EPS for the quarter, hitting the consensus estimate of $1.62. The business had revenue of $4.86 billion during the quarter, compared to the consensus estimate of $4.91 billion. Emerson Electric had a net margin of 12.73% and a return on equity of 15.87%. The company’s quarterly revenue was up 5.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.48 earnings per share. Emerson Electric has set its FY 2026 guidance at 6.350-6.550 EPS and its Q1 2026 guidance at 1.400-1.400 EPS. On average, research analysts forecast that Emerson Electric Co. will post 5.96 earnings per share for the current fiscal year.

Emerson Electric Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Friday, November 14th were given a dividend of $0.555 per share. This is a boost from Emerson Electric’s previous quarterly dividend of $0.53. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Friday, November 14th. Emerson Electric’s dividend payout ratio is presently 54.95%.

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

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on EMR. Robert W. Baird boosted their price target on shares of Emerson Electric from $143.00 to $164.00 and gave the company a “neutral” rating in a research report on Friday, January 16th. Evercore ISI began coverage on Emerson Electric in a research note on Monday, December 15th. They issued an “outperform” rating and a $170.00 price target on the stock. Morgan Stanley raised their price objective on Emerson Electric from $115.00 to $125.00 and gave the stock an “underweight” rating in a research report on Friday, January 9th. Wells Fargo & Company upped their target price on shares of Emerson Electric from $140.00 to $145.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 7th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Emerson Electric from $150.00 to $157.00 and gave the company a “neutral” rating in a research report on Friday, January 16th. Ten equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Emerson Electric currently has a consensus rating of “Moderate Buy” and a consensus target price of $154.76.

Insider Buying and Selling at Emerson Electric

In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the firm’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $133.00, for a total value of $965,979.00. Following the sale, the chief executive officer owned 196,292 shares of the company’s stock, valued at $26,106,836. This trade represents a 3.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 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.