Emerson Electric Co. $EMR Shares Sold by Clifford Swan Investment Counsel LLC

Clifford Swan Investment Counsel LLC lowered its stake in Emerson Electric Co. (NYSE:EMR) by 1.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 256,416 shares of the industrial products company’s stock after selling 4,381 shares during the quarter. Emerson Electric comprises about 1.1% of Clifford Swan Investment Counsel LLC’s portfolio, making the stock its 25th biggest holding. Clifford Swan Investment Counsel LLC’s holdings in Emerson Electric were worth $33,637,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of EMR. Westpac Banking Corp increased its stake in shares of Emerson Electric by 334.9% during the third quarter. Westpac Banking Corp now owns 16,116 shares of the industrial products company’s stock valued at $2,114,000 after acquiring an additional 12,410 shares during the period. Interchange Capital Partners LLC acquired a new position in shares of Emerson Electric during the 3rd quarter valued at $236,000. Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in shares of Emerson Electric by 3.6% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,155,761 shares of the industrial products company’s stock valued at $151,613,000 after buying an additional 39,784 shares during the period. AlphaCore Capital LLC boosted its stake in Emerson Electric by 18.9% during the third quarter. AlphaCore Capital LLC now owns 8,061 shares of the industrial products company’s stock valued at $1,057,000 after buying an additional 1,279 shares in the last quarter. Finally, Intech Investment Management LLC grew its holdings in Emerson Electric by 64.3% during the third quarter. Intech Investment Management LLC now owns 19,136 shares of the industrial products company’s stock worth $2,510,000 after acquiring an additional 7,490 shares during the period. Institutional investors and hedge funds own 74.30% of the company’s stock.

Insider Activity at Emerson Electric

In other Emerson Electric news, Director Matthew S. Levatich sold 1,476 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total value of $239,348.16. Following the transaction, the director owned 24,349 shares in the company, valued at approximately $3,948,433.84. This represents a 5.72% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $133.00, for a total transaction of $965,979.00. Following the completion of the sale, the chief executive officer owned 196,292 shares of the company’s stock, valued at approximately $26,106,836. The trade was a 3.57% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 15,442 shares of company stock valued at $2,271,573. Corporate insiders own 0.23% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on EMR shares. Stephens upped their price target on shares of Emerson Electric from $145.00 to $155.00 and gave the company an “equal weight” rating in a report on Monday, February 9th. TD Cowen lowered shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 target price for the company. in a research note on Friday, January 9th. Morgan Stanley raised their target price on shares of Emerson Electric from $115.00 to $125.00 and gave the stock an “underweight” rating in a report on Friday, January 9th. Royal Bank Of Canada upped their price target on Emerson Electric from $153.00 to $176.00 and gave the company an “outperform” rating in a report on Wednesday, February 4th. Finally, Citigroup raised their price objective on Emerson Electric from $165.00 to $174.00 and gave the stock a “buy” rating in a research note on Wednesday, February 4th. Eleven analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $164.90.

Emerson Electric Trading Up 2.9%

NYSE EMR opened at $152.69 on Friday. The firm’s 50 day moving average price is $146.18 and its two-hundred day moving average price is $137.14. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.62 and a current ratio of 0.84. Emerson Electric Co. has a twelve month low of $90.06 and a twelve month high of $165.15. The stock has a market cap of $85.81 billion, a price-to-earnings ratio of 37.33, a PEG ratio of 2.36 and a beta of 1.26.

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

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

Emerson Electric Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a dividend of $0.555 per share. This represents a $2.22 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Friday, February 13th. Emerson Electric’s dividend payout ratio (DPR) is currently 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.