Fisher Asset Management LLC Increases Stock Holdings in Emerson Electric Co. $EMR

Fisher Asset Management LLC increased its stake in shares of Emerson Electric Co. (NYSE:EMR) by 20.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,262,570 shares of the industrial products company’s stock after purchasing an additional 1,069,122 shares during the quarter. Fisher Asset Management LLC owned 1.11% of Emerson Electric worth $821,524,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of EMR. Brighton Jones LLC raised its holdings in Emerson Electric by 74.1% during the fourth quarter. Brighton Jones LLC now owns 11,392 shares of the industrial products company’s stock worth $1,412,000 after purchasing an additional 4,850 shares in the last quarter. Dynamic Technology Lab Private Ltd acquired a new position in Emerson Electric during the 1st quarter worth approximately $232,000. Caxton Associates LLP purchased a new position in shares of Emerson Electric during the 1st quarter worth approximately $275,000. Sivia Capital Partners LLC acquired a new stake in shares of Emerson Electric in the 2nd quarter valued at approximately $203,000. Finally, Ignite Planners LLC acquired a new position in Emerson Electric during the second quarter worth $237,000. Hedge funds and other institutional investors own 74.30% of the company’s stock.

Insiders Place Their Bets

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 transaction, the chief executive officer owned 196,292 shares in the company, valued at approximately $26,106,836. This trade represents a 3.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Nicholas J. Piazza sold 6,703 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $159.07, for a total transaction of $1,066,246.21. Following the sale, the vice president owned 31,664 shares of the company’s stock, valued at approximately $5,036,792.48. This represents a 17.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 15,442 shares of company stock worth $2,271,573 over the last three months. 0.23% of the stock is owned by insiders.

Emerson Electric Stock Down 1.3%

EMR stock opened at $150.67 on Monday. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.84 and a quick ratio of 0.62. Emerson Electric Co. has a 12 month low of $90.06 and a 12 month high of $165.15. The firm has a market capitalization of $84.67 billion, a PE ratio of 36.84, a P/E/G ratio of 2.40 and a beta of 1.24. The company’s 50 day simple moving average is $146.53 and its 200-day simple moving average is $137.31.

Emerson Electric (NYSE:EMR) last posted its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.41 by $0.05. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.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 company earned $1.38 EPS. Emerson Electric’s revenue was up 4.1% on a year-over-year basis. 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 expect that Emerson Electric Co. will post 5.96 earnings per share for the current fiscal year.

Emerson Electric announced that its board has initiated a stock repurchase plan on Wednesday, November 5th that authorizes the company to repurchase $0.00 in outstanding shares. This repurchase authorization authorizes the industrial products company to purchase shares of its stock through open market purchases. Shares repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Emerson Electric Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be given a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Friday, February 13th. Emerson Electric’s payout ratio is 54.28%.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on EMR shares. Loop Capital raised 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. UBS Group upgraded shares of Emerson Electric from a “neutral” rating to a “buy” rating and raised their price objective for the company from $131.00 to $168.00 in a research note on Monday, January 5th. Wolfe Research lowered their target price on shares of Emerson Electric from $177.00 to $176.00 and set an “outperform” rating on the stock in a research report on Friday. Royal Bank Of Canada lifted their price target on shares of Emerson Electric from $153.00 to $176.00 and gave the company an “outperform” rating in a research report on Wednesday, February 4th. Finally, Morgan Stanley boosted their price target on Emerson Electric from $115.00 to $125.00 and gave the stock an “underweight” rating in a research note on Friday, January 9th. Eleven investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $164.85.

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.