Cullinan Associates Inc. Sells 4,317 Shares of Emerson Electric Co. $EMR

Cullinan Associates Inc. reduced its stake in Emerson Electric Co. (NYSE:EMR) by 6.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 63,961 shares of the industrial products company’s stock after selling 4,317 shares during the quarter. Cullinan Associates Inc.’s holdings in Emerson Electric were worth $8,489,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Darwin Wealth Management LLC bought a new position in Emerson Electric in the 2nd quarter valued at about $29,000. Ares Financial Consulting LLC bought a new position in Emerson Electric in the 4th quarter valued at about $29,000. Steph & Co. bought a new position in Emerson Electric in the 4th quarter valued at about $33,000. Wealth Watch Advisors INC bought a new position in Emerson Electric in the 3rd quarter valued at about $33,000. Finally, Financial Consulate Inc. bought a new position in Emerson Electric in the 3rd quarter valued at about $41,000. 74.30% of the stock is owned by institutional investors.

Insider Activity

In other news, Director Matthew S. Levatich sold 1,476 shares of Emerson Electric stock in a transaction on Tuesday, February 10th. The stock was 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 trade represents a 5.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Nicholas J. Piazza sold 6,703 shares of Emerson Electric stock in a transaction on Monday, February 9th. The shares were sold at an average price of $159.07, for a total value of $1,066,246.21. Following the completion of the transaction, the vice president owned 31,664 shares in the company, valued at approximately $5,036,792.48. The trade was a 17.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 13,879 shares of company stock worth $2,116,818. Insiders own 0.23% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently commented on EMR. Barclays lowered their target price on shares of Emerson Electric from $145.00 to $140.00 and set an “equal weight” rating on the stock in a report on Wednesday, April 1st. Robert W. Baird increased their price target on Emerson Electric from $143.00 to $164.00 and gave the stock a “neutral” rating in a research report on Friday, January 16th. Weiss Ratings downgraded Emerson Electric from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, February 4th. Stephens increased their target price on Emerson Electric from $145.00 to $155.00 and gave the stock an “equal weight” rating in a report on Monday, February 9th. Finally, Wolfe Research decreased their price target on Emerson Electric from $176.00 to $169.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 8th. Twelve equities research 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. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $162.38.

Emerson Electric Stock Performance

Shares of NYSE:EMR opened at $140.73 on Friday. Emerson Electric Co. has a 1 year low of $104.52 and a 1 year high of $165.15. The stock has a market capitalization of $79.09 billion, a price-to-earnings ratio of 34.41, a price-to-earnings-growth ratio of 2.18 and a beta of 1.28. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.84 and a quick ratio of 0.62. The company’s 50 day simple moving average is $138.85 and its 200 day simple moving average is $138.85.

Emerson Electric (NYSE:EMR) last issued its 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. 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 the consensus estimate of $4.37 billion. During the same quarter last year, the business posted $1.38 EPS. The company’s 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, research analysts predict that Emerson Electric Co. will post 6.5 EPS for the current fiscal year.

Emerson Electric Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th were paid a $0.555 dividend. The ex-dividend date was Friday, February 13th. This represents a $2.22 annualized dividend and a dividend yield of 1.6%. Emerson Electric’s dividend payout ratio (DPR) is presently 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.