Tredje AP fonden Trims Holdings in Emerson Electric Co. $EMR

Tredje AP fonden reduced its stake in Emerson Electric Co. (NYSE:EMR) by 25.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 189,018 shares of the industrial products company’s stock after selling 63,755 shares during the quarter. Tredje AP fonden’s holdings in Emerson Electric were worth $25,086,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Vanguard Group Inc. boosted its position in shares of Emerson Electric by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 54,909,180 shares of the industrial products company’s stock valued at $7,287,546,000 after acquiring an additional 578,242 shares during the last quarter. Schroder Investment Management Group increased its position in Emerson Electric by 13.5% during the third quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company’s stock worth $945,227,000 after purchasing an additional 859,171 shares during the last quarter. Fisher Asset Management LLC increased its position in Emerson Electric by 20.6% during the third quarter. Fisher Asset Management LLC now owns 6,262,570 shares of the industrial products company’s stock worth $821,524,000 after purchasing an additional 1,069,122 shares during the last quarter. Bank of New York Mellon Corp raised its stake in Emerson Electric by 29.2% during the third quarter. Bank of New York Mellon Corp now owns 5,260,097 shares of the industrial products company’s stock worth $690,020,000 after purchasing an additional 1,187,974 shares during the period. Finally, Legal & General Group Plc boosted its holdings in Emerson Electric by 11.9% in the 3rd quarter. Legal & General Group Plc now owns 4,030,406 shares of the industrial products company’s stock valued at $528,709,000 after purchasing an additional 429,888 shares during the last quarter. 74.30% of the stock is owned by institutional investors and hedge funds.

Emerson Electric Stock Performance

NYSE:EMR opened at $132.10 on Tuesday. Emerson Electric Co. has a fifty-two week low of $114.83 and a fifty-two week high of $165.15. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.64 and a current ratio of 0.87. The company has a 50 day moving average price of $136.91 and a 200 day moving average price of $139.48. The stock has a market capitalization of $73.99 billion, a P/E ratio of 30.51, a PEG ratio of 2.12 and a beta of 1.26.

Emerson Electric (NYSE:EMR) last posted its earnings results on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share for the quarter, beating the consensus estimate of $1.53 by $0.01. Emerson Electric had a net margin of 13.35% and a return on equity of 17.18%. The firm had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.59 billion. During the same quarter last year, the firm earned $1.48 EPS. The firm’s revenue for the quarter was up 2.9% on a year-over-year basis. Emerson Electric has set its FY 2026 guidance at 6.450-6.550 EPS and its Q3 2026 guidance at 1.650-1.700 EPS. Equities research analysts forecast that Emerson Electric Co. will post 6.49 EPS for the current year.

Emerson Electric Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be issued a $0.555 dividend. This represents a $2.22 annualized dividend and a dividend yield of 1.7%. The ex-dividend date is Friday, May 15th. Emerson Electric’s payout ratio is currently 51.27%.

Insider Transactions at Emerson Electric

In related news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the firm’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $142.32, for a total transaction of $811,224.00. Following the completion of the transaction, the chief executive officer directly owned 281,393 shares in the company, valued at $40,047,851.76. This trade represents a 1.99% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Insiders own 0.23% of the company’s stock.

Wall Street Analyst Weigh In

EMR has been the subject of a number of recent analyst reports. Jefferies Financial Group began coverage on shares of Emerson Electric in a report on Tuesday, March 31st. They set a “buy” rating and a $175.00 price target for the company. HSBC increased their price objective on Emerson Electric from $165.00 to $170.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. Weiss Ratings reissued a “hold (c+)” rating on shares of Emerson Electric in a research note on Monday, May 4th. Oppenheimer reaffirmed a “market perform” rating on shares of Emerson Electric in a research note on Tuesday, January 27th. Finally, Deutsche Bank Aktiengesellschaft cut Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 price target for the company. in a report on Thursday, February 5th. Twelve research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Emerson Electric currently has an average rating of “Hold” and a consensus target price of $163.24.

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.