Emerson Electric Co. $EMR Stake Trimmed by IFP Advisors Inc

IFP Advisors Inc cut its position in shares of Emerson Electric Co. (NYSE:EMR) by 47.5% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,667 shares of the industrial products company’s stock after selling 6,039 shares during the quarter. IFP Advisors Inc’s holdings in Emerson Electric were worth $954,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Norges Bank purchased a new stake in shares of Emerson Electric in the 4th quarter valued at approximately $1,050,040,000. Bank of America Corp DE grew its position in Emerson Electric by 13.1% during the 1st quarter. Bank of America Corp DE now owns 19,941,844 shares of the industrial products company’s stock worth $2,612,780,000 after purchasing an additional 2,302,055 shares in the last quarter. Janus Henderson Group PLC raised its stake in Emerson Electric by 95.7% during the 1st quarter. Janus Henderson Group PLC now owns 2,207,707 shares of the industrial products company’s stock valued at $289,262,000 after purchasing an additional 1,079,665 shares during the period. Bank of New York Mellon Corp raised its stake in Emerson Electric by 17.8% during the 4th quarter. Bank of New York Mellon Corp now owns 6,198,148 shares of the industrial products company’s stock valued at $822,618,000 after purchasing an additional 938,051 shares during the period. Finally, Fisher Asset Management LLC lifted its holdings in shares of Emerson Electric by 14.8% in the fourth quarter. Fisher Asset Management LLC now owns 7,191,118 shares of the industrial products company’s stock valued at $954,405,000 after purchasing an additional 928,548 shares in the last quarter. 74.30% of the stock is owned by hedge funds and other institutional investors.

Emerson Electric Price Performance

Shares of NYSE:EMR opened at $164.26 on Friday. The firm has a market cap of $92.00 billion, a price-to-earnings ratio of 35.94, a P/E/G ratio of 2.43 and a beta of 1.24. Emerson Electric Co. has a 1 year low of $122.64 and a 1 year high of $166.35. The company has a current ratio of 0.90, a quick ratio of 0.66 and a debt-to-equity ratio of 0.37. The business has a fifty day simple moving average of $145.83 and a 200 day simple moving average of $143.00.

Emerson Electric (NYSE:EMR) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $1.71 EPS for the quarter, beating analysts’ consensus estimates of $1.68 by $0.03. Emerson Electric had a return on equity of 17.58% and a net margin of 13.83%.The firm had revenue of $4.87 billion for the quarter, compared to the consensus estimate of $4.80 billion. During the same quarter in the previous year, the company posted $1.52 earnings per share. The business’s quarterly revenue was up .0% compared to the same quarter last year. Emerson Electric has set its FY 2026 guidance at 6.550-6.550 EPS and its Q4 2026 guidance at 1.850-1.850 EPS. As a group, sell-side analysts predict that Emerson Electric Co. will post 6.56 earnings per share for the current fiscal year.

Emerson Electric Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be issued a $0.555 dividend. The ex-dividend date is Friday, August 14th. This represents a $2.22 dividend on an annualized basis and a yield of 1.4%. Emerson Electric’s dividend payout ratio is currently 48.58%.

Insiders Place Their Bets

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 9,650 shares of Emerson Electric stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $161.91, for a total value of $1,562,431.50. Following the completion of the sale, the chief executive officer directly owned 271,743 shares in the company, valued at $43,997,909.13. The trade was a 3.43% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.23% of the company’s stock.

Key Headlines Impacting Emerson Electric

Here are the key news stories impacting Emerson Electric this week:

• Positive Sentiment: New BP project supports automation growth: Emerson will provide integrated control and safety systems for BP’s Shah Deniz offshore compression project. The agreement expands an existing relationship and is expected to improve remote operations, safety, reliability, gas recovery and processing efficiency. Emerson to Automate BP-Operated Shah Deniz Compression Project
• Positive Sentiment: Analyst remains bullish: Bank of America maintained a Buy rating and set a $191 price objective, citing accelerating growth and margin expansion. The target implies additional upside from recent trading levels. Emerson Electric Buy Rating Backed by Growth and Margin Expansion
• Positive Sentiment: Raised guidance and AI investment provide a growth narrative: Recent coverage highlights Emerson’s higher fiscal 2026 outlook and increased focus on AI-enabled industrial automation. Its latest quarterly results also exceeded expectations, with earnings of $1.71 per share versus a $1.68 consensus and revenue of $4.87 billion versus $4.80 billion. Why Emerson Electric Is Raising Guidance While Betting Bigger on AI
• Positive Sentiment: Dividend supports shareholder appeal: Emerson declared a quarterly dividend of $0.555 per share, or $2.22 annualized, representing an approximately 1.4% yield and reinforcing its status as a long-running dividend grower. Is Emerson Electric Cementing Its Dividend Standing
• Neutral Sentiment: Valuation may limit near-term upside: Commentary says EMR is near fair value despite its raised outlook. The stock’s elevated earnings multiple and price near its 12-month high could make further gains dependent on continued execution.
• Negative Sentiment: CEO sale is a modest overhang: CEO Surendralal Lanca Karsanbhai sold 9,650 shares for approximately $1.56 million, reducing his direct holdings by 3.43%. The transaction may concern investors, although he retains a substantial position. Emerson CEO Sells 9,650 Shares

Analysts Set New Price Targets

A number of research analysts have recently weighed in on EMR shares. BNP Paribas Exane lifted their price target on Emerson Electric from $180.00 to $185.00 in a report on Thursday, August 6th. Wells Fargo & Company increased their price objective on Emerson Electric from $135.00 to $155.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 7th. Rothschild & Co Redburn lifted their target price on Emerson Electric from $165.00 to $180.00 in a research note on Thursday, August 6th. Barclays upped their target price on Emerson Electric from $140.00 to $144.00 and gave the company an “equal weight” rating in a report on Wednesday, May 6th. Finally, HSBC raised their price target on shares of Emerson Electric from $170.00 to $180.00 in a report on Thursday, August 6th. Thirteen equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $166.22.

Emerson Electric Company 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.