Emerson Electric Co. $EMR Position Trimmed by Welch & Forbes LLC

Welch & Forbes LLC trimmed its position in shares of Emerson Electric Co. (NYSE:EMR) by 3.5% in the 4th quarter, Holdings Channel reports. The institutional investor owned 113,174 shares of the industrial products company’s stock after selling 4,080 shares during the period. Welch & Forbes LLC’s holdings in Emerson Electric were worth $15,020,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in EMR. Norges Bank acquired a new stake in shares of Emerson Electric during the 4th quarter valued at about $1,050,040,000. Ameriprise Financial Inc. lifted its holdings in shares of Emerson Electric by 185.7% during the 3rd quarter. Ameriprise Financial Inc. now owns 3,192,982 shares of the industrial products company’s stock valued at $418,730,000 after buying an additional 2,075,425 shares during the last quarter. Fisher Asset Management LLC lifted its holdings in shares of Emerson Electric by 20.6% during the 3rd quarter. Fisher Asset Management LLC now owns 6,262,570 shares of the industrial products company’s stock valued at $821,524,000 after buying an additional 1,069,122 shares during the last quarter. Schroder Investment Management Group lifted its holdings in shares of Emerson Electric by 13.5% during the 3rd quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company’s stock valued at $945,227,000 after buying an additional 859,171 shares during the last quarter. Finally, Bank Julius Baer & Co. Ltd Zurich lifted its holdings in Emerson Electric by 97.6% in the 4th quarter. Bank Julius Baer & Co. Ltd Zurich now owns 1,707,873 shares of the industrial products company’s stock worth $227,783,000 after purchasing an additional 843,526 shares during the last quarter. 74.30% of the stock is currently owned by institutional investors and hedge funds.

Emerson Electric Stock Up 1.5%

Shares of EMR stock opened at $143.91 on Friday. Emerson Electric Co. has a 12 month low of $117.16 and a 12 month high of $165.15. The firm has a market cap of $80.60 billion, a PE ratio of 33.23, a price-to-earnings-growth ratio of 2.30 and a beta of 1.26. The stock has a 50 day moving average of $137.27 and a 200-day moving average of $139.58. The company has a quick ratio of 0.64, a current ratio of 0.87 and a debt-to-equity ratio of 0.37.

Emerson Electric (NYSE:EMR) last issued its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $1.54 EPS for the quarter, topping analysts’ consensus estimates of $1.53 by $0.01. Emerson Electric had a return on equity of 17.18% and a net margin of 13.35%.The company had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.59 billion. During the same period in the previous year, the company earned $1.48 earnings per share. The company’s quarterly revenue was up 2.9% compared to the same quarter last year. 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. On average, equities analysts predict that Emerson Electric Co. will post 6.49 EPS for the current year.

Emerson Electric Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be issued a dividend of $0.555 per share. The ex-dividend date is Friday, May 15th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.5%. Emerson Electric’s payout ratio is 51.27%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on EMR shares. Wells Fargo & Company boosted their target price on Emerson Electric from $135.00 to $155.00 and gave the stock an “equal weight” rating in a report on Thursday, May 7th. BMO Capital Markets boosted their target price on Emerson Electric from $150.00 to $157.00 in a report on Friday, May 8th. Wolfe Research reduced their target price on Emerson Electric from $176.00 to $169.00 and set an “outperform” rating for the company in a report on Wednesday, April 8th. Jefferies Financial Group started coverage on Emerson Electric in a report on Tuesday, March 31st. They issued a “buy” rating and a $175.00 target price for the company. Finally, KeyCorp boosted their target price on Emerson Electric from $155.00 to $185.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Twelve analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $163.24.

Insider Activity at Emerson Electric

In other news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the company’s stock in a transaction that occurred on 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. The trade was a 1.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.23% of the stock is currently owned by company insiders.

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.