Aberdeen Group plc Has $71.82 Million Holdings in Emerson Electric Co. $EMR

Key Points

• Aberdeen Group plc trimmed its stake in Emerson Electric by 1.7% to 541,130 shares, worth about $71.82 million.
• Insider selling: company insiders sold 13,879 shares in the past three months (≈$2.12M), including transactions by a director and a vice president, leaving insiders with roughly 0.23% ownership.
• Operational outlook: Emerson beat quarterly EPS estimates ($1.46 vs. $1.41) with revenue up 4.1% year-over-year, set FY2026 guidance of $6.40–$6.55 EPS, pays a $0.555 quarterly dividend (1.7% yield), and holds a consensus "Hold" target of $163.43.

Aberdeen Group plc lowered its holdings in Emerson Electric Co. (NYSE:EMR - Free Report) by 1.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 541,130 shares of the industrial products company's stock after selling 9,453 shares during the quarter. Aberdeen Group plc owned about 0.10% of Emerson Electric worth $71,819,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in EMR. Darwin Wealth Management LLC acquired a new stake in shares of Emerson Electric in the second quarter valued at approximately $29,000. Wealth Watch Advisors INC bought a new stake in shares of Emerson Electric during the third quarter worth $33,000. Twin Peaks Wealth Advisors LLC bought a new stake in shares of Emerson Electric during the second quarter worth $39,000. Financial Consulate Inc. bought a new position in Emerson Electric in the third quarter valued at about $41,000. Finally, Ameriflex Group Inc. increased its position in Emerson Electric by 96.4% in the third quarter. Ameriflex Group Inc. now owns 326 shares of the industrial products company's stock worth $43,000 after purchasing an additional 160 shares during the period. 74.30% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, Director Matthew S. Levatich sold 1,476 shares of the company's stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total value of $239,348.16. Following the sale, the director directly owned 24,349 shares of the company's stock, valued at approximately $3,948,433.84. This represents a 5.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Nicholas J. Piazza sold 6,703 shares of the firm's 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 sale, the vice president directly owned 31,664 shares of the company's stock, valued at $5,036,792.48. This represents a 17.47% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 13,879 shares of company stock valued at $2,116,818. 0.23% of the stock is currently owned by corporate insiders.

Emerson Electric Price Performance

NYSE EMR opened at $131.71 on Friday. Emerson Electric Co. has a 12-month low of $90.06 and a 12-month high of $165.15. The firm's 50 day moving average is $142.66 and its 200-day moving average is $137.49. The company has a market capitalization of $74.02 billion, a PE ratio of 32.20, a price-to-earnings-growth ratio of 2.10 and a beta of 1.28. The company has a quick ratio of 0.62, a current ratio of 0.84 and a debt-to-equity ratio of 0.37.

Emerson Electric (NYSE:EMR - Get Free Report) last issued its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 EPS for the quarter, topping the consensus estimate of $1.41 by $0.05. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The firm had revenue of $4.35 billion for the quarter, compared to analysts' expectations of $4.37 billion. During the same period in the previous year, the firm posted $1.38 EPS. The company's revenue for the quarter 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 research analysts anticipate that Emerson Electric Co. will post 5.96 earnings per share for the current fiscal year.

Emerson Electric Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Friday, February 13th were issued a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date was Friday, February 13th. Emerson Electric's payout ratio is presently 54.28%.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on EMR. Evercore raised their target price on shares of Emerson Electric from $170.00 to $185.00 and gave the company an "outperform" rating in a research note on Thursday, February 5th. Daiwa Securities Group lifted their target price on shares of Emerson Electric from $153.00 to $177.00 and gave the stock an "outperform" rating in a report on Thursday, February 5th. Barclays dropped their target price on shares of Emerson Electric from $145.00 to $140.00 and set an "equal weight" rating for the company in a research report on Wednesday. Wolfe Research reduced their price target on Emerson Electric from $177.00 to $176.00 and set an "outperform" rating on the stock in a research report on Friday, February 27th. Finally, BMO Capital Markets assumed coverage on Emerson Electric in a report on Friday, March 27th. They issued a "market perform" rating and a $150.00 price objective for the company. Twelve investment 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. Based on data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus target price of $163.43.

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.

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