Alpine Woods Capital Investors LLC Takes Position in Emerson Electric Co. $EMR

Key Points

• Alpine Woods Capital Investors acquired 33,080 Emerson Electric shares in the second quarter, valued at approximately $4.74 million. Institutional investors and hedge funds collectively own 74.3% of the company.
• Analyst sentiment is broadly positive, with a consensus “Moderate Buy” rating and an average price target of $166.96. Several firms recently raised their targets, while JPMorgan upgraded the stock to “overweight.”
• Emerson exceeded quarterly expectations with $1.71 in adjusted EPS versus the $1.68 consensus and $4.87 billion in revenue. The company also declared a $0.555 quarterly dividend, implying a 1.4% yield.

Alpine Woods Capital Investors LLC purchased a new position in Emerson Electric Co. (NYSE:EMR - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 33,080 shares of the industrial products company's stock, valued at approximately $4,735,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Rooted Wealth Advisors Inc. increased its stake in Emerson Electric by 3.0% during the fourth quarter. Rooted Wealth Advisors Inc. now owns 2,195 shares of the industrial products company's stock valued at $291,000 after purchasing an additional 64 shares during the last quarter. Cary Street Partners Investment Advisory LLC lifted its holdings in shares of Emerson Electric by 2.4% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 3,098 shares of the industrial products company's stock worth $411,000 after purchasing an additional 72 shares during the last quarter. Zhang Financial LLC boosted its position in Emerson Electric by 2.7% during the 4th quarter. Zhang Financial LLC now owns 2,892 shares of the industrial products company's stock valued at $384,000 after purchasing an additional 76 shares during the period. Klingman & Associates LLC grew its position in shares of Emerson Electric by 1.4% during the fourth quarter. Klingman & Associates LLC now owns 5,680 shares of the industrial products company's stock worth $754,000 after acquiring an additional 78 shares during the last quarter. Finally, Root Financial Partners LLC increased its holdings in shares of Emerson Electric by 3.6% in the 4th quarter. Root Financial Partners LLC now owns 2,227 shares of the industrial products company's stock worth $296,000 after acquiring an additional 78 shares during the period. 74.30% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on EMR shares. DA Davidson started coverage on Emerson Electric in a report on Tuesday, June 16th. They set a "neutral" rating and a $145.00 price target on the stock. Royal Bank Of Canada boosted their price target on Emerson Electric from $169.00 to $179.00 and gave the stock an "outperform" rating in a research report on Wednesday, August 5th. BMO Capital Markets raised their target price on shares of Emerson Electric from $157.00 to $175.00 in a research note on Thursday, August 6th. Wall Street Zen upgraded shares of Emerson Electric from a "hold" rating to a "buy" rating in a research report on Saturday, August 8th. Finally, JPMorgan Chase & Co. raised shares of Emerson Electric from a "neutral" rating to an "overweight" rating and set a $157.00 price target for the company in a research note on Friday, July 17th. Thirteen analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $166.96.

Emerson Electric Price Performance

NYSE EMR opened at $157.82 on Wednesday. Emerson Electric Co. has a 1 year low of $122.64 and a 1 year high of $166.35. The business's fifty day moving average is $147.09 and its two-hundred day moving average is $143.26. The stock has a market capitalization of $88.39 billion, a P/E ratio of 34.53, a P/E/G ratio of 2.43 and a beta of 1.24. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.66 and a current ratio of 0.90.

Emerson Electric (NYSE:EMR - Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $1.71 earnings per share for the quarter, topping the consensus estimate of $1.68 by $0.03. The business had revenue of $4.87 billion during the quarter, compared to analyst estimates of $4.80 billion. Emerson Electric had a return on equity of 17.58% and a net margin of 13.83%.The company's revenue was up .0% compared to the same quarter last year. During the same period last year, the company posted $1.52 EPS. 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. On average, research analysts forecast that Emerson Electric Co. will post 6.55 earnings per share for the current fiscal year.

Emerson Electric Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a $0.555 dividend. This represents a $2.22 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, August 14th. Emerson Electric's dividend payout ratio (DPR) is 48.58%.

Insider Activity

In other news, CEO Surendralal Lanca Karsanbhai sold 9,650 shares of the stock in a transaction on Tuesday, August 11th. The stock was 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 owned 271,743 shares in the company, valued at $43,997,909.13. This represents a 3.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.23% of the stock is owned by insiders.

Emerson Electric 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.

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