Baker Boyer National Bank Makes New Investment in Emerson Electric Co. $EMR

Key Points

• Baker Boyer National Bank opened a new position in Emerson Electric during the fourth quarter, buying 7,950 shares worth about $1.055 million. The stake represents roughly 0.3% of its holdings and makes EMR its 27th-largest position.
• Several other institutional investors also increased their Emerson Electric holdings, and institutions now own 74.3% of the stock. Meanwhile, insiders sold shares last quarter, including CEO Surendralal Lanca Karsanbhai and VP Nicholas J. Piazza.
• Emerson Electric reported Q2 earnings of $1.54 per share, edging past estimates, and raised guidance for FY2026 to 6.45–6.55 EPS. The company also declared a quarterly dividend of $0.555 per share, payable June 10, for a 1.6% annualized yield.

Baker Boyer National Bank acquired a new stake in Emerson Electric Co. (NYSE:EMR - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 7,950 shares of the industrial products company's stock, valued at approximately $1,055,000. Emerson Electric accounts for about 0.3% of Baker Boyer National Bank's holdings, making the stock its 27th biggest position.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Ameriprise Financial Inc. increased its stake in shares of Emerson Electric by 185.7% in 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 purchasing an additional 2,075,425 shares in the last quarter. Bank of New York Mellon Corp boosted its holdings in Emerson Electric by 29.2% in the 3rd 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 buying an additional 1,187,974 shares during the last quarter. Fisher Asset Management LLC increased its stake in 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 worth $821,524,000 after buying an additional 1,069,122 shares in the last quarter. Schroder Investment Management Group raised its holdings in shares of 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 valued at $945,227,000 after acquiring an additional 859,171 shares during the last quarter. Finally, Boston Partners lifted its position in shares of Emerson Electric by 34.0% in the third quarter. Boston Partners now owns 2,860,894 shares of the industrial products company's stock valued at $375,547,000 after acquiring an additional 726,477 shares in the last quarter. Institutional investors and hedge funds own 74.30% of the company's stock.

Insider Transactions at Emerson Electric

In other news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of Emerson Electric stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $142.32, for a total value of $811,224.00. Following the completion of the sale, the chief executive officer owned 281,393 shares of the company's stock, 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 document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Nicholas J. Piazza sold 6,703 shares of the stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $159.07, for a total value of $1,066,246.21. Following the transaction, the vice president owned 31,664 shares in the company, valued at $5,036,792.48. This trade represents a 17.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 13,879 shares of company stock worth $2,116,818 over the last quarter. 0.23% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Wolfe Research lowered their price target on shares of Emerson Electric from $176.00 to $169.00 and set an "outperform" rating on the stock in a research report on Wednesday, April 8th. Morgan Stanley raised their target price on shares of Emerson Electric from $115.00 to $125.00 and gave the stock an "underweight" rating in a research note on Friday, January 9th. Daiwa Securities Group boosted their target price on Emerson Electric from $153.00 to $177.00 and gave the stock an "outperform" rating in a report on Thursday, February 5th. Wells Fargo & Company lifted their price target on Emerson Electric from $135.00 to $155.00 and gave the stock an "equal weight" rating in a report on Thursday. Finally, KeyCorp upped their price objective on shares of Emerson Electric from $155.00 to $185.00 and gave the company an "overweight" rating 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 assigned a Sell rating to the company. According to MarketBeat.com, Emerson Electric presently has an average rating of "Hold" and a consensus price target of $163.90.

Emerson Electric Stock Performance

Shares of EMR opened at $141.20 on Friday. The company's 50 day simple moving average is $138.50 and its 200-day simple moving average is $139.26. Emerson Electric Co. has a 12-month low of $112.00 and a 12-month high of $165.15. The firm has a market cap of $79.09 billion, a PE ratio of 32.61, a price-to-earnings-growth ratio of 2.25 and a beta of 1.26. The company has a current ratio of 0.87, a quick ratio of 0.62 and a debt-to-equity ratio of 0.37.

Emerson Electric (NYSE:EMR - Get Free Report) last issued its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share (EPS) for the quarter, topping 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 company had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.59 billion. During the same period last year, the firm posted $1.48 EPS. Emerson Electric'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. As a group, equities analysts predict that Emerson Electric Co. will post 6.5 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. Shareholders of record on Friday, May 15th will be paid a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend is Friday, May 15th. Emerson Electric's dividend payout ratio is currently 51.27%.

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.

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