Barbara Oil Co. Takes $6.08 Million Position in Emerson Electric Co. $EMR

Key Points

• Barbara Oil Co. acquired 42,500 shares of Emerson Electric worth approximately $6.08 million during the second quarter, making EMR its 16th-largest holding and representing 2% of its portfolio.
• Emerson exceeded quarterly expectations, reporting $1.71 in EPS versus the $1.68 consensus and $4.87 billion in revenue versus $4.80 billion expected. The company maintained FY 2026 EPS guidance of $6.55.
• Analysts remain broadly positive, with a “Moderate Buy” consensus and an average price target of $166.96. Emerson also declared a quarterly dividend of $0.555 per share, equivalent to a 1.4% annualized yield.

Barbara Oil Co. purchased a new stake in Emerson Electric Co. (NYSE:EMR - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 42,500 shares of the industrial products company's stock, valued at approximately $6,084,000. Emerson Electric makes up 2.0% of Barbara Oil Co.'s holdings, making the stock its 16th biggest holding.

A number of other hedge funds and other institutional investors also recently bought and sold shares of EMR. Rooted Wealth Advisors Inc. boosted its position in shares of Emerson Electric by 3.0% during the 4th quarter. Rooted Wealth Advisors Inc. now owns 2,195 shares of the industrial products company's stock worth $291,000 after purchasing an additional 64 shares in the last quarter. Cary Street Partners Investment Advisory LLC lifted its stake in shares of Emerson Electric by 2.4% in the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 3,098 shares of the industrial products company's stock valued at $411,000 after purchasing an additional 72 shares during the period. Zhang Financial LLC lifted its stake in shares of Emerson Electric by 2.7% in the fourth 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. Root Financial Partners LLC grew its position in Emerson Electric by 3.6% during the fourth quarter. Root Financial Partners LLC now owns 2,227 shares of the industrial products company's stock worth $296,000 after buying an additional 78 shares during the period. Finally, REAP Financial Group LLC lifted its position in shares of Emerson Electric by 4.4% during the 4th quarter. REAP Financial Group LLC now owns 1,892 shares of the industrial products company's stock valued at $251,000 after acquiring an additional 79 shares during the period. Institutional investors and hedge funds own 74.30% of the company's stock.

Insider Activity at Emerson Electric

In related news, CEO Surendralal Lanca Karsanbhai sold 9,650 shares of the company's 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 transaction, the chief executive officer directly owned 271,743 shares in the company, valued at approximately $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 SEC, which can be accessed through the SEC website. 0.23% of the stock is currently owned by corporate insiders.

Emerson Electric Stock Performance

NYSE:EMR opened at $157.21 on Monday. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.90 and a quick ratio of 0.66. The firm has a market cap of $88.05 billion, a PE ratio of 34.40, a P/E/G ratio of 2.34 and a beta of 1.24. The firm has a 50 day simple moving average of $148.04 and a 200-day simple moving average of $143.42. Emerson Electric Co. has a 1-year low of $122.64 and a 1-year high of $166.35.

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

Emerson Electric Announces Dividend

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

Analyst Upgrades and Downgrades

Several research firms recently weighed in on EMR. HSBC raised their price objective on Emerson Electric from $170.00 to $180.00 in a research note on Thursday, August 6th. Rothschild & Co Redburn raised their price target on Emerson Electric from $165.00 to $180.00 in a research report on Thursday, August 6th. Daiwa Securities Group decreased their price objective on shares of Emerson Electric from $177.00 to $156.00 and set an "outperform" rating on the stock in a research report on Friday, May 15th. Citigroup increased their price objective on shares of Emerson Electric from $174.00 to $182.00 and gave the company a "buy" rating in a research note on Wednesday, August 5th. Finally, BMO Capital Markets raised their target price on shares of Emerson Electric from $157.00 to $175.00 in a report on Thursday, August 6th. Thirteen investment 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. Based on data from MarketBeat, Emerson Electric has an average rating of "Moderate Buy" and a consensus price target of $166.96.

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.

Want to see what other hedge funds are holding EMR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Emerson Electric Co. (NYSE:EMR - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source