BlackRock Inc. Makes New $6.19 Billion Investment in Emerson Electric Co. $EMR

Key Points

• BlackRock acquired 43.3 million Emerson Electric shares worth approximately $6.19 billion, giving it a 7.72% stake and making it a significant shareholder. Institutional investors collectively own 74.30% of the company.
• Emerson exceeded quarterly expectations, reporting $1.71 in adjusted EPS versus $1.68 expected and $4.87 billion in revenue versus $4.80 billion forecast. The company maintained fiscal 2026 EPS guidance of $6.55.
• Analysts hold a “Moderate Buy” consensus, with 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.

BlackRock Inc. acquired a new position in shares of Emerson Electric Co. (NYSE:EMR - Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 43,265,282 shares of the industrial products company's stock, valued at approximately $6,193,425,000. BlackRock Inc. owned approximately 7.72% of Emerson Electric at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in EMR. Basso Capital Management L.P. bought a new stake in Emerson Electric during the 4th quarter worth $25,000. Allied Private Wealth LLC acquired a new stake in shares of Emerson Electric during the second quarter valued at about $27,000. IFC & Insurance Marketing Inc. bought a new stake in shares of Emerson Electric during the fourth quarter worth about $27,000. Motiv8 Investments LLC acquired a new position in shares of Emerson Electric in the fourth quarter valued at approximately $27,000. Finally, Ares Financial Consulting LLC bought a new position in Emerson Electric in the 4th quarter valued at approximately $29,000. Institutional investors own 74.30% of the company's stock.

Insider Activity at Emerson Electric

In other news, CEO Surendralal Lanca Karsanbhai sold 9,650 shares of the business's stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $161.91, for a total transaction 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. The trade was a 3.43% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.23% of the stock is currently owned by corporate insiders.

Emerson Electric Price Performance

Shares of EMR opened at $162.06 on Tuesday. The firm has a market cap of $90.77 billion, a PE ratio of 35.46, a price-to-earnings-growth ratio of 2.43 and a beta of 1.24. Emerson Electric Co. has a 52-week low of $122.64 and a 52-week high of $166.35. The business's 50 day moving average price is $146.78 and its two-hundred day moving average price is $143.19. 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, beating the consensus estimate of $1.68 by $0.03. The company had revenue of $4.87 billion during 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 for the quarter was up .0% compared to the same quarter last year. During the same quarter in the previous year, the business 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, equities analysts anticipate that Emerson Electric Co. will post 6.55 EPS for the current year.

Emerson Electric Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a 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%.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on EMR shares. Wall Street Zen raised Emerson Electric from a "hold" rating to a "buy" rating in a research report on Saturday, August 8th. BMO Capital Markets increased their price target on Emerson Electric from $157.00 to $175.00 in a research note on Thursday, August 6th. DA Davidson initiated coverage on Emerson Electric in a research report on Tuesday, June 16th. They set a "neutral" rating and a $145.00 price objective for the company. Stephens upped their target price on Emerson Electric from $155.00 to $160.00 in a report on Thursday, August 6th. Finally, HSBC increased their target price on shares of Emerson Electric from $170.00 to $180.00 in a research report on Thursday, August 6th. Thirteen analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $166.96.

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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