Bokf Na Decreases Position in Emerson Electric Co. $EMR

Bokf Na cut its stake in shares of Emerson Electric Co. (NYSE:EMR - Free Report) by 15.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 142,573 shares of the industrial products company's stock after selling 26,556 shares during the period. Bokf Na's holdings in Emerson Electric were worth $18,922,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. raised its position in Emerson Electric by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 54,909,180 shares of the industrial products company's stock valued at $7,287,546,000 after purchasing an additional 578,242 shares during the period. Schroder Investment Management Group raised its position in 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 purchasing an additional 859,171 shares during the period. Fisher Asset Management LLC raised its position in Emerson Electric by 20.6% during the third quarter. Fisher Asset Management LLC now owns 6,262,570 shares of the industrial products company's stock valued at $821,524,000 after purchasing an additional 1,069,122 shares during the period. Bank of New York Mellon Corp raised its position in Emerson Electric by 29.2% during the third quarter. Bank of New York Mellon Corp now owns 5,260,097 shares of the industrial products company's stock valued at $690,020,000 after purchasing an additional 1,187,974 shares during the period. Finally, Legal & General Group Plc raised its holdings in shares of Emerson Electric by 11.9% in the third quarter. Legal & General Group Plc now owns 4,030,406 shares of the industrial products company's stock worth $528,709,000 after buying an additional 429,888 shares during the period. 74.30% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on EMR. Jefferies Financial Group began coverage on Emerson Electric in a report on Tuesday, March 31st. They issued a "buy" rating and a $175.00 price target on the stock. Oppenheimer reiterated a "market perform" rating on shares of Emerson Electric in a report on Tuesday, January 27th. Morgan Stanley increased their price target on Emerson Electric from $115.00 to $125.00 and gave the stock an "underweight" rating in a report on Friday, January 9th. Loop Capital increased their price target on Emerson Electric from $155.00 to $180.00 and gave the stock a "buy" rating in a report on Thursday, February 12th. Finally, HSBC increased their price target on Emerson Electric from $165.00 to $170.00 and gave the stock a "buy" rating in a report on Thursday, February 5th. Twelve research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Emerson Electric currently has a consensus rating of "Hold" and a consensus price target of $162.38.

Emerson Electric Stock Up 2.2%

Shares of NYSE EMR opened at $138.46 on Wednesday. The company has a current ratio of 0.84, a quick ratio of 0.62 and a debt-to-equity ratio of 0.37. The stock has a market capitalization of $77.81 billion, a PE ratio of 33.85, a price-to-earnings-growth ratio of 2.16 and a beta of 1.26. The stock's fifty day simple moving average is $138.65 and its two-hundred day simple moving average is $139.04. Emerson Electric Co. has a 12-month low of $106.53 and a 12-month high of $165.15.

Emerson Electric (NYSE:EMR - Get Free Report) last announced its earnings results on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.53 by $0.01. The business had revenue of $4.56 billion for the quarter, compared to analysts' expectations of $4.59 billion. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The business's revenue for the quarter was up 2.9% on a year-over-year basis. During the same quarter last year, the firm earned $1.48 EPS. 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, analysts expect that Emerson Electric Co. will post 6.5 EPS for the current fiscal 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 issued a $0.555 dividend. This represents a $2.22 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend is Friday, May 15th. Emerson Electric's dividend payout ratio (DPR) is currently 54.28%.

Emerson Electric News Summary

Here are the key news stories impacting Emerson Electric this week:

• Positive Sentiment: Quarterly EPS matched consensus at $1.54 and rose versus a year ago, signaling stable earnings execution and removing an earnings surprise risk for investors. Read More.
• Positive Sentiment: Emerson reaffirmed/updated FY‑2026 EPS guidance to $6.45–$6.55 and Q3 EPS guidance to $1.65–$1.70, roughly in line with consensus, which reduces downside surprise risk around the back half of the year. Read More.
• Positive Sentiment: Board strengthening: Jennifer Newstead (Apple SVP & General Counsel) was elected to the board, a governance/credibility positive that investors often view favorably. Read More.
• Positive Sentiment: Dividend declared: Emerson announced a quarterly cash dividend of $0.555 per share, supporting income-oriented investor demand. Read More.
• Neutral Sentiment: Company posted detailed press materials and a conference call/slide deck for Q2 results — useful for digging into segment performance and margin commentary but neutral until new information emerges. Read More.
• Negative Sentiment: Revenue narrowly missed estimates: Q2 revenue was $4.56B versus ~$4.59B expected, a slight top-line shortfall that could limit upside if it signals softer demand in parts of the portfolio. Read More.

Insider Transactions at Emerson Electric

In other news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the company's stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $142.32, for a total transaction of $811,224.00. Following the transaction, the chief executive officer owned 281,393 shares in the company, valued at $40,047,851.76. This represents a 1.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Matthew S. Levatich sold 1,476 shares of the business's stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $162.16, for a total transaction of $239,348.16. Following the sale, the director directly owned 24,349 shares in the company, valued at approximately $3,948,433.84. This represents a 5.72% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 13,879 shares of company stock worth $2,116,818. Insiders own 0.23% of the company's stock.

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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