Eldred Rock Partners LLC Buys 6,355 Shares of Emerson Electric Co. $EMR

Key Points

• Eldred Rock Partners increased its Emerson Electric stake by 6.5%, purchasing 6,355 shares to hold 103,551 shares valued at approximately $14.8 million. Institutional investors own 74.3% of EMR.
• Emerson exceeded quarterly expectations with adjusted EPS of $1.71 versus the $1.68 consensus and revenue of $4.87 billion versus $4.80 billion expected. The company maintained fiscal 2026 EPS guidance of approximately $6.55.
• Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $165.78. Emerson also declared a quarterly dividend of $0.555 per share, equivalent to a 1.4% annualized yield.

Eldred Rock Partners LLC boosted its stake in shares of Emerson Electric Co. (NYSE:EMR - Free Report) by 6.5% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 103,551 shares of the industrial products company's stock after buying an additional 6,355 shares during the period. Emerson Electric makes up about 3.2% of Eldred Rock Partners LLC's investment portfolio, making the stock its 16th largest holding. Eldred Rock Partners LLC's holdings in Emerson Electric were worth $14,823,000 as of its most recent filing with the Securities & Exchange Commission.

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

Emerson Electric Price Performance

Shares of NYSE:EMR opened at $158.40 on Friday. The firm's 50 day moving average price is $144.14 and its 200-day moving average price is $142.63. The company has a quick ratio of 0.64, a current ratio of 0.90 and a debt-to-equity ratio of 0.37. The stock has a market capitalization of $88.72 billion, a PE ratio of 34.66, a price-to-earnings-growth ratio of 2.33 and a beta of 1.24. Emerson Electric Co. has a twelve month low of $122.64 and a twelve month high of $165.15.

Emerson Electric (NYSE:EMR - Get Free Report) last announced its earnings results on Tuesday, August 4th. The industrial products company reported $1.71 EPS for the quarter, beating analysts' consensus estimates of $1.68 by $0.03. Emerson Electric had a net margin of 13.83% and a return on equity of 17.58%. The business had revenue of $4.87 billion during the quarter, compared to analysts' expectations of $4.80 billion. During the same period in the prior year, the company earned $1.52 earnings per share. The firm's revenue was up .0% on a year-over-year basis. 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. Equities research analysts expect that Emerson Electric Co. will post 6.56 EPS for the current year.

Emerson Electric Dividend Announcement

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

Analyst Upgrades and Downgrades

EMR has been the subject of several analyst reports. KeyCorp reduced their price target on shares of Emerson Electric from $185.00 to $170.00 and set an "overweight" rating for the company in a research report on Monday, July 13th. Barclays increased their target price on Emerson Electric from $140.00 to $144.00 and gave the company an "equal weight" rating in a research note on Wednesday, May 6th. Citigroup lifted their target price on Emerson Electric from $174.00 to $182.00 and gave the stock a "buy" rating in a report on Wednesday. BNP Paribas Exane upped their price target on Emerson Electric from $180.00 to $185.00 in a report on Thursday. Finally, Wells Fargo & Company lifted their price objective on Emerson Electric from $135.00 to $155.00 and gave the stock an "equal weight" rating in a report on Thursday, May 7th. Thirteen analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $165.78.

More Emerson Electric News

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

• Positive Sentiment: Multiple analysts raised their targets: BMO Capital Markets increased its target to $175 from $157, Rothschild & Co. Redburn raised its target to $180 from $165, Stephens lifted its target to $160 from $155, and BNP Paribas Exane increased its target to $185 from $180. Citigroup also raised its target to $182, while RBC analysts indicated that the stock is expected to rise. MarketScreener BMO target article
• Positive Sentiment: Strong quarterly execution: Emerson reported fiscal third-quarter revenue of $4.873 billion, up 7%, with underlying sales and orders increasing 6% and 7%, respectively. Adjusted EPS rose to $1.71 from $1.52, exceeding the $1.68 consensus estimate, while adjusted segment EBITA margin expanded to 28.5%.
• Positive Sentiment: AI expansion: Emerson acquired Glue Inc., whose Glue Studio software uses AI to improve test generation and planning. The deal strengthens Emerson’s position in intelligent test and measurement software. Emerson acquires Glue Inc. article
• Neutral Sentiment: Guidance was raised, but modestly: Emerson increased fiscal 2026 adjusted EPS guidance to approximately $6.55 and free-cash-flow guidance to about $3.6 billion. Investors appear to be weighing the improved outlook against remaining tariff, geopolitical and integration risks.
• Negative Sentiment: Sell-the-news pressure and insider selling: Despite the earnings beat, the stock slipped as investors viewed the guidance increase as insufficiently strong relative to expectations. QuiverQuant also reported six insider sales and no insider purchases over the past six months, which may add a cautious signal.

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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