Emerson Electric Co. $EMR Holdings Boosted by Robeco Schweiz AG

Key Points

• Robeco Schweiz AG nearly tripled its Emerson Electric stake in the third quarter, adding 104,686 shares to own 157,511 shares valued at approximately $24.4 million. Institutional investors and hedge funds collectively own 74.3% of EMR.
• Analyst sentiment remains positive, with Emerson receiving a consensus “Moderate Buy” rating and an average price target of $172.17. Recent actions included rating upgrades and price-target increases, although Evercore reduced its target to $185.
• Emerson reported quarterly EPS of $1.71, beating estimates by $0.03, on revenue of $4.87 billion. The company pays a quarterly dividend of $0.555 per share, equal to a $2.22 annualized dividend and a 1.4% yield.

Robeco Schweiz AG raised its stake in Emerson Electric Co. (NYSE:EMR - Free Report) by 198.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 157,511 shares of the industrial products company's stock after purchasing an additional 104,686 shares during the period. Robeco Schweiz AG's holdings in Emerson Electric were worth $24,430,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. PensionDanmark Pensionsforsikringsaktieselskab lifted its stake in Emerson Electric by 9.4% during the second quarter. PensionDanmark Pensionsforsikringsaktieselskab now owns 101,731 shares of the industrial products company's stock worth $14,563,000 after purchasing an additional 8,700 shares during the period. BlackRock Inc. bought a new stake in shares of Emerson Electric in the 2nd quarter valued at approximately $6,193,425,000. Corient Private Wealth LP bought a new stake in shares of Emerson Electric in the 2nd quarter valued at approximately $129,817,000. Generali Investments Management Co LLC grew its stake in shares of Emerson Electric by 91.2% in the 2nd quarter. Generali Investments Management Co LLC now owns 31,339 shares of the industrial products company's stock valued at $4,486,000 after purchasing an additional 14,952 shares during the period. Finally, Concurrent Investment Advisors LLC raised its holdings in shares of Emerson Electric by 21.5% in the 2nd quarter. Concurrent Investment Advisors LLC now owns 66,724 shares of the industrial products company's stock worth $9,552,000 after buying an additional 11,802 shares in the last quarter. 74.30% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts recently commented on EMR shares. Weiss Ratings upgraded Emerson Electric from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Thursday, October 8th. Evercore lowered their price target on Emerson Electric from $190.00 to $185.00 and set an "outperform" rating on the stock in a research report on Monday, August 31st. TD Cowen increased their price objective on Emerson Electric from $150.00 to $170.00 and gave the stock a "hold" rating in a research note on Friday, September 25th. BMO Capital Markets lifted their price objective on Emerson Electric from $157.00 to $175.00 in a report on Thursday, August 6th. Finally, Wall Street Zen upgraded shares of Emerson Electric from a "hold" rating to a "buy" rating in a research note on Saturday, August 8th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, Emerson Electric has a consensus rating of "Moderate Buy" and an average price target of $172.17.

Emerson Electric Stock Performance

Emerson Electric stock opened at $161.74 on Friday. The company has a current ratio of 0.90, a quick ratio of 0.66 and a debt-to-equity ratio of 0.37. Emerson Electric Co. has a 1 year low of $122.64 and a 1 year high of $166.35. The company has a market cap of $90.59 billion, a PE ratio of 35.39, a PEG ratio of 2.22 and a beta of 1.21. The company's 50-day moving average is $156.14 and its two-hundred day moving average is $147.85.

Emerson Electric (NYSE:EMR - Get Free Report) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $1.71 EPS 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 analysts' expectations of $4.80 billion. Emerson Electric had a net margin of 13.83% and a return on equity of 17.58%. The business's revenue for the quarter was up .0% compared to the same quarter last year. During the same quarter in the previous year, the company 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. Equities analysts anticipate that Emerson Electric Co. will post 6.56 earnings per share for the current year.

Emerson Electric Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, September 10th. Investors of record on Friday, August 14th were issued a dividend of $0.5550 per share. The ex-dividend date was Friday, August 14th. This represents a $2.22 annualized dividend and a yield of 1.4%. Emerson Electric's dividend payout ratio is presently 48.58%.

Insiders Place Their Bets

In other Emerson Electric news, CEO Surendralal Karsanbhai sold 9,650 shares of Emerson Electric stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $161.91, for a total value of $1,562,431.50. Following the sale, the chief executive officer directly owned 271,743 shares in the company, valued at approximately $43,997,909.13. The trade was a 3.43% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.23% of the company's stock.

Emerson Electric Company Profile

Emerson Electric Co NYSE: EMR is a global technology and engineering company that provides automation, control, and industrial technology solutions. Its offerings include measurement and analytical instruments, control systems, valves, regulators, software, and related services used to improve the safety, efficiency, and reliability of industrial operations.

The company serves customers across industries such as energy, chemicals, life sciences, food and beverage, manufacturing, and commercial and residential applications.

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