Emerson Electric Co. $EMR Holdings Increased by Envestnet Portfolio Solutions Inc.

Key Points

• Envestnet Portfolio Solutions increased its Emerson Electric stake by 324.2% in the second quarter, bringing its holdings to 43,819 shares valued at approximately $6.26 million. Institutional investors collectively own 74.3% of EMR.
• Emerson beat quarterly earnings expectations, reporting $1.71 in EPS versus the $1.68 consensus and revenue of $4.87 billion versus $4.80 billion expected. The company reaffirmed fiscal 2026 EPS guidance of $6.55.
• Analyst sentiment remains favorable, with a consensus rating of “Moderate Buy” and an average price target of $167.83; several firms recently raised targets to between $175 and $182. Shares recently opened at $155.99, while the company maintains a quarterly dividend of $0.555 per share.

Envestnet Portfolio Solutions Inc. increased its holdings in Emerson Electric Co. (NYSE:EMR - Free Report) by 324.2% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 43,819 shares of the industrial products company's stock after acquiring an additional 33,490 shares during the quarter. Envestnet Portfolio Solutions Inc.'s holdings in Emerson Electric were worth $6,262,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also bought and sold shares of EMR. Envestnet Asset Management Inc. grew its holdings in shares of Emerson Electric by 2.6% during the second quarter. Envestnet Asset Management Inc. now owns 1,737,140 shares of the industrial products company's stock valued at $248,670,000 after buying an additional 44,613 shares during the last quarter. State Street Corp lifted its holdings in shares of Emerson Electric by 1.5% during the second quarter. State Street Corp now owns 27,678,497 shares of the industrial products company's stock valued at $3,962,177,000 after purchasing an additional 403,957 shares in the last quarter. Security National Bank of SO Dak purchased a new stake in shares of Emerson Electric during the second quarter valued at $172,000. Anchor Investment Management LLC increased its holdings in Emerson Electric by 2.5% in the 2nd quarter. Anchor Investment Management LLC now owns 32,196 shares of the industrial products company's stock worth $4,609,000 after buying an additional 799 shares in the last quarter. Finally, Tortoise Investment Management LLC raised its position in Emerson Electric by 5.3% in the 2nd quarter. Tortoise Investment Management LLC now owns 3,916 shares of the industrial products company's stock worth $561,000 after buying an additional 196 shares during the last quarter. Institutional investors own 74.30% of the company's stock.

Emerson Electric Price Performance

Shares of Emerson Electric stock opened at $155.99 on Friday. The stock has a market cap of $87.37 billion, a P/E ratio of 34.13, a P/E/G ratio of 2.31 and a beta of 1.24. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.66 and a current ratio of 0.90. The stock's fifty day moving average is $152.70 and its 200 day moving average is $143.68. Emerson Electric Co. has a one year low of $122.64 and a one year high of $166.35.

Emerson Electric (NYSE:EMR - Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $1.71 EPS for the quarter, topping analysts' consensus estimates of $1.68 by $0.03. The business had revenue of $4.87 billion during the quarter, compared to analysts' expectations of $4.80 billion. Emerson Electric had a return on equity of 17.58% and a net margin of 13.83%.The business's quarterly revenue was up .0% on a year-over-year basis. During the same quarter in the prior year, the business posted $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. Sell-side analysts anticipate that Emerson Electric Co. will post 6.55 earnings per share for the current year.

Emerson Electric Dividend Announcement

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

Insider Buying and Selling

In other Emerson Electric news, CEO Surendralal Karsanbhai sold 9,650 shares of the firm's stock in a transaction dated 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 sale, the chief executive officer directly owned 271,743 shares of the company's stock, valued at $43,997,909.13. This trade represents a 3.43% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.23% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of analysts have recently issued reports on EMR shares. BMO Capital Markets raised their price target on shares of Emerson Electric from $157.00 to $175.00 in a report on Thursday, August 6th. HSBC increased their price objective on shares of Emerson Electric from $170.00 to $180.00 in a research report on Thursday, August 6th. Wall Street Zen upgraded shares of Emerson Electric from a "hold" rating to a "buy" rating in a report on Saturday, August 8th. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Emerson Electric in a research report on Friday, July 31st. Finally, Citigroup increased their price target on Emerson Electric from $174.00 to $182.00 and gave the company a "buy" rating in a report on Wednesday, August 5th. Thirteen analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $167.83.

Emerson Electric Company Profile

Emerson Electric Co is a global technology and engineering company that provides automation, control and software solutions for industrial customers. Its offerings help organizations monitor, manage and optimize operations, improve safety and reliability, and reduce energy use and emissions across complex facilities and production environments.

The company's portfolio includes process control systems, industrial software, measurement and analytical instruments, control valves, regulators, industrial computers and related automation technologies.

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