Emerson Electric Co. $EMR Position Trimmed by Comerica Bank

Key Points

• Comerica Bank trimmed its Emerson Electric stake by 5.7% in Q4, selling 28,693 shares and now holds 477,314 shares worth about $63.35 million, while other major institutions (Vanguard, Schroder, Fisher, BNY Mellon, Legal & General) raised positions and institutional ownership is 74.3%.
• Insider selling: CEO Surendralal Lanca Karsanbhai sold 5,700 shares at about $142.32 on March 10, and insiders sold 13,879 shares (~$2.12M) over the last three months, leaving insiders with just 0.23% ownership.
• Results and outlook: Emerson beat quarterly EPS estimates ($1.46 vs. $1.41), set FY 2026 guidance of $6.40–$6.55 EPS, has a 1.6% dividend yield, a P/E of ~34.6, and an average analyst rating of "Hold" with a $162.38 target.

Comerica Bank decreased its position in Emerson Electric Co. (NYSE:EMR - Free Report) by 5.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 477,314 shares of the industrial products company's stock after selling 28,693 shares during the quarter. Comerica Bank owned about 0.08% of Emerson Electric worth $63,349,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the company. Vanguard Group Inc. grew its stake in shares of Emerson Electric by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 54,909,180 shares of the industrial products company's stock valued at $7,287,546,000 after buying an additional 578,242 shares in the last quarter. Schroder Investment Management Group grew its stake in shares of Emerson Electric by 13.5% in the 3rd quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company's stock valued at $945,227,000 after buying an additional 859,171 shares in the last quarter. Fisher Asset Management LLC grew its stake in shares of Emerson Electric by 20.6% in the 3rd quarter. Fisher Asset Management LLC now owns 6,262,570 shares of the industrial products company's stock valued at $821,524,000 after buying an additional 1,069,122 shares in the last quarter. Bank of New York Mellon Corp grew its stake in shares of Emerson Electric by 29.2% in the 3rd 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 buying an additional 1,187,974 shares in the last quarter. Finally, Legal & General Group Plc grew its stake in shares of Emerson Electric by 11.9% in the 3rd quarter. Legal & General Group Plc now owns 4,030,406 shares of the industrial products company's stock valued at $528,709,000 after buying an additional 429,888 shares in the last quarter. Institutional investors own 74.30% of the company's stock.

Insider Activity

In other news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $142.32, for a total value of $811,224.00. Following the completion of the sale, the chief executive officer directly owned 281,393 shares of the company's stock, valued at approximately $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 Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Matthew S. Levatich sold 1,476 shares of the stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total value of $239,348.16. Following the completion of the sale, the director directly owned 24,349 shares of the company's stock, valued at $3,948,433.84. This represents a 5.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 13,879 shares of company stock valued at $2,116,818. 0.23% of the stock is owned by company insiders.

Emerson Electric Stock Up 0.0%

Shares of Emerson Electric stock opened at $141.38 on Monday. The stock has a market capitalization of $79.46 billion, a P/E ratio of 34.57, a PEG ratio of 2.25 and a beta of 1.28. The company has a quick ratio of 0.62, a current ratio of 0.84 and a debt-to-equity ratio of 0.37. The stock has a 50 day moving average price of $139.70 and a two-hundred day moving average price of $138.69. Emerson Electric Co. has a 12-month low of $102.84 and a 12-month high of $165.15.

Emerson Electric (NYSE:EMR - Get Free Report) last announced its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.41 by $0.05. The firm had revenue of $4.35 billion during the quarter, compared to analysts' expectations of $4.37 billion. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The company's revenue was up 4.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.38 earnings per share. Emerson Electric has set its FY 2026 guidance at 6.400-6.550 EPS and its Q2 2026 guidance at 1.500-1.550 EPS. Equities analysts expect that Emerson Electric Co. will post 6.51 earnings per share for the current year.

Emerson Electric Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th were given a $0.555 dividend. This represents a $2.22 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend was Friday, February 13th. Emerson Electric's dividend payout ratio is currently 54.28%.

Analysts Set New Price Targets

Several brokerages recently commented on EMR. UBS Group raised Emerson Electric from a "neutral" rating to a "buy" rating and boosted their price target for the company from $131.00 to $168.00 in a research note on Monday, January 5th. Rothschild & Co Redburn boosted their price target on Emerson Electric from $154.00 to $165.00 and gave the company a "buy" rating in a research note on Monday, February 9th. JPMorgan Chase & Co. boosted their target price on Emerson Electric from $150.00 to $157.00 and gave the stock a "neutral" rating in a report on Friday, January 16th. Loop Capital upped their target price on Emerson Electric from $155.00 to $180.00 and gave the stock a "buy" rating in a research report on Thursday, February 12th. Finally, Wells Fargo & Company decreased their target price on Emerson Electric from $160.00 to $135.00 and set an "equal weight" rating for the company in a research report on Wednesday, April 1st. Twelve investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Emerson Electric has an average rating of "Hold" and an average target price of $162.38.

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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