Emerson Electric Co. $EMR Shares Bought by Concurrent Investment Advisors LLC

Key Points

• Concurrent Investment Advisors increased its Emerson Electric stake by 21.5% in the second quarter, bringing its holdings to 66,724 shares valued at approximately $9.55 million. Institutional investors collectively own 74.3% of EMR.
• Emerson reported quarterly EPS of $1.71, beating the $1.68 consensus estimate, while revenue reached $4.87 billion versus expectations of $4.80 billion. The company maintained fiscal 2026 EPS guidance of $6.55.
• Emerson declared a quarterly dividend of $0.555 per share, equivalent to $2.22 annually and a 1.5% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $167.83.

Concurrent Investment Advisors LLC boosted its holdings in shares of Emerson Electric Co. (NYSE:EMR - Free Report) by 21.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 66,724 shares of the industrial products company's stock after purchasing an additional 11,802 shares during the quarter. Concurrent Investment Advisors LLC's holdings in Emerson Electric were worth $9,552,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Rooted Wealth Advisors Inc. lifted its position in shares of Emerson Electric by 3.0% during the 4th quarter. Rooted Wealth Advisors Inc. now owns 2,195 shares of the industrial products company's stock valued at $291,000 after buying an additional 64 shares in the last quarter. Cary Street Partners Investment Advisory LLC increased its holdings in Emerson Electric by 2.4% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 3,098 shares of the industrial products company's stock worth $411,000 after acquiring an additional 72 shares in the last quarter. Zhang Financial LLC raised its position in Emerson Electric by 2.7% during the fourth quarter. Zhang Financial LLC now owns 2,892 shares of the industrial products company's stock worth $384,000 after acquiring an additional 76 shares during the period. Root Financial Partners LLC lifted its holdings in Emerson Electric by 3.6% during the fourth quarter. Root Financial Partners LLC now owns 2,227 shares of the industrial products company's stock valued at $296,000 after purchasing an additional 78 shares in the last quarter. Finally, REAP Financial Group LLC grew its position in shares of Emerson Electric by 4.4% in the fourth quarter. REAP Financial Group LLC now owns 1,892 shares of the industrial products company's stock valued at $251,000 after purchasing an additional 79 shares during the period. 74.30% of the stock is currently owned by hedge funds and other institutional investors.

Emerson Electric Trading Up 1.8%

EMR opened at $152.88 on Friday. The stock has a market capitalization of $85.63 billion, a PE ratio of 33.45, a P/E/G ratio of 2.29 and a beta of 1.24. Emerson Electric Co. has a one year low of $122.64 and a one year high of $166.35. 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 business's 50 day moving average price is $149.35 and its 200 day moving average price is $143.45.

Emerson Electric (NYSE:EMR - Get Free Report) last posted 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 return on equity of 17.58% and a net margin of 13.83%.The company had revenue of $4.87 billion for the quarter, compared to the consensus estimate of $4.80 billion. During the same quarter in the previous year, the business earned $1.52 earnings per share. The company's revenue for the quarter 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. As a group, equities research analysts expect that Emerson Electric Co. will post 6.55 EPS for the current year.

Emerson Electric Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be issued a $0.555 dividend. This represents a $2.22 annualized dividend and a yield of 1.5%. The ex-dividend date is Friday, August 14th. Emerson Electric's payout ratio is 48.58%.

Insider Buying and Selling

In other Emerson Electric news, CEO Surendralal Karsanbhai sold 9,650 shares of the stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $161.91, for a total transaction of $1,562,431.50. Following the completion of the transaction, the chief executive officer 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 sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.23% of the stock is owned by insiders.

Analysts Set New Price Targets

Several research firms recently weighed in on EMR. Stephens upped their price target on shares of Emerson Electric from $155.00 to $160.00 in a research report on Thursday, August 6th. DA Davidson lifted their price target on Emerson Electric from $145.00 to $155.00 and gave the stock a "neutral" rating in a research note on Monday, August 24th. KeyCorp decreased their price objective on Emerson Electric from $185.00 to $170.00 and set an "overweight" rating on the stock in a report on Monday, July 13th. JPMorgan Chase & Co. upgraded shares of Emerson Electric from a "neutral" rating to an "overweight" rating and set a $157.00 target price for the company in a research report on Friday, July 17th. Finally, Royal Bank Of Canada boosted their price target on shares of Emerson Electric from $169.00 to $179.00 and gave the stock an "outperform" rating in a research report on Wednesday, August 5th. Thirteen investment 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. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $167.83.

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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