Emerson Electric Co. $EMR Shares Purchased by Foundations Investment Advisors LLC

Key Points

• Foundations Investment Advisors increased its Emerson Electric stake by 19.2% in the fourth quarter, bringing its holdings to 97,186 shares worth about $12.9 million.
• Several major institutional investors also added to EMR, and 74.30% of the stock is owned by institutions and hedge funds, indicating strong institutional interest.
• Emerson Electric reported quarterly EPS of $1.54, slightly topping estimates, and reaffirmed FY 2026 guidance of $6.45 to $6.55 EPS; the company also declared a quarterly dividend of $0.555 per share.

Foundations Investment Advisors LLC boosted its holdings in Emerson Electric Co. (NYSE:EMR - Free Report) by 19.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 97,186 shares of the industrial products company's stock after acquiring an additional 15,681 shares during the period. Foundations Investment Advisors LLC's holdings in Emerson Electric were worth $12,899,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in EMR. Vanguard Group Inc. lifted its stake in Emerson Electric by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 54,909,180 shares of the industrial products company's stock worth $7,287,546,000 after purchasing an additional 578,242 shares in the last quarter. Geode Capital Management LLC lifted its stake in Emerson Electric by 0.6% during the fourth quarter. Geode Capital Management LLC now owns 12,328,324 shares of the industrial products company's stock worth $1,628,638,000 after purchasing an additional 76,488 shares in the last quarter. Schroder Investment Management Group lifted its stake in Emerson Electric by 13.5% during the third quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company's stock worth $945,227,000 after purchasing an additional 859,171 shares in the last quarter. Fisher Asset Management LLC lifted its stake in Emerson Electric by 14.8% during the fourth quarter. Fisher Asset Management LLC now owns 7,191,118 shares of the industrial products company's stock worth $954,405,000 after purchasing an additional 928,548 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its stake in Emerson Electric by 29.2% during the third quarter. Bank of New York Mellon Corp now owns 5,260,097 shares of the industrial products company's stock worth $690,020,000 after purchasing an additional 1,187,974 shares in the last quarter. 74.30% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the firm's stock in a transaction 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 sale, the chief executive officer directly owned 281,393 shares in the company, valued at $40,047,851.76. This trade represents a 1.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.23% of the stock is currently owned by corporate insiders.

Emerson Electric Stock Performance

NYSE:EMR opened at $139.68 on Thursday. Emerson Electric Co. has a 12 month low of $117.16 and a 12 month high of $165.15. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.87 and a quick ratio of 0.64. The firm has a market capitalization of $78.24 billion, a PE ratio of 32.26, a price-to-earnings-growth ratio of 2.25 and a beta of 1.26. The business's fifty day moving average price is $136.81 and its 200 day moving average price is $139.46.

Emerson Electric (NYSE:EMR - Get Free Report) last posted its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share for the quarter, beating analysts' consensus estimates of $1.53 by $0.01. Emerson Electric had a return on equity of 17.18% and a net margin of 13.35%.The company had revenue of $4.56 billion for the quarter, compared to analysts' expectations of $4.59 billion. During the same period last year, the firm earned $1.48 earnings per share. Emerson Electric's quarterly revenue was up 2.9% on a year-over-year basis. Emerson Electric has set its FY 2026 guidance at 6.450-6.550 EPS and its Q3 2026 guidance at 1.650-1.700 EPS. On average, sell-side analysts anticipate that Emerson Electric Co. will post 6.49 earnings per share for the current fiscal year.

Emerson Electric Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be paid a $0.555 dividend. The ex-dividend date is Friday, May 15th. This represents a $2.22 dividend on an annualized basis and a yield of 1.6%. Emerson Electric's dividend payout ratio (DPR) is currently 51.27%.

Analysts Set New Price Targets

A number of research firms have commented on EMR. Barclays upped their price target on Emerson Electric from $140.00 to $144.00 and gave the stock an "equal weight" rating in a research note on Wednesday, May 6th. HSBC upped their price target on Emerson Electric from $165.00 to $170.00 and gave the stock a "buy" rating in a research note on Thursday, February 5th. KeyCorp upped their price objective on Emerson Electric from $155.00 to $185.00 and gave the stock an "overweight" rating in a research report on Thursday, February 5th. Jefferies Financial Group assumed coverage on Emerson Electric in a research report on Tuesday, March 31st. They set a "buy" rating and a $175.00 price objective on the stock. Finally, Citigroup upped their price objective on Emerson Electric from $165.00 to $174.00 and gave the stock a "buy" rating in a research report on Wednesday, February 4th. Twelve equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and an average price target of $163.24.

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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