Emerson Electric Co. $EMR Stock: Sumitomo Mitsui Trust Group Inc. Grows Holdings

Key Points

• Sumitomo Mitsui Trust Group increased its Emerson Electric stake by 12.2% in the third quarter, bringing its holdings to 2.33 million shares valued at approximately $361 million. Institutional investors collectively own 74.3% of EMR.
• Emerson exceeded quarterly expectations with EPS of $1.71 versus a $1.68 consensus and revenue of $4.87 billion. The company issued fiscal 2026 EPS guidance of $6.55 and maintains a quarterly dividend of $0.555, yielding about 1.3% annually.
• Analyst sentiment is favorable, with a consensus “Moderate Buy” rating and an average price target of $172.17. EMR recently traded at $164.54, while CEO Surendralal Karsanbhai sold 9,650 shares in August.

Sumitomo Mitsui Trust Group Inc. increased its holdings in shares of Emerson Electric Co. (NYSE:EMR - Free Report) by 12.2% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,327,061 shares of the industrial products company's stock after acquiring an additional 253,457 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned about 0.42% of Emerson Electric worth $360,927,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also bought and sold shares of EMR. Raleigh Capital Management Inc. increased its holdings in shares of Emerson Electric by 21.0% during the third quarter. Raleigh Capital Management Inc. now owns 363 shares of the industrial products company's stock worth $56,000 after purchasing an additional 63 shares during the period. SeaCrest Wealth Management LLC raised its position in shares of Emerson Electric by 1.1% in the third quarter. SeaCrest Wealth Management LLC now owns 5,828 shares of the industrial products company's stock valued at $904,000 after buying an additional 64 shares in the last quarter. TOWER TRUST & INVESTMENT Co boosted its stake in shares of Emerson Electric by 0.8% in the third quarter. TOWER TRUST & INVESTMENT Co now owns 8,238 shares of the industrial products company's stock valued at $1,278,000 after buying an additional 66 shares during the period. Forvis Mazars Wealth Advisors LLC grew its position in Emerson Electric by 0.6% during the third quarter. Forvis Mazars Wealth Advisors LLC now owns 12,044 shares of the industrial products company's stock worth $1,868,000 after buying an additional 67 shares in the last quarter. Finally, Raiffeisen Bank International AG grew its position in Emerson Electric by 0.5% during the second quarter. Raiffeisen Bank International AG now owns 14,777 shares of the industrial products company's stock worth $2,110,000 after buying an additional 68 shares in the last quarter. Institutional investors and hedge funds own 74.30% of the company's stock.

Emerson Electric Price Performance

EMR stock opened at $164.54 on Friday. The company has a 50 day simple moving average of $157.06 and a 200 day simple moving average of $147.16. The stock has a market cap of $92.16 billion, a price-to-earnings ratio of 36.00, a P/E/G ratio of 2.29 and a beta of 1.21. Emerson Electric Co. has a 1 year low of $122.64 and a 1 year high of $171.25. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.90 and a quick ratio of 0.66.

Emerson Electric (NYSE:EMR - Get Free Report) last issued its quarterly earnings data 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 business had revenue of $4.87 billion during the quarter, compared to the consensus estimate of $4.80 billion. Emerson Electric had a net margin of 13.83% and a return on equity of 17.58%. The firm's revenue was up .0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $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. Research analysts anticipate that Emerson Electric Co. will post 6.56 EPS for the current fiscal year.

Emerson Electric Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, September 10th. Stockholders of record on Friday, August 14th were paid a $0.5550 dividend. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Friday, August 14th. Emerson Electric's dividend payout ratio is presently 48.58%.

Wall Street Analysts Forecast Growth

A number of research firms have commented on EMR. Sanford C. Bernstein raised their price objective on Emerson Electric from $169.00 to $186.00 and gave the stock an "outperform" rating in a research note on Friday, August 14th. HSBC upped their target price on Emerson Electric from $170.00 to $180.00 in a research report on Thursday, August 6th. Weiss Ratings raised Emerson Electric from a "hold (c+)" rating to a "buy (b-)" rating in a report on Thursday, October 8th. Deutsche Bank Aktiengesellschaft raised their price target on Emerson Electric from $169.00 to $174.00 and gave the stock a "hold" rating in a research report on Wednesday, September 30th. Finally, BMO Capital Markets boosted their price target on Emerson Electric from $157.00 to $175.00 in a research note on Thursday, August 6th. One investment 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 given a Sell rating to the company. Based on data from MarketBeat.com, Emerson Electric has a consensus rating of "Moderate Buy" and an average target price of $172.17.

Insider Buying and Selling at Emerson Electric

In related news, CEO Surendralal Karsanbhai sold 9,650 shares of the firm's stock in a transaction on 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 owned 271,743 shares of the company's stock, valued at $43,997,909.13. This trade represents a 3.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.23% of the stock is currently owned by company insiders.

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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