Envestnet Portfolio Solutions Inc. Has $6.26 Million Position in Emerson Electric Co. $EMR

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 exceeded quarterly expectations with $1.71 in EPS and $4.87 billion in revenue, while raising its fiscal 2026 outlook and expanding its AI-enabled automation focus. Analysts maintain a “Moderate Buy” consensus with an average price target of $166.22.
• The company declared a quarterly dividend of $0.555 per share, equal to a $2.22 annualized payout and a 1.4% yield. CEO Surendralal Lanca Karsanbhai sold 9,650 shares for about $1.56 million but retained a substantial stake.

Envestnet Portfolio Solutions Inc. raised its position in Emerson Electric Co. (NYSE:EMR - Free Report) by 324.2% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 43,819 shares of the industrial products company's stock after purchasing an additional 33,490 shares during the period. Envestnet Portfolio Solutions Inc.'s holdings in Emerson Electric were worth $6,262,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC grew its stake in Emerson Electric by 74.1% in the fourth quarter. Brighton Jones LLC now owns 11,392 shares of the industrial products company's stock valued at $1,412,000 after acquiring an additional 4,850 shares during the period. Dynamic Technology Lab Private Ltd acquired a new stake in shares of Emerson Electric during the first quarter worth about $232,000. Caxton Associates LLP bought a new position in shares of Emerson Electric during the 1st quarter valued at about $275,000. Sivia Capital Partners LLC acquired a new position in shares of Emerson Electric in the 2nd quarter valued at approximately $203,000. Finally, Jump Financial LLC increased its stake in Emerson Electric by 121.5% during the 2nd quarter. Jump Financial LLC now owns 10,543 shares of the industrial products company's stock worth $1,406,000 after purchasing an additional 5,783 shares in the last quarter. 74.30% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

EMR has been the topic of a number of research reports. Wall Street Zen raised shares of Emerson Electric from a "hold" rating to a "buy" rating in a research note on Saturday, August 8th. Daiwa Securities Group lowered their price objective on shares of Emerson Electric from $177.00 to $156.00 and set an "outperform" rating for the company in a research report on Friday, May 15th. BMO Capital Markets boosted their price objective on shares of Emerson Electric from $157.00 to $175.00 in a research report on Thursday, August 6th. JPMorgan Chase & Co. raised 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 note on Friday, July 17th. Finally, Weiss Ratings reiterated a "hold (c+)" rating on shares of Emerson Electric in a report on Friday, July 31st. Thirteen research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Emerson Electric has a consensus rating of "Moderate Buy" and an average price target of $166.22.

Insider Activity at Emerson Electric

In other news, CEO Surendralal Lanca 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 value of $1,562,431.50. Following the completion of the transaction, the chief executive officer owned 271,743 shares in the company, valued at $43,997,909.13. This trade represents a 3.43% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.23% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Emerson Electric

Here are the key news stories impacting Emerson Electric this week:

• Positive Sentiment: New BP project supports automation growth: Emerson will provide integrated control and safety systems for BP’s Shah Deniz offshore compression project. The agreement expands an existing relationship and is expected to improve remote operations, safety, reliability, gas recovery and processing efficiency. Emerson to Automate BP-Operated Shah Deniz Compression Project
• Positive Sentiment: Analyst remains bullish: Bank of America maintained a Buy rating and set a $191 price objective, citing accelerating growth and margin expansion. The target implies additional upside from recent trading levels. Emerson Electric Buy Rating Backed by Growth and Margin Expansion
• Positive Sentiment: Raised guidance and AI investment provide a growth narrative: Recent coverage highlights Emerson’s higher fiscal 2026 outlook and increased focus on AI-enabled industrial automation. Its latest quarterly results also exceeded expectations, with earnings of $1.71 per share versus a $1.68 consensus and revenue of $4.87 billion versus $4.80 billion. Why Emerson Electric Is Raising Guidance While Betting Bigger on AI
• Positive Sentiment: Dividend supports shareholder appeal: Emerson declared a quarterly dividend of $0.555 per share, or $2.22 annualized, representing an approximately 1.4% yield and reinforcing its status as a long-running dividend grower. Is Emerson Electric Cementing Its Dividend Standing
• Neutral Sentiment: Valuation may limit near-term upside: Commentary says EMR is near fair value despite its raised outlook. The stock’s elevated earnings multiple and price near its 12-month high could make further gains dependent on continued execution.
• Negative Sentiment: CEO sale is a modest overhang: CEO Surendralal Lanca Karsanbhai sold 9,650 shares for approximately $1.56 million, reducing his direct holdings by 3.43%. The transaction may concern investors, although he retains a substantial position. Emerson CEO Sells 9,650 Shares

Emerson Electric Price Performance

Shares of EMR opened at $164.26 on Friday. The stock has a market capitalization of $92.00 billion, a P/E ratio of 35.94, a P/E/G ratio of 2.43 and a beta of 1.24. Emerson Electric Co. has a twelve month low of $122.64 and a twelve month high of $166.35. The company has a 50 day moving average of $145.83 and a 200-day moving average of $143.00. The company has a quick ratio of 0.66, a current ratio of 0.90 and a debt-to-equity ratio of 0.37.

Emerson Electric (NYSE:EMR - Get Free Report) last announced its quarterly earnings data 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. Emerson Electric had a net margin of 13.83% and a return on equity of 17.58%. The business had revenue of $4.87 billion for the quarter, compared to analyst estimates of $4.80 billion. During the same quarter in the previous year, the firm posted $1.52 earnings per share. The firm'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 forecast that Emerson Electric Co. will post 6.56 EPS for the current fiscal year.

Emerson Electric Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be given a dividend of $0.555 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $2.22 annualized dividend and a yield of 1.4%. Emerson Electric's payout ratio is 48.58%.

Emerson Electric Company 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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