EP Wealth Advisors LLC bought a new stake in Emerson Electric Co. (NYSE:EMR - Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 41,031 shares of the industrial products company's stock, valued at approximately $5,874,000.
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Rooted Wealth Advisors Inc. raised its stake in 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 acquiring an additional 64 shares during the last quarter. Cary Street Partners Investment Advisory LLC grew its stake in shares of 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 valued at $411,000 after purchasing an additional 72 shares during the last quarter. Zhang Financial LLC increased its holdings in shares of Emerson Electric by 2.7% in the fourth quarter. Zhang Financial LLC now owns 2,892 shares of the industrial products company's stock valued at $384,000 after purchasing an additional 76 shares during the period. Klingman & Associates LLC raised its stake in shares of Emerson Electric by 1.4% during the fourth quarter. Klingman & Associates LLC now owns 5,680 shares of the industrial products company's stock worth $754,000 after purchasing an additional 78 shares during the last quarter. Finally, Root Financial Partners LLC raised its stake in shares of 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 worth $296,000 after purchasing an additional 78 shares during the last quarter. Hedge funds and other institutional investors own 74.30% of the company's stock.
Insider Buying and Selling at Emerson Electric
In related news, CEO Surendralal Lanca Karsanbhai sold 9,650 shares of the company's stock in a transaction that occurred on 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 transaction, the chief executive officer owned 271,743 shares of the company's stock, valued at approximately $43,997,909.13. This represents a 3.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.23% of the stock is currently owned by corporate insiders.
Emerson Electric Stock Performance
Emerson Electric stock opened at $157.21 on Friday. Emerson Electric Co. has a fifty-two week low of $122.64 and a fifty-two week high of $166.35. The company has a market capitalization of $88.05 billion, a price-to-earnings ratio of 34.40, a PEG ratio of 2.30 and a beta of 1.24. The stock has a fifty day moving average of $148.04 and a two-hundred day moving average of $143.46. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.66 and a current ratio of 0.90.
Emerson Electric (NYSE:EMR - Get Free Report) last posted its quarterly earnings data 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 business had revenue of $4.87 billion for the quarter, compared to analyst estimates of $4.80 billion. During the same quarter last year, the company earned $1.52 earnings per share. The business's revenue for the quarter was up .0% compared to the same quarter last year. 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. On average, analysts anticipate that Emerson Electric Co. will post 6.55 EPS for the current fiscal year.
Emerson Electric Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued a dividend of $0.555 per share. The ex-dividend date is Friday, August 14th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.4%. Emerson Electric's payout ratio is 48.58%.
Wall Street Analysts Forecast Growth
A number of equities analysts recently weighed in on EMR shares. Sanford C. Bernstein lifted their price objective on shares of Emerson Electric from $169.00 to $186.00 and gave the company an "outperform" rating in a research report on Friday, August 14th. Stephens raised their target price on shares of Emerson Electric from $155.00 to $160.00 in a research note on Thursday, August 6th. Barclays boosted their price target on shares of Emerson Electric from $140.00 to $144.00 and gave the stock an "equal weight" rating in a research note on Wednesday, May 6th. BNP Paribas Exane increased their price target on shares of Emerson Electric from $180.00 to $185.00 in a report on Thursday, August 6th. Finally, JPMorgan Chase & Co. raised Emerson Electric from a "neutral" rating to an "overweight" rating and set a $157.00 price objective on the stock in a report on Friday, July 17th. Thirteen research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, Emerson Electric presently has an average rating of "Moderate Buy" and an average target price of $166.96.
Check Out Our Latest Stock Analysis on Emerson Electric
Emerson Electric Profile
(
Free Report)
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.
Further Reading
Want to see what other hedge funds are holding EMR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Emerson Electric Co. (NYSE:EMR - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Before you consider Emerson Electric, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Emerson Electric wasn't on the list.
While Emerson Electric currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Nuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. After strong gains in recent years, the most impactful phase of nuclear investment may still be ahead.
This report highlights seven nuclear energy stocks positioned across the value chain—combining near-term revenue with long-term upside as next-generation technologies scale. Click the link below to unlock the full list.
Get This Free Report
Like this article? Share it with a colleague.
Link copied to clipboard.