Financial & Tax Architects LLC Has $7.75 Million Stake in Emerson Electric Co. $EMR

Key Points

• Financial & Tax Architects LLC increased its Emerson Electric stake by 1,055.6% in the second quarter, bringing its holdings to 54,139 shares valued at approximately $7.75 million. Institutional investors own 74.3% of the company.
• Analysts maintain a generally positive outlook, with 13 Buy, 10 Hold, and one Sell rating. Emerson has a “Moderate Buy” consensus and an average price target of $166.96.
• Emerson exceeded quarterly earnings and revenue expectations, reporting $1.71 in EPS and $4.87 billion in revenue. The company also declared a quarterly dividend of $0.555 per share, equivalent to a 1.4% annualized yield.

Financial & Tax Architects LLC raised its holdings in Emerson Electric Co. (NYSE:EMR - Free Report) by 1,055.6% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 54,139 shares of the industrial products company's stock after purchasing an additional 49,454 shares during the period. Emerson Electric makes up about 1.6% of Financial & Tax Architects LLC's portfolio, making the stock its 16th largest holding. Financial & Tax Architects LLC's holdings in Emerson Electric were worth $7,750,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Basso Capital Management L.P. bought a new stake in shares of Emerson Electric in the fourth quarter valued at approximately $25,000. Allied Private Wealth LLC bought a new position in Emerson Electric during the 2nd quarter worth $27,000. IFC & Insurance Marketing Inc. acquired a new position in Emerson Electric in the 4th quarter valued at $27,000. Motiv8 Investments LLC bought a new stake in shares of Emerson Electric during the 4th quarter valued at $27,000. Finally, Ares Financial Consulting LLC acquired a new stake in shares of Emerson Electric during the 4th quarter worth $29,000. 74.30% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on EMR. Wells Fargo & Company boosted their price target on Emerson Electric from $135.00 to $155.00 and gave the company an "equal weight" rating in a research note on Thursday, May 7th. DA Davidson began coverage on shares of Emerson Electric in a report on Tuesday, June 16th. They issued a "neutral" rating and a $145.00 target price on the stock. Stephens upped their price target on shares of Emerson Electric from $155.00 to $160.00 in a report on Thursday, August 6th. HSBC increased their price target on shares of Emerson Electric from $170.00 to $180.00 in a research report on Thursday, August 6th. Finally, Royal Bank Of Canada boosted their price objective on shares of Emerson Electric from $169.00 to $179.00 and gave the company an "outperform" rating in a research report on Wednesday, August 5th. Thirteen research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $166.96.

Emerson Electric Price Performance

Shares of EMR opened at $163.07 on Friday. The company has a quick ratio of 0.66, a current ratio of 0.90 and a debt-to-equity ratio of 0.37. The stock has a market cap of $91.33 billion, a PE ratio of 35.68, a PEG ratio of 2.44 and a beta of 1.24. Emerson Electric Co. has a 12-month low of $122.64 and a 12-month high of $166.35. The business has a 50-day simple moving average of $146.32 and a two-hundred day simple moving average of $143.14.

Emerson Electric (NYSE:EMR - Get Free Report) last announced its quarterly 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. The firm had revenue of $4.87 billion for the quarter, compared to analyst estimates of $4.80 billion. Emerson Electric had a return on equity of 17.58% and a net margin of 13.83%.The business's revenue for the quarter was up .0% on a year-over-year basis. During the same period last year, the firm posted $1.52 earnings per share. 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. Analysts anticipate that Emerson Electric Co. will post 6.55 earnings per share for the current fiscal year.

Emerson Electric Announces Dividend

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

Insider Transactions at Emerson Electric

In other Emerson Electric 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 value of $1,562,431.50. Following the completion of the transaction, the chief executive officer directly owned 271,743 shares in the company, valued at approximately $43,997,909.13. This represents a 3.43% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.23% of the company's stock.

About Emerson Electric

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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