Northland Securities Inc. Buys New Position in Emerson Electric Co. $EMR

Key Points

• Northland Securities initiated a new stake in Emerson Electric (NYSE:EMR) in Q4, buying 7,500 shares worth approximately $995,000, which represents about 1.0% of Northland’s holdings and its 26th largest position.
• Insiders have been net sellers recently—company insiders sold 13,879 shares in the last quarter, including CEO Surendralal Lanca Karsanbhai’s sale of 5,700 shares for about $811,224—bringing insider ownership down to 0.23%.
• Analysts are mixed (Evercore raised its target to $185 while TD Cowen cut to hold at $150), leaving an average rating of "Hold" and an average price target of $162.38; Emerson also set FY2026 EPS guidance of 6.400–6.550.

Northland Securities Inc. bought a new stake in shares of Emerson Electric Co. (NYSE:EMR - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 7,500 shares of the industrial products company's stock, valued at approximately $995,000. Emerson Electric accounts for 1.0% of Northland Securities Inc.'s holdings, making the stock its 26th biggest holding.

Several other large investors also recently added to or reduced their stakes in EMR. Darwin Wealth Management LLC bought a new stake in Emerson Electric during the second quarter valued at approximately $29,000. Wealth Watch Advisors INC bought a new position in shares of Emerson Electric in the third quarter worth approximately $33,000. Financial Consulate Inc. bought a new position in shares of Emerson Electric in the third quarter worth approximately $41,000. Ameriflex Group Inc. boosted its position in shares of Emerson Electric by 96.4% in the third quarter. Ameriflex Group Inc. now owns 326 shares of the industrial products company's stock worth $43,000 after purchasing an additional 160 shares during the period. Finally, MJT & Associates Financial Advisory Group Inc. boosted its position in shares of Emerson Electric by 53.7% in the third quarter. MJT & Associates Financial Advisory Group Inc. now owns 375 shares of the industrial products company's stock worth $49,000 after purchasing an additional 131 shares during the period. 74.30% of the stock is currently owned by institutional investors.

Insider Activity

In other news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $142.32, for a total value of $811,224.00. Following the sale, the chief executive officer owned 281,393 shares of the company's stock, valued at approximately $40,047,851.76. This represents a 1.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Matthew S. Levatich sold 1,476 shares of the stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total transaction of $239,348.16. Following the completion of the sale, the director directly owned 24,349 shares in the company, valued at approximately $3,948,433.84. This represents a 5.72% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 13,879 shares of company stock valued at $2,116,818. 0.23% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of equities analysts have weighed in on EMR shares. Evercore upped their price target on shares of Emerson Electric from $170.00 to $185.00 and gave the stock an "outperform" rating in a research report on Thursday, February 5th. Robert W. Baird upped their price target on shares of Emerson Electric from $143.00 to $164.00 and gave the stock a "neutral" rating in a research report on Friday, January 16th. TD Cowen lowered shares of Emerson Electric from a "buy" rating to a "hold" rating and set a $150.00 price target for the company. in a research report on Friday, January 9th. Barclays dropped their price target on shares of Emerson Electric from $145.00 to $140.00 and set an "equal weight" rating for the company in a research report on Wednesday, April 1st. Finally, Wolfe Research dropped their price target on shares of Emerson Electric from $176.00 to $169.00 and set an "outperform" rating for the company in a research report on Wednesday, April 8th. Twelve research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Hold" and an average price target of $162.38.

Emerson Electric Price Performance

EMR stock opened at $143.78 on Monday. Emerson Electric Co. has a 52 week low of $95.31 and a 52 week high of $165.15. The company has a quick ratio of 0.62, a current ratio of 0.84 and a debt-to-equity ratio of 0.37. The company has a fifty day simple moving average of $141.76 and a two-hundred day simple moving average of $137.86. The firm has a market capitalization of $80.80 billion, a P/E ratio of 35.15, a price-to-earnings-growth ratio of 2.29 and a beta of 1.28.

Emerson Electric (NYSE:EMR - Get Free Report) last announced its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share for the quarter, beating the consensus estimate of $1.41 by $0.05. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The business had revenue of $4.35 billion for the quarter, compared to the consensus estimate of $4.37 billion. During the same quarter in the prior year, the firm posted $1.38 earnings per share. The business's revenue for the quarter was up 4.1% on a year-over-year basis. Emerson Electric has set its FY 2026 guidance at 6.400-6.550 EPS and its Q2 2026 guidance at 1.500-1.550 EPS. Analysts anticipate that Emerson Electric Co. will post 5.96 earnings per share for the current fiscal year.

Emerson Electric Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th were paid a $0.555 dividend. The ex-dividend date of this dividend was Friday, February 13th. This represents a $2.22 annualized dividend and a dividend yield of 1.5%. Emerson Electric's dividend payout ratio is currently 54.28%.

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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