Principal Financial Group Inc. Has $85.91 Million Stake in Emerson Electric Co. $EMR

Key Points

• Principal Financial Group trimmed its stake in Emerson Electric by 3.2%, selling 21,167 shares to hold 647,315 shares worth about $85.91 million at quarter-end.
• Emerson's Q2 results showed a slight EPS beat ($1.54 vs. $1.53) but a revenue miss ($4.56B vs. $4.59B) amid regional headwinds, while management set FY‑2026 guidance of 6.45–6.55 EPS, reaffirmed Q3 guidance, and declared a quarterly dividend of $0.555 per share.
• Insiders sold 13,879 shares (~$2.12M) last quarter (insider ownership 0.23%) while institutional investors hold about 74.3% of the stock; analysts are mixed with an average rating of "Hold" and an average price target of $162.95.

Principal Financial Group Inc. decreased its stake in Emerson Electric Co. (NYSE:EMR - Free Report) by 3.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 647,315 shares of the industrial products company's stock after selling 21,167 shares during the quarter. Principal Financial Group Inc. owned approximately 0.12% of Emerson Electric worth $85,912,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Darwin Wealth Management LLC acquired a new stake in Emerson Electric in the 2nd quarter valued at $29,000. Ares Financial Consulting LLC acquired a new stake in Emerson Electric in the 4th quarter valued at $29,000. Steph & Co. acquired a new stake in Emerson Electric in the 4th quarter valued at $33,000. Wealth Watch Advisors INC acquired a new position in Emerson Electric in the third quarter worth $33,000. Finally, Ameriflex Group Inc. boosted its stake in 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 in the last quarter. Institutional investors and hedge funds own 74.30% of the company's stock.

Insider Activity at Emerson Electric

In related news, VP Nicholas J. Piazza sold 6,703 shares of the company's stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $159.07, for a total value of $1,066,246.21. Following the completion of the sale, the vice president owned 31,664 shares in the company, valued at approximately $5,036,792.48. This represents a 17.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director Matthew S. Levatich sold 1,476 shares of the company's stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total value of $239,348.16. Following the completion of the sale, the director owned 24,349 shares of the company's stock, valued at $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 sold 13,879 shares of company stock worth $2,116,818. 0.23% of the stock is owned by insiders.

Emerson Electric News Roundup

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

• Positive Sentiment: Q2 EPS slightly beat and guidance reaffirmed — Emerson reported $1.54 EPS vs. $1.53 consensus, updated FY‑2026 EPS guidance to 6.45–6.55 and Q3 EPS to 1.65–1.70, which supports the bullish view on full‑year profitability. Emerson Reports Second Quarter 2026 Results; Updates 2026 Outlook
• Positive Sentiment: Backlog and orders provide momentum into H2 — Management cited backlog strength and improving orders, which analysts say could drive a stronger second half despite near‑term regional disruptions. Emerson Q2 Earnings in Line, Sales Miss on Middle East Disruptions
• Positive Sentiment: Analyst upgrade/price‑target lift from RBC — RBC raised its price target to $169 with an Outperform rating, adding analyst support for upside. Benzinga
• Positive Sentiment: Dividend declared — Emerson declared a quarterly cash dividend of $0.555 per share (payable June 10, ex‑div May 15), supporting income investors. Emerson Reports Second Quarter 2026 Results; Updates 2026 Outlook
• Positive Sentiment: Board addition — Jennifer Newstead (Apple SVP & General Counsel) will join Emerson’s board, which may be viewed positively for governance and talent. Jennifer Newstead to Join Emerson's Board of Directors
• Neutral Sentiment: Barclays raised its price target to $144 but kept an Equal Weight rating — a modest revision that is neutral relative to current market price. Barclays adjusts price target on Emerson Electric to $144
• Neutral Sentiment: Earnings call and slide deck available — full transcript/slides provide detail for investors digging into segment performance and management commentary. Emerson (EMR) Q2 2026 Earnings Call Transcript
• Negative Sentiment: Revenue missed consensus and regional headwinds cited — revenue was $4.56B vs. $4.59B expected, with Middle East disruptions called out as a drag on sales. That explains some caution despite the EPS beat. Emerson Q2 Earnings in Line, Sales Miss on Middle East Disruptions
• Negative Sentiment: Market perception limits AI re‑rating — commentary and analysis argue Emerson is not an AI infrastructure play, which could limit multiple expansion tied to AI hype. Emerson Electric: Not An AI Infrastructure Company

Analyst Upgrades and Downgrades

A number of equities analysts have commented on EMR shares. KeyCorp boosted their price objective on Emerson Electric from $155.00 to $185.00 and gave the stock an "overweight" rating in a research note on Thursday, February 5th. Wells Fargo & Company reduced their price objective on Emerson Electric from $160.00 to $135.00 and set an "equal weight" rating on the stock in a research note on Wednesday, April 1st. Robert W. Baird boosted their price objective on Emerson Electric from $143.00 to $164.00 and gave the stock a "neutral" rating in a research note on Friday, January 16th. Barclays boosted their price objective on Emerson Electric from $140.00 to $144.00 and gave the stock an "equal weight" rating in a research note on Wednesday. Finally, HSBC boosted their price objective on Emerson Electric from $165.00 to $170.00 and gave the stock a "buy" rating in a research note on Thursday, February 5th. Twelve 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. Based on data from MarketBeat, the company presently has an average rating of "Hold" and an average price target of $162.95.

Emerson Electric Trading Up 6.9%

Shares of EMR opened at $147.97 on Thursday. The company has a quick ratio of 0.62, a current ratio of 0.84 and a debt-to-equity ratio of 0.37. Emerson Electric Co. has a 12-month low of $108.37 and a 12-month high of $165.15. The firm has a market capitalization of $83.16 billion, a PE ratio of 34.17, a price-to-earnings-growth ratio of 2.21 and a beta of 1.26. The stock's fifty day simple moving average is $138.70 and its 200-day simple moving average is $139.18.

Emerson Electric (NYSE:EMR - Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $1.54 EPS for the quarter, beating analysts' consensus estimates of $1.53 by $0.01. The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.59 billion. Emerson Electric had a return on equity of 17.22% and a net margin of 13.35%.The firm's revenue was up 2.9% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.48 earnings per share. Emerson Electric has set its FY 2026 guidance at 6.450-6.550 EPS and its Q3 2026 guidance at 1.650-1.700 EPS. As a group, research analysts predict that Emerson Electric Co. will post 6.5 earnings per share for the current year.

Emerson Electric Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be issued a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Friday, May 15th. Emerson Electric's dividend payout ratio is currently 51.27%.

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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