Sun Financial Inc Acquires New Position in Emerson Electric Co. $EMR

Key Points

• Sun Financial acquired a new stake of 9,065 shares (~$1.20M) in Emerson in Q4, joining several large institutions that boosted holdings and driving institutional ownership to 74.3%.
• Emerson beat Q4 EPS estimates with $1.46 and set FY2026 guidance of 6.40–6.55 EPS; analysts show mixed views with a consensus target of $162.38 (12 Buy / 10 Hold / 1 Sell).
• Company insiders have been net sellers — executives sold a combined 13,879 shares (~$2.12M) in the past three months and insiders now own just 0.23% of the stock.

Sun Financial Inc acquired a new stake in shares of Emerson Electric Co. (NYSE:EMR - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 9,065 shares of the industrial products company's stock, valued at approximately $1,203,000.

Several other institutional investors and hedge funds also recently bought and sold shares of EMR. Ameriprise Financial Inc. boosted its holdings in Emerson Electric by 185.7% in the 3rd quarter. Ameriprise Financial Inc. now owns 3,192,982 shares of the industrial products company's stock valued at $418,730,000 after purchasing an additional 2,075,425 shares during the last quarter. Bank of New York Mellon Corp boosted its holdings in Emerson Electric by 29.2% in the 3rd quarter. Bank of New York Mellon Corp now owns 5,260,097 shares of the industrial products company's stock valued at $690,020,000 after purchasing an additional 1,187,974 shares during the last quarter. Fisher Asset Management LLC boosted its holdings in Emerson Electric by 20.6% in the 3rd quarter. Fisher Asset Management LLC now owns 6,262,570 shares of the industrial products company's stock valued at $821,524,000 after purchasing an additional 1,069,122 shares during the last quarter. Schroder Investment Management Group boosted its holdings in Emerson Electric by 13.5% in the 3rd quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company's stock valued at $945,227,000 after purchasing an additional 859,171 shares during the last quarter. Finally, Boston Partners boosted its holdings in Emerson Electric by 34.0% in the 3rd quarter. Boston Partners now owns 2,860,894 shares of the industrial products company's stock valued at $375,547,000 after purchasing an additional 726,477 shares during the last quarter. 74.30% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, VP Nicholas J. Piazza sold 6,703 shares of the firm's stock in a transaction on Monday, February 9th. The shares were sold at an average price of $159.07, for a total value of $1,066,246.21. Following the sale, the vice president directly owned 31,664 shares in the company, valued at approximately $5,036,792.48. This trade represents a 17.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the firm's stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $142.32, for a total transaction of $811,224.00. Following the completion of the sale, the chief executive officer owned 281,393 shares in the company, valued at $40,047,851.76. The trade was a 1.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 13,879 shares of company stock worth $2,116,818. 0.23% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts have recently commented on EMR shares. Robert W. Baird upped their price objective on shares of Emerson Electric from $143.00 to $164.00 and gave the stock a "neutral" rating in a report on Friday, January 16th. KeyCorp upped their price objective on shares of Emerson Electric from $155.00 to $185.00 and gave the stock an "overweight" rating in a report on Thursday, February 5th. Stephens increased their target price on shares of Emerson Electric from $145.00 to $155.00 and gave the stock an "equal weight" rating in a report on Monday, February 9th. UBS Group upgraded shares of Emerson Electric from a "neutral" rating to a "buy" rating and increased their target price for the stock from $131.00 to $168.00 in a report on Monday, January 5th. Finally, Loop Capital increased their target price on shares of Emerson Electric from $155.00 to $180.00 and gave the stock a "buy" rating in a report on Thursday, February 12th. Twelve investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Emerson Electric currently has an average rating of "Hold" and a consensus target price of $162.38.

Emerson Electric Price Performance

Emerson Electric stock opened at $137.53 on Monday. The firm has a market cap of $77.29 billion, a PE ratio of 33.63, a price-to-earnings-growth ratio of 2.19 and a beta of 1.26. Emerson Electric Co. has a 52-week low of $106.51 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's 50 day moving average is $138.85 and its two-hundred day moving average is $138.98.

Emerson Electric (NYSE:EMR - Get Free Report) last released its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.41 by $0.05. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The company had revenue of $4.35 billion for the quarter, compared to analyst estimates of $4.37 billion. During the same period in the prior year, the business earned $1.38 EPS. The firm's quarterly revenue 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. On average, research analysts expect that Emerson Electric Co. will post 6.5 EPS for the current fiscal year.

Emerson Electric Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th were issued a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date was Friday, February 13th. Emerson Electric's dividend payout ratio (DPR) is presently 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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