Truist Financial Corp Acquires 52,440 Shares of Emerson Electric Co. $EMR

Key Points

• Truist Financial raised its Emerson stake by 4.6% in Q4, buying 52,440 shares and now holds 1,185,160 shares valued at about $157.3 million (roughly 0.21% of the company).
• Emerson slightly beat quarterly EPS ($1.46 vs. $1.41), posted 4.1% revenue growth, and set FY2026 guidance of $6.40–$6.55 EPS (analysts forecast ~6.5 EPS) while the stock carries a consensus "Hold" rating with a $162.38 price target.
• The company pays a $0.555 quarterly dividend (annualized $2.22, ~1.6% yield), and insiders have been net sellers recently (13,879 shares sold in the last 90 days; insiders own ~0.23% of the stock).

Truist Financial Corp lifted its holdings in shares of Emerson Electric Co. (NYSE:EMR - Free Report) by 4.6% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 1,185,160 shares of the industrial products company's stock after acquiring an additional 52,440 shares during the period. Truist Financial Corp owned approximately 0.21% of Emerson Electric worth $157,294,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Darwin Wealth Management LLC bought a new position in shares of Emerson Electric during the 2nd quarter worth about $29,000. Ares Financial Consulting LLC bought a new position in shares of Emerson Electric during the 4th quarter worth about $29,000. Steph & Co. bought a new position in shares of Emerson Electric during the 4th quarter worth about $33,000. Wealth Watch Advisors INC bought a new position in shares of Emerson Electric during the 3rd quarter worth about $33,000. Finally, Financial Consulate Inc. bought a new position in shares of Emerson Electric during the 3rd quarter worth about $41,000. 74.30% of the stock is owned by institutional investors.

Emerson Electric Trading Up 0.1%

Shares of EMR stock opened at $137.53 on Monday. Emerson Electric Co. has a 12-month low of $106.51 and a 12-month high of $165.15. The company has a market capitalization of $77.29 billion, a P/E ratio of 33.63, a P/E/G ratio of 2.19 and a beta of 1.26. The firm has a 50-day moving average price of $138.85 and a 200 day moving average price of $138.98. 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 (NYSE:EMR - Get Free Report) last announced its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.41 by $0.05. The firm had revenue of $4.35 billion during the quarter, compared to the consensus estimate of $4.37 billion. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The firm's quarterly revenue was up 4.1% on a year-over-year basis. During the same period last year, the firm posted $1.38 EPS. 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. Research analysts forecast that Emerson Electric Co. will post 6.5 earnings per share for the current fiscal year.

Emerson Electric Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th were given a $0.555 dividend. This represents a $2.22 annualized dividend and a yield of 1.6%. The ex-dividend date was Friday, February 13th. Emerson Electric's dividend payout ratio (DPR) is presently 54.28%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the stock. Loop Capital raised their price objective 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. Morgan Stanley raised their price objective on shares of Emerson Electric from $115.00 to $125.00 and gave the stock an "underweight" rating in a report on Friday, January 9th. Weiss Ratings downgraded shares of Emerson Electric from a "buy (b-)" rating to a "hold (c+)" rating in a report on Wednesday, February 4th. Citigroup lifted their price target on shares of Emerson Electric from $165.00 to $174.00 and gave the company a "buy" rating in a report on Wednesday, February 4th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Emerson Electric from $150.00 to $157.00 and gave the company a "neutral" rating in a report on Friday, January 16th. Twelve investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target of $162.38.

Insider Buying and Selling at Emerson Electric

In other Emerson Electric news, Director Matthew S. Levatich sold 1,476 shares of the firm'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 in the company, valued at approximately $3,948,433.84. This trade represents a 5.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the firm's stock in a transaction dated 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 of the company's stock, valued at $40,047,851.76. The trade was a 1.99% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 13,879 shares of company stock worth $2,116,818. 0.23% of the stock is currently owned by corporate insiders.

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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