Generali Asset Management SPA SGR Decreases Stock Position in Emerson Electric Co. $EMR

Generali Asset Management SPA SGR lessened its position in shares of Emerson Electric Co. (NYSE:EMR) by 26.4% during the fourth quarter, Holdings Channel reports. The institutional investor owned 33,764 shares of the industrial products company’s stock after selling 12,098 shares during the quarter. Generali Asset Management SPA SGR’s holdings in Emerson Electric were worth $4,481,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in Emerson Electric by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 54,909,180 shares of the industrial products company’s stock valued at $7,287,546,000 after purchasing an additional 578,242 shares during the last quarter. Schroder Investment Management Group increased its stake in shares of Emerson Electric by 13.5% in the third quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company’s stock worth $945,227,000 after purchasing an additional 859,171 shares in the last quarter. Fisher Asset Management LLC raised its position in shares of Emerson Electric by 20.6% in the third 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 period. Bank of New York Mellon Corp lifted its stake in shares of Emerson Electric by 29.2% during 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 buying an additional 1,187,974 shares in the last quarter. Finally, Legal & General Group Plc boosted its holdings in Emerson Electric by 11.9% in the 3rd quarter. Legal & General Group Plc now owns 4,030,406 shares of the industrial products company’s stock worth $528,709,000 after buying an additional 429,888 shares during the period. Hedge funds and other institutional investors own 74.30% of the company’s stock.

Insider Buying and Selling

In related news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the firm’s stock in a transaction that occurred 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 directly owned 281,393 shares of the company’s stock, valued at $40,047,851.76. This trade represents a 1.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Matthew S. Levatich sold 1,476 shares of Emerson Electric stock in a transaction that occurred 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 sale, the director owned 24,349 shares of the company’s stock, valued at approximately $3,948,433.84. The trade was a 5.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 13,879 shares of company stock worth $2,116,818. Insiders own 0.23% of the company’s stock.

Emerson Electric Stock Up 0.1%

EMR opened at $141.20 on Friday. The firm has a market capitalization of $79.09 billion, a P/E ratio of 32.61, a price-to-earnings-growth ratio of 2.25 and a beta of 1.26. Emerson Electric Co. has a one year low of $112.00 and a one year high of $165.15. The company has a fifty day moving average price of $138.50 and a 200-day moving average price of $139.26. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.87 and a quick ratio of 0.62.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.53 by $0.01. The company had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.59 billion. Emerson Electric had a return on equity of 17.18% and a net margin of 13.35%.The firm’s quarterly revenue was up 2.9% on a year-over-year basis. During the same quarter last year, the company earned $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. Equities research analysts expect that Emerson Electric Co. will post 6.5 earnings per share for the current fiscal year.

Emerson Electric Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be issued a dividend of $0.555 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $2.22 annualized dividend and a dividend yield of 1.6%. Emerson Electric’s payout ratio is presently 51.27%.

Wall Street Analysts Forecast Growth

EMR has been the topic of a number of analyst reports. Weiss Ratings reissued a “hold (c+)” rating on shares of Emerson Electric in a report on Monday. Oppenheimer reiterated a “market perform” rating on shares of Emerson Electric in a research report on Tuesday, January 27th. KeyCorp boosted their price objective on Emerson Electric from $155.00 to $185.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Jefferies Financial Group assumed coverage on Emerson Electric in a research note on Tuesday, March 31st. They issued a “buy” rating and a $175.00 target price for the company. Finally, Loop Capital lifted their target price on Emerson Electric from $155.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Twelve analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $163.90.

Emerson Electric Company 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.