Emerson Electric Co. $EMR Shares Sold by Campbell Newman Asset Management Inc.

Campbell Newman Asset Management Inc. cut its stake in Emerson Electric Co. (NYSE:EMR) by 5.5% in the second quarter, Holdings Channel.com reports. The firm owned 238,521 shares of the industrial products company’s stock after selling 13,861 shares during the quarter. Emerson Electric makes up approximately 2.5% of Campbell Newman Asset Management Inc.’s investment portfolio, making the stock its 17th biggest position. Campbell Newman Asset Management Inc.’s holdings in Emerson Electric were worth $34,144,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Basso Capital Management L.P. acquired a new position in shares of Emerson Electric during the 4th quarter valued at about $25,000. Allied Private Wealth LLC acquired a new stake in Emerson Electric during the second quarter worth about $27,000. IFC & Insurance Marketing Inc. purchased a new position in Emerson Electric during the fourth quarter worth about $27,000. Motiv8 Investments LLC acquired a new position in Emerson Electric in the 4th quarter valued at about $27,000. Finally, Darwin Wealth Management LLC purchased a new stake in shares of Emerson Electric in the 2nd quarter valued at approximately $29,000. 74.30% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 9,650 shares of the business’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $161.91, for a total transaction of $1,562,431.50. Following the sale, the chief executive officer directly owned 271,743 shares in the company, valued at $43,997,909.13. This represents a 3.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.23% of the stock is currently owned by corporate insiders.

Key Emerson Electric News

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

• Positive Sentiment: New BP project supports automation growth: Emerson will provide integrated control and safety systems for BP’s Shah Deniz offshore compression project. The agreement expands an existing relationship and is expected to improve remote operations, safety, reliability, gas recovery and processing efficiency. Emerson to Automate BP-Operated Shah Deniz Compression Project
• Positive Sentiment: Analyst remains bullish: Bank of America maintained a Buy rating and set a $191 price objective, citing accelerating growth and margin expansion. The target implies additional upside from recent trading levels. Emerson Electric Buy Rating Backed by Growth and Margin Expansion
• Positive Sentiment: Raised guidance and AI investment provide a growth narrative: Recent coverage highlights Emerson’s higher fiscal 2026 outlook and increased focus on AI-enabled industrial automation. Its latest quarterly results also exceeded expectations, with earnings of $1.71 per share versus a $1.68 consensus and revenue of $4.87 billion versus $4.80 billion. Why Emerson Electric Is Raising Guidance While Betting Bigger on AI
• Positive Sentiment: Dividend supports shareholder appeal: Emerson declared a quarterly dividend of $0.555 per share, or $2.22 annualized, representing an approximately 1.4% yield and reinforcing its status as a long-running dividend grower. Is Emerson Electric Cementing Its Dividend Standing
• Neutral Sentiment: Valuation may limit near-term upside: Commentary says EMR is near fair value despite its raised outlook. The stock’s elevated earnings multiple and price near its 12-month high could make further gains dependent on continued execution.
• Negative Sentiment: CEO sale is a modest overhang: CEO Surendralal Lanca Karsanbhai sold 9,650 shares for approximately $1.56 million, reducing his direct holdings by 3.43%. The transaction may concern investors, although he retains a substantial position. Emerson CEO Sells 9,650 Shares

Analysts Set New Price Targets

Several analysts have recently commented on the stock. Wall Street Zen raised shares of Emerson Electric from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Stephens increased their price objective on Emerson Electric from $155.00 to $160.00 in a research report on Thursday, August 6th. Weiss Ratings restated a “hold (c+)” rating on shares of Emerson Electric in a research report on Friday, July 31st. DA Davidson started coverage on Emerson Electric in a research note on Tuesday, June 16th. They issued a “neutral” rating and a $145.00 price target on the stock. Finally, BNP Paribas Exane increased their price target on Emerson Electric from $180.00 to $185.00 in a report on Thursday, August 6th. Thirteen analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $166.22.

Emerson Electric Stock Up 0.3%

Shares of NYSE EMR opened at $164.26 on Friday. The firm has a market cap of $92.00 billion, a price-to-earnings ratio of 35.94, a PEG ratio of 2.43 and a beta of 1.24. The company has a quick ratio of 0.66, a current ratio of 0.90 and a debt-to-equity ratio of 0.37. Emerson Electric Co. has a 52-week low of $122.64 and a 52-week high of $166.35. The business’s 50 day moving average is $145.83 and its two-hundred day moving average is $143.00.

Emerson Electric (NYSE:EMR) last released its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $1.71 EPS for the quarter, topping the consensus estimate of $1.68 by $0.03. Emerson Electric had a return on equity of 17.58% and a net margin of 13.83%.The business had revenue of $4.87 billion during the quarter, compared to analyst estimates of $4.80 billion. During the same period last year, the business posted $1.52 earnings per share. The company’s quarterly revenue was up .0% on a year-over-year basis. Emerson Electric has set its FY 2026 guidance at 6.550-6.550 EPS and its Q4 2026 guidance at 1.850-1.850 EPS. Research analysts predict that Emerson Electric Co. will post 6.56 EPS for the current year.

Emerson Electric Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be given a $0.555 dividend. This represents a $2.22 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Friday, August 14th. Emerson Electric’s payout ratio is currently 48.58%.

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.