Teamwork Financial Advisors LLC cut its stake in Emerson Electric Co. (NYSE:EMR – Free Report) by 93.0% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,874 shares of the industrial products company’s stock after selling 24,791 shares during the period. Teamwork Financial Advisors LLC’s holdings in Emerson Electric were worth $268,000 as of its most recent SEC filing.
Several other hedge funds also recently made changes to their positions in EMR. Fisher Asset Management LLC increased its position in Emerson Electric by 14.8% during the fourth quarter. Fisher Asset Management LLC now owns 7,191,118 shares of the industrial products company’s stock worth $954,405,000 after buying an additional 928,548 shares during the period. Truist Financial Corp boosted its holdings in shares of Emerson Electric by 4.6% in the fourth quarter. Truist Financial Corp now owns 1,185,160 shares of the industrial products company’s stock valued at $157,294,000 after acquiring an additional 52,440 shares during the period. Legal & General Group Plc grew its position in shares of Emerson Electric by 2.1% during the fourth quarter. Legal & General Group Plc now owns 4,114,470 shares of the industrial products company’s stock worth $546,072,000 after acquiring an additional 84,064 shares during the last quarter. Axxcess Wealth Management LLC grew its position in shares of Emerson Electric by 86.9% during the fourth quarter. Axxcess Wealth Management LLC now owns 81,093 shares of the industrial products company’s stock worth $10,763,000 after acquiring an additional 37,702 shares during the last quarter. Finally, Geode Capital Management LLC increased its holdings in shares of Emerson Electric by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 12,328,324 shares of the industrial products company’s stock valued at $1,628,638,000 after acquiring an additional 76,488 shares during the period. Hedge funds and other institutional investors own 74.30% of the company’s stock.
Analyst Ratings Changes
A number of analysts recently weighed in on the stock. Wells Fargo & Company increased their price target on shares of Emerson Electric from $135.00 to $155.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 7th. Royal Bank Of Canada lifted their price objective on shares of Emerson Electric from $169.00 to $179.00 and gave the company an “outperform” rating in a research note on Wednesday. DA Davidson assumed coverage on shares of Emerson Electric in a research note on Tuesday, June 16th. They set a “neutral” rating and a $145.00 target price for the company. BMO Capital Markets raised their price target on Emerson Electric from $157.00 to $175.00 in a report on Thursday. Finally, Citigroup boosted their price target on Emerson Electric from $174.00 to $182.00 and gave the company a “buy” rating in a research report on Wednesday. Thirteen equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Emerson Electric has an average rating of “Moderate Buy” and an average price target of $165.78.
Emerson Electric Price Performance
Shares of NYSE:EMR opened at $158.40 on Friday. The firm has a market capitalization of $88.72 billion, a price-to-earnings ratio of 34.66, a price-to-earnings-growth ratio of 2.33 and a beta of 1.24. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.90 and a quick ratio of 0.64. The business’s 50 day simple moving average is $144.14 and its 200-day simple moving average is $142.63. Emerson Electric Co. has a 12 month low of $122.64 and a 12 month high of $165.15.
Emerson Electric (NYSE:EMR – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $1.71 earnings per share for the quarter, beating the consensus estimate of $1.68 by $0.03. The firm had revenue of $4.87 billion during the quarter, compared to the consensus estimate of $4.80 billion. Emerson Electric had a return on equity of 17.58% and a net margin of 13.83%.Emerson Electric’s quarterly revenue was up .0% on a year-over-year basis. During the same period last year, the business posted $1.52 EPS. 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. As a group, equities analysts forecast that Emerson Electric Co. will post 6.56 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 Thursday, September 10th. Investors of record on Friday, August 14th will be given a $0.555 dividend. The ex-dividend date is Friday, August 14th. This represents a $2.22 annualized dividend and a dividend yield of 1.4%. Emerson Electric’s payout ratio is currently 48.58%.
Key Stories Impacting Emerson Electric
Here are the key news stories impacting Emerson Electric this week:
- Positive Sentiment: Multiple analysts raised their targets: BMO Capital Markets increased its target to $175 from $157, Rothschild & Co. Redburn raised its target to $180 from $165, Stephens lifted its target to $160 from $155, and BNP Paribas Exane increased its target to $185 from $180. Citigroup also raised its target to $182, while RBC analysts indicated that the stock is expected to rise. MarketScreener BMO target article
- Positive Sentiment: Strong quarterly execution: Emerson reported fiscal third-quarter revenue of $4.873 billion, up 7%, with underlying sales and orders increasing 6% and 7%, respectively. Adjusted EPS rose to $1.71 from $1.52, exceeding the $1.68 consensus estimate, while adjusted segment EBITA margin expanded to 28.5%.
- Positive Sentiment: AI expansion: Emerson acquired Glue Inc., whose Glue Studio software uses AI to improve test generation and planning. The deal strengthens Emerson’s position in intelligent test and measurement software. Emerson acquires Glue Inc. article
- Neutral Sentiment: Guidance was raised, but modestly: Emerson increased fiscal 2026 adjusted EPS guidance to approximately $6.55 and free-cash-flow guidance to about $3.6 billion. Investors appear to be weighing the improved outlook against remaining tariff, geopolitical and integration risks.
- Negative Sentiment: Sell-the-news pressure and insider selling: Despite the earnings beat, the stock slipped as investors viewed the guidance increase as insufficiently strong relative to expectations. QuiverQuant also reported six insider sales and no insider purchases over the past six months, which may add a cautious signal.
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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