John G Ullman & Associates Inc. cut its holdings in Emerson Electric Co. (NYSE:EMR – Free Report) by 1.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 277,441 shares of the industrial products company’s stock after selling 4,161 shares during the period. Emerson Electric comprises about 4.9% of John G Ullman & Associates Inc.’s holdings, making the stock its 2nd largest position. John G Ullman & Associates Inc.’s holdings in Emerson Electric were worth $36,822,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in EMR. Ares Financial Consulting LLC purchased a new position in Emerson Electric in the 4th quarter valued at about $29,000. Darwin Wealth Management LLC purchased a new position in Emerson Electric in the 2nd quarter valued at about $29,000. Steph & Co. purchased a new position in shares of Emerson Electric during the 4th quarter worth about $33,000. Wealth Watch Advisors INC purchased a new position in shares of Emerson Electric during the 3rd quarter worth about $33,000. Finally, Strategic Wealth Advisors LLC purchased a new position in shares of Emerson Electric during the 4th quarter worth about $41,000. 74.30% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling at Emerson Electric
In other 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 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 approximately $40,047,851.76. This trade represents a 1.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.23% of the company’s stock.
Emerson Electric Stock Down 3.6%
Emerson Electric (NYSE:EMR – Get Free Report) last issued 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. Emerson Electric had a net margin of 13.35% and a return on equity of 17.18%. The company had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.59 billion. During the same quarter last year, the company earned $1.48 earnings per share. Emerson Electric’s revenue for the quarter was up 2.9% on a year-over-year basis. 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. As a group, analysts forecast that Emerson Electric Co. will post 6.49 earnings per share for the current fiscal year.
Emerson Electric Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be given a dividend of $0.555 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.7%. Emerson Electric’s dividend payout ratio (DPR) is presently 51.27%.
Analyst Ratings Changes
Several research analysts have recently weighed in on the stock. Wolfe Research cut their price objective on shares of Emerson Electric from $176.00 to $169.00 and set an “outperform” rating on the stock in a report on Wednesday, April 8th. Wells Fargo & Company increased their price objective on shares of Emerson Electric from $135.00 to $155.00 and gave the stock an “equal weight” rating in a report on Thursday, May 7th. Royal Bank Of Canada increased their price objective on shares of Emerson Electric from $161.00 to $169.00 and gave the stock an “outperform” rating in a report on Wednesday, May 6th. HSBC increased their price objective on shares of Emerson Electric from $165.00 to $170.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Finally, Deutsche Bank Aktiengesellschaft lowered shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 price objective on the stock. in a report on Thursday, February 5th. Twelve research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $163.24.
Read Our Latest Analysis on Emerson Electric
Emerson Electric News Roundup
Here are the key news stories impacting Emerson Electric this week:
- Positive Sentiment: KeyCorp kept an Overweight rating and a $185 price target on Emerson Electric, and its updated estimates still imply meaningful earnings growth into FY2027. Emerson Electric analyst estimates
- Positive Sentiment: Investor interest also appears to be tied to Emerson’s automation strategy, which is drawing attention for its role in the company’s long-term industrial growth story. Emerson Electric Automation Strategy Draws S&P 500 Focus
- Neutral Sentiment: A MarketBeat/Yahoo Finance piece asked whether Emerson Electric should be added to watchlists, reflecting ongoing investor debate rather than a clear new catalyst. Should You Be Adding Emerson Electric To Your Watchlist Today?
- Negative Sentiment: Daiwa Securities cut its price target on Emerson Electric to $156 from $177, which may have weighed on sentiment even though it maintained an Outperform rating. Daiwa Securities adjusts PT on Emerson Electric
- Negative Sentiment: KeyCorp trimmed several near-term earnings estimates for EMR, including Q1 2027, Q2 2027, Q4 2026, and FY2027, signaling some caution on upcoming profitability. Emerson Electric earnings estimate revisions
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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