Northcape Wealth Management LLC Acquires New Position in Emerson Electric Co. $EMR

Northcape Wealth Management LLC acquired a new stake in Emerson Electric Co. (NYSE:EMR) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 36,720 shares of the industrial products company’s stock, valued at approximately $5,256,000. Emerson Electric accounts for approximately 1.4% of Northcape Wealth Management LLC’s holdings, making the stock its 19th largest position.

Other institutional investors have also modified their holdings of the company. Edmond DE Rothschild Holding S.A. bought a new stake in shares of Emerson Electric during the second quarter valued at approximately $12,687,000. United Bank purchased a new position in Emerson Electric during the 2nd quarter worth $1,797,000. Uptick Partners LLC bought a new stake in Emerson Electric during the 2nd quarter valued at $509,000. Madison Asset Management LLC bought a new stake in Emerson Electric during the 2nd quarter valued at $5,281,000. Finally, Csenge Advisory Group purchased a new stake in shares of Emerson Electric in the 2nd quarter worth $314,000. 74.30% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Emerson Electric

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 9,650 shares of Emerson Electric stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $161.91, for a total value of $1,562,431.50. Following the transaction, the chief executive officer directly owned 271,743 shares of the company’s stock, valued at approximately $43,997,909.13. The trade was a 3.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.23% of the company’s stock.

Analyst Ratings Changes

EMR has been the topic of several research reports. Royal Bank Of Canada raised their price target on Emerson Electric from $169.00 to $179.00 and gave the company an “outperform” rating in a research note on Wednesday, August 5th. JPMorgan Chase & Co. upgraded shares of Emerson Electric from a “neutral” rating to an “overweight” rating and set a $157.00 target price on the stock in a report on Friday, July 17th. BNP Paribas Exane raised their target price on shares of Emerson Electric from $180.00 to $185.00 in a research report on Thursday, August 6th. Weiss Ratings restated a “hold (c+)” rating on shares of Emerson Electric in a report on Friday, July 31st. Finally, HSBC upped their price target on shares of Emerson Electric from $170.00 to $180.00 in a research report on Thursday, August 6th. Thirteen research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $166.96.

Emerson Electric Price Performance

EMR opened at $157.60 on Thursday. The firm has a market capitalization of $88.27 billion, a PE ratio of 34.49, a price-to-earnings-growth ratio of 2.35 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 0.66. The business’s 50-day moving average is $147.50 and its two-hundred day moving average is $143.31. Emerson Electric Co. has a 1 year low of $122.64 and a 1 year high of $166.35.

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, beating the consensus estimate of $1.68 by $0.03. Emerson Electric had a net margin of 13.83% and a return on equity of 17.58%. The business had revenue of $4.87 billion during the quarter, compared to analyst estimates of $4.80 billion. During the same period in the prior year, the firm 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 anticipate that Emerson Electric Co. will post 6.55 earnings per share for the current fiscal year.

Emerson Electric Dividend Announcement

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 paid a $0.555 dividend. This represents a $2.22 annualized dividend and a yield of 1.4%. The ex-dividend date is Friday, August 14th. Emerson Electric’s dividend payout ratio (DPR) is 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.