Larry Mathis Financial Planning LLC Invests $457,000 in Emerson Electric Co. $EMR

Larry Mathis Financial Planning LLC acquired a new stake in Emerson Electric Co. (NYSE:EMR) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 3,446 shares of the industrial products company’s stock, valued at approximately $457,000.

A number of other hedge funds also recently added to or reduced their stakes in the business. Rooted Wealth Advisors Inc. increased its position in Emerson Electric by 3.0% during the 4th quarter. Rooted Wealth Advisors Inc. now owns 2,195 shares of the industrial products company’s stock valued at $291,000 after purchasing an additional 64 shares during the period. Institute for Wealth Management LLC. lifted its position in shares of Emerson Electric by 1.6% in the 4th quarter. Institute for Wealth Management LLC. now owns 4,546 shares of the industrial products company’s stock worth $603,000 after purchasing an additional 71 shares during the period. Cary Street Partners Investment Advisory LLC lifted its position in shares of Emerson Electric by 2.4% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 3,098 shares of the industrial products company’s stock worth $411,000 after purchasing an additional 72 shares during the period. Cornell Pochily Investment Advisors Inc. boosted its stake in shares of Emerson Electric by 0.3% during the fourth quarter. Cornell Pochily Investment Advisors Inc. now owns 29,260 shares of the industrial products company’s stock valued at $3,883,000 after purchasing an additional 76 shares in the last quarter. Finally, Zhang Financial LLC increased its holdings in Emerson Electric by 2.7% during the fourth quarter. Zhang Financial LLC now owns 2,892 shares of the industrial products company’s stock valued at $384,000 after buying an additional 76 shares during the period. 74.30% of the stock is owned by hedge funds and other institutional investors.

Emerson Electric Price Performance

Shares of EMR opened at $150.99 on Friday. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.87 and a quick ratio of 0.64. The company’s fifty day moving average price is $141.19 and its 200-day moving average price is $141.10. Emerson Electric Co. has a 1-year low of $122.64 and a 1-year high of $165.15. The firm has a market capitalization of $84.57 billion, a PE ratio of 34.87, a price-to-earnings-growth ratio of 2.40 and a beta of 1.25.

Emerson Electric (NYSE:EMR) last issued its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $1.54 EPS for the quarter, topping analysts’ consensus estimates of $1.53 by $0.01. The company had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.59 billion. Emerson Electric had a return on equity of 17.18% and a net margin of 13.35%.The firm’s revenue was up 2.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.48 EPS. 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. On average, equities research analysts predict that Emerson Electric Co. will post 6.49 EPS for the current year.

Emerson Electric Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 15th were issued a dividend of $0.555 per share. The ex-dividend date of this dividend was Friday, May 15th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.5%. Emerson Electric’s payout ratio is 51.27%.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on EMR. BMO Capital Markets upped their target price on Emerson Electric from $150.00 to $157.00 in a report on Friday, May 8th. Barclays lifted their price target on Emerson Electric from $140.00 to $144.00 and gave the company an “equal weight” rating in a report on Wednesday, May 6th. Sanford C. Bernstein initiated coverage on Emerson Electric in a research note on Wednesday, June 10th. They set an “outperform” rating and a $175.00 price objective for the company. Daiwa Securities Group dropped their price objective on Emerson Electric from $177.00 to $156.00 and set an “outperform” rating on the stock in a research report on Friday, May 15th. Finally, 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 on the stock. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $162.96.

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.