Emerson Electric Co. $EMR Shares Sold by CX Institutional

CX Institutional trimmed its holdings in Emerson Electric Co. (NYSE:EMR) by 22.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,155 shares of the industrial products company’s stock after selling 3,299 shares during the quarter. CX Institutional’s holdings in Emerson Electric were worth $1,597,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Rooted Wealth Advisors Inc. lifted its position in Emerson Electric by 3.0% during the fourth quarter. Rooted Wealth Advisors Inc. now owns 2,195 shares of the industrial products company’s stock worth $291,000 after buying an additional 64 shares in the last quarter. Institute for Wealth Management LLC. increased its stake 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 acquiring an additional 71 shares during the last quarter. Cary Street Partners Investment Advisory LLC raised its holdings in shares of Emerson Electric by 2.4% during 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 acquiring an additional 72 shares during the period. Zhang Financial LLC boosted its position in shares of Emerson Electric by 2.7% during the 4th quarter. Zhang Financial LLC now owns 2,892 shares of the industrial products company’s stock valued at $384,000 after acquiring an additional 76 shares during the last quarter. Finally, Klingman & Associates LLC grew its holdings in shares of Emerson Electric by 1.4% in the fourth quarter. Klingman & Associates LLC now owns 5,680 shares of the industrial products company’s stock valued at $754,000 after purchasing an additional 78 shares during the period. 74.30% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have commented on EMR shares. Sanford C. Bernstein reduced their target price on shares of Emerson Electric from $175.00 to $169.00 and set an “outperform” rating on the stock in a research note on Monday, July 20th. Wolfe Research cut their price target on shares of Emerson Electric from $176.00 to $169.00 and set an “outperform” rating for the company in a report on Wednesday, April 8th. DA Davidson began coverage on shares of Emerson Electric in a research report on Tuesday, June 16th. They set a “neutral” rating and a $145.00 price target on the stock. Barclays upped their price objective on Emerson Electric from $140.00 to $144.00 and gave the company an “equal weight” rating in a report on Wednesday, May 6th. Finally, Royal Bank Of Canada raised their target price on Emerson Electric from $169.00 to $179.00 and gave the stock an “outperform” rating in a research note on Wednesday. Thirteen analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $163.18.

Emerson Electric Stock Performance

Shares of Emerson Electric stock opened at $162.30 on Thursday. The stock has a market capitalization of $90.91 billion, a price-to-earnings ratio of 35.51, a price-to-earnings-growth ratio of 2.40 and a beta of 1.24. 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 business has a 50-day moving average of $143.55 and a 200 day moving average of $142.47. Emerson Electric Co. has a 12 month low of $122.64 and a 12 month high of $165.15.

Emerson Electric (NYSE:EMR) last issued its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $1.71 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.68 by $0.03. Emerson Electric had a net margin of 13.83% and a return on equity of 17.60%. The company had revenue of $4.87 billion for the quarter, compared to analyst estimates of $4.80 billion. During the same period in the prior year, the firm earned $1.52 earnings per share. The business’s revenue for the quarter was up .0% compared to the same quarter last year. 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, sell-side analysts forecast that Emerson Electric Co. will post 6.49 earnings per share for the current year.

Emerson Electric Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be issued a dividend of $0.555 per share. The ex-dividend date is Friday, August 14th. This represents a $2.22 dividend on an annualized basis and a yield of 1.4%. Emerson Electric’s dividend payout ratio is 51.27%.

Key Headlines Impacting Emerson Electric

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

• Positive Sentiment: Q3 earnings and revenue beat expectations. Emerson reported adjusted EPS of $1.71, above the $1.68 consensus estimate and up from $1.52 a year earlier. Revenue reached $4.87 billion versus expectations of $4.80 billion. Emerson Reports Third Quarter 2026 Results; Raises 2026 Outlook
• Positive Sentiment: Automation and software demand supported performance. Underlying sales increased 6%, led by 23% growth in the Test and Measurement and Ovation businesses. Software and Systems strength, margin expansion, and robust cash flow helped drive the earnings beat. Emerson Q3 Earnings Beat on Software & Systems Strength, Outlook Raised
• Positive Sentiment: Management raised fiscal 2026 guidance. Full-year EPS guidance was set at $6.55, above the $6.50 consensus, while revenue guidance of $18.9 billion also exceeded the $18.8 billion estimate. Fourth-quarter EPS guidance of $1.85 was above the $1.82 consensus.
• Positive Sentiment: Analysts became more bullish. Citigroup raised its price target from $174 to $182 and assigned a Buy rating. RBC increased its target from $169 to $179 and maintained an Outperform rating, implying additional upside based on the referenced trading level. RBC Adjusts Price Target on Emerson Electric
• Neutral Sentiment: Technology leadership transition announced. Rudy Sengupta will become Emerson’s senior vice president and chief technology and AI officer on August 15, while Peter Zornio plans to retire at year-end. The appointment reinforces the company’s industrial AI focus, although the near-term financial effect is unclear. Emerson Appoints Rudy Sengupta as Chief Technology and AI Officer
• Neutral Sentiment: Quarterly dividend maintained. Emerson declared a $0.555-per-share dividend payable September 10 to shareholders of record August 14, providing ongoing income support with a cited yield of approximately 1.4%.

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.