Pacer Advisors Inc. lessened its position in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 32.1% in the first quarter, Holdings Channel.com reports. The firm owned 32,208 shares of the industrial products company’s stock after selling 15,204 shares during the period. Pacer Advisors Inc.’s holdings in Emerson Electric were worth $4,220,000 as of its most recent SEC filing.
A number of other institutional investors also recently modified their holdings of the company. Basso Capital Management L.P. bought a new position in shares of Emerson Electric during the 4th quarter worth approximately $25,000. IFC & Insurance Marketing Inc. bought a new stake in shares of Emerson Electric in the fourth quarter worth $27,000. Motiv8 Investments LLC bought a new stake in shares of Emerson Electric in the fourth quarter worth $27,000. Darwin Wealth Management LLC acquired a new position in Emerson Electric during the second quarter worth $29,000. Finally, Ares Financial Consulting LLC bought a new position in Emerson Electric in the fourth quarter valued at $29,000. 74.30% of the stock is currently owned by institutional investors.
Emerson Electric News Roundup
Here are the key news stories impacting Emerson Electric this week:
- Positive Sentiment: Emerson reported fiscal Q3 sales of $4.873 billion, up 7% year over year, while adjusted EPS increased to $1.71 from $1.52 and exceeded the $1.68 analyst consensus. Underlying sales rose 6%, orders increased 7%, and adjusted segment EBITA margin expanded to 28.5% from 27.1%. Emerson Q3 Earnings Beat on Software & Systems Strength, Outlook Raised
- Positive Sentiment: Management raised fiscal 2026 guidance to approximately $6.55 in adjusted EPS and $3.6 billion in free cash flow, supported by strength in Software & Systems, Test and Measurement, and Ovation. Emerson Q3 2026 Earnings Call Highlights
- Positive Sentiment: Citigroup raised its EMR price target to $182 from $174 with a Buy rating, while RBC increased its target to $179 from $169 and maintained Outperform, indicating additional potential upside in some analysts’ models.
- Positive Sentiment: Emerson acquired Glue Inc., adding AI-enabled test-generation and validation software through Glue Studio. The deal supports the company’s strategy of expanding higher-growth, software-focused automation offerings. Emerson Acquires Glue Inc.
- Neutral Sentiment: Analyst sentiment remains mixed, with published price targets ranging from roughly $144 to $182. The median target cited by Quiver Quantitative is $155, close to the recent trading level, limiting the consensus-based catalyst.
- Negative Sentiment: The likely pressure is a “sell-the-news” reaction: the quarterly beat and guidance increase may have been largely anticipated, while the guidance raise was viewed as modest relative to the stock’s valuation, which includes a P/E ratio above 34.
- Negative Sentiment: Investors continue to weigh tariff and geopolitical risks, including potential Middle East-related disruption. Reported insider activity also showed six sales and no purchases over the past six months, which may add to caution, although insider transactions are not necessarily directional.
Emerson Electric Price Performance
Emerson Electric (NYSE:EMR – Get Free Report) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $1.71 EPS for the quarter, topping the consensus estimate of $1.68 by $0.03. The company 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%.The firm’s revenue for the quarter was up .0% compared to the same quarter last year. During the same period in the previous year, the company 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. On average, analysts predict that Emerson Electric Co. will post 6.56 EPS for the current year.
Emerson Electric Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a $0.555 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $2.22 annualized dividend and a dividend yield of 1.4%. Emerson Electric’s dividend payout ratio is presently 48.58%.
Wall Street Analyst Weigh In
Several equities research analysts have issued reports on the stock. BMO Capital Markets lifted their price target on shares of Emerson Electric from $150.00 to $157.00 in a research note on Friday, May 8th. JPMorgan Chase & Co. upgraded Emerson Electric from a “neutral” rating to an “overweight” rating and set a $157.00 price objective for the company in a report on Friday, July 17th. Royal Bank Of Canada lifted their target price on Emerson Electric from $169.00 to $179.00 and gave the company an “outperform” rating in a research report on Wednesday. KeyCorp dropped their target price on Emerson Electric from $185.00 to $170.00 and set an “overweight” rating on the stock in a report on Monday, July 13th. Finally, Daiwa Securities Group decreased their price target on Emerson Electric from $177.00 to $156.00 and set an “outperform” rating for the company in a research note on Friday, May 15th. Thirteen equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $163.18.
Check Out Our Latest Stock Report on Emerson Electric
Emerson Electric Company 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.
Featured Stories
- Five stocks we like better than Emerson Electric
- Sandisk Just Delivered a Blowout Quarter—Here’s Why the Stock Is Falling
- 4 Oil and Gas ETF Plays as Prices Stay Sky-High
- What Tesla Stands to Lose If It Walks Away From China
- Disney Sets Up for a Magical Year in 2027
Want to see what other hedge funds are holding EMR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Emerson Electric Co. (NYSE:EMR – Free Report).
Receive News & Ratings for Emerson Electric Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Emerson Electric and related companies with MarketBeat.com's FREE daily email newsletter.
