Sit Investment Associates Inc. Grows Stock Holdings in Emerson Electric Co. $EMR

Sit Investment Associates Inc. boosted its stake in Emerson Electric Co. (NYSE:EMR) by 17.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 92,844 shares of the industrial products company’s stock after acquiring an additional 13,755 shares during the period. Sit Investment Associates Inc.’s holdings in Emerson Electric were worth $12,322,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. raised its stake in Emerson Electric by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 54,909,180 shares of the industrial products company’s stock valued at $7,287,546,000 after acquiring an additional 578,242 shares during the last quarter. Geode Capital Management LLC raised its stake in Emerson Electric by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 12,328,324 shares of the industrial products company’s stock valued at $1,628,638,000 after acquiring an additional 76,488 shares during the last quarter. Norges Bank purchased a new stake in Emerson Electric during the 4th quarter valued at approximately $1,050,040,000. Schroder Investment Management Group raised its stake in Emerson Electric by 13.5% during the 3rd quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company’s stock valued at $945,227,000 after acquiring an additional 859,171 shares during the last quarter. Finally, Fisher Asset Management LLC raised its stake in Emerson Electric by 14.8% during the 4th quarter. Fisher Asset Management LLC now owns 7,191,118 shares of the industrial products company’s stock valued at $954,405,000 after acquiring an additional 928,548 shares during the last quarter. 74.30% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have commented on EMR. Barclays upped their price objective on Emerson Electric from $140.00 to $144.00 and gave the company an “equal weight” rating in a research note on Wednesday, May 6th. Jefferies Financial Group began coverage on Emerson Electric in a research note on Tuesday, March 31st. They set a “buy” rating and a $175.00 price objective for the company. Wolfe Research reduced their price objective on Emerson Electric from $176.00 to $169.00 and set an “outperform” rating for the company in a research note on Wednesday, April 8th. Wells Fargo & Company increased their target price on Emerson Electric from $135.00 to $155.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 7th. Finally, Daiwa Securities Group cut their target price 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. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $163.77.

Emerson Electric Stock Performance

Shares of EMR stock opened at $142.14 on Friday. The company has a market cap of $79.61 billion, a price-to-earnings ratio of 32.83, a price-to-earnings-growth ratio of 2.19 and a beta of 1.25. The stock has a 50 day simple moving average of $139.52 and a 200-day simple moving average of $140.45. Emerson Electric Co. has a 12-month low of $122.64 and a 12-month high of $165.15. The company has a current ratio of 0.87, a quick ratio of 0.64 and a debt-to-equity ratio of 0.37.

Emerson Electric (NYSE:EMR) last issued its earnings results on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.53 by $0.01. The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.59 billion. Emerson Electric had a return on equity of 17.18% and a net margin of 13.35%.The company’s revenue for the quarter was up 2.9% on a year-over-year basis. During the same period in the prior year, the business 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 analysts forecast that Emerson Electric Co. will post 6.49 EPS for the current year.

Emerson Electric Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 15th were issued a $0.555 dividend. The ex-dividend date was Friday, May 15th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.6%. Emerson Electric’s dividend payout ratio is currently 51.27%.

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.