Generali Investments Management Co LLC Grows Stock Holdings in Emerson Electric Co. $EMR

Generali Investments Management Co LLC boosted its stake in shares of Emerson Electric Co. (NYSE:EMR) by 45.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,965 shares of the industrial products company’s stock after purchasing an additional 3,732 shares during the period. Generali Investments Management Co LLC’s holdings in Emerson Electric were worth $1,570,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of Emerson Electric in the 2nd quarter worth $918,830,000. JPMorgan Chase & Co. boosted its position in Emerson Electric by 75.0% in the second quarter. JPMorgan Chase & Co. now owns 12,538,402 shares of the industrial products company’s stock worth $1,671,762,000 after purchasing an additional 5,371,585 shares during the last quarter. Schroder Investment Management Group grew its stake in shares of Emerson Electric by 51.6% during the 2nd quarter. Schroder Investment Management Group now owns 6,346,398 shares of the industrial products company’s stock valued at $846,165,000 after purchasing an additional 2,159,126 shares during the period. Fisher Asset Management LLC increased its position in shares of Emerson Electric by 43.0% during the 2nd quarter. Fisher Asset Management LLC now owns 5,193,448 shares of the industrial products company’s stock valued at $692,442,000 after purchasing an additional 1,561,600 shares during the last quarter. Finally, Bank of New York Mellon Corp lifted its stake in shares of Emerson Electric by 29.2% in the 3rd quarter. Bank of New York Mellon Corp now owns 5,260,097 shares of the industrial products company’s stock worth $690,020,000 after purchasing an additional 1,187,974 shares during the period. Institutional investors own 74.30% of the company’s stock.

Emerson Electric Trading Up 2.9%

Shares of EMR stock opened at $152.69 on Friday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.62 and a current ratio of 0.84. The stock has a fifty day simple moving average of $146.18 and a two-hundred day simple moving average of $137.14. The firm has a market capitalization of $85.81 billion, a PE ratio of 37.33, a PEG ratio of 2.36 and a beta of 1.26. Emerson Electric Co. has a 52-week low of $90.06 and a 52-week high of $165.15.

Emerson Electric (NYSE:EMR) last issued its earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.41 by $0.05. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The company had revenue of $4.35 billion for the quarter, compared to the consensus estimate of $4.37 billion. During the same quarter last year, the company earned $1.38 EPS. The firm’s quarterly revenue was up 4.1% on a year-over-year basis. Emerson Electric has set its FY 2026 guidance at 6.400-6.550 EPS and its Q2 2026 guidance at 1.500-1.550 EPS. On average, analysts predict that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.

Emerson Electric declared that its Board of Directors has initiated a stock buyback plan on Wednesday, November 5th that allows the company to buyback $0.00 in shares. This buyback authorization allows the industrial products company to reacquire shares of its stock through open market purchases. Stock buyback plans are usually a sign that the company’s board of directors believes its shares are undervalued.

Emerson Electric Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be issued a dividend of $0.555 per share. This represents a $2.22 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, February 13th. Emerson Electric’s dividend payout ratio is 54.28%.

Insider Activity

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the business’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $133.00, for a total transaction of $965,979.00. Following the sale, the chief executive officer directly owned 196,292 shares of the company’s stock, valued at $26,106,836. The trade was a 3.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Nicholas J. Piazza sold 6,703 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $159.07, for a total value of $1,066,246.21. Following the transaction, the vice president directly owned 31,664 shares in the company, valued at approximately $5,036,792.48. This represents a 17.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 15,442 shares of company stock worth $2,271,573. 0.23% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Citigroup boosted their target price on shares of Emerson Electric from $165.00 to $174.00 and gave the company a “buy” rating in a research report on Wednesday, February 4th. Morgan Stanley boosted their price objective on shares of Emerson Electric from $115.00 to $125.00 and gave the company an “underweight” rating in a research report on Friday, January 9th. KeyCorp raised their target price on Emerson Electric from $155.00 to $185.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Deutsche Bank Aktiengesellschaft lowered Emerson Electric from a “buy” rating to a “hold” rating and set a $170.00 price target for the company. in a report on Thursday, February 5th. Finally, Rothschild & Co Redburn raised their price objective on Emerson Electric from $154.00 to $165.00 and gave the stock a “buy” rating in a research note on Monday, February 9th. Eleven analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Emerson Electric presently has a consensus rating of “Hold” and a consensus price target of $164.90.

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.