Plancorp LLC Cuts Position in Emerson Electric Co. $EMR

Plancorp LLC reduced its position in Emerson Electric Co. (NYSE:EMR) by 6.7% during the 4th quarter, HoldingsChannel.com reports. The firm owned 293,204 shares of the industrial products company’s stock after selling 21,118 shares during the quarter. Emerson Electric makes up approximately 1.2% of Plancorp LLC’s investment portfolio, making the stock its 15th biggest position. Plancorp LLC’s holdings in Emerson Electric were worth $38,914,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in EMR. Ameriprise Financial Inc. lifted its holdings in shares of Emerson Electric by 185.7% during the 3rd quarter. Ameriprise Financial Inc. now owns 3,192,982 shares of the industrial products company’s stock valued at $418,730,000 after acquiring an additional 2,075,425 shares in the last quarter. Bank of New York Mellon Corp increased its holdings in 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 valued at $690,020,000 after purchasing an additional 1,187,974 shares in the last quarter. Fisher Asset Management LLC raised its position in Emerson Electric by 20.6% in the third quarter. Fisher Asset Management LLC now owns 6,262,570 shares of the industrial products company’s stock valued at $821,524,000 after purchasing an additional 1,069,122 shares during the period. Schroder Investment Management Group lifted its stake in shares of Emerson Electric by 13.5% during the third quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company’s stock worth $945,227,000 after purchasing an additional 859,171 shares in the last quarter. Finally, Boston Partners boosted its position in shares of Emerson Electric by 34.0% in the third quarter. Boston Partners now owns 2,860,894 shares of the industrial products company’s stock worth $375,547,000 after buying an additional 726,477 shares during the period. Institutional investors and hedge funds own 74.30% of the company’s stock.

Insider Transactions at Emerson Electric

In related news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the firm’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $142.32, for a total transaction of $811,224.00. Following the transaction, the chief executive officer directly owned 281,393 shares in the company, valued at $40,047,851.76. This trade represents a 1.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.23% of the stock is owned by company insiders.

Emerson Electric Stock Performance

Shares of Emerson Electric stock opened at $137.83 on Thursday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.64 and a current ratio of 0.87. Emerson Electric Co. has a 1 year low of $114.83 and a 1 year high of $165.15. The firm’s 50-day simple moving average is $137.53 and its 200-day simple moving average is $139.47. The firm has a market cap of $77.20 billion, a PE ratio of 31.83, a price-to-earnings-growth ratio of 2.19 and a beta of 1.26.

Emerson Electric (NYSE:EMR) last announced its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share for the quarter, beating the consensus estimate of $1.53 by $0.01. Emerson Electric had a return on equity of 17.18% and a net margin of 13.35%.The firm had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.59 billion. During the same period in the previous year, the company earned $1.48 earnings per share. Emerson Electric’s quarterly revenue was up 2.9% on a year-over-year basis. 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. Equities analysts forecast that Emerson Electric Co. will post 6.49 earnings per share for the current fiscal year.

Emerson Electric Dividend Announcement

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

Analysts Set New Price Targets

EMR has been the topic of several analyst reports. Rothschild & Co Redburn raised their target price on Emerson Electric from $154.00 to $165.00 and gave the company a “buy” rating in a report on Monday, February 9th. Stephens increased their price objective on shares of Emerson Electric from $145.00 to $155.00 and gave the company an “equal weight” rating in a research report on Monday, February 9th. Barclays lifted their price objective on shares of Emerson Electric from $140.00 to $144.00 and gave the company an “equal weight” rating in a research note on Wednesday, May 6th. Robert W. Baird upped their target price on shares of Emerson Electric from $143.00 to $164.00 and gave the company a “neutral” rating in a research note on Friday, January 16th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Emerson Electric from $150.00 to $157.00 and gave the stock a “neutral” rating in a research note on Friday, January 16th. Twelve analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Emerson Electric presently has an average rating of “Hold” and a consensus target price of $164.24.

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.