Envestnet Portfolio Solutions Inc. Has $6.26 Million Position in Emerson Electric Co. $EMR

Envestnet Portfolio Solutions Inc. grew its position in Emerson Electric Co. (NYSE:EMR) by 324.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 43,819 shares of the industrial products company’s stock after acquiring an additional 33,490 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Emerson Electric were worth $6,262,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of EMR. Basso Capital Management L.P. bought a new stake in Emerson Electric in the fourth quarter valued at approximately $25,000. Allied Private Wealth LLC bought a new position in shares of Emerson Electric during the 2nd quarter worth approximately $27,000. IFC & Insurance Marketing Inc. acquired a new position in shares of Emerson Electric during the 4th quarter worth approximately $27,000. Motiv8 Investments LLC bought a new stake in Emerson Electric in the 4th quarter valued at $27,000. Finally, Ares Financial Consulting LLC acquired a new stake in Emerson Electric during the 4th quarter valued at $29,000. 74.30% of the stock is owned by institutional investors.

Key Headlines Impacting Emerson Electric

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

• Positive Sentiment: New BP project supports automation growth: Emerson will provide integrated control and safety systems for BP’s Shah Deniz offshore compression project. The agreement expands an existing relationship and is expected to improve remote operations, safety, reliability, gas recovery and processing efficiency. Emerson to Automate BP-Operated Shah Deniz Compression Project
• Positive Sentiment: Analyst remains bullish: Bank of America maintained a Buy rating and set a $191 price objective, citing accelerating growth and margin expansion. The target implies additional upside from recent trading levels. Emerson Electric Buy Rating Backed by Growth and Margin Expansion
• Positive Sentiment: Raised guidance and AI investment provide a growth narrative: Recent coverage highlights Emerson’s higher fiscal 2026 outlook and increased focus on AI-enabled industrial automation. Its latest quarterly results also exceeded expectations, with earnings of $1.71 per share versus a $1.68 consensus and revenue of $4.87 billion versus $4.80 billion. Why Emerson Electric Is Raising Guidance While Betting Bigger on AI
• Positive Sentiment: Dividend supports shareholder appeal: Emerson declared a quarterly dividend of $0.555 per share, or $2.22 annualized, representing an approximately 1.4% yield and reinforcing its status as a long-running dividend grower. Is Emerson Electric Cementing Its Dividend Standing
• Neutral Sentiment: Valuation may limit near-term upside: Commentary says EMR is near fair value despite its raised outlook. The stock’s elevated earnings multiple and price near its 12-month high could make further gains dependent on continued execution.
• Negative Sentiment: CEO sale is a modest overhang: CEO Surendralal Lanca Karsanbhai sold 9,650 shares for approximately $1.56 million, reducing his direct holdings by 3.43%. The transaction may concern investors, although he retains a substantial position. Emerson CEO Sells 9,650 Shares

Analysts Set New Price Targets

EMR has been the topic of several research reports. Stephens upped their price objective on shares of Emerson Electric from $155.00 to $160.00 in a report on Thursday, August 6th. Citigroup lifted their target price on shares of Emerson Electric from $174.00 to $182.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. HSBC upped their price target on shares of Emerson Electric from $170.00 to $180.00 in a research note on Thursday, August 6th. Wells Fargo & Company raised their price objective on shares of Emerson Electric from $135.00 to $155.00 and gave the stock an “equal weight” rating in a research report on Thursday, May 7th. Finally, KeyCorp reduced their price objective on Emerson Electric from $185.00 to $170.00 and set an “overweight” rating for the company in a report on Monday, July 13th. Thirteen research 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. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $166.22.

Emerson Electric Trading Up 0.3%

Shares of Emerson Electric stock opened at $164.26 on Friday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.66 and a current ratio of 0.90. The firm has a 50-day moving average of $145.83 and a 200-day moving average of $143.00. Emerson Electric Co. has a 52-week low of $122.64 and a 52-week high of $166.35. The stock has a market cap of $92.00 billion, a PE ratio of 35.94, a PEG ratio of 2.43 and a beta of 1.24.

Emerson Electric (NYSE:EMR) last released its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $1.71 EPS for the quarter, topping analysts’ consensus estimates of $1.68 by $0.03. The business had revenue of $4.87 billion for the quarter, compared to analyst estimates of $4.80 billion. Emerson Electric had a net margin of 13.83% and a return on equity of 17.58%. Emerson Electric’s revenue for the quarter was up .0% compared to the same quarter last year. During the same period last year, the firm earned $1.52 earnings per share. 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 6.56 EPS for the current year.

Emerson Electric Announces Dividend

The firm also recently declared 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. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, August 14th. Emerson Electric’s payout ratio is presently 48.58%.

Insider Activity

In related news, CEO Surendralal Lanca Karsanbhai sold 9,650 shares of the business’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $161.91, for a total value of $1,562,431.50. Following the completion of the sale, the chief executive officer directly owned 271,743 shares in the company, valued at approximately $43,997,909.13. The trade was a 3.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.23% of the company’s stock.

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.