Morningstar Investment Management LLC Has $7.16 Million Holdings in Emerson Electric Co. $EMR

Morningstar Investment Management LLC lessened its stake in shares of Emerson Electric Co. (NYSE:EMR) by 36.6% in the 1st quarter, HoldingsChannel.com reports. The fund owned 54,671 shares of the industrial products company’s stock after selling 31,593 shares during the period. Morningstar Investment Management LLC’s holdings in Emerson Electric were worth $7,163,000 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. Brighton Jones LLC grew its holdings in Emerson Electric by 74.1% during the fourth quarter. Brighton Jones LLC now owns 11,392 shares of the industrial products company’s stock valued at $1,412,000 after purchasing an additional 4,850 shares during the last quarter. Dynamic Technology Lab Private Ltd acquired a new stake in shares of Emerson Electric in the first quarter valued at about $232,000. Caxton Associates LLP acquired a new position in shares of Emerson Electric during the 1st quarter worth about $275,000. Sivia Capital Partners LLC acquired a new stake in Emerson Electric in the 2nd quarter valued at approximately $203,000. Finally, Jump Financial LLC increased its position in Emerson Electric by 121.5% in the 2nd quarter. Jump Financial LLC now owns 10,543 shares of the industrial products company’s stock worth $1,406,000 after buying an additional 5,783 shares during the period. 74.30% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on EMR shares. Daiwa Securities Group dropped their target price on shares of Emerson Electric from $177.00 to $156.00 and set an “outperform” rating on the stock in a research report on Friday, May 15th. JPMorgan Chase & Co. upgraded shares of Emerson Electric from a “neutral” rating to an “overweight” rating and set a $157.00 price target on the stock in a research report on Friday, July 17th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Emerson Electric in a research report on Monday, May 4th. Wolfe Research cut their price target on Emerson Electric from $176.00 to $169.00 and set an “outperform” rating for the company in a report on Wednesday, April 8th. Finally, Barclays lifted their price objective on Emerson Electric from $140.00 to $144.00 and gave the stock an “equal weight” rating in a report on Wednesday, May 6th. Thirteen 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’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $162.36.

Emerson Electric Price Performance

Emerson Electric stock opened at $147.94 on Friday. The business has a 50 day simple moving average of $140.81 and a 200 day simple moving average of $142.07. Emerson Electric Co. has a one year low of $122.64 and a one year high of $165.15. The company has a market capitalization of $82.86 billion, a PE ratio of 34.17, a price-to-earnings-growth ratio of 2.31 and a beta of 1.25. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.87 and a quick ratio of 0.64.

Emerson Electric (NYSE:EMR) last released its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share (EPS) for the quarter, topping 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 prior year, the company posted $1.48 earnings per share. The business’s revenue for the quarter was up 2.9% compared to the same quarter last year. 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, sell-side analysts forecast that Emerson Electric Co. will post 6.49 EPS for the current fiscal year.

Emerson Electric Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th were paid 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 1.5%. Emerson Electric’s payout ratio is 51.27%.

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.