Phoenix Financial Ltd. Has $832,000 Stock Holdings in Emerson Electric Co. $EMR

Phoenix Financial Ltd. lessened its holdings in Emerson Electric Co. (NYSE:EMR) by 35.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,339 shares of the industrial products company’s stock after selling 3,456 shares during the quarter. Phoenix Financial Ltd.’s holdings in Emerson Electric were worth $832,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in EMR. Coldstream Capital Management Inc. increased its position in shares of Emerson Electric by 18.3% during the second quarter. Coldstream Capital Management Inc. now owns 21,378 shares of the industrial products company’s stock worth $2,850,000 after buying an additional 3,308 shares during the period. Marshall Wace LLP boosted its holdings in shares of Emerson Electric by 74.4% during the 2nd quarter. Marshall Wace LLP now owns 1,286,755 shares of the industrial products company’s stock worth $171,563,000 after buying an additional 548,795 shares in the last quarter. CORDA Investment Management LLC. acquired a new stake in shares of Emerson Electric during the 2nd quarter worth approximately $1,173,000. QRG Capital Management Inc. boosted its stake in Emerson Electric by 29.2% during the third quarter. QRG Capital Management Inc. now owns 167,314 shares of the industrial products company’s stock worth $21,948,000 after acquiring an additional 37,822 shares in the last quarter. Finally, Legal & General Group Plc boosted its stake in Emerson Electric by 5.0% during the second quarter. Legal & General Group Plc now owns 3,600,518 shares of the industrial products company’s stock worth $480,057,000 after acquiring an additional 172,507 shares in the last quarter. 74.30% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

EMR has been the subject of several research reports. Royal Bank Of Canada reduced their target price on Emerson Electric from $155.00 to $153.00 and set an “outperform” rating for the company in a research note on Thursday, November 6th. Wolfe Research raised their price objective on Emerson Electric from $168.00 to $172.00 and gave the company an “outperform” rating in a research note on Thursday, January 15th. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Emerson Electric from $157.00 to $159.00 and gave the company a “buy” rating in a research note on Thursday, October 2nd. Evercore ISI started coverage on Emerson Electric in a research note on Monday, December 15th. They issued an “outperform” rating and a $170.00 price objective for the company. Finally, Robert W. Baird increased their target price on shares of Emerson Electric from $143.00 to $164.00 and gave the company a “neutral” rating in a report on Friday, January 16th. Ten investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $154.76.

Emerson Electric Price Performance

Emerson Electric stock opened at $147.78 on Wednesday. The company has a current ratio of 0.88, a quick ratio of 0.65 and a debt-to-equity ratio of 0.41. The business’s 50 day simple moving average is $138.16 and its 200 day simple moving average is $135.71. Emerson Electric Co. has a 12 month low of $90.06 and a 12 month high of $151.74. The company has a market cap of $83.10 billion, a price-to-earnings ratio of 36.58, a PEG ratio of 2.42 and a beta of 1.26.

Emerson Electric (NYSE:EMR) last released its quarterly earnings data on Wednesday, November 5th. The industrial products company reported $1.62 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $1.62. Emerson Electric had a return on equity of 15.87% and a net margin of 12.73%.The company had revenue of $4.86 billion for the quarter, compared to analyst estimates of $4.91 billion. During the same period in the previous year, the company posted $1.48 EPS. The firm’s revenue for the quarter was up 5.1% compared to the same quarter last year. Emerson Electric has set its FY 2026 guidance at 6.350-6.550 EPS and its Q1 2026 guidance at 1.400-1.400 EPS. Sell-side analysts forecast that Emerson Electric Co. will post 5.96 EPS for the current year.

Emerson Electric Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Friday, November 14th were issued a $0.555 dividend. The ex-dividend date of this dividend was Friday, November 14th. This is an increase from Emerson Electric’s previous quarterly dividend of $0.53. This represents a $2.22 annualized dividend and a dividend yield of 1.5%. Emerson Electric’s payout ratio is currently 54.95%.

Emerson Electric declared that its board has approved a share buyback plan on Wednesday, November 5th that permits the company to repurchase $0.00 in outstanding shares. This repurchase authorization permits the industrial products company to reacquire shares of its stock through open market purchases. Shares repurchase plans are usually an indication that the company’s leadership believes its shares are undervalued.

Insider Transactions at Emerson Electric

In other Emerson Electric news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the firm’s stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $133.00, for a total value of $965,979.00. Following the sale, the chief executive officer owned 196,292 shares of the company’s stock, valued at $26,106,836. This trade represents a 3.57% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Corporate 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.