Citizens Financial Group Inc. RI Boosts Position in Emerson Electric Co. $EMR

Citizens Financial Group Inc. RI lifted its position in Emerson Electric Co. (NYSE:EMR) by 12.1% during the third quarter, HoldingsChannel reports. The institutional investor owned 58,161 shares of the industrial products company’s stock after purchasing an additional 6,273 shares during the period. Citizens Financial Group Inc. RI’s holdings in Emerson Electric were worth $7,630,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank bought a new position in Emerson Electric in the 2nd quarter valued at $918,830,000. JPMorgan Chase & Co. grew its position in Emerson Electric by 75.0% during 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 buying an additional 5,371,585 shares in the last quarter. Schroder Investment Management Group increased its stake in Emerson Electric by 51.6% in the 2nd quarter. Schroder Investment Management Group now owns 6,346,398 shares of the industrial products company’s stock worth $846,165,000 after acquiring an additional 2,159,126 shares during the last quarter. Fisher Asset Management LLC raised its holdings in shares of Emerson Electric by 43.0% in 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 acquiring an additional 1,561,600 shares in the last quarter. Finally, Nordea Investment Management AB boosted its position in shares of Emerson Electric by 19.5% during the 2nd quarter. Nordea Investment Management AB now owns 9,195,005 shares of the industrial products company’s stock valued at $1,223,947,000 after acquiring an additional 1,499,000 shares during the last quarter. Institutional investors own 74.30% of the company’s stock.

Emerson Electric Stock Performance

NYSE EMR opened at $145.30 on Tuesday. The company has a 50-day simple moving average of $134.19 and a two-hundred day simple moving average of $134.87. Emerson Electric Co. has a 12-month low of $90.06 and a 12-month high of $150.27. The firm has a market cap of $81.70 billion, a price-to-earnings ratio of 35.97, a PEG ratio of 2.35 and a beta of 1.26. The company has a quick ratio of 0.65, a current ratio of 0.88 and a debt-to-equity ratio of 0.41.

Emerson Electric (NYSE:EMR) last released its earnings results on Thursday, April 6th. The industrial products company reported $0.79 earnings per share for the quarter. The company had revenue of $3.16 billion during the quarter. Emerson Electric had a return on equity of 15.87% and a net margin of 12.73%.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. On average, equities analysts forecast that Emerson Electric Co. will post 5.96 EPS for the current year.

Emerson Electric Increases Dividend

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

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

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on EMR. Jefferies Financial Group reaffirmed a “hold” rating and issued a $145.00 target price on shares of Emerson Electric in a research note on Wednesday, December 10th. JPMorgan Chase & Co. lowered their price objective on shares of Emerson Electric from $151.00 to $150.00 and set a “neutral” rating on the stock in a research report on Monday, November 10th. Wells Fargo & Company upped their target price on shares of Emerson Electric from $140.00 to $145.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 7th. Barclays increased their target price on Emerson Electric from $135.00 to $145.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 7th. Finally, Evercore ISI started coverage on Emerson Electric in a research note on Monday, December 15th. They set an “outperform” rating and a $170.00 price target for the company. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $151.06.

Insider Activity at Emerson Electric

In related news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the company’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $133.00, for a total transaction of $965,979.00. Following the completion of the sale, the chief executive officer directly owned 196,292 shares in the company, valued at $26,106,836. This represents a 3.57% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. 0.23% of the stock is currently owned by insiders.

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.