Chilton Capital Management LLC Boosts Holdings in Emerson Electric Co. $EMR

Chilton Capital Management LLC increased its position in shares of Emerson Electric Co. (NYSE:EMR) by 2.4% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 261,096 shares of the industrial products company’s stock after purchasing an additional 6,060 shares during the quarter. Emerson Electric comprises about 1.2% of Chilton Capital Management LLC’s holdings, making the stock its 26th largest position. Chilton Capital Management LLC’s holdings in Emerson Electric were worth $34,251,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the business. Darwin Wealth Management LLC purchased a new stake in Emerson Electric in the second quarter valued at $29,000. Winnow Wealth LLC acquired a new stake in shares of Emerson Electric during the 2nd quarter worth about $34,000. Traub Capital Management LLC purchased a new stake in Emerson Electric in the 2nd quarter valued at about $37,000. Princeton Global Asset Management LLC acquired a new position in Emerson Electric in the second quarter valued at about $38,000. Finally, Twin Peaks Wealth Advisors LLC purchased a new position in Emerson Electric during the second quarter worth about $39,000. 74.30% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Weiss Ratings reissued a “buy (b-)” rating on shares of Emerson Electric in a research note on Wednesday, January 21st. Morgan Stanley boosted their target price on Emerson Electric from $115.00 to $125.00 and gave the company an “underweight” rating in a research report on Friday, January 9th. TD Cowen lowered Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price target for the company. in a research report on Friday, January 9th. Jefferies Financial Group boosted their price objective on Emerson Electric from $145.00 to $150.00 and gave the company a “hold” rating in a report on Thursday, January 15th. Finally, Royal Bank Of Canada decreased their target price on Emerson Electric from $155.00 to $153.00 and set an “outperform” rating on the stock in a research note on Thursday, November 6th. Ten investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $154.76.

Emerson Electric Stock Up 1.0%

Shares of NYSE EMR opened at $149.23 on Tuesday. The stock has a market cap of $83.91 billion, a P/E ratio of 36.94, a PEG ratio of 2.39 and a beta of 1.26. The business’s fifty day simple moving average is $137.74 and its 200-day simple moving average is $135.65. Emerson Electric Co. has a 12-month low of $90.06 and a 12-month high of $151.74. The company has a current ratio of 0.88, a quick ratio of 0.65 and a debt-to-equity ratio of 0.41.

Emerson Electric (NYSE:EMR) last issued its quarterly earnings results on Wednesday, November 5th. The industrial products company reported $1.62 earnings per share for the quarter, hitting the consensus estimate of $1.62. The company had revenue of $4.86 billion for the quarter, compared to the consensus estimate of $4.91 billion. Emerson Electric had a return on equity of 15.87% and a net margin of 12.73%.Emerson Electric’s revenue was up 5.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.48 EPS. 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. As a group, equities analysts predict that Emerson Electric Co. will post 5.96 EPS for the current fiscal year.

Emerson Electric Increases Dividend

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

Emerson Electric announced that its board has authorized a share buyback plan on Wednesday, November 5th that allows the company to repurchase $0.00 in outstanding shares. This repurchase authorization allows the industrial products company to purchase shares of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s board of directors believes its shares are undervalued.

Insider Activity at Emerson Electric

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

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.