Emerson Electric Co. $EMR Shares Bought by JB Capital LLC

JB Capital LLC grew its holdings in Emerson Electric Co. (NYSE:EMR) by 5.5% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 113,340 shares of the industrial products company’s stock after buying an additional 5,933 shares during the period. Emerson Electric accounts for approximately 0.6% of JB Capital LLC’s portfolio, making the stock its 28th largest position. JB Capital LLC’s holdings in Emerson Electric were worth $15,043,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in EMR. Ameriprise Financial Inc. increased its position in Emerson Electric by 185.7% in the 3rd quarter. Ameriprise Financial Inc. now owns 3,192,982 shares of the industrial products company’s stock valued at $418,730,000 after acquiring an additional 2,075,425 shares during the period. Bank of New York Mellon Corp lifted its position in Emerson Electric by 29.2% during the 3rd quarter. Bank of New York Mellon Corp now owns 5,260,097 shares of the industrial products company’s stock worth $690,020,000 after acquiring an additional 1,187,974 shares during the period. Fisher Asset Management LLC grew its stake in shares of Emerson Electric by 20.6% in the 3rd quarter. Fisher Asset Management LLC now owns 6,262,570 shares of the industrial products company’s stock valued at $821,524,000 after purchasing an additional 1,069,122 shares during the last quarter. Schroder Investment Management Group increased its holdings in shares of Emerson Electric by 13.5% in the third quarter. Schroder Investment Management Group now owns 7,205,569 shares of the industrial products company’s stock valued at $945,227,000 after purchasing an additional 859,171 shares during the period. Finally, State Street Corp raised its stake in shares of Emerson Electric by 3.0% during the second quarter. State Street Corp now owns 27,053,019 shares of the industrial products company’s stock worth $3,606,979,000 after purchasing an additional 784,987 shares during the last quarter. Hedge funds and other institutional investors own 74.30% of the company’s stock.

Insider Activity

In related news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $142.32, for a total value of $811,224.00. Following the completion of the transaction, the chief executive officer directly owned 281,393 shares of the company’s stock, valued at $40,047,851.76. This trade represents a 1.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP Nicholas J. Piazza sold 6,703 shares of Emerson Electric stock in a transaction on Monday, February 9th. The stock was sold at an average price of $159.07, for a total value of $1,066,246.21. Following the transaction, the vice president directly owned 31,664 shares of the company’s stock, valued at approximately $5,036,792.48. This represents a 17.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 13,879 shares of company stock worth $2,116,818. Company insiders own 0.23% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on EMR. Loop Capital lifted their price objective on shares of Emerson Electric from $155.00 to $180.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. HSBC upped their price objective on shares of Emerson Electric from $165.00 to $170.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. BMO Capital Markets began coverage on shares of Emerson Electric in a report on Friday, March 27th. They issued a “market perform” rating and a $150.00 target price on the stock. KeyCorp boosted their price target on shares of Emerson Electric from $155.00 to $185.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Finally, TD Cowen downgraded shares of Emerson Electric from a “buy” rating to a “hold” rating and set a $150.00 price objective for the company. in a research report on Friday, January 9th. Twelve analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $163.43.

Emerson Electric Trading Up 0.0%

NYSE:EMR opened at $131.71 on Friday. Emerson Electric Co. has a 1 year low of $90.06 and a 1 year high of $165.15. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.62 and a current ratio of 0.84. The stock has a fifty day moving average price of $142.66 and a two-hundred day moving average price of $137.55. The stock has a market capitalization of $74.02 billion, a price-to-earnings ratio of 32.20, a PEG ratio of 2.10 and a beta of 1.28.

Emerson Electric (NYSE:EMR) last posted its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 earnings per share for the quarter, topping analysts’ consensus estimates of $1.41 by $0.05. The business had revenue of $4.35 billion for the quarter, compared to analysts’ expectations of $4.37 billion. Emerson Electric had a net margin of 12.72% and a return on equity of 17.25%. The business’s revenue for the quarter was up 4.1% on a year-over-year basis. During the same period in the prior year, the company posted $1.38 EPS. Emerson Electric has set its FY 2026 guidance at 6.400-6.550 EPS and its Q2 2026 guidance at 1.500-1.550 EPS. As a group, sell-side analysts anticipate that Emerson Electric Co. will post 5.96 earnings per share for the current fiscal year.

Emerson Electric Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th were issued a $0.555 dividend. The ex-dividend date of this dividend was Friday, February 13th. This represents a $2.22 dividend on an annualized basis and a yield of 1.7%. Emerson Electric’s dividend payout ratio (DPR) is 54.28%.

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.