Clifford Swan Investment Counsel LLC Decreases Holdings in Emerson Electric Co. $EMR

Clifford Swan Investment Counsel LLC trimmed its holdings in shares of Emerson Electric Co. (NYSE:EMR) by 1.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 251,548 shares of the industrial products company’s stock after selling 4,868 shares during the quarter. Emerson Electric accounts for approximately 1.1% of Clifford Swan Investment Counsel LLC’s holdings, making the stock its 24th biggest holding. Clifford Swan Investment Counsel LLC’s holdings in Emerson Electric were worth $33,386,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in EMR. Murphy Middleton Hinkle & Parker Inc. grew its holdings in Emerson Electric by 229.1% during the 4th quarter. Murphy Middleton Hinkle & Parker Inc. now owns 46,467 shares of the industrial products company’s stock valued at $6,167,000 after purchasing an additional 32,346 shares during the last quarter. Vanguard Group Inc. grew its stake in Emerson Electric by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 54,330,938 shares of the industrial products company’s stock worth $7,127,132,000 after acquiring an additional 201,040 shares in the last quarter. Wedbush Securities Inc. grew its stake in Emerson Electric by 88.4% in the 3rd quarter. Wedbush Securities Inc. now owns 19,197 shares of the industrial products company’s stock worth $2,518,000 after acquiring an additional 9,009 shares in the last quarter. Caprock Group LLC bought a new position in Emerson Electric in the 3rd quarter worth about $3,359,000. Finally, Azzad Asset Management Inc. ADV grew its stake in Emerson Electric by 31.4% in the 3rd quarter. Azzad Asset Management Inc. ADV now owns 51,658 shares of the industrial products company’s stock worth $6,777,000 after acquiring an additional 12,353 shares in the last quarter. 74.30% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Surendralal Lanca Karsanbhai sold 5,700 shares of the stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $142.32, for a total transaction of $811,224.00. Following the completion of the sale, the chief executive officer owned 281,393 shares of the company’s stock, valued at $40,047,851.76. This represents a 1.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.23% of the stock is owned by insiders.

Emerson Electric Price Performance

Shares of EMR opened at $142.29 on Friday. The company has a 50 day moving average price of $138.26 and a 200-day moving average price of $139.99. Emerson Electric Co. has a fifty-two week low of $121.56 and a fifty-two week high of $165.15. The stock has a market capitalization of $79.70 billion, a PE ratio of 32.86, a PEG ratio of 2.25 and a beta of 1.25. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.64 and a current ratio of 0.87.

Emerson Electric (NYSE:EMR) last announced its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $1.54 earnings per share for the quarter, topping the consensus estimate of $1.53 by $0.01. Emerson Electric had a net margin of 13.35% and a return on equity of 17.18%. The firm had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.59 billion. During the same quarter in the prior year, the company earned $1.48 EPS. The company’s revenue 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. Equities analysts predict that Emerson Electric Co. will post 6.49 earnings per share for the current fiscal year.

Emerson Electric Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be given a dividend of $0.555 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $2.22 dividend on an annualized basis and a yield of 1.6%. Emerson Electric’s dividend payout ratio is presently 51.27%.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Wells Fargo & Company upped their target price on shares of Emerson Electric from $135.00 to $155.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 7th. BMO Capital Markets upped their target price on shares of Emerson Electric from $150.00 to $157.00 in a research note on Friday, May 8th. Stephens upped their target price on shares of Emerson Electric from $145.00 to $155.00 and gave the stock an “equal weight” rating in a research note on Monday, February 9th. KeyCorp upped their target price 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, Loop Capital upped their price target on shares of Emerson Electric from $155.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Twelve equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $163.24.

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.