Drucker Wealth 3.0 LLC Boosts Holdings in Emerson Electric Co. $EMR

Drucker Wealth 3.0 LLC boosted its position in shares of Emerson Electric Co. (NYSE:EMR) by 76.3% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 12,167 shares of the industrial products company’s stock after purchasing an additional 5,267 shares during the quarter. Drucker Wealth 3.0 LLC’s holdings in Emerson Electric were worth $1,596,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of EMR. AustralianSuper Pty Ltd purchased a new position in Emerson Electric in the 3rd quarter worth approximately $950,000. Cahill Financial Advisors Inc. purchased a new position in shares of Emerson Electric in the third quarter worth $823,000. Coldstream Capital Management Inc. lifted its holdings 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 valued at $2,850,000 after purchasing an additional 3,308 shares in the last quarter. Marshall Wace LLP boosted its position in shares of Emerson Electric by 74.4% during the second quarter. Marshall Wace LLP now owns 1,286,755 shares of the industrial products company’s stock valued at $171,563,000 after buying an additional 548,795 shares during the last quarter. Finally, Caprock Group LLC bought a new stake in Emerson Electric in the 3rd quarter worth about $3,359,000. 74.30% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CEO Surendralal Lanca Karsanbhai sold 7,263 shares of the firm’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 sale, the chief executive officer directly owned 196,292 shares in the company, valued at $26,106,836. This trade represents a 3.57% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Matthew S. Levatich sold 1,476 shares of the stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $162.16, for a total value of $239,348.16. Following the completion of the sale, the director owned 24,349 shares of the company’s stock, valued at $3,948,433.84. The trade was a 5.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 15,442 shares of company stock worth $2,271,573 over the last three months. 0.23% of the stock is currently owned by company insiders.

Emerson Electric Trading Up 0.4%

NYSE:EMR opened at $148.73 on Wednesday. The firm has a market capitalization of $83.59 billion, a price-to-earnings ratio of 36.36, a price-to-earnings-growth ratio of 2.35 and a beta of 1.26. The company has a debt-to-equity ratio of 0.37, a current ratio of 0.84 and a quick ratio of 0.62. The business has a fifty day moving average price of $144.17 and a 200-day moving average price of $136.49. Emerson Electric Co. has a one year low of $90.06 and a one year high of $165.15.

Emerson Electric (NYSE:EMR) last issued its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.46 EPS for the quarter, topping analysts’ consensus estimates of $1.41 by $0.05. Emerson Electric had a return on equity of 17.25% and a net margin of 12.72%.The business had revenue of $4.35 billion during the quarter, compared to analysts’ expectations of $4.37 billion. During the same quarter in the prior year, the business posted $1.38 earnings per share. The business’s quarterly revenue was up 4.1% on a year-over-year basis. 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. Sell-side analysts forecast that Emerson Electric Co. will post 5.96 EPS for the current year.

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

Emerson Electric Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be issued a dividend of $0.555 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $2.22 annualized dividend and a yield of 1.5%. Emerson Electric’s payout ratio is currently 54.28%.

Wall Street Analyst Weigh In

EMR has been the topic of a number of recent analyst reports. Weiss Ratings downgraded shares of Emerson Electric from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, February 4th. Barclays increased their price objective on shares of Emerson Electric from $135.00 to $145.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 7th. HSBC lifted their target price 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. Robert W. Baird increased their price target on Emerson Electric from $143.00 to $164.00 and gave the company a “neutral” rating in a report on Friday, January 16th. Finally, UBS Group raised Emerson Electric from a “neutral” rating to a “buy” rating and lifted their price objective for the stock from $131.00 to $168.00 in a report on Monday, January 5th. Eleven research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Emerson Electric currently has an average rating of “Hold” and a consensus price target of $164.90.

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.