JB Capital LLC Grows Stock Position in Emerson Electric Co. $EMR

JB Capital LLC raised its holdings in shares of Emerson Electric Co. (NYSE:EMR) by 5.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 113,340 shares of the industrial products company’s stock after acquiring an additional 5,933 shares during the quarter. Emerson Electric makes up 0.6% of JB Capital LLC’s investment 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.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Cornell Pochily Investment Advisors Inc. grew its position in shares of Emerson Electric by 0.3% in the fourth quarter. Cornell Pochily Investment Advisors Inc. now owns 29,260 shares of the industrial products company’s stock valued at $3,883,000 after purchasing an additional 76 shares during the last quarter. Revolve Wealth Partners LLC raised its position in shares of Emerson Electric by 3.5% during the 3rd quarter. Revolve Wealth Partners LLC now owns 2,308 shares of the industrial products company’s stock worth $303,000 after purchasing an additional 79 shares during the last quarter. Atlas Legacy Advisors LLC lifted its stake in Emerson Electric by 2.1% in the 3rd quarter. Atlas Legacy Advisors LLC now owns 3,921 shares of the industrial products company’s stock valued at $514,000 after buying an additional 79 shares in the last quarter. Unison Advisors LLC grew its holdings in Emerson Electric by 0.4% during the 3rd quarter. Unison Advisors LLC now owns 21,496 shares of the industrial products company’s stock valued at $2,820,000 after buying an additional 80 shares during the last quarter. Finally, Abbot Financial Management Inc. increased its position in Emerson Electric by 0.5% during the third quarter. Abbot Financial Management Inc. now owns 17,594 shares of the industrial products company’s stock worth $2,308,000 after buying an additional 80 shares in the last quarter. Institutional investors and hedge funds own 74.30% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently issued reports on the company. Robert W. Baird upped their price objective on Emerson Electric from $143.00 to $164.00 and gave the company a “neutral” rating in a research report on Friday, January 16th. Stephens lifted their price objective on Emerson Electric from $145.00 to $155.00 and gave the stock an “equal weight” rating in a research report on Monday, February 9th. BMO Capital Markets assumed 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. Loop Capital raised their price target on shares of Emerson Electric from $155.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Finally, HSBC boosted their price objective on shares of Emerson Electric from $165.00 to $170.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Twelve research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $163.43.

Emerson Electric Stock Up 0.0%

Shares of NYSE:EMR opened at $131.71 on Friday. The company has a current ratio of 0.84, a quick ratio of 0.62 and a debt-to-equity ratio of 0.37. The firm has a market cap of $74.02 billion, a price-to-earnings ratio of 32.20, a PEG ratio of 2.10 and a beta of 1.28. The stock’s 50-day moving average price is $142.66 and its two-hundred day moving average price is $137.55. Emerson Electric Co. has a 12-month low of $90.06 and a 12-month high of $165.15.

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

Emerson Electric Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th were paid a dividend of $0.555 per share. 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 currently 54.28%.

Insider Buying and Selling at Emerson Electric

In other news, Director Matthew S. Levatich sold 1,476 shares of the business’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $162.16, for a total transaction of $239,348.16. Following the completion of the sale, the director directly 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Nicholas J. Piazza sold 6,703 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $159.07, for a total transaction of $1,066,246.21. Following the sale, the vice president directly owned 31,664 shares of the company’s stock, valued at $5,036,792.48. This represents a 17.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 13,879 shares of company stock worth $2,116,818 in the last quarter. 0.23% of the stock is owned by insiders.

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.